Estate Planning: A Comprehensive Overview (Webinar) (24WC-0043)24WC-0043 | *Intestate succession and probate administration*Holding title to assets*Lifetime asset transfers and testamentary asset transfer planning*Structures to avoid or minimize transfer taxes*Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem |
4/29/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Pricing on Purpose: The Eight Steps to Implementing Value Pricing (Webinar) (24WC-0027)24WC-0027 | *First and second law of pricing and how they influence your pricing decisions*How the anchoring and framing effects influence pricing*What and how people buy*Handling price objections*Proper project management*Facilitating a pricing after action review*Importance of price psychology and emotions*Why your firm should offer a value guarantee*How hourly billing is a suboptimal pricing strategy |
4/23/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
FASB Update: What's New? April 2024 (Webinar) (24WC-0024)24WC-0024 | *FASB's current activities*ASUs issued*Workplan agenda |
4/23/2024 | 1:30 - 3 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Mr. Spock and Homer Simpson: The Two Sides of Human Economic Behavior (Webinar) (24WC-0037)24WC-0037 | *How parents decide to divide their wealth*Is population growth a blessing or a curse?*Does the government deficit and the trade deficit hurt or help the economy?*Do companies really plan obsolescence?*Why are shopping carts getting bigger?*Should there be a free market in human organs? |
4/25/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Pricing Client Accounting Services (Webinar) (24WC-0054)24WC-0054 | *Understand how psychology influences your pricing decisions*Learn how behavioral economic effects influence pricing*Comprehend what and how people buy*How to develop and price options*Using the Stan Shih Smile Curve to determine the value of various services |
4/30/2024 | 4 - 6 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Living Trust Administration Workshop (Webinar) (24WC-0036)24WC-0036 | *The steps in trust administration*Delaware Tax Trap and its unique use*Change of the exemption in 2026 and its impact*Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust*Preparation of trust accountings*Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs |
4/25/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
What Every CPA Should Know About Fraud (Webinar) (24WC-0057)24WC-0057 | *How is fraud detected?*The role of external auditors in finding fraud*Revenue recognition issues*Corrupt management*Data mining*Physical and biometric controls |
4/30/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Financial Statement Analysis for Managers (Webinar) (24WC-0039)24WC-0039 | *Value of DuPont analysis*Pros/cons of ratio analysis*Cash flow analysis*Operating leverage vs. financial leverage*Effective financial performance measures*Open balance sheet |
4/26/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Tax Collection Defense (Webinar) (24WC-0028)24WC-0028 | *Assessment and attachment rules--tax assessment procedures and attachment of the assessment lien to property, including community property*Tax liens--perfection and priority rules in general and for specific assets and relief from liens*Tax levies and seizures--taxpayer rights and defenses; third party rights*Dealing with the collection officers and representatives*Collection appeals and resolutions*Judicial actions: collection due process (CDP), injunctions and IRS suits |
4/23/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Private Foundations and Form 990-PF Basics (Webinar) (24WC-0032)24WC-0032 | *Private foundation excise taxes, generally*Form 990-PF, including mandatory e-filing requirements*The fair market value of the foundation's assets*Income distribution requirements*Self-dealing and transactions with disqualified persons*Foreign grant-making and grant-making to private foundations and non-charitable entities in the US*Excess business holdings*Program-related investments*Unrelated business income tax |
4/24/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
OCBOA Case Studies (Webinar) (24WC-0026)24WC-0026 | *Income tax-basis financial statement presentations*Cash and modified-cash financial statement presentations*Innovative and EBITDA type reports*OCBOA engagements*AICPA Financial Reporting Framework for Small- and Medium-Sized Entities |
4/23/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Retirement Distributions: Planning Options (Webinar) (24WC-0048)24WC-0048 | *Roth IRA: The right choice?*Income tax treatment of distributions from retirement plans of all types*Laws, regulations and IRS rulings concerning plan distributions*Avoiding penalty on distributions that happen too early or too late*Beneficiary choices - eligible or not?* Self-directed IRA investment problems |
4/29/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Preparation, Compilations and Reviews: A Practical Workshop (Webinar) (24WC-0038)24WC-0038 | *Preparation, compilations and reviews |
4/25/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Unrelated Business Income Tax Fundamentals (Webinar) (24WC-0056)24WC-0056 | *Definition of unrelated business*Unrelated business income tax: origins, exclusions, modifications and exceptions*Tax Cuts and Jobs Act Changes and Final regulations, as well as relevant CARES Act and American Rescue Plan provisions*Special rules for advertising, bingo and trade shows*Debt financed income issues*Alternative investments*Filing requirements, including lessons learned from the past tax season*State UBIT filings and other federal filings relating to foreign investments |
4/30/2024 | 10 a.m. - 12:30 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Nonverbal Communication: The Silent Language of Success (Webinar) (24WC-0053)24WC-0053 | *Nonverbal communication--Virtual |
4/23/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Tell Me a Story: Don't Just Simply Relay Your Financial Results (Webinar) (24WC-0033)24WC-0033 | *The creation of memorable messages*The science of storytelling*Real-world examples of storytelling and their operational impact on the business*Ten thoughts for the road*Three cases |
4/24/2024 | 10 a.m. - 12:30 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
Accountancy Laws, Ethics, Taxes and Financial Reporting Review: Ethics (Webinar) (24WC-0035)24WC-0035 | *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 |
4/25/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Form 706 Preparation Part 2: Reporting Assets (Webinar) (24WC-0030)24WC-0030 | *Action steps in 706 preparation engagement*Filing requirements, new forms, IRS return review procedures, closing letters*Obtaining transcripts and previously filed returns*Completing introductory pages 1 - 4*Worksheets provided: Summary of Estate Plan*Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule |
4/24/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethical Responsibilities for CPAs: Ethics (Webinar) (24WC-0044)24WC-0044 | *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 |
4/29/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
The Power of "Why" (Webinar) (24WC-0040)24WC-0040 | *The importance of "Why"*Linking cause and effect*Keeping Freddy P. Softy away from your door*The 5-15 Report*The Doorway to Creativity*Why Leadership and Personal Growth*Three cases |
4/26/2024 | 10 a.m. - 12:30 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
Time's Up: Pivoting Your Firm to a Subscription Based Model (Webinar) (24WC-0034)24WC-0034 | *The three types of adoption approaches to creating a subscriber base*Five approaches to value nurturing--that is, what happens after the sale to help customers achieve success and realize value*Ten best practices to reduce churn (i.e., losing subscribers)*Essential growth strategies to deploy |
4/24/2024 | 4 - 6 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Cost Accounting, R.I.P.: Cost Accounting Is Opinion, Cash Flow Is Fact (Webinar) (24WC-0029)24WC-0029 | *Modeling cash flow and capacity*Adaptive Capacity Model*Segall's Law |
4/24/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Audits of 401(k) Plans (Webinar) (24WC-0042)24WC-0042 | *SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits*Update of the changes affecting 401(k) plans*Compliance issues commonly encountered in 401(k) plan audits*Best practices for engagement planning, internal controls, risk assessment, and detailed testing*Common audit reporting and disclosure issues |
4/29/2024 | 2 - 5:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments & Credits (Webinar) (24WC-0051)24WC-0051 | *Generation Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction*Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q*Qualified Conservation Easements, Schedule U*Making Sec. 6166 election and using Graegin loans |
4/30/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
You Don't Know What You Don't Know About Excel (Webinar) (24WC-0041)24WC-0041 | *Excel shortcuts and time savers*Working with templates, formats, styles and themes*Customizing and enhancing Excel*Protecting and securing workbooks*Formula building and the excel function library |
4/26/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Form 706 Preparation Part 3: Reporting Deductions (Webinar) (24WC-0046)24WC-0046 | *How to report funeral and administrative expenses on Schedule J and/or L*How to report debts, mortgages and liens on Schedule K*Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions*Charitable deduction Schedule O and potential problems |
4/29/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Emerging Technologies for Accountants Including Blockchain and Crypto (Webinar) (24WC-0025)24WC-0025 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
4/23/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Fraud, Misstatements and Financial Reporting (Webinar) (24WC-0052)24WC-0052 | *Financial reporting fraud*Financial reporting objective*Earnings management*Accounting standards*Financial reporting controls*FASB Concept Statements |
4/30/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Financial Reporting Changes in Greater Detail (Webinar) (24WC-0045)24WC-0045 | *Reformatted financial statement details*RFS impact on business operations*Ten action items for immediate consideration*Five cases |
4/29/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Monthly Individual Tax Update (Webinar) (24WC-0031)24WC-0031 | *Individual tax developments coming from Congress, the Treasury Department, the courts and academe*Time-sensitive topics from the past 30 days |
4/24/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Small Business Internal Controls, Security and Fraud Prevention (Webinar) (24WC-0047)24WC-0047 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls |
4/29/2024 | 11 a.m. - 6:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Accounting Industry Update (Webinar) (24WC-0049)24WC-0049 | *FASB Technical Agenda and upcoming changes*ASUs*Implementation dates and methods*Audit quality initiatives*Changes to AICPA auditing standards; and PCAOB standards |
4/30/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
R&D Tax Credits: IRS Scrutiny of Research Activity (Webinar) (24WC-0055)24WC-0055 | *Better understand the benefits and requirements of claiming R&D tax credits and other related expenses*Know what the IRS is focused on in examinations and audits of tax returns claiming R&D credits*Decipher the IRS's expectations of taxpayers filing refund claims that include R&D tax credits*More easily identify key strategies to minimize exposure from the IRS's increased focus on R&D tax credit abuses |
4/30/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Asset Tracing (Webinar) (24WC-0023)24WC-0023 | *Tracing of Bank and Brokerage Accounts*Business Ownership Interest*Business Income*Investments*Real Property*Retirement Accounts*Cryptocurrency*Family Law*Fraud*Criminal Activity*Public Corruption |
4/23/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Executive Presentation Presence: Speak Up, Move Up (Webinar) (24WC-0050)24WC-0050 | *Constructing and delivering effective presentations*Identifying target audiences*Common communication problems*Nonverbal communication |
4/23/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Anatomy of a Ransomware Event and Incident Response (Webinar) (24WS-0034)24WS-0034 | *What is ransomware?*The growing threat of ransomware -- statistics*Remote working and COVID-19*Ransomware infection process*Incident response protocol*Business considerations*Legal considerations*Breach notification obligations*Steps to protect against malware*Tabletop exercise |
4/23/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Excel Shortcuts for Accountants (Webinar) (24WS-0040)24WS-0040 | * Explore the function that sums better than the SUM function * Discover a variety of time-saving features, functions, and techniques * Learn the workaround to a major Excel pitfall |
4/25/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Business Writing: Professional & Effective Emails (Webinar) (24WS-0035)24WS-0035 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails |
4/23/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (24WS-0036)24WS-0036 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets |
4/23/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (24WS-0037)24WS-0037 | *Economic update*Leadership and management changes as a result of the pandemic*Managing for productivity*Hiring the best people for the organization*New motivation techniques |
4/24/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Basics of the Valuation of a Closely Held Business (Webinar) (24WS-0038)24WS-0038 | *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 |
4/25/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Excel: Mastering PivotTables (Webinar) (24WS-0039)24WS-0039 | * Explore PivotTable capabilities and functionality * Retrieve data from a database and feed it into the PivotTable * Pull web tables from web pages into Excel |
4/25/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's The Accountant as the Expert Witness (Webinar) (24WS-0041)24WS-0041 | *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 |
4/26/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals (Webinar) (24WI-0048)24WI-0048 | n/a |
5/13/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 6: List Comparisons and Indenting (Webinar) (24WI-0040)24WI-0040 | n/a |
4/30/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Applying the Uniform Guidance in Your Single Audits (Webinar) (24WI-0056)24WI-0056 | *Introduction to single audits*Preparation of the schedule of expenditures of federal awards and determining major programs*Understanding, assessing, and testing internal control*Testing compliance with federal statutes and regulations and applicable compliance requirements*Auditor reporting in a Uniform Guidance compliance audit*Program-specific audits*Administrative requirements and cost principles in a single audit |
5/22/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Documenting Internal Control (Webinar) (24WI-0029)24WI-0029 | *Documentation tools such as internal control questionnaires, narratives, flowcharts and control matrixes*Auditor considerations for documenting internal controls in a risk assessment*Documentation of an assessment of internal control |
4/25/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
PCAOB Updates (Webinar) (24WI-0055)24WI-0055 | *The audit with other auditors*Strategic priorities of the PCAOB*The auditor's use of confirmations*Proposed quality control standard |
5/17/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Tax Research I: Tax Staff Essentials (Webinar) (24WI-0033)24WI-0033 | *Online tax research methodology*Authoritative tax hierarchy*The power of professional language in business writing*Book/tax adjustment documentation*Tax return support documentation |
4/25/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Preparation, Compilation and Review Engagements: Update and Review (Webinar) (24WI-0027)24WI-0027 | *Overview of preparation, compilation and review guidance*Accounting and reporting issues*Current practice issues*Common deficiencies in peer reviews*Current and future standard setting projects |
4/24/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Financial Instruments and Leases (Webinar) (24WI-0054)24WI-0054 | *FASB accounting standards updates in financial instruments and leases*Credit losses, troubled debt restructuring, lease accounting |
5/17/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data (Webinar) (24WI-0050)24WI-0050 | n/a |
5/15/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
COSO's Internal Control Framework Essentials (Webinar) (24WI-0028)24WI-0028 | *Components and principles of internal control *Concepts associated with the COSO framework *Management responsibilities versus auditor responsibilities *Common significant accounting processes *Tools and techniques used for internal control documentation |
4/25/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
CANCELLED - Yellow Book: Staying Compliant with Government Auditing Standards (Webinar) (24WI-0047)24WI-0047 | *Foundation and principles for the use and application of generally accepted government auditing standards (GAGAS)*General requirements for complying with the Yellow Book*Ethics, independence, and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements*Fieldwork standards for performance audits*Reporting standards for performance audits |
5/3/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Accounting for Digital Assets Under U.S. GAAP, Part III (Webinar) (24WI-0037)24WI-0037 | *How to recognize a derivative or embedded derivative in a digital asset transaction*How to determine if a derivative or embedded derivative meets the net settlement criterion*Understand the financial statement impact and disclosure considerations related to derivatives and embedded derivatives*How the mining process is used to validate transactions*How revenue is recognized by mining entities. |
4/29/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Performing Preparation, Compilation and Review Engagements (Webinar) (24WI-0026)24WI-0026 | *Definition of an engagement*Forms, checklists and other documentation used for conducting preparation, compilation, and review engagements*Explanation of the differences between compilation and preparation engagements*Criteria of a compilation engagement and the entities where compilations can be performed*Criteria of a review engagement*Changes in level of service |
4/24/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Bottom Line on the New Lease Accounting Requirements (Webinar) (24WI-0024)24WI-0024 | *Lease classification*Amortization of the lease asset*Derecognition of the underlying asset*Recognition of lease receivables |
4/23/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Reviewing Individual Tax Returns: What Are You Missing? (Webinar) (24WI-0042)24WI-0042 | *Section 199A qualified business income deduction*Timeshare properties*Home office*Hobby losses*Self-employment health insurance*Business start-up costs*Depreciation*Unreported income*Schedule C issues*Like-kind exchanges*Self-employment tax*Sections 1202 and 1244 stock*Charitable contributions of property |
4/30/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Risk Management Techniques and Tools (Webinar) (24WI-0036)24WI-0036 | *Enterprise risk management protects and enhances stakeholder value*ERM can be used by businesses of all sizes*SWAT analysis and PESTLE analysis to analyze risks*Tools and techniques in risk awareness and management*Value stream perspective for enterprise risk management*ISO 31000-2018 principles*COSO ERM framework |
4/26/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization (Webinar) (24WI-0025)24WI-0025 | n/a |
4/24/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Current Audit Environment and ASB Activity (Webinar) (24WI-0053)24WI-0053 | *Updates to auditing and attestation standards*Recently issued exposure drafts*Current environment and implication for audit planning |
5/17/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Obtaining an Understanding of Internal Control (Webinar) (24WI-0031)24WI-0031 | *Various definitions and aspects of internal control, including separation of duties and safeguarding of assets *Key aspects of internal control from various organizations, such as COSO, SEC, and PCAOB*Factors to consider, for example, industry, regulation, and nature of the entity *Risk assessment procedures, namely inquiry, analytical procedures, and observation and inspection, as well as brainstorming |
4/25/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups (Webinar) (24WI-0039)24WI-0039 | n/a |
4/29/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Yellow Book: Application of GAGAS Principles (Webinar) (24WI-0057)24WI-0057 | *Foundation and principles for government auditing*General requirements for complying with GAGAS*Ethics, independence and professional judgment*Competence and CPE*Quality control and peer review |
6/27/2024 | 8 a.m. - 1:30 p.m. | Online | 5.5 CPE (5.5 tech, 0 non-tech) | |
Streamlined Excel Reporting Series Session 2: Working with PivotTables (Webinar) (24WI-0049)24WI-0049 | n/a |
5/14/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Documenting Your EBP Audit: What You Need to Know (Webinar) (24WI-0038)24WI-0038 | *Audit planning*Risk assessment and control testing*Documentation best practices for investments and notes receivable*Key audit areas in the financial statements, such as contributions, benefit payments, and plan expense*Participant data and participant accounts*Initial audits, plan mergers, and other issues |
4/29/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Unique Audit Considerations in Defined Benefit Plans, Health and Welfare Plans and ESOPs (Webinar) (24WI-0052)24WI-0052 | *Accounting for and reporting on defined benefit pension and health and welfare plans*Unique audit considerations for ESOPs*Using the work of a specialist |
5/16/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Multi-State Taxation (Webinar) (24WI-0023)24WI-0023 | *Constitutional limits and P.L. 86-272*Nexus, UDITPA, and MTC*Calculation of state taxable income*Filing methods for multistate taxpayers*Apportionment and allocation*Multistate income tax planning*Audit defense strategies |
4/23/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
How Culture Affects Risks (Webinar) (24WI-0035)24WI-0035 | *Communicating core values*Corporate culture built upon core values*Risk awareness *Behavioral-based interviewing |
4/26/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Risk Management Is Evolving (Webinar) (24WI-0043)24WI-0043 | *Risk management*Value stream and Plus/Delta techniques*Cyber risks*Black Swan events |
4/30/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 4: Conditional Summing and Lookups (Webinar) (24WI-0030)24WI-0030 | n/a |
4/25/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Streamlined Excel Reporting Series Session 4: External Data and PivotCharts (Webinar) (24WI-0051)24WI-0051 | n/a |
5/16/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Performing a Single Audit Under the Uniform Guidance (Webinar) (24WI-0032)24WI-0032 | *Fundamentals of a compliance audit performed under the Uniform Guidance*Guidance identifying federal awards*Pass-through entities and subrecipients*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 |
4/25/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Tax Research II: Tax Staff Essentials (Webinar) (24WI-0034)24WI-0034 | *The elusive nature of tax questions*Assessing and applying authority*External communications*Research methodology for tax planning comprehensive examples |
4/25/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Linking Risk Management to Strategy (Webinar) (24WI-0041)24WI-0041 | *Enterprise risk management*Strategic planning*Key challenges organizations face*The finance professional's expanding role*Black Swan events |
4/30/2024 | 2 - 3:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Roles and Responsibilities in Risk Management (Webinar) (24WI-0044)24WI-0044 | *Risk management*Anticipatory leadership*Leadership roles in risk management |
4/30/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check (Webinar) (24WI-0046)24WI-0046 | n/a |
5/2/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation (Webinar) (24WI-0045)24WI-0045 | n/a |
5/1/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting (Webinar) (24WI-0022)24WI-0022 | n/a |
4/23/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New 2018 Yellow Book Independence Requirements (Webinar) (23WX-4132)23WX-4132 | *Key changes to documenting independence in an audit conducted in accordance with GAGAS*Enhanced documentation required once a significant threat has been identified and the safeguards applied*Clarifications related to certain services that always impair independence*Clarification related to when the conceptual framework must be used*Clarifications related to determining if clients possess suitable skills, knowledge or experience to take responsibility for the non-attest services provided by auditors*Other important matters contained in the 2018 Government Auditing Standards related to independence |
4/29/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Illicit to Essential: Marijuana & Hemp/CBD Evolving Issues (Webinar) (23WX-4115)23WX-4115 | *Fast-paced discussion of what has been learned in other more mature markets like Colorado, Oregon and California*Discussion of what to expect in emerging markets where there is currently only medical access to cannabis or recent state legal regulatory access to recreational cannabis*The state of Colorado will be used as an example of cannabis economics and regulatory oversight |
4/27/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Audit 502: The Art of Discipline and Getting Things Done (Webinar) (23WX-4080)23WX-4080 | *Creating a culture of discipline*Project and time management best practices*Avoiding common time wasters*Tips for both getting, and staying, organized*Managing stress for yourself and others*Managing productive meetings |
4/24/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Payroll Essentials: De-mystifying Form W-4 (Webinar) (23WX-4141)23WX-4141 | *Form W-4, Employee Withholding Certificate changes*Understanding what an employer can, and cannot do with regards to Form W-4 |
4/30/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Unconscious Bias with Dr. Toby Groves (Webinar) (23WX-4060)23WX-4060 | *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 |
4/23/2024 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Shorten Month-End: Closing Best Practices (Webinar) (23WX-4103)23WX-4103 | *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 |
4/26/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
FASB ASC 842, Leases: A Deep Dive into Implementation Issues (Webinar) (23WX-4062)23WX-4062 | *Accounting Standard Update for Leases (ASC Topic 842)*Key differences between ASC Topic 842 and ASC Topic 840*Implementation options, entries, practical expedients, and remeasurement triggering events |
4/23/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Analytical Procedures: Practical Applications and Standards (Webinar) (23WX-4069)23WX-4069 | *Discussion of analytical procedures in audit and review engagements*Practical examples and illustrations of analytical procedures*The order of operations for accomplishing analytical procedures |
4/23/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Emotional Intelligence: The Critical Factor in Success (Webinar) (23WX-4095)23WX-4095 | *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 managing emotions*Know how to handle pressure and setbacks |
4/25/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Long-Term Care Insurance: Make the Switch (Webinar) (23WX-4090)23WX-4090 | *The need to fund for long-term care in America*Client's attitudes and misconceptions*Innovative long-term care solutions and funding |
4/25/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
How-To Guide to Fraud Investigations (Webinar) (23WX-4097)23WX-4097 | *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 |
4/25/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Supervision/Management Competencies: An Ethical Approach (Webinar) (23WX-4143)23WX-4143 | *Overview of Virtue Ethics*Milgram and Zimbardo case studies*Navigating the transition from "Buddy to Boss"*Self-Awareness and Regard for Others*Setting Standards and Analyzing Performance*Unconscious Bias*Communication Skills |
4/30/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Ransomware: How to Protect Against and Recover From Attacks (Webinar) (23WX-4074)23WX-4074 | *Overview of ransomware *Ransomware trends *Overview of how ransomware attacks are conducted*Considerations when deciding whether or not to pay the attackers*Key controls for protecting against ransomware |
4/24/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Ethics: Regulatory and Standards Update (Webinar) (23WX-4109)23WX-4109 | *Recent ethics standards changes that impact your practice*Key regulatory changes and initiatives affecting CPAs and the future of the profession*Emerging issues and standard-setting activity that could affect your practice*Practical applications of the standards and common practice issues and challenges*Examples include independence issues, serving clients in the cannabis industry, and reporting potential noncompliance with laws and regulations to third parties*How failure to follow the standards can result in unwanted regulatory actions and publicity |
4/26/2024 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
New Audit 504: Making Rain - Success with Clients and Prospects (Webinar) (23WX-4126)23WX-4126 | *Continued marketing to existing clients*How to better connect with existing and prospective clients*Motivating prospective clients to engage with your firm*Methods for building value perceptions with existing and prospective clients*Differentiating your firm from the competition, including translating features into benefits*Handling objections and closing a sale |
4/29/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Cases in Corporate Ethics: Discuss Real Life Conflicts (Webinar) (23WX-4089)23WX-4089 | *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? |
4/25/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
New Audit 408: Coaching Staff to Stay on the Right Track (Webinar) (23WX-4065)23WX-4065 | *Different ways to appropriately motivate others for performance, including nonmonetary awards*Modifying coaching style to the various specific situation, considering both task and relationship factors to give staff the support they need for success*Tips for engaging in difficult conversations with others, including staff, peers, supervisors and clients*Giving constructive negative feedback to staff, including creating an action plan for improvement |
4/23/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Entertainment, Meals & Travel Expenses: Review and Update (Webinar) (23WX-4140)23WX-4140 | *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 |
4/30/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Project Management: Enhancing Ongoing Client Engagements (Webinar) (23WX-4119)23WX-4119 | *Clarification between workflow and project management and the use of each*Leveraging the project charter to establish consistency and collaboration across teams for a quality client experience |
4/29/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Todd and Julie Chrisley Go to Prison (Webinar) (23WX-4147)23WX-4147 | *What is bank fraud?*What is wire fraud?*Role of financial service professionals in combating tax evasion and white-collar crime*Red flags indicating of white-collar crimes*Importance of knowing customers*Criminal justice proceedings*Relationship between victim impact and sentencing*Relationship between loss amounts and sentencing |
4/30/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Mail Fraud and Wire Fraud: Why Business Owners go to Prison (Webinar) (23WX-4116)23WX-4116 | *What is fraud?*How business owners become vulnerable to charges for mail fraud and wire fraud*What business leaders know about how communications can lead to criminal charges*Discussion of actual fraud cases involving business leaders that went to prison for wire fraud*Federal sentencing guidelines*Sentencing for mail fraud and wire fraud convictions |
4/27/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Power BI: OLAP Formulas & More Time Intelligent Functions (Webinar) (23WX-4128)23WX-4128 | *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 |
4/29/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Outlook: Manage Your Inbox With Maximum Efficiency (Webinar) (23WX-4110)23WX-4110 | *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 |
4/26/2024 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Ethical Performance Management (Webinar) (23WX-4068)23WX-4068 | *Definition and Benefits of Ethical Performance Management*Setting Standards/Goal setting*Preparing and Conducting the Appraisal Interview*Legal Considerations in Performance Management*Avoiding Rater Bias*Feedback and Coaching |
4/23/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Introduction to the Property & Casualty Insurance Industry (Webinar) (23WX-4137)23WX-4137 | *The unique regulatory world of insurance*Differences from other industries*Differences within the industry*Types of accounting*Involvement of specialists*Tax considerations |
4/30/2024 | 8:30 - 9:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New IRS Installment Agreements and CAP Appeals (Webinar) (23WX-4086)23WX-4086 | *Different types of installment agreements*Negotiating installment agreements in the field*Requesting and reviewing IRS records*When to use a CAP and how to use this to your client's advantage*Clever strategies to employ when developing a CAP appeal |
4/24/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New Leadershift: How to Embrace Disruption and Lead Change (Webinar) (23WX-4081)23WX-4081 | *Why it is critical to lead change in your company now*The seven steps of leading change*How to set expectations*How to create a vision that achieves buy-in*How to form a coalition, an essential component of any change effort*How to create and mobilize change networks to accelerate change *The best of the best communication strategies*How to establish simple 360 feedback *Managing yourself |
4/24/2024 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Excel: Feature Review in 100 minutes (Webinar) (23WX-4102)23WX-4102 | *Review of Excel's features and functions*Walk-through of Excel's ribbons*What the Excel features and functions can do for you |
4/26/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Performance Management in Challenging Times (Webinar) (23WX-4083)23WX-4083 | *Building trust*Providing valuable feedback*Techniques for active listening |
4/24/2024 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Understanding and Creating an Internal Control System (Webinar) (23WX-4075)23WX-4075 | *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 |
4/24/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Office 365 Teams App: Optimizing Your Setup & Configuration (Webinar) (23WX-4129)23WX-4129 | *Defining your teams and channel structure - best practices*Step-by-step guide on how to create and manage teams and channels*How to organize your Teams navigation panel*Configuring your notification settings*Connecting Teams to external apps*Understanding how Teams integrates with SharePoint, OneNote and Planner apps*Tracking your Teams app usage analytics*Archiving and deleting Teams and related content |
4/29/2024 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
New Talk This Way: Communication Skills for the CPA (Webinar) (23WX-4104)23WX-4104 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid |
4/26/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Peer Reviews of SSARS Engagements (Webinar) (23WX-4067)23WX-4067 | *Basic requirements of an engagement review*Qualifications for serving as a peer reviewer*Involvement of peer review administrators and technical staff, peer review committees, AICPA, state boards of accountancy*Engagement selection criteria, information to be provided to the peer reviewer, the evaluation of engagements, the synthesis of matters, the nature of the reports, what happens if there is a nonconforming engagement, follow-up actions required by the committee*Common engagement review findings and tips for passing peer review |
4/23/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Audit 407: Auditing Contingencies and Going Concern (Webinar) (23WX-4061)23WX-4061 | *Overview of contingencies and related disclosures*Identifying and determining proper accounting treatment for litigation, claims and assessments*Evaluating the sufficiency of attorney's letter responses for audit evidence*Evaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of time*Auditing managements assumptions in making the going concern evaluation*Proper application of the liquidation basis of accounting |
4/23/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Power BI: Use PBI Desktop to Create Reports and Dashboards (Webinar) (23WX-4071)23WX-4071 | *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 visualizations |
4/24/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
New Start a Forensic Accounting Practice with Confidence (Webinar) (23WX-4107)23WX-4107 | *What equipment is needed to start a forensic accounting practice*The common services needed by clients*Using your current skillset, identify the type of services you can provide*How to market your services to a particular segment of possible clients*Best practices in starting a forensic accounting practice |
4/26/2024 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Motivating the Right Way: Get the Most From Your Staff! (Webinar) (23WX-4118)23WX-4118 | *The issues and alternatives of motivation*Why many motivation tactics consistently fail*How to change your motivation tactics to enhance performance*The three things that every professional wants*The new science of effective motivation*How to motivate people today*An action plan to enhance motivation |
4/29/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Reporting the Results of a Fraud Investigation (Webinar) (23WX-4139)23WX-4139 | *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 |
4/30/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Online Fraud Aimed at Individuals That Can Affect a Company (Webinar) (23WX-4091)23WX-4091 | *Types of fraud that targets individuals*How organizations can work to reduce risk for workers |
4/25/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Public Charity Qualification Under the Public Support Tests (Webinar) (23WX-4130)23WX-4130 | *Intro to the two public support tests (PSTs), including the various common misconceptions about each test's application*Review of each test, focusing first on the relative ease of PST #1 (that calculated on Schedule A, Part II) which employs a bifurcated test (i.e., an automatic %-age versus a 'facts and circumstance' %-age "in"); thereafter, emphasizing the demands and challenges of PST #2 (calculated on Schedule A, Part III) with its restrictive parameters and dual tests each of which must be passed to be "in"*Practical tips (and materials on same) translating revenue presentation from the Core Form 990 at Part VIII to the line inputs for both PSTs via 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 |
4/29/2024 | 1 - 3:30 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
Leverage Integrated Technology Ecosystem to Maximize Profit (Webinar) (23WX-4096)23WX-4096 | *How to put more money and billable time back into your practice*Scientifically-proven motivational theories that will keep your mindset positive and your productivity high this tax season |
4/25/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Taxation of Judgements and Settlements (Webinar) (23WX-4145)23WX-4145 | *Types of damages or remedies that can be awarded or agreed upon pursuant to litigation*Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments*Suggestions for drafting pleadings or settlement agreements |
4/30/2024 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tales from the Darkside: IRS Enforcement of Cryptocurrency (Webinar) (23WX-4114)23WX-4114 | *Overview of Bitcoin and cryptocurrencies*Definition of proof of work and proof of stake*Tax laws regarding cryptocurrency transactions*Definition of common money laundering laws involving cryptocurrencies*Tools used by the IRS to identify cryptocurrency transactions and cryptocurrency in criminal investigations*Real life examples of cryptocurrency used in criminal activities |
4/27/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Steps to Stop External Fraud (Webinar) (23WX-4105)23WX-4105 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties*External fraud unknown perpetrators |
4/26/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New IRS Case Roadblocks (Webinar) (23WX-4134)23WX-4134 | *Administrative strategies for resolving a TFRP assessment*How to prepare for negotiating an installment agreement*Tips for handling apathetic or indifferent Revenue Officers*How to stage different case obstacles and roadblocks through completion |
4/30/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Common Financial Statement Disclosures (Webinar) (23WX-4133)23WX-4133 | *General disclosures about the entity and its environment*Common critical information useful to financial statement readers for making economic decisions*Explain results of operations through information that supplements the face financial statements |
4/29/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New The Ethic of Recruitment and Selection (Webinar) (23WX-4106)23WX-4106 | *Discussion of ethical and effective recruiting strategies*Selection processes that foster diversity and inclusion*How to increase talent pools to ensure hiring success |
4/26/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Risk Management in a Post-COVID World (Webinar) (23WX-4056)23WX-4056 | *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 |
4/23/2024 | 8 - 9:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
New Project Management: Getting the Best Out of Your Team (Webinar) (23WX-4085)23WX-4085 | *When to incorporate project management best practices to get the best out of your team*Five ways project management helps get the best out of your team |
4/24/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Eldercare Financial Scam Protection (Webinar) (23WX-4148)23WX-4148 | *Exponential growth of aging population due to Baby Boomers*Sources of scams and schemes perpetrated against older adults*Methods to protect older adults from scams*Suspicious Activity Reporting (SAR)*Flagging credit reports and bank accounts*Conservatorships and Guardianships*Where to report elder abuse |
4/30/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Grading Your Auditors: Are You Getting the Most Value? (Webinar) (23WX-4108)23WX-4108 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit |
4/26/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (23WX-4077)23WX-4077 | *Three levels of listening*Strategies to remain focused*Building trust through listening*Tactics to practice the Titanium Rule*Delegating with confidence*Establishing an accountability system |
4/24/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Excel: Two Must Know Features - Defined Names & Tables (Webinar) (23WX-4142)23WX-4142 | *Using Defined Names in formula creation*Learning how Defined Names can lead to more accurate spreadsheets*Structured calculations in Excel Tables |
4/30/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
CPA Ethics in a Crisis World: Tales From the Front (Webinar) (23WX-4078)23WX-4078 | *"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 |
4/24/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Creating a High Performance Culture: Post Pandemic (Webinar) (23WX-4066)23WX-4066 | *Why Culture Matters*Workforce Challenges*Creating a High Performance Culture*Practical Tools |
4/23/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
CFO Career Upgrade with LinkedIn (Webinar) (23WX-4059)23WX-4059 | *Essential elements of a compelling LinkedIn profile for a CFO*How to build a strategic career network*Five ways that CFOs can leverage LinkedIn as leaders of an organization*How to get referred to new job opportunities*Essential LinkedIn do's and don'ts for CFOs |
4/23/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New CANCELLED - Gain Confidence with Reconciliations: Types and Templates (Webinar) (23WX-4079)23WX-4079 | *The importance of a standardized reconciliation approach*When and how to use different reconciliation types and templates*Purposeful standardization strategies and leading practices that will help advance reconciliation quality |
4/24/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
What You Can Learn From the Statement of Cash Flows (Webinar) (23WX-4100)23WX-4100 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures |
4/25/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics: What a CPA in Public Practice Needs to Know (Webinar) (23WX-4057)23WX-4057 | *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 |
4/23/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
New Monthly Federal Tax Updates: April 2024 (Webinar) (23WX-4124)23WX-4124 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues |
4/29/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Legal Planning for Care Giving of Elderly/Disabled Clients (Webinar) (23WX-4117)23WX-4117 | *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 |
4/27/2024 | 11:30 a.m. - 12:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New Ethics: How to Give and Receive Criticism the Right Way (Webinar) (23WX-4127)23WX-4127 | *True stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way*Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinar*Writing exercises, so you can see how these lessons apply to your own CPA practice and personal life |
4/29/2024 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Tax Penalties and Penalty Abatement (Webinar) (23WX-4122)23WX-4122 | *The basics of tax penalties*How CPAs can assist their clients with seeking penalty abatement |
4/29/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Fraud & Embezzlement: Case Studies from the Trenches (Webinar) (23WX-4111)23WX-4111 | *How organizations can find themselves defrauded due to lax oversight and weak internal controls*How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism*Illustrations of the issues companies should look for in preventing fraud and embezzlement |
4/26/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Auditing Impairment of Long-Lived Assets (Webinar) (23WX-4098)23WX-4098 | *Indicators of impairment*Steps to recoverability testing for long-lived assets held and used*Grouping assets held and used*Allocating impairment loss and disclosures*Testing indefinite-lived intangibles for impairment, including goodwill*Valuation techniques for determining a reporting unit's fair value |
4/25/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New About the TIGTA: Who Watches the IRS? (Webinar) (23WX-4112)23WX-4112 | *The role of TIGTA in the US tax system*Auditing, investigating, and inspecting and evaluating IRS programs and operations*Identifying opportunities to improve the administration of tax laws*Promoting integrity, economy, and efficiency in the tax system*Responding to requests from Congress and other external stakeholders*Upholding ethical standards in the accounting profession*Building trust and confidence in the tax system |
4/26/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Walter Haig's SSARS Prep, Comp and Review Update (Webinar) (23WX-4136)23WX-4136 | *Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance*Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance*Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance*Common mistakes made in SSARS engagements as identified in peer reviews and in litigation |
4/30/2024 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Internal Control: Testing for Operating Effectiveness (Webinar) (23WX-4135)23WX-4135 | *Generally accepted audit requirements related to testing controls for operating effectiveness*Identifying key controls that may prove effective and efficient to test in a control reliance strategy*Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control*Leveraging audit evidence available for Service Organization Control (SOC1) Reports*General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting |
4/30/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Communicating Financial Information to Non-Accountants (Webinar) (23WX-4072)23WX-4072 | *The math literacy barrier*The financial literacy barrier*What to say and how to say it*Communicating ideas graphically |
4/24/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Responsibility to the Public by the CPA (Webinar) (23WX-4101)23WX-4101 | *AICPA Code of Conduct: Responsibility to the Public and Due Care*Case study: Health South*Returning client records*Confidential information*Whistleblowing provisions |
4/26/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
New Defining Where and Why Internal Controls are Needed (Webinar) (23WX-4131)23WX-4131 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations |
4/29/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Individual Tax Update: Recent Developments (Webinar) (23WX-4094)23WX-4094 | *2021/22 legislation impacting individual taxpayers*Extenders legislation update*Child tax and dependent care credits*Section 199A deduction*Capital gains and losses*Rental real estate*Other passive activities losses |
4/25/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Take Command of your Time (Webinar) (23WX-4146)23WX-4146 | *Identify time wasters and adopt strategies for eliminating them*Recognize the variety of causes of procrastination and apply techniques to overcome them*Use practical techniques for prioritizing work*Delegation strategies*Incorporate wellness and stress management into your day in short increments*Understand their energy cycles and use it to manage your schedule*Learn techniques to decrease stress in the moment (based on neuroscience) |
4/30/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Tactics to Find Work Life Balance in a Complex World (Webinar) (23WX-4120)23WX-4120 | *How to get more out of one's work*How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines*Example of how to develop and be challenged by your own personal bucket list |
4/29/2024 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New Audit 503: Management - Being a Balanced Leader-Manager (Webinar) (23WX-4121)23WX-4121 | *Differentiating between managing and leading, while highlighting the importance of each*Assessing your own natural management and leadership style*Adapting management and leadership styles to the specific circumstances*Becoming a catalyst for positive change*Overcoming barriers to successfully managing and leading*Successfully engaging in difficult conversations to minimize performance issues and conflict |
4/29/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Power BI: Share Your Data Analysis using PowerBI.com (Webinar) (23WX-4088)23WX-4088 | *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 others |
4/25/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Audit 501: Personality Styles - Improving Your Interactions (Webinar) (23WX-4073)23WX-4073 | *Defining primary personality style characteristics*Determining your own primary personality style and the style of others*Effectively adapting for improving interactions with various personality styles*Leveraging strengths and minimizing the negative impact of personality weaknesses*Applying personality style analysis to real-life situations involving clients, staff, peers and superiors |
4/24/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Understanding the New Forms K-2 and K-3 (Webinar) (23WX-4087)23WX-4087 | *Introduction to Schedules K-2 and K-3*Review the filing requirements*Discuss the different parts of the schedules and what needs to be included |
4/25/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Business Tax Update: Recent Developments (Webinar) (23WX-4064)23WX-4064 | *2021/22 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S corporation update*Income and deductions |
4/23/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New What's New in Excel (Webinar) (23WX-4138)23WX-4138 | *New features and tools in Excel*Updates to the Excel Function Library |
4/30/2024 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Payroll Essentials: Fringe Benefits - Taxable or Not? (Webinar) (23WX-4092)23WX-4092 | *What is and what is not a fringe benefit*Payroll tax withholding rules on taxable fringe benefits*Payroll reporting on employee checks, payroll returns, and W-2s*What to watch for at year end and where to go to get resources |
4/25/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Basic Individual Taxation Course (Webinar) (23WX-4063)23WX-4063 | *Defining Federal Income Taxes*Computing federal income tax liability*Calculating adjusted gross income*Defining Qualifying Child*Determining filing status*Calculating the Kiddie Tax*Standard deduction*Tax Rates for ordinary income, capital gains, and qualified dividend income*Cash v. Accrual Method*Filing deadlines and obtaining extensions |
4/23/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Forensic Accounting: When The Office Is A Crime Scene (Webinar) (23WX-4093)23WX-4093 | *A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued*How to advise your client in approaching an allegation of embezzlement*What pitfalls may arise in finding the truth*The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions |
4/25/2024 | 9:30 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Omniverse and Metaverse for Accountants (Webinar) (23WX-4099)23WX-4099 | *Brief History of Experience-Sharing Technologies*Omniverse and Metaverse Basics*The Enterprise Metaverse*Leading Case Studies and Platforms to Date*Non-Fungible Tokens*Digital Twins*Immersive Learning*Remote Presence*Reality Editors and Product Experience*Visual Inspection*Synthetic Media*Immersive Experiences*Holodeck Technology*Universal Basic Reality*Metaverse Starter Strategy for Accountants |
4/25/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
PPP Fraud and Financial Professionals (Webinar) (23WX-4125)23WX-4125 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation |
4/29/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Form 990 Parts V (Other Tax Issues) & I (Financial Summary) (Webinar) (23WX-4082)23WX-4082 | *Addressing Part V's additional tax compliance points for 990 filers (i.e., statutory requirements outside of those that relate to maintaining tax-exemption-qualification)*Substantive background on the underlying line-specific tax needs covered in four key lines: 1) Use of a common paymaster (and its impact on) "number of employees" [and ramifications on mandated e-filing applicable to larger organizations] (Line 2) 2) When a Form 990-T filing is (and is not) required (Line 3a) 3) The quid pro quo solicitation disclosure mandates (Line 7a/7b) 4) Need to communicate when soliciting donors if the organization is not eligible to receive tax-deductible contributions (Line 6a/6b)*Existence of other, and often overlapping, disclosures and/or filings required when a filer captures specific amounts of tax-deductible charitable contributions, including, in certain circumstances, donations of property*Explanation of the basics behind the excise tax schemes applied to filers who either: hold "donor-advised funds" (Lines 8 and 9); or are potentially reached by IRC section 4960's executive compensation tax (Line 15)*Potholes in culling the current and prior year's tax return information necessary to complete Part I's Lines 8--22 |
4/24/2024 | 12 - 1:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Non-Fungible Tokens (NFTs): Implications for Practitioners (Webinar) (23WX-4070)23WX-4070 | *The underlying technology and components of NFTs, including how these tokens were developed, recent headlines around these tokens, and accounting implications that have arisen*The valuation, tax, and custody issues connected to NFTs*Discussion around smart contracts*The blockchain application that underpins NFTs*The accounting issues connected to these contracts*External resources provided to provide attendees with additional content and practical advice |
4/23/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Remote Working for Accountants (Webinar) (23WX-4144)23WX-4144 | *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 |
4/30/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Understanding Internal Control Constructs (Webinar) (23WX-4058)23WX-4058 | *Underlying concepts of internal control*The importance of control measure interdependency |
4/23/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Integrity, Objectivity and Judgment: Values in Action (Webinar) (23WX-4084)23WX-4084 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com |
4/24/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
New Powerful Business Collaboration: Mind the Generation Gap (Webinar) (23WX-4076)23WX-4076 | *Why is it in your business's financial interest to include a range of generations in your work teams?*What are the pitfalls of not having a multigenerational approach to your work?*What do you have to offer to someone else that is a direct result of your age and experience?*In what work-related areas would you be better off if you collaborated with someone much younger or older than you?*Does ageism apply only to how the world treats older people, or are younger people also subject to ageism?*What are misconceptions you have about older or younger people and how can you overcome them?*What are three things you can do as soon as you finish this webinar that will help you benefit from a multigenerational collaboration? |
4/24/2024 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Blockchain Technology: What Every CPA Should Know (Webinar) (23WX-4113)23WX-4113 | *An explanation of what blockchain is*Review of the nomenclature associated with blockchain technology*Thorough review of the components of a blockchain application*Review of current and potential applications for blockchain and its impact on commerce*Potential impact on the CPA profession in accounting and auditing |
4/27/2024 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New 2022 Tax Legislation: Inflation Reduction Act and CHIPS Act (Webinar) (23WX-4123)23WX-4123 | *Inflation Reduction Act of 2022*The new 15% corporate AMT*Electric Vehicle Credits*Clean Commercial Vehicle Credits*1% tax on the repurchase of corporate stock*Excess Business Losses*Clean Energy Tax Credits*Energy Efficient Home Improvement Credit*Energy Efficient Commercial Buildings Deduction (Section 179D)*New Credits*Research Credits for Small Businesses*Excise Taxes on Fossil Fuels*Green Property Depreciation*Additional Funding for the IRS*Transfers of certain credits to an unrelated transferee*Creating Helpful Incentives to Produce Semiconductors (CHIPS) Act of 2022 |
4/29/2024 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Webinar) (24WS-0051)24WS-0051 | *AICPA's Enhancing Audit Quality initiative*Recent revisions to Quality Management standards*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
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4/25/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0398)24WA-0398 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
6/15/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Introduction to Single Audit (Webinar) (24WA-0251)24WA-0251 | *Uniform Guidance*Internal Controls over Compliance*Reporting |
4/26/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0255)24WA-0255 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
4/26/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Moving Beyond the Basics of Excel (Webinar) (24WA-0263)24WA-0263 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis |
4/27/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Preparation of Form 706 and 709: Line-by-Line (Webinar) (24WA-0291)24WA-0291 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in th |
5/2/2024 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Moving Beyond the Basics of Excel (Webinar) (24WA-0206)24WA-0206 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis |
4/23/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Real Estate Tax Issues: Passive Activity, Self-Rental & Section 199A (Webinar) (24WA-0243)24WA-0243 | *Definition, pros and cons of being a real estate professional*Integration of the real estate professional rules with reporting on Form 1040, Schedule E*Real estate professionals and indirectly owned (partnerships, S Corporations) entity's reporting on Fo |
4/25/2024 | 8 - 11:50 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Introduction to Yellow Book (Webinar) (24WA-0253)24WA-0253 | *Ethical requirements and independence*Reporting*Financial statement audit differences |
4/26/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Practical Guide to Trusts (Webinar) (24WA-0381)24WA-0381 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of |
6/7/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Advanced Excel: Hidden Secrets and Gems (Webinar) (24WA-0264)24WA-0264 | *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 insp |
4/27/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0270)24WA-0270 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
4/29/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0322)24WA-0322 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
5/16/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0428)24WA-0428 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
6/27/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
A Practical Guide to Trusts (Webinar) (24WA-0336)24WA-0336 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of |
5/21/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0344)24WA-0344 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
5/23/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0387)24WA-0387 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
6/12/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0302)24WA-0302 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
5/9/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0356)24WA-0356 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
5/30/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's 2022's Biggest Security and Privacy Concerns (Webinar) (24WA-0422)24WA-0422 | *Information Technology*Cyber Security |
6/25/2024 | 11 a.m. - 3:35 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0417)24WA-0417 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
6/21/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-0231)24WA-0231 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the |
4/25/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0343)24WA-0343 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
5/23/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
2023 Taking a Global View of Professional Ethics (Webinar) (24WA-0235)24WA-0235 | *What is "Ethics"?*Interaction between Law and Ethics*Principles and Best Practices: AICPA Code of Professional Conduct; IESBA Code of Ethics for Professional Accountants*Case Study:Ardent Harmony Fund v. BDO Trinity |
4/25/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0400)24WA-0400 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
6/15/2024 | 9:30 - 10:35 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
IRS Cybersecurity Checklist (Webinar) (24WA-0313)24WA-0313 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
5/13/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0239)24WA-0239 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
4/25/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The ABCs of Advisory Services (Webinar) (24WA-0352)24WA-0352 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the |
5/30/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel Essentials for Today's Accountant: How to Become an Expert in One Day (Webinar) (24WA-0203)24WA-0203 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using i |
4/23/2024 | 6 - 9:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0288)24WA-0288 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
5/2/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Form 1120S: Preparation and Analysis (Webinar) (24WA-0434)24WA-0434 | *Understanding the definition and requirements of an S Corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deducti |
6/28/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0405)24WA-0405 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
6/18/2024 | 10:30 a.m. - 12:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0323)24WA-0323 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
5/16/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0399)24WA-0399 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
6/15/2024 | 8:30 - 10:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0430)24WA-0430 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
6/27/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Everyday Ethics (Webinar) (24WA-0427)24WA-0427 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
6/27/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Advanced Excel: Hidden Secrets and Gems (Webinar) (24WA-0207)24WA-0207 | *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 insp |
4/23/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Corporate Transparency Act: What You Need to Know to Protect Your Client (Webinar) (24WA-0222)24WA-0222 | *Identify the applicability of the Corporate Transparency Act to an advisor's clients*Understanding which entities are now required to disclose owner information*Understand the reporting requirements of the Corporate Transparency Act*Understanding what en |
4/24/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Guide to Preparing Form 1041 for Estates and Trusts (Webinar) (24WA-0201)24WA-0201 | *Current rates and brackets*Calculating a trust's AGI*3.8% Medicare surtax on net investment income (NII)*Simple vs. complex trusts*Grantor Trusts: Four options to report activity |
4/23/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Accounting & Auditing Update for Small Business: 2023 (Webinar) (24WA-0230)24WA-0230 | *Private company ASUs*Audit evidence*Quality Management |
4/25/2024 | 9:30 a.m. - 1:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0370)24WA-0370 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
6/5/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Introduction to Governmental Accounting (Webinar) (24WA-0252)24WA-0252 | *Fund accounting*Governmental Financial Statements*Intro to governmental accounting |
4/26/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0424)24WA-0424 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
6/26/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Everyday Ethics (Webinar) (24WA-0341)24WA-0341 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
5/23/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
IRS Cybersecurity Checklist (Webinar) (24WA-0360)24WA-0360 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
5/30/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0396)24WA-0396 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
6/15/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S How to Run Microsoft Office from the Cloud (Webinar) (24WA-0293)24WA-0293 | *How to acquire and access Cloud-based Microsoft Office tools*The relative strengths and limitations of Cloud-based services compared to their desktop counterparts*Data storage requirements and options*Cloud-based options available from Zoho and Google |
5/2/2024 | 2:30 - 3:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0272)24WA-0272 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
4/29/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Internal Controls That Could Have Prevented Frauds (Webinar) (24WA-0227)24WA-0227 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios. |
4/25/2024 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Practical Guide to Trusts (Webinar) (24WA-0306)24WA-0306 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of |
5/10/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Accounting Automation (Webinar) (24WA-0382)24WA-0382 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
6/7/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-0328)24WA-0328 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the |
5/18/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S How to Run Microsoft Office from the Cloud (Webinar) (24WA-0330)24WA-0330 | *How to acquire and access Cloud-based Microsoft Office tools*The relative strengths and limitations of Cloud-based services compared to their desktop counterparts*Data storage requirements and options*Cloud-based options available from Zoho and Google |
5/18/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Internal Controls That Could Have Prevented Frauds (Webinar) (24WA-0200)24WA-0200 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios. |
4/23/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Upholding Independence While Holding Your Client's Hand (Webinar) (24WA-0274)24WA-0274 | *Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence;*Review the AICPA's Code of Professional Conduct;*Provide best practice tips and practical strategies for preserving independence when assisting cl |
4/30/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's Accounting Automation (Webinar) (24WA-0337)24WA-0337 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
5/21/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Excel Tips & Tricks for the Non-Accountant (Webinar) (24WA-0278)24WA-0278 | *Understanding the workbook and worksheet environment;*Obtaining and utilizing data;*Editing and formatting;*The "Insert" Menu;*The "Page Layout" Menu;*The "View" Menu;*Selecting and using formulas;*Shortcuts and tricks; Best practices |
4/30/2024 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
2023 Taking a Global View of Professional Ethics (Webinar) (24WA-0369)24WA-0369 | *What is "Ethics"?*Interaction between Law and Ethics*Principles and Best Practices: AICPA Code of Professional Conduct; IESBA Code of Ethics for Professional Accountants*Case Study:Ardent Harmony Fund v. BDO Trinity |
6/5/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0294)24WA-0294 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
5/4/2024 | 9:30 - 10:35 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Accounting & Auditing Update: 2023 (Webinar) (24WA-0268)24WA-0268 | *Leases*FASB Update*Audit Evidence |
4/29/2024 | 9:30 a.m. - 1:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0350)24WA-0350 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
5/28/2024 | 10:30 a.m. - 12:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0286)24WA-0286 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives. |
5/2/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
IRC Section 199A: An Up-to-Date Review of the Pass-Through Deduction (Webinar) (24WA-0310)24WA-0310 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understandi |
5/11/2024 | 10:30 a.m. - 2:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-0361)24WA-0361 | *Understanding the definition and requirements of an S Corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deducti |
5/30/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Communication Skills for CPAs (Webinar) (24WA-0280)24WA-0280 | *Pervasive best practices for effective communication;*Specific strategies for written materials;*Unique considerations for verbal presentations;*The importance of recursive revision;*Tips for success;*Pitfalls to avoid |
4/30/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Deep Dive Common Auditing Deficiencies (Webinar) (24WA-0212)24WA-0212 | *Estimates*Documentation*Risk Assessment |
4/24/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0340)24WA-0340 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
5/23/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S How to Run Microsoft Office from the Cloud (Webinar) (24WA-0421)24WA-0421 | *How to acquire and access Cloud-based Microsoft Office tools*The relative strengths and limitations of Cloud-based services compared to their desktop counterparts*Data storage requirements and options*Cloud-based options available from Zoho and Google |
6/24/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Corporate Transparency Act: What You Need to Know to Protect Your Client (Webinar) (24WA-0312)24WA-0312 | *Identify the applicability of the Corporate Transparency Act to an advisor's clients*Understanding which entities are now required to disclose owner information*Understand the reporting requirements of the Corporate Transparency Act*Understanding what en |
5/13/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The ABCs of Employees vs. Independent Contractors (Webinar) (24WA-0241)24WA-0241 | *Four ways to classify a worker*IRS 20 Factors*20% Section 199A deduction*Cost of misclassifying an employee*Section 530 relief*Game changing impact of the Dynamex case and AB5 |
4/25/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S How to Run Microsoft Office from the Cloud (Webinar) (24WA-0393)24WA-0393 | *How to acquire and access Cloud-based Microsoft Office tools*The relative strengths and limitations of Cloud-based services compared to their desktop counterparts*Data storage requirements and options*Cloud-based options available from Zoho and Google |
6/13/2024 | 2:30 - 3:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0234)24WA-0234 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
4/25/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0339)24WA-0339 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
5/22/2024 | 8:30 - 9:35 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New Client Ethical Challenges: The CPAs Guide (Webinar) (24WA-0250)24WA-0250 | *How the CPA can meet the challenges presented by a new client*AICPA Code of Professional Conduct*AICPA Statements on Standards for Tax Services*IRS Circular 230*Case study illustration of how to bring the new client into ethical, proper financial and tax |
4/26/2024 | 10 - 11:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Year-End Tax Planning: Thinking Outside the Box (Webinar) (24WA-0283)24WA-0283 | *Discuss the most recent tax legislation, rulings and developments*Section 163(j) interest expense deduction*New 21% corporate tax rate*Medicare tax on high income wages and SE income*Alternative minimum tax (AMT) issues*3.8% net investment income tax*Red |
4/30/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0394)24WA-0394 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
6/15/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Simple EBITDA Improvements in Pursuit of M&A (Webinar) (24WA-0407)24WA-0407 | *Valuation Approaches specific to Auto Dealers*Typical Sources of EBITDA improvement*Current multiples*Blue Sky*The Value of Ancillary Services |
6/20/2024 | 12:30 - 1:40 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0413)24WA-0413 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
6/20/2024 | 3:30 - 5:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Everyday Ethics (Webinar) (24WA-0354)24WA-0354 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
5/30/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Everyday Ethics (Webinar) (24WA-0409)24WA-0409 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
6/20/2024 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
ACPEN Signature 2023: Business Fraud Update and Managing the Risk of Fraud (Webinar) (24WA-0333)24WA-0333 | *Business Fraud*Fraud Risk Management*Fraud Risk Assessments*Data analytics*Digital analysis |
5/21/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0420)24WA-0420 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
6/22/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Complete Guide to the Preparation for Form 1041- 6 hour (Webinar) (24WA-0358)24WA-0358 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of t |
5/30/2024 | 10 a.m. - 3:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
Introduction to Not-for-Profit Accounting (Webinar) (24WA-0256)24WA-0256 | *Contributions*Net asset categories*Endowments*Programmatic Investments |
4/26/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0348)24WA-0348 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
5/25/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Not-for-Profit Accounting Update: 2023 (Webinar) (24WA-0219)24WA-0219 | *Leases*Gifts in Kind |
4/24/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
A Practical Guide to Trusts (Webinar) (24WA-0435)24WA-0435 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of |
6/29/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0308)24WA-0308 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
5/11/2024 | 8:30 - 10:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Everyday Ethics (Webinar) (24WA-0236)24WA-0236 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
4/25/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0410)24WA-0410 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
6/20/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0388)24WA-0388 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
6/13/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0217)24WA-0217 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
4/24/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0412)24WA-0412 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
6/20/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
IRS Cybersecurity Checklist (Webinar) (24WA-0433)24WA-0433 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
6/28/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-0224)24WA-0224 | *Understanding the definition and requirements of an S Corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deducti |
4/24/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Beyond the Veil: Cryptocurrency & Crime (Webinar) (24WA-0325)24WA-0325 | *Common types of fraud involving cryptocurrency*Hiding Cryptocurrency*Physical Evidence of Cryptocurrency*Blockchain Data Analytics |
5/16/2024 | 12:30 - 1:50 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
Partnerships and S Corporations: How to Calculate Basis (Webinar) (24WA-0242)24WA-0242 | *Calculation of basis when the entity is formed, including the impact of contributed property*How to calculate partnership tax basis capital accounts*Explains the use of both "inside" and "outside" basis determination*Clarifies the how partnerships and S |
4/25/2024 | 10 a.m. - 1:55 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Guide to Preparing Form 1041 for Estates and Trusts (Webinar) (24WA-0260)24WA-0260 | *Current rates and brackets*Calculating a trust's AGI*3.8% Medicare surtax on net investment income (NII)*Simple vs. complex trusts*Grantor Trusts: Four options to report activity |
4/27/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Accounting Automation (Webinar) (24WA-0384)24WA-0384 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
6/11/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (24WA-0418)24WA-0418 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
6/21/2024 | 1:30 - 3:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0371)24WA-0371 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
6/5/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (24WA-0385)24WA-0385 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
6/12/2024 | 9 - 11:10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Complete Guide to the Preparation for Form 1041- 6 hour (Webinar) (24WA-0303)24WA-0303 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of t |
5/9/2024 | 10 a.m. - 3:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
The Updated Nuts and Bolts of IRC Section 1031 Exchanges (Webinar) (24WA-0318)24WA-0318 | *Complete explanation of IRC Section1031 *Understand when to use a tax-deferred exchange*Changes made to the technique in the Tax Cuts and Jobs Act *Advantages and disadvantages of paying the tax versus using an exchange *Understand the definition of like |
5/15/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0426)24WA-0426 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
6/27/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0238)24WA-0238 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
4/25/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (24WA-0214)24WA-0214 | *Intro to nonprofit GAAP*Intro to governmental accounting*Intro to Yellow Book*Intro to Uniform Guidance |
4/24/2024 | 11 a.m. - 6:55 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Ethical Tax Practice Strategies in a Crisis World (Webinar) (24WA-0249)24WA-0249 | *"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 let |
4/26/2024 | 8 - 9:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Buying, Selling, or Gifting a Business Creatively (Webinar) (24WA-0295)24WA-0295 | *Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues - Tax and Non-Tax*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreeme |
5/4/2024 | 8:30 - 10:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0408)24WA-0408 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
6/20/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (24WA-0364)24WA-0364 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
5/31/2024 | 1:30 - 3:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Year-End Tax Planning: Thinking Outside the Box (Webinar) (24WA-0211)24WA-0211 | *Discuss the most recent tax legislation, rulings and developments*Section 163(j) interest expense deduction*New 21% corporate tax rate*Medicare tax on high income wages and SE income*Alternative minimum tax (AMT) issues*3.8% net investment income tax*Red |
4/23/2024 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
IRS Cybersecurity Checklist (Webinar) (24WA-0415)24WA-0415 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
6/20/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Complete Guide to the Preparation for Form 1041- 6 hour (Webinar) (24WA-0324)24WA-0324 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of t |
5/16/2024 | 12 - 5:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0297)24WA-0297 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
5/7/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Understanding the Law, Line-By-Line (Webinar) (24WA-0292)24WA-0292 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the char |
5/2/2024 | 12 - 5:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0386)24WA-0386 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
6/12/2024 | 8:30 - 9:35 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Practical Excel Topics for the Public Accountant (Webinar) (24WA-0205)24WA-0205 | *Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables; Solver as a tool for performing multivariate analysis |
4/23/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Preparation of Form 706 and 709: Line-by-Line (Webinar) (24WA-0362)24WA-0362 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in th |
5/31/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0289)24WA-0289 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
5/2/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0300)24WA-0300 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
5/9/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Guide to Deducting Travel, Meals and Entertainment Expenses (Webinar) (24WA-0209)24WA-0209 | *Recent tax legislation, rules and developments impacting travel and meals expense reporting*Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses*Reporting travel expenses: t |
4/23/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Real Estate Tax Update (Webinar) (24WA-0267)24WA-0267 | *Recent tax legislation, rules and developments impacting real estate owners and investors*Section 179 for qualified real property*Section 179 for non-residential roofs, HVAC fire protection and security systems*Section 163(j) interest expense limitation, |
4/27/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
ACPEN Signature 2023: Business Fraud Update and Managing the Risk of Fraud (Webinar) (24WA-0334)24WA-0334 | *Business Fraud*Fraud Risk Management*Fraud Risk Assessments*Data analytics*Digital analysis |
5/21/2024 | 1 - 9 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Everyday Ethics (Webinar) (24WA-0389)24WA-0389 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
6/13/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Not-for-Profit Accounting & Auditing Update: 2023 (Webinar) (24WA-0218)24WA-0218 | *Auditor Reporting*Uniform Guidance |
4/24/2024 | 8:30 a.m. - 12:10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0305)24WA-0305 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
5/9/2024 | 2:30 - 3:35 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0216)24WA-0216 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
4/24/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0346)24WA-0346 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
5/24/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Guide to Deducting Travel, Meals and Entertainment Expenses (Webinar) (24WA-0266)24WA-0266 | *Recent tax legislation, rules and developments impacting travel and meals expense reporting*Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses*Reporting travel expenses: t |
4/27/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Your Front-Row Ticket to the 2023 Accounting & Auditing Season (Webinar) (24WA-0225)24WA-0225 | *Analysis of relevant GAAP provisions*Reminders regarding the continuing importance of ASC 606 for revenue recognition*Fresh perspectives of lease accounting in the wake of ASC 842 implementation*Overview of U.S. GAAP alternatives for certain entities*Sum |
4/25/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Accounting & Auditing Update for Small Business: 2023 (Webinar) (24WA-0269)24WA-0269 | *Private company ASUs*Audit evidence*Quality Management |
4/29/2024 | 2 - 5:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2023 Taking a Global View of Professional Ethics (Webinar) (24WA-0431)24WA-0431 | *What is "Ethics"?*Interaction between Law and Ethics*Principles and Best Practices: AICPA Code of Professional Conduct; IESBA Code of Ethics for Professional Accountants*Case Study:Ardent Harmony Fund v. BDO Trinity |
6/28/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0365)24WA-0365 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
6/1/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0406)24WA-0406 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
6/18/2024 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Common Yellow Book & Single Audit Deficiencies: 2023 (Webinar) (24WA-0261)24WA-0261 | *Major Program Determination*Internal Controls over Compliance*Sampling & Reporting*Yellow Book Independence & CPE |
4/27/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Partnership Checkup: Key Tax Issues & Forms Reporting (Webinar) (24WA-0244)24WA-0244 | *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*Distinguishin |
4/25/2024 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Business Tax Update for Industry (Webinar) (24WA-0240)24WA-0240 | *Recent Federal legislative, rules and tax developments impacting business taxpayers*Impact of Inflation Reduction Act on business*Depreciation rules and developments*Business losses and interest expense*Latest legislative, judicial, and IRS developments |
4/25/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Topic 842: Implementing Leases Workshop (Webinar) (24WA-0213)24WA-0213 | *Leases*Topic 842 |
4/24/2024 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Everyday Ethics (Webinar) (24WA-0373)24WA-0373 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
6/6/2024 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-0275)24WA-0275 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portabi |
4/30/2024 | 4 - 6:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Internal Controls That Could Have Prevented Frauds (Webinar) (24WA-0258)24WA-0258 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios. |
4/27/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Everyday Ethics (Webinar) (24WA-0395)24WA-0395 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
6/15/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Accounting & Auditing Update: 2023 (Webinar) (24WA-0229)24WA-0229 | *Leases*FASB Update*Audit Evidence |
4/25/2024 | 2 - 5:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Common Yellow Book & Single Audit Deficiencies: 2023 (Webinar) (24WA-0254)24WA-0254 | *Major Program Determination*Internal Controls over Compliance*Sampling & Reporting*Yellow Book Independence & CPE |
4/26/2024 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Updated Nuts and Bolts of IRC Section 1031 Exchanges (Webinar) (24WA-0221)24WA-0221 | *Complete explanation of IRC Section1031 *Understand when to use a tax-deferred exchange*Changes made to the technique in the Tax Cuts and Jobs Act *Advantages and disadvantages of paying the tax versus using an exchange *Understand the definition of like |
4/24/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0304)24WA-0304 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
5/9/2024 | 3:30 - 5:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Line-by-Line (Webinar) (24WA-0326)24WA-0326 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in th |
5/17/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0290)24WA-0290 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
5/2/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (24WA-0338)24WA-0338 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
5/22/2024 | 9 - 11:10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0374)24WA-0374 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
6/6/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Everyday Ethics (Webinar) (24WA-0320)24WA-0320 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
5/16/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
IRC Section 199A: An Up-to-Date Review of the Pass-Through Deduction (Webinar) (24WA-0351)24WA-0351 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understandi |
5/29/2024 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
PowerPoint: Tips & Tricks for Today's Accountant (Webinar) (24WA-0279)24WA-0279 | *Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence;*Review the AICPA's Code of Professional Conduct;*Provide best practice tips and practical strategies for preserving independence when assisting cl |
4/30/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0349)24WA-0349 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
5/25/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0429)24WA-0429 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
6/27/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Ethical Side of Trust (Webinar) (24WA-0392)24WA-0392 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
6/13/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's 2022's Biggest Security and Privacy Concerns (Webinar) (24WA-0436)24WA-0436 | *Information Technology*Cyber Security |
6/29/2024 | 10:30 a.m. - 3:05 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-0403)24WA-0403 | *Understanding the definition and requirements of an S Corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deducti |
6/15/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (24WA-0284)24WA-0284 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
5/1/2024 | 9 - 11:10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0355)24WA-0355 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
5/30/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Corporate Transparency Act: What You Need to Know to Protect Your Client (Webinar) (24WA-0432)24WA-0432 | *Identify the applicability of the Corporate Transparency Act to an advisor's clients*Understanding which entities are now required to disclose owner information*Understand the reporting requirements of the Corporate Transparency Act*Understanding what en |
6/28/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Preparation of Form 706 and 709: Understanding the Law, Line-By-Line (Webinar) (24WA-0363)24WA-0363 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the char |
5/31/2024 | 9 a.m. - 2:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
Financial & Tax Accounting for Partnerships & LLCs (Webinar) (24WA-0246)24WA-0246 | *Review of the Accounting Standards Codification and its application to partnerships and LLCs*Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs*Review of the AICPA financial reporting framework for small and med |
4/26/2024 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0372)24WA-0372 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
6/6/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
2023 Taking a Global View of Professional Ethics (Webinar) (24WA-0335)24WA-0335 | *What is "Ethics"?*Interaction between Law and Ethics*Principles and Best Practices: AICPA Code of Professional Conduct; IESBA Code of Ethics for Professional Accountants*Case Study:Ardent Harmony Fund v. BDO Trinity |
5/21/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's The How's and Why's of Data Analytics (Webinar) (24WA-0296)24WA-0296 | *Understanding the four types of data analytics*Differentiating between correlation and causation*How to generate data analytics in Excel and other applications already in use*The role of Artificial Intelligence in data analytics |
5/7/2024 | 10:30 a.m. - 12:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2023 Federal Tax Update for Business (Webinar) (24WA-0282)24WA-0282 | *2022-23 business tax legislation, rulings and developments*Deprecation update: Section 168(k) and Section 179 immediate expense deduction and bonus depreciation*S Corporation and partnership developments, with a focus on the new K-2 and K-3 schedules*Tra |
4/30/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2'S How to Run Microsoft Office from the Cloud (Webinar) (24WA-0345)24WA-0345 | *How to acquire and access Cloud-based Microsoft Office tools*The relative strengths and limitations of Cloud-based services compared to their desktop counterparts*Data storage requirements and options*Cloud-based options available from Zoho and Google |
5/23/2024 | 2:30 - 3:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0319)24WA-0319 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
5/16/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
IRS Cybersecurity Checklist (Webinar) (24WA-0223)24WA-0223 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
4/24/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Everyday Ethics (Webinar) (24WA-0299)24WA-0299 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
5/9/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Real Estate Tax Update (Webinar) (24WA-0210)24WA-0210 | *Recent tax legislation, rules and developments impacting real estate owners and investors*Section 179 for qualified real property*Section 179 for non-residential roofs, HVAC fire protection and security systems*Section 163(j) interest expense limitation, |
4/23/2024 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0357)24WA-0357 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
5/30/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0285)24WA-0285 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
5/1/2024 | 8:30 - 9:35 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0321)24WA-0321 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
5/16/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Practical Excel Topics for the Public Accountant (Webinar) (24WA-0262)24WA-0262 | *Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables; Solver as a tool for performing multivariate analysis |
4/27/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Preparation of Form 706 and 709: Understanding the Law, Line-By-Line (Webinar) (24WA-0327)24WA-0327 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the char |
5/17/2024 | 9 a.m. - 2:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
Audit & Attestation Update: What's Going on at the AICPA 2023 (Webinar) (24WA-0248)24WA-0248 | *Audit Evidence*Risk Assessment*Auditing Estimates*Examination Engagement*Quality Management |
4/26/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0390)24WA-0390 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
6/13/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Updated Nuts and Bolts of IRC Section 1031 Exchanges (Webinar) (24WA-0271)24WA-0271 | *Complete explanation of IRC Section1031 *Understand when to use a tax-deferred exchange*Changes made to the technique in the Tax Cuts and Jobs Act *Advantages and disadvantages of paying the tax versus using an exchange *Understand the definition of like |
4/29/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRS Cybersecurity Checklist (Webinar) (24WA-0379)24WA-0379 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
6/6/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Excel Essentials for Today's Accountant: How to Become an Expert in One Day (Webinar) (24WA-0215)24WA-0215 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using i |
4/24/2024 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0353)24WA-0353 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives. |
5/30/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0397)24WA-0397 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
6/15/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
2023 Federal Tax Update for Individuals (Webinar) (24WA-0281)24WA-0281 | *2022-23 Federal tax legislation, cases and rulings affecting income of individual taxpayers*Review changes to Form 1040 and its related schedules*Gross Income, wages, Schedule C and Schedule E*Itemized deductions*Capital gain and losses, royalties, alter |
4/30/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Audit & Attestation Update: What's Going on at the AICPA 2023 (Webinar) (24WA-0259)24WA-0259 | *Audit Evidence*Risk Assessment*Auditing Estimates*Examination Engagement*Quality Management |
4/27/2024 | 12 - 3:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2'S How to Run Microsoft Office from the Cloud (Webinar) (24WA-0366)24WA-0366 | *How to acquire and access Cloud-based Microsoft Office tools*The relative strengths and limitations of Cloud-based services compared to their desktop counterparts*Data storage requirements and options*Cloud-based options available from Zoho and Google |
6/3/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Buying, Selling, or Gifting a Business Creatively (Webinar) (24WA-0257)24WA-0257 | *Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues - Tax and Non-Tax*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreeme |
4/26/2024 | 12 - 2:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Depreciating & Expensing Business Assets (Webinar) (24WA-0265)24WA-0265 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Capitalization of tangible property, including materials and supplies, building and improvements*Small taxpayer safe harbor*Section 179, including 2020 inflation ad |
4/27/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Ethical Side of Trust (Webinar) (24WA-0376)24WA-0376 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics |
6/6/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0342)24WA-0342 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
5/23/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
The Corporate Transparency Act: What You Need to Know to Protect Your Client (Webinar) (24WA-0359)24WA-0359 | *Identify the applicability of the Corporate Transparency Act to an advisor's clients*Understanding which entities are now required to disclose owner information*Understand the reporting requirements of the Corporate Transparency Act*Understanding what en |
5/30/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Corporate Transparency Act: What You Need to Know to Protect Your Client (Webinar) (24WA-0414)24WA-0414 | *Identify the applicability of the Corporate Transparency Act to an advisor's clients*Understanding which entities are now required to disclose owner information*Understand the reporting requirements of the Corporate Transparency Act*Understanding what en |
6/20/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Meet Me at the Intersection of Fraud and Ethics (Webinar) (24WA-0232)24WA-0232 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance wit |
4/25/2024 | 11 a.m. - 2:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 1 Ethics |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0332)24WA-0332 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
5/20/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-0380)24WA-0380 | *Understanding the definition and requirements of an S Corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deducti |
6/6/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Fiduciary Accounting for Estates and Trusts (Webinar) (24WA-0228)24WA-0228 | *Uniform Principal and Income Act*Discuss the mandatory and discretionary allocations and adjustments (did you know that depreciation is a Discretionary adjustment?)*Address the trustees ability to override the fallback rules*Review the contents of a prop |
4/25/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Practical Guide to Trusts (Webinar) (24WA-0423)24WA-0423 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of |
6/26/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Assessing the Real Ethics of an Organization (Webinar) (24WA-0237)24WA-0237 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the |
4/25/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2'S Privacy Issues and Solutions: What You Need to Know! (Webinar) (24WA-0377)24WA-0377 | *The most significant privacy threats today*Your browser and search engine and why they matter*Privacy policies -- the fine print |
6/6/2024 | 2:30 - 3:35 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Governmental Auditing Update: Yellow Book & Uniform Guidance - 2023 (Webinar) (24WA-0202)24WA-0202 | *SAS 134 and 140*Yellow Book Update*Uniform Guidance Update |
4/23/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-0329)24WA-0329 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portabi |
5/18/2024 | 9:30 - 11:35 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-0311)24WA-0311 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portabi |
5/13/2024 | 8 - 10:05 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0383)24WA-0383 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
6/10/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
There is NO Such Thing as 'Business Ethics'? (Webinar) (24WA-0298)24WA-0298 | *Should ethical behavior be something that we always do?*Is ethical behavior situational? *Why being ethical will help you succeed personally and professionally. *Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical de |
5/9/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
1065: Understanding Partnerships Tax Returns (Webinar) (24WA-0367)24WA-0367 | *Partnership taxation*Different types of partnerships*Tax obligations of partners*Role of the partnership agreement in tax reporting*Filing deadlines of Form 1065 |
6/3/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRS Cybersecurity Checklist (Webinar) (24WA-0402)24WA-0402 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap |
6/15/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Corporate Transparency Act: What You Need to Know to Protect Your Client (Webinar) (24WA-0378)24WA-0378 | *Identify the applicability of the Corporate Transparency Act to an advisor's clients*Understanding which entities are now required to disclose owner information*Understand the reporting requirements of the Corporate Transparency Act*Understanding what en |
6/6/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Everyday Ethics (Webinar) (24WA-0287)24WA-0287 | *Be careful of: Whom you trust, and What you easily dismiss.*Beware of our internal biases. What are your biases?*The need to consider situations from multiple perspectives. |
5/2/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0411)24WA-0411 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
6/20/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's Accounting Automation (Webinar) (24WA-0277)24WA-0277 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
4/30/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Getting to Know the New Audit Report (Webinar) (24WA-0226)24WA-0226 | *Examples of current public company audit reports*Implications of SAS No. 134*Exploration of illustrative audit report examples*Potential communication of Key Audit Matters (KAMs) |
4/25/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Audit & Attestation Update: What's Going on at the AICPA 2023 (Webinar) (24WA-0273)24WA-0273 | *Audit Evidence*Risk Assessment*Auditing Estimates*Examination Engagement*Quality Management |
4/30/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
IRC Section 199A: An Up-to-Date Review of the Pass-Through Deduction (Webinar) (24WA-0220)24WA-0220 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understandi |
4/24/2024 | 8:30 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Financial & Tax Accounting for S Corporations (Webinar) (24WA-0247)24WA-0247 | *Review of the Accounting Standards Codification and its relationship to financial accounting for S Corporations*Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S Corporations*Review of the AICPA "small" GAAP |
4/26/2024 | 2 - 5:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Corporate Transparency Act: What You Need to Know to Protect Your Client (Webinar) (24WA-0401)24WA-0401 | *Identify the applicability of the Corporate Transparency Act to an advisor's clients*Understanding which entities are now required to disclose owner information*Understand the reporting requirements of the Corporate Transparency Act*Understanding what en |
6/15/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0375)24WA-0375 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
6/6/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
K2's Accounting Automation (Webinar) (24WA-0419)24WA-0419 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
6/22/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
S Corporation Checkup: Key Tax Issues & Forms Reporting (Webinar) (24WA-0245)24WA-0245 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Schedules K-2 and K-3*S Corporation losses and how they impact Form 1040 Schedule E reportin |
4/25/2024 | 2 - 5:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0317)24WA-0317 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
5/15/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
A Practical Guide to Trusts (Webinar) (24WA-0404)24WA-0404 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of |
6/17/2024 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Tax Practice Ethical Challenges and Circular 230 (Webinar) (24WA-0233)24WA-0233 | *Circular 230 (IRS) rules for conducting a "best" tax practice*How to avoid tax return preparation penalties*Recent developments impacting today's tax practice*Review of tax return preparer's registration rules*Explanation of the revised AICPA Code of Pro |
4/25/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Common Yellow Book & Single Audit Deficiencies: 2023 (Webinar) (24WA-0276)24WA-0276 | *Major Program Determination*Internal Controls over Compliance*Sampling & Reporting*Yellow Book Independence & CPE |
4/30/2024 | 12 - 3:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2'S Eight Awesome PivotTable Features (Webinar) (24WA-0316)24WA-0316 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
5/15/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2'S Automation for Increasing Personal Efficiency and Effectiveness (Webinar) (24WA-0307)24WA-0307 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time |
5/10/2024 | 1:30 - 3:40 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0301)24WA-0301 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
5/9/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Form 1120S: Preparation and Analysis (Webinar) (24WA-0416)24WA-0416 | *Understanding the definition and requirements of an S Corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deducti |
6/20/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accounting Automation (Webinar) (24WA-0309)24WA-0309 | *Key automation opportunities*Benefits and risks associated with automation*Primary tools available for automation efforts |
5/11/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Buying, Selling, or Gifting a Business Creatively (Webinar) (24WA-0347)24WA-0347 | *Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues - Tax and Non-Tax*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreeme |
5/24/2024 | 12 - 2:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Form 1120S: Preparation and Analysis (Webinar) (24WA-0314)24WA-0314 | *Understanding the definition and requirements of an S Corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deducti |
5/13/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Depreciating & Expensing Business Assets (Webinar) (24WA-0208)24WA-0208 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Capitalization of tangible property, including materials and supplies, building and improvements*Small taxpayer safe harbor*Section 179, including 2020 inflation ad |
4/23/2024 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2'S Windows 11: What End Users Need to Know (Webinar) (24WA-0425)24WA-0425 | *Productivity improvements in Windows 11*How to work with virtual desktops*Customizing the user environment*Improved security tools available in Windows 11 |
6/26/2024 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (24WA-0391)24WA-0391 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost.*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board. |
6/13/2024 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
New An Introduction to AI and ChatGPT for CPAs (Webinar) (24WC-0017)24WC-0017 | *The background of OpenAI and ChatGPT*Prompt Engineering*Using ChatGPT to find CPA-related answers*Practical strategies for keeping up with AI |
4/23/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (2 tech, 0 non-tech) | |
New Surgent's Engagement and Client Retention Best Practices (Webinar) (24WS-0052)24WS-0052 | *Managing client expectations*How automation improves client engagement*Understanding the role of feedback systems*Seeking referrals*Building client loyalty*Customer retention marketing*Expanding services offered to clients*Knowing when it is appropriate to enter new markets |
4/24/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules (Webinar) (24WS-0053)24WS-0053 | *SECURE Acts and the 10-year rule*Roth IRA beneficiary options*Where the stretch IRA really ends*The new limitations for spouse IRA beneficiaries*The new spouse options for spouse beneficiaries*New RMD rules for Roth 401(k)s*Overriding the 10-year rule for an eligible designated beneficiary*How the age of death affects beneficiary options*The new early distribution penalty exceptions*Rollovers vs. transfers for spouse beneficiaries*Qualified charitable distributions (QCDs) for owners and beneficiaries*The "at least as rapidly" (ALAR) rule*New reduced rate for excess accumulation penalty on RMD failures*How to avoid unlimited accrual of the 6% excise tax*How to avoid unlimited accrual of the 25% excise tax*Clarifying the definition of disability for an exception to the 10% additional tax*529 to Roth: who, what, when, and how*The new starting ages for RMDs*Designated vs. eligible designated beneficiaries and their options*Catch-up contributions for ages 50 and over*Catch-up contributions for ages 60 to 63*When the 60-day deadline is missed*When the one-per-year rollover limit is about to be broken*Retaining qualifications for exceptions to the 10% additional tax |
4/24/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New CFO Series: Why You Should Be a Learnaholic - Staying Ahead! (Webinar) (24WX-0054)24WX-0054 | *The key mindset difference between extremely successful people and others*Different learning styles and how to effectively take advantage of your unique learning style*The 7 essential elements for lifelong learning success*Two daily habits that can make this lifestyle transition easier*A learning technique that works regardless of your personal learning style*A "How-to" guide to starting your new life as a learnaholic |
5/10/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New CFO Series: Accepting Perfectionists - Understand & Adapting (Webinar) (24WX-0056)24WX-0056 | *Why perfection is not obtainable*The wonderful attributes of perfectionists and..*The not so wonderful attributes of perfectionists*Why most attempts to deal with perfectionists fail*Why many perfectionists are procrastinators and masters of self-punishment*Tactics to help the perfectionist become more effective |
5/24/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New CFO Series: Audits Begin with The Right Questions - Listen! (Webinar) (24WX-0061)24WX-0061 | *The need to ask the 'right' questions *A core principle of audits not taught in the "textbook". *A new type of audit that will simplify your life. *Four auditing skills to take you from being a good auditor to being an amazing auditor. *The most important element of auditing is listening. Action steps to become a great listener |
6/28/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New CFO Series: Five Management Superpowers (Webinar) (24WX-0059)24WX-0059 | *How feedback becomes effective*How to develop listening skills*Cultivation of self, cultivation of team members as individuals, cultivation of team members as a group*How to create a working environment in which team members feel acknowledged and 'heard'*Inspirational motivation for team success*Relational communication skills that increase productivity*The 'secret sauce' that holds communication and professional relationships together on the individual and team level in the short and long term |
6/14/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New CFO Series: May 2024 Webinar Bundle (Webinar) (24WX-0052)24WX-0052 | *Week 1: CFO Series - Tactics to Reduce Risk - 3rd Strategy to Help ROI | CPE: 2 | Field of Study: Auditing | Discussion Leader: Brian Maturi, MBA, FCA | Date: 05/03/2024, 10 a.m. | Description: What do investors want? They actively pursue three key strategies: 1) improve profit (most overused strategy) 2) reduce investment (an underused strategy) 3) reduce risk (a much-neglected strategy) In this third of three sessions, see 3) above, we will explore strategies to reduce risk. When risks are exhibited on the income statement - it is too late. Risk is silent and insidious. We must plan, as we have seen what happens when risk becomes real and reduces net income. We will discuss proven techniques to help your organization plan for risk before the next miscalculation. Be prepared!*Week 2: CFO Series - Why You Should Be a Learnaholic - Staying Ahead! | CPE: 2 | Field of Study: Personal Development | Discussion Leader: Jane Mims, Ph.D. | Date: 05/10/2024, 10 a.m. | Description: Do successful people know a secret that keeps them on top? The answer is they are lifelong learners. It is a mindset and a way of life that they have learned to utilize. You did not miss out, those not born with this ability have hope. This course provides quantifiable research to support that learnaholics (or lifetime learners) are clearly more successful, as well as practical actions on how you can stop being left behind and start getting ahead by adopting the habits and mindset of a lifelong learner. The crux is to expand your mind and expand your possibilities. This is the recipe for success you don't want to miss!*Week 3: CFO Series - The ROI on Your People? Maximizing Returns! | CPE: 2 | Field of Study: Business Management & Organization | Discussion Leader: Robert Mims, CPA | Date: 05/17/2024, 10 a.m. | Description: Employees drive the written and unwritten culture at your organization. Understanding the key workplace issues and how to solve them in today's environment can maximize the returns that employees provide for an organization. We take a deep dive into the research behind the larger issues with our workforce and discuss multiple practical solutions that will enhance your leadership and growth. How can we realize the most from our staff?*Week 4: CFO Series - Accepting Perfectionists - Understand & Adapting | CPE: 2 | Field of Study: Business Management & Organization | Discussion Leader: Don Minges, MBA | Date: 05/24/2024, 10 a.m. | Description: You may know people who believe, "Good is never good enough." They are sharp, driven, push themselves, have lofty standards, and may focus on the negative. They wear themselves out and others as well. Could they be a perfectionist? Perhaps we have some of these tendencies. We will discuss perfectionists from several perspectives and how to harness their skills to enhance results. Perfectionism is a mindset, not a disease. Based on research and proven methods, we will review tactics that may help perfectionists learn how to transform their behaviors. If you know at least one perfectionist, this session will significantly help you and them. |
5/3/2024 | 10 a.m. - 12 p.m. | Online | 8 CPE (2 tech, 6 non-tech) | |
New Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (24WX-0047)24WX-0047 | *Introduction to ChatGPT and its applications in the business advisory context*In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc*Practical case studies demonstrating application of ChatGPT in accounting business analysis*Key challenges faced by accounting firms and how ChatGPT can help overcome these*Best practices for implementing AI tools in the accounting sector*Future opportunities and trends in AI-enhanced business advisory services |
4/29/2024 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New CFO Series: Bridging the Gap with Marketing Mgt - the Four Ps (Webinar) (24WX-0058)24WX-0058 | *What is the function of Marketing?Creating demand, building reputation*Inform and educate customers and potential customers*Marketing plansWhat must be in a top-quality plan?*Coordination with strategy and financial ability*Products and servicesWhy do customers buy, or not buy, your offerings?*Core products, actual products, augmented products?*PricePricing is market driven, not cost driven!*Cost leaders vs differentiators?*When to increase price when to reduce price?*Place or channelsEffective and efficient channels?*Alternative channels?*PromotionPromotion alternatives and cost effectiveness*Coordinating the 4Ps to gain maximum results |
6/7/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Roadmap to Ethical Decision Making (Webinar) (24WX-0041)24WX-0041 | *Review the AICPA's Code of Professional Conduct*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters*Discuss the principles of professional conduct*Address compliance with professional standards*Use case studies to address circumstances that may create threats to independence |
4/26/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
New Securing Your Data with a Password Management App (Webinar) (24WX-0039)24WX-0039 | *Introduction to the world of password management apps and what makes them so secure*Review and demonstration of top selling password management apps*Software features that will be reviewed:Password generation*Emergency user access*Entity vs. individual password management*Desktop vs. cloud-based*Multi device synchronization*PII (personally identifiable information) forms filler*Credit card storage*Digital data vault*Best practices for deploying a password management app |
4/24/2024 | 10:30 a.m. - 12 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
New CFO Series: June 2024 Webinar Bundle (Webinar) (24WX-0057)24WX-0057 | *Week 1: CFO Series - Bridging the Gap with Marketing Mgt - the Four Ps | CPE: 2 | Field of Study: Business Management & Organization | Discussion Leader: Brian Maturi, MBA, FCA | Date: 06/07/2024, 10 a.m. | Description: What should we know about marketing and what are the four 'P's of marketing? Many financial leaders are not sufficiently knowledgeable about the marketing function, marketing management, and measuring marketing results. When we know more, both functions can work collaboratively to help drive a superior bottom line. We can more accurately measure success, for example, in order to approve a cost-effective strategy to maintain and grow the business organically. We will discuss proven techniques to help your organization grow and thrive. Finance and marketing can and should help each other - we will show you how.*Week 2: CFO Series - Five Management Superpowers | CPE: 2 | Field of Study: Business Management & Organization | Discussion Leader: Jane Mims, Ph.D. | Date: 06/14/2024, 10 a.m. | Description: "Management is about persuading people to do things they do not want to do, while leadership is about inspiring people to do things they never thought they could." - Steve Jobs. We will discuss five key management strategies and skills that every successful manager has and works to perfection. This two-hour course walks you through the A-Z of effective management from the standpoint of self, team, and individuals. It's not enough to be a 'good' manager and excel in our field, we need to be more than the subject matter expert. The five management superpowers will bolster management skills for better leaders and is a proven path for those wanting to know how to shift their mindset, communication, and physical presence so they can ascend the ranks to higher leadership.*Week 3: CFO Series - Growth Opportunities for CFOs - Value Added CFOs | CPE: 2 | Field of Study: Finance | Discussion Leader: Gary Cokins, MBA, CPIM | Date: 06/21/2024, 10 a.m. | Description: Many CFOs place too much emphasis on external financial and statutory compliance reporting for government regulatory agencies and not enough on corporate performance management (CPM) methods including internal management accounting. The former is for valuation (e.g., inventories and COGS). The latter is for "creating wealth value" to support better decisions. This course provides tools and information for how CFOs can transition from bean counters to bean growers. The best CFOs not only keep score, which is necessary, but they enable the organization to score more, which is much more valuable.*Week 4: CFO Series - Audits Begin with The Right Questions - Listen! | CPE: 2 | Field of Study: Auditing | Discussion Leader: Robert Mims, CPA | Date: 06/28/2024, 10 a.m. | Description: Technology has boundless memory and can store all the answers, unlike humans. Regardless, technology and AI cannot discern the right questions to ask. Asking the right questions separates successful professionals from mediocre professionals. This session will take a big-picture approach and redefine auditing in a broader perspective which will deepen your skills, perspective, and know-how. The truth is that all professionals are auditors. We will illustrate three types of audits and dive into the most fundamental aspects of our daily work-lives that need constant attention, not seasonal treatments. We will show how to become a better listener and to ask better questions! |
6/7/2024 | 10 a.m. - 12 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
New Yellow Book Update (Webinar) (24WX-0038)24WX-0038 | *Yellow Book*Single Audits*GAGAS |
4/24/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New The Social Media Blueprint for Accounting Firms (Webinar) (24WX-0045)24WX-0045 | *An overview of the key social media platforms that accounting firms should consider as part of their overall social media strategy*Current trends in lead generation using social platforms*Specific tactics for social media as part of your ongoing marketing, recruitment, and new business development efforts |
4/29/2024 | 1:30 - 2:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New Microsoft 365 Deployment Best Practices (Webinar) (24WX-0037)24WX-0037 | *Overview of the "core" Microsoft 365 apps and how they integrate with each other*Review of the key deployment decisions to be made*Identifying the important settings to establish in the key apps*Establishing organizational policies for using Microsoft 365*Developing a plan to educate your team members on how to integrate the apps into their business processes*Understanding the role of the Admin app and system administration*Planning for Microsoft Copilot for 365 AI capabilities |
4/23/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New The Dark Web & Cybersecurity for Tax and Accounting Pros (Webinar) (24WX-0042)24WX-0042 | *Understanding the Dark Web*Differences between the Deep Web and the Dark Web*Potential threats from the Dark Web*Case studies of Dark Web exploitation in accounting*Strategies for mitigating Dark Web threats*Implementing effective cybersecurity measures*Role of accountants in addressing Dark Web threats |
4/26/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New CFO Series: The ROI on Your People? Maximizing Returns! (Webinar) (24WX-0055)24WX-0055 | *Dealing with peopleDealing with people issues the right way*Conflict management issues*How to truly empower your employees*Organizational culture and how to be a part of positive change*What are some of the 'other' employee issues that go unsaid*What does work/life balance mean todayWhat do employees want and care about now*What are their priorities |
5/17/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
New Governmental GAAP Update (Webinar) (24WX-0046)24WX-0046 | *GASB 94*GASB 96 |
4/29/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Improve Spreadsheets by Building Controls in Excel (Webinar) (24WX-0050)24WX-0050 | *Learn best practices when designing your spreadsheets *How to create a proper worksheet structure*Learn to use Excel's built in features to find errors*How to create your custom controls to prevent and find errors*Using links to quickly move to controls*Using Conditional Formatting to highlight errors |
4/30/2024 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New CFO Series: Successful System Implementations - Planning! (Webinar) (24WX-0044)24WX-0044 | *The consequences of failure to plan and why shortcuts cause even more issues*How to learn from our previous mistakes*No two installations are the same! A team effort, with the right people, is required! Tests and testing are mandatory*Why cheap costs more*How accounting should communicate*Managing the organization to enable better system implementations |
4/26/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Synchronize Files to the Cloud with OneDrive and SharePoint (Webinar) (24WX-0048)24WX-0048 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this app*Installing the Sync app on your local devices*Configuring the files and folders to synchronize to your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes |
4/29/2024 | 10:30 a.m. - 12 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
New Fraud, Controls & Ethics: Best Practices & Case Studies (Webinar) (24WX-0049)24WX-0049 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards |
4/30/2024 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
New CFO Series: Tactics to Reduce Risk - 3rd Strategy to Help ROI (Webinar) (24WX-0053)24WX-0053 | *Answers to the question why is risk relevant? And more questions such as what do investors want, and how do statisticians and economists look at risk? We will also delve into prospect theory*What is your risk profile, appetite and tolerance? How do you monitor risk? We will look at heat maps and how risk is everyone's job*Managing risk: avoid, transfer, mitigate or accept |
5/3/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New CFO Series: Growth Opportunities for CFOs - Value Added CFOs (Webinar) (24WX-0060)24WX-0060 | *Best practices for product, service line, channel, and customer profitability (using activity-based costing [ABC])*Strategy management using strategy maps, balanced scorecards and dashboards*Process improvement using lean management with lean accounting*Process improvement using quality management and cost of quality*Capacity-sensitive driver-based budgeting and rolling financial forecasts*Enterprise risk management (ERM)*Data science and analytics |
6/21/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New How To Use Microsoft 365 Forms to Create Online Surveys (Webinar) (24WX-0043)24WX-0043 | *Overview of the Microsoft 365 Forms app features and capabilities*Step-by-step review and demonstration of the Forms appDesigning your form or survey*Creating form questions*Using branching to eliminate unnecessary questions based on form input data*Customizing the form theme / style*Manage form response settings*Distribute forms via link, website or email*Review of the completed forms response report*Exporting forms data to Excel for further analysis |
4/26/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New Using Microsoft Teams to Host Virtual Meetings Online (Webinar) (24WX-0040)24WX-0040 | *Overview of using Microsoft Teams for online meetings*Detailed review and demonstration of all the Teams meeting app features*Setting up a meeting with all the meeting options available*Tips for scheduling meetings with internal and external participants*Integrating with Microsoft Outlook*Creating a registration page for invitation only meetings*Managing your audio/video settings*Configuring your "in meeting" features*Recording and transcribing a meeting*Tips for hosting virtual meetings in Teams*Understanding Teams meetings integration with other Microsoft 365 apps |
4/25/2024 | 2 - 3:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
New Engagement Management with the Microsoft 365 Planner App (Webinar) (24WX-0051)24WX-0051 | *Overview of the Planner app features and functionality*Step-by-step review and demonstration of how to deploy Planner in your practiceCreating a plan from scratch or use a template*Creating tasks with checklists*Assigning tasks*Scheduling tasks*Setup recurring tasks*Attach files to a task*Maintain a task activity journal*Manage task views with buckets and tags*Integrate plan schedules with your Outlook calendar*Detailed review of plan / task progress reporting features*Using plan templates for recurring engagements |
4/30/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-0971)24WA-0971 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
6/7/2024 | 2 - 6 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-1267)24WA-1267 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
7/26/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-0806)24WA-0806 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
5/17/2024 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-0608)24WA-0608 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
4/23/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1247)24WA-1247 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
7/10/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-0777)24WA-0777 | *Sexual harassment prevention*Company culture |
5/14/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-0766)24WA-0766 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
5/11/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Using OneNote More and Email Less (Webinar) (24WA-0643)24WA-0643 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email |
4/27/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-0644)24WA-0644 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
4/27/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Ethics Update: A Guide to Circular 230 (Webinar) (24WA-0706)24WA-0706 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
5/6/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Minimizing Workplace Warfare (Webinar) (24WA-0976)24WA-0976 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
6/7/2024 | 2 - 3:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-0735)24WA-0735 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
5/8/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-0811)24WA-0811 | *Provide an overview of Human Resources Solutions in the market*Understand how to integrate tools if one platform is insufficient*Consideration of team member experience in using HR tools |
5/17/2024 | 10 - 11 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Testing and Auditing Excel Workbooks (Webinar) (24WA-0809)24WA-0809 | *Examples of common errors found in Excel workbooks*How to reduce Excel errors*Add-in solutions that can reduce spreadsheet error risk |
5/17/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-0720)24WA-0720 | *Federal non-compete law*State non-compete law |
5/7/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's The Digital Home (Webinar) (24WA-0821)24WA-0821 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip |
5/20/2024 | 8:30 - 10:20 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Excel Charting and Visualizations (Webinar) (24WA-0627)24WA-0627 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
4/25/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-0625)24WA-0625 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
4/25/2024 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Top PDF Features You Should Know (Webinar) (24WA-0828)24WA-0828 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
5/21/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-1233)24WA-1233 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
6/29/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Essentials of Fringe Benefit Planning (Webinar) (24WA-0705)24WA-0705 | *An overview of the fringe benefit planning process*Understanding the needs of the business owner*Understanding the needs of the employees*Options under IRC Section 132 fringe benefit plans*Automobile issues*Disability issues*Dependent care issues*Medical issues*Long-term care issues*Life insurance issues*Education issues*Expense reimbursement issues*Cafeteria plan issues |
5/4/2024 | 9 - 11:10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-1189)24WA-1189 | *Performance target design*Target testing |
6/25/2024 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-0814)24WA-0814 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
5/18/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-0721)24WA-0721 | *Information technology*Artificial Intelligence (AI) |
5/7/2024 | 10 a.m. - 2:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-0897)24WA-0897 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
6/1/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-0728)24WA-0728 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
5/8/2024 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-0613)24WA-0613 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
4/23/2024 | 5 - 6 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Introduction to Excel Macros (Webinar) (24WA-1211)24WA-1211 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
6/27/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-1282)24WA-1282 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
8/6/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-1190)24WA-1190 | *Provide an overview of Human Resources Solutions in the market*Understand how to integrate tools if one platform is insufficient*Consideration of team member experience in using HR tools |
6/25/2024 | 9 - 10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's QuickBooks for Accountants (Webinar) (24WA-0620)24WA-0620 | *New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies |
4/24/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-1126)24WA-1126 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
6/20/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-0677)24WA-0677 | *Computer software*Google |
5/2/2024 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-0852)24WA-0852 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
5/24/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-0968)24WA-0968 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
6/7/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Employment Law 101 (Webinar) (24WA-0778)24WA-0778 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
5/14/2024 | 5 - 6:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-0829)24WA-0829 | *Performance target design*Target testing |
5/21/2024 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Secure Act 2.0: Everything that you Need to Know (Webinar) (24WA-1137)24WA-1137 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found |
6/21/2024 | 1 - 3:10 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-1132)24WA-1132 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
6/21/2024 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Ten Must Know Features In Excel (Webinar) (24WA-0870)24WA-0870 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
5/28/2024 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-0925)24WA-0925 | *Employee relations*Leadership |
6/4/2024 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-0818)24WA-0818 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
5/18/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-1240)24WA-1240 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
6/29/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-0898)24WA-0898 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
6/1/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-1116)24WA-1116 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams |
6/19/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-1144)24WA-1144 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
6/22/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's The Digital Home (Webinar) (24WA-0784)24WA-0784 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip |
5/14/2024 | 6:30 - 8:20 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-0862)24WA-0862 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
5/25/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Tax Practitioner's Guide to Estate Administration (Webinar) (24WA-0854)24WA-0854 | *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 |
5/24/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (24WA-1227)24WA-1227 | *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 |
6/28/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-1180)24WA-1180 | *Information technology*Artificial Intelligence (AI) |
6/25/2024 | 12 - 4:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-1100)24WA-1100 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
6/18/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-0844)24WA-0844 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
5/23/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-0794)24WA-0794 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
5/15/2024 | 10 a.m. - 5:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-1089)24WA-1089 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
6/17/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-0997)24WA-0997 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
6/8/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-1290)24WA-1290 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
8/16/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's The Best Kept Secrets of Microsoft 365 (Webinar) (24WA-0641)24WA-0641 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use |
4/27/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1260)24WA-1260 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
7/22/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Buying, Selling or Gifting a Business Creatively (Webinar) (24WA-1076)24WA-1076 | *Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues - Tax and Non-Tax*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreement" Issues*Liquidity Issues |
6/15/2024 | 9 - 11:15 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-0716)24WA-0716 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
5/7/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-0772)24WA-0772 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
5/13/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-0860)24WA-0860 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
5/25/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-0690)24WA-0690 | *Performance target design*Target testing |
5/3/2024 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (24WA-1157)24WA-1157 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
6/24/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Income, Estate and Gift Tax Planning for Real Estate in These Ever Changing Times (Webinar) (24WA-1221)24WA-1221 | *Real estate as a part of a client's divinified portfolio of investments*Understanding the differences revolving around personal real estate vs. investment real estate*Understanding valuation issues*Understanding titling issues*Individual deduction issues, including the interest limitation*Business deduction issues*At-risk limitations*Passive activity rules update*How the IRC Section 199A deduction applies to real estate investments*Depreciation issues*Estate and Gift planning techniques for real estate*Proper use of trusts in real estate holdings |
6/28/2024 | 3 - 5 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-1265)24WA-1265 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
7/24/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-1035)24WA-1035 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
6/12/2024 | 11 a.m. - 6:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Introduction to Excel Macros (Webinar) (24WA-0989)24WA-0989 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
6/8/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Complete Guide to the Preparation for Form 1041 (Webinar) (24WA-0903)24WA-0903 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of trust entities*Understanding various fiduciary issues*Understanding the basics of Subchapter J of the Internal Revenue Code |
6/1/2024 | 9 a.m. - 2:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
K2's Excel Best Practices (Webinar) (24WA-1042)24WA-1042 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
6/13/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Tax, Estate and Financial Aspects of Cryptocurrency (Webinar) (24WA-1097)24WA-1097 | *Introduction to cryptocurrency*Understanding the term "blockchain"*Various types of cryptocurrencies*Why cryptocurrency is popular*Investment attributes of cryptocurrency*Tax aspects of cryptocurrency*Position of the Internal Revenue Service*Understanding Notice 2014-21 (IRS Virtual Currency Guidance)*Understanding Notice 2014-21 FAQs*Compliance issues*Charitable issues*Internal Revenue Service enforcement |
6/17/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-1174)24WA-1174 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
6/25/2024 | 5 - 6:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Crucial Tax Topics 2021-2022 with Art Werner: Mergers and Acquisitions -- Complete Guide to Relevant Issues (Webinar) (24WA-0894)24WA-0894 | *Taxable asset acquisitions vs. non-taxable stock/equity acquisitions*What happens in an asset acquisition*What happens in a stock or equity acquisition*338 and 336 elections*Basics of 382*Basics of 280G*Earnouts and contingent payments*Assumed liabilities*Acquired reserves*Acquired deferred revenue*Treatment of transaction costs*Basics of mixed entity transactions*Very basic overview of tax-free re-organizations*High level overview of entity formations*High level overview of entity liquidations or termination |
6/1/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-0742)24WA-0742 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
5/9/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-1062)24WA-1062 | *Federal non-compete law*State non-compete law |
6/14/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Top Ten Outlook Tips (Webinar) (24WA-0871)24WA-0871 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
5/28/2024 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-0758)24WA-0758 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
5/10/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Preparation of Forms 706 and 709: Line-by-Line (Webinar) (24WA-1103)24WA-1103 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/18/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Mastering Advanced Excel Functions (Webinar) (24WA-1212)24WA-1212 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
6/27/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-0649)24WA-0649 | *Sexual harassment prevention*Company culture |
4/29/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Microsoft Teams (Webinar) (24WA-0803)24WA-0803 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
5/16/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-1072)24WA-1072 | *Performance target design*Target testing |
6/14/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-1236)24WA-1236 | *Computer software*Google |
6/29/2024 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-0660)24WA-0660 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
4/29/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-0687)24WA-0687 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls |
5/3/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Top PDF Features You Should Know (Webinar) (24WA-1022)24WA-1022 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
6/11/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-0843)24WA-0843 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
5/23/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax, Estate and Financial Aspects of Cryptocurrency (Webinar) (24WA-0704)24WA-0704 | *Introduction to cryptocurrency*Understanding the term "blockchain"*Various types of cryptocurrencies*Why cryptocurrency is popular*Investment attributes of cryptocurrency*Tax aspects of cryptocurrency*Position of the Internal Revenue Service*Understanding Notice 2014-21 (IRS Virtual Currency Guidance)*Understanding Notice 2014-21 FAQs*Compliance issues*Charitable issues*Internal Revenue Service enforcement |
5/4/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Buying, Selling or Gifting a Business Creatively (Webinar) (24WA-0938)24WA-0938 | *Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues - Tax and Non-Tax*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreement" Issues*Liquidity Issues |
6/5/2024 | 1 - 3:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Preparation of Forms 706 and 709: Understanding the Law, Line-by-Line (Webinar) (24WA-1168)24WA-1168 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the charitable deduction*Understanding the marital deduction*Understanding the calculation and the various tax credits*Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability"*Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/24/2024 | 11 a.m. - 4:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-0683)24WA-0683 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
5/3/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Employment Law 101 (Webinar) (24WA-1142)24WA-1142 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
6/22/2024 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (24WA-0702)24WA-0702 | *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 |
5/4/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-0909)24WA-0909 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
6/3/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Income, Estate and Gift Tax Planning for Real Estate in These Ever Changing Times (Webinar) (24WA-1087)24WA-1087 | *Real estate as a part of a client's divinified portfolio of investments*Understanding the differences revolving around personal real estate vs. investment real estate*Understanding valuation issues*Understanding titling issues*Individual deduction issues, including the interest limitation*Business deduction issues*At-risk limitations*Passive activity rules update*How the IRC Section 199A deduction applies to real estate investments*Depreciation issues*Estate and Gift planning techniques for real estate*Proper use of trusts in real estate holdings |
6/17/2024 | 11 a.m. - 1 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's The Digital Home (Webinar) (24WA-1049)24WA-1049 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip |
6/13/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Tax Practitioner's Guide to Estate Administration (Webinar) (24WA-0715)24WA-0715 | *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 |
5/6/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-1039)24WA-1039 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
6/13/2024 | 5 - 6:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-0764)24WA-0764 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
5/11/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-1238)24WA-1238 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
6/29/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft Access: Tables, Queries and Beyond (Webinar) (24WA-1112)24WA-1112 | *Understanding database principles, including differentiating between databases and spreadsheets*How to create tables and relate tables in the same database*Creating and using queries*Building forms and reports in Access |
6/19/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Employment Law 101 (Webinar) (24WA-0653)24WA-0653 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
4/29/2024 | 12 - 1:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-1251)24WA-1251 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
7/12/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-1021)24WA-1021 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls |
6/11/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-1145)24WA-1145 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
6/22/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-1000)24WA-1000 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
6/10/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Secure Act 2.0: Everything that you Need to Know (Webinar) (24WA-0840)24WA-0840 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found |
5/22/2024 | 3 - 5:10 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (24WA-0825)24WA-0825 | *Information technology*Cryptocurrency*Blockchain |
5/21/2024 | 4 - 7:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Excel Charting and Visualizations (Webinar) (24WA-0800)24WA-0800 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
5/16/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Employment Law 101 (Webinar) (24WA-1155)24WA-1155 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
6/24/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-0917)24WA-0917 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls |
6/3/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-0813)24WA-0813 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
5/17/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-0880)24WA-0880 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
5/29/2024 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-0646)24WA-0646 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
4/27/2024 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Tech Update (Webinar) (24WA-1185)24WA-1185 | *Communication and collaboration tools*Key products to consider for implementation*Emerging technology in accounting automation, metaverse, and blockchain |
6/25/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-0739)24WA-0739 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
5/9/2024 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-1230)24WA-1230 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues |
6/28/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-1292)24WA-1292 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
8/21/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-0913)24WA-0913 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
6/3/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Testing and Auditing Excel Workbooks (Webinar) (24WA-0636)24WA-0636 | *Examples of common errors found in Excel workbooks*How to reduce Excel errors*Add-in solutions that can reduce spreadsheet error risk |
4/26/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-1270)24WA-1270 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
7/31/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-0645)24WA-0645 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
4/27/2024 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230) (Webinar) (24WA-0849)24WA-0849 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
5/24/2024 | 1 - 4:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Postmortem Estate Planning Primer (Webinar) (24WA-0948)24WA-0948 | *Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
6/5/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Top PDF Features You Should Know (Webinar) (24WA-0734)24WA-0734 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
5/8/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-1101)24WA-1101 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues |
6/18/2024 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-0857)24WA-0857 | *Federal non-compete law*State non-compete law |
5/25/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-1028)24WA-1028 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
6/12/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-0775)24WA-0775 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
5/13/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-0667)24WA-0667 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
4/30/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1194)24WA-1194 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
6/26/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Preparation of Forms 706 and 709: Understanding the Law, Line-by-Line (Webinar) (24WA-0982)24WA-0982 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the charitable deduction*Understanding the marital deduction*Understanding the calculation and the various tax credits*Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability"*Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/7/2024 | 9 a.m. - 2:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-0647)24WA-0647 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
4/27/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
IRC Section 199A: An Up-to-Date Review of the Pass-Through Deduction (Webinar) (24WA-1143)24WA-1143 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understanding "aggregation"*Rental property as a trade or business*Identify how your clients can maximize the deduction*Planning ideas*Understand the Section 199A Regulations |
6/22/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-0729)24WA-0729 | *Sexual harassment prevention*Company culture |
5/8/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-0614)24WA-0614 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams |
4/23/2024 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's QuickBooks for Accountants (Webinar) (24WA-0684)24WA-0684 | *New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies |
5/3/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-0695)24WA-0695 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
5/4/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-1084)24WA-1084 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
6/15/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Complete Guide to the Preparation for Form 1041 (Webinar) (24WA-0979)24WA-0979 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of trust entities*Understanding various fiduciary issues*Understanding the basics of Subchapter J of the Internal Revenue Code |
6/7/2024 | 3 - 8:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
K2's Using OneNote More and Email Less (Webinar) (24WA-1050)24WA-1050 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email |
6/13/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Advanced QuickBooks Tips and Techniques (Webinar) (24WA-0887)24WA-0887 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
5/30/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-0712)24WA-0712 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
5/6/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Tech Update (Webinar) (24WA-1068)24WA-1068 | *Communication and collaboration tools*Key products to consider for implementation*Emerging technology in accounting automation, metaverse, and blockchain |
6/14/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-1223)24WA-1223 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
6/28/2024 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-1108)24WA-1108 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
6/19/2024 | 9 a.m. - 4:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-1078)24WA-1078 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
6/15/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-1133)24WA-1133 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
6/21/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-0947)24WA-0947 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
6/5/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-1082)24WA-1082 | *Computer software*Google |
6/15/2024 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-1245)24WA-1245 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
7/9/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-1086)24WA-1086 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues |
6/15/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-0691)24WA-0691 | *Provide an overview of Human Resources Solutions in the market*Understand how to integrate tools if one platform is insufficient*Consideration of team member experience in using HR tools |
5/3/2024 | 9 - 10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-1258)24WA-1258 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
7/19/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-1080)24WA-1080 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
6/15/2024 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-1006)24WA-1006 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
6/10/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Next Generation Excel Reporting (Webinar) (24WA-1158)24WA-1158 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
6/24/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-0873)24WA-0873 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
5/28/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's The Best Kept Secrets of Microsoft 365 (Webinar) (24WA-1241)24WA-1241 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use |
6/29/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-0879)24WA-0879 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
5/29/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-1206)24WA-1206 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
6/27/2024 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-0793)24WA-0793 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
5/15/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-1281)24WA-1281 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
8/6/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-0791)24WA-0791 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
5/15/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230) (Webinar) (24WA-0707)24WA-0707 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
5/6/2024 | 11 a.m. - 2:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-0692)24WA-0692 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
5/3/2024 | 11 a.m. - 12 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (24WA-0761)24WA-0761 | *Information technology*Cryptocurrency*Blockchain |
5/11/2024 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Excel Best Practices (Webinar) (24WA-1110)24WA-1110 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
6/19/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-0727)24WA-0727 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
5/7/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-0786)24WA-0786 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
5/14/2024 | 5 - 6:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-0834)24WA-0834 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
5/22/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-0963)24WA-0963 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
6/7/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
K2's Top Ten Outlook Tips (Webinar) (24WA-1187)24WA-1187 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
6/25/2024 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Testing and Auditing Excel Workbooks (Webinar) (24WA-1201)24WA-1201 | *Examples of common errors found in Excel workbooks*How to reduce Excel errors*Add-in solutions that can reduce spreadsheet error risk |
6/26/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Tax Practitioner's Guide to Estate Administration (Webinar) (24WA-1009)24WA-1009 | *Estate settlement issues*Collection and accounting of assets*Determining the legitimacy of debts and creditors*Payment of creditors*Distribution issues*Probate issues*Will contests*Inventory of assets*Fiduciary duties*Rights of creditors, third parties, and beneficiaries*Federal estate tax issues*State death tax issues*Ancillary estate administration issues*Fiduciary accounting issues*Special issues regarding trusts |
6/10/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-0665)24WA-0665 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
4/30/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (24WA-0773)24WA-0773 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
5/13/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-0992)24WA-0992 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
6/8/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Tax Practitioner's Guide to Estate Administration (Webinar) (24WA-1203)24WA-1203 | *Estate settlement issues*Collection and accounting of assets*Determining the legitimacy of debts and creditors*Payment of creditors*Distribution issues*Probate issues*Will contests*Inventory of assets*Fiduciary duties*Rights of creditors, third parties, and beneficiaries*Federal estate tax issues*State death tax issues*Ancillary estate administration issues*Fiduciary accounting issues*Special issues regarding trusts |
6/26/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230) (Webinar) (24WA-1196)24WA-1196 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/26/2024 | 1 - 4:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Navigating Leaves of Absence (Webinar) (24WA-0787)24WA-0787 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
5/14/2024 | 5 - 6:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-1117)24WA-1117 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls |
6/19/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-1222)24WA-1222 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
6/28/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Secure Act 2.0: Everything that you Need to Know (Webinar) (24WA-0703)24WA-0703 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found |
5/4/2024 | 1 - 3:10 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-0876)24WA-0876 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
5/29/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics Update: A Guide to Circular 230 (Webinar) (24WA-0616)24WA-0616 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
4/24/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Governmental Accounting 101 (Webinar) (24WA-0986)24WA-0986 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
6/8/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-0611)24WA-0611 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
4/23/2024 | 5 - 6 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-1119)24WA-1119 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
6/19/2024 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Next Generation Excel Reporting (Webinar) (24WA-1016)24WA-1016 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
6/11/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Next Generation Excel Reporting (Webinar) (24WA-1225)24WA-1225 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
6/28/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Paperless Office (Webinar) (24WA-1160)24WA-1160 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
6/24/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-0650)24WA-0650 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
4/29/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-0882)24WA-0882 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
5/29/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Ethics Update: A Guide to Circular 230 (Webinar) (24WA-1195)24WA-1195 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/26/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-0770)24WA-0770 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
5/13/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-1074)24WA-1074 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
6/14/2024 | 10 - 11 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-0937)24WA-0937 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
6/4/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's QuickBooks for Accountants (Webinar) (24WA-1034)24WA-1034 | *New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies |
6/12/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-0768)24WA-0768 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls |
5/11/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Microsoft Teams (Webinar) (24WA-0630)24WA-0630 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
4/25/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-0670)24WA-0670 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
5/1/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Mastering Advanced Excel Functions (Webinar) (24WA-0700)24WA-0700 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
5/4/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-1149)24WA-1149 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
6/22/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Income, Estate and Gift Tax Planning for Real Estate in These Ever Changing Times (Webinar) (24WA-0693)24WA-0693 | *Real estate as a part of a client's divinified portfolio of investments*Understanding the differences revolving around personal real estate vs. investment real estate*Understanding valuation issues*Understanding titling issues*Individual deduction issues, including the interest limitation*Business deduction issues*At-risk limitations*Passive activity rules update*How the IRC Section 199A deduction applies to real estate investments*Depreciation issues*Estate and Gift planning techniques for real estate*Proper use of trusts in real estate holdings |
5/4/2024 | 1 - 3 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Ten Must Know Features In Excel (Webinar) (24WA-0769)24WA-0769 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
5/11/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-1165)24WA-1165 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
6/24/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-0744)24WA-0744 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
5/9/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-0837)24WA-0837 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams |
5/22/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-0681)24WA-0681 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
5/3/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-1073)24WA-1073 | *Provide an overview of Human Resources Solutions in the market*Understand how to integrate tools if one platform is insufficient*Consideration of team member experience in using HR tools |
6/14/2024 | 2 - 3 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-0658)24WA-0658 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
4/29/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Advanced Excel (Webinar) (24WA-0826)24WA-0826 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
5/21/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-0607)24WA-0607 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
4/23/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Preparation of Forms 706 and 709: Understanding the Law, Line-by-Line (Webinar) (24WA-0905)24WA-0905 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the charitable deduction*Understanding the marital deduction*Understanding the calculation and the various tax credits*Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability"*Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/1/2024 | 12 - 5:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-1085)24WA-1085 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
6/15/2024 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-1171)24WA-1171 | *Classification of workers as employees or independent contractors |
6/25/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-0812)24WA-0812 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
5/17/2024 | 1 - 2 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-1207)24WA-1207 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
6/27/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-0635)24WA-0635 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
4/26/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Next Generation Excel Reporting (Webinar) (24WA-0892)24WA-0892 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
5/31/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-0956)24WA-0956 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
6/6/2024 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-1115)24WA-1115 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
6/19/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Partnership Tax Updates (Webinar) (24WA-0689)24WA-0689 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS updates on Form K-2 and K-3*Criteria for using the Domestic Filing Exception |
5/3/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-0722)24WA-0722 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
5/7/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1268)24WA-1268 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
7/31/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-0685)24WA-0685 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
5/3/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Paperless Office (Webinar) (24WA-0893)24WA-0893 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
5/31/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Introduction to Excel Macros (Webinar) (24WA-0801)24WA-0801 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
5/16/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Advanced Excel (Webinar) (24WA-1090)24WA-1090 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
6/17/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Top Ten Outlook Tips (Webinar) (24WA-0994)24WA-0994 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
6/8/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-1256)24WA-1256 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
7/18/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (24WA-0618)24WA-0618 | *Information technology*Cryptocurrency*Blockchain |
4/24/2024 | 9:30 a.m. - 1:15 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's QuickBooks for Accountants (Webinar) (24WA-1161)24WA-1161 | *New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies |
6/24/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Income, Estate and Gift Tax Planning for Real Estate in These Ever Changing Times (Webinar) (24WA-0832)24WA-0832 | *Real estate as a part of a client's divinified portfolio of investments*Understanding the differences revolving around personal real estate vs. investment real estate*Understanding valuation issues*Understanding titling issues*Individual deduction issues, including the interest limitation*Business deduction issues*At-risk limitations*Passive activity rules update*How the IRC Section 199A deduction applies to real estate investments*Depreciation issues*Estate and Gift planning techniques for real estate*Proper use of trusts in real estate holdings |
5/22/2024 | 3 - 5 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-1065)24WA-1065 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
6/14/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Choosing Your Mid-Market Accounting Solution (Webinar) (24WA-0694)24WA-0694 | *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 |
5/4/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-1235)24WA-1235 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
6/29/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-0610)24WA-0610 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
4/23/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Understanding Your Ransomware Risk (Webinar) (24WA-0872)24WA-0872 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk |
5/28/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-0865)24WA-0865 | *Sexual harassment prevention*Company culture |
5/28/2024 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Excel Charting and Visualizations (Webinar) (24WA-0698)24WA-0698 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
5/4/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Updated Nuts and Bolts of IRC Section 1031 Exchanges (Webinar) (24WA-1037)24WA-1037 | *Complete explanation of IRC Section1031*Understand when to use a tax-deferred exchange*Changes made to the technique in the Tax Cuts and Jobs Act*Advantages and disadvantages of paying the tax versus using an exchange*Understand the definition of like-kind property*Understand what a qualified intermediary is*Understand the need for an exchange accommodation title holder*Understand a reverse exchange*Understand a build-to-suit exchange*Understand the forty-five-day rule and how to calculate it*Precautions for property identification*Investment property versus property held for sale |
6/12/2024 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax, Estate and Financial Aspects of Cryptocurrency (Webinar) (24WA-1026)24WA-1026 | *Introduction to cryptocurrency*Understanding the term "blockchain"*Various types of cryptocurrencies*Why cryptocurrency is popular*Investment attributes of cryptocurrency*Tax aspects of cryptocurrency*Position of the Internal Revenue Service*Understanding Notice 2014-21 (IRS Virtual Currency Guidance)*Understanding Notice 2014-21 FAQs*Compliance issues*Charitable issues*Internal Revenue Service enforcement |
6/11/2024 | 3 - 6:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Postmortem Estate Planning Primer (Webinar) (24WA-1202)24WA-1202 | *Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
6/26/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-0914)24WA-0914 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
6/3/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Updated Nuts and Bolts of IRC Section 1031 Exchanges (Webinar) (24WA-1218)24WA-1218 | *Complete explanation of IRC Section1031*Understand when to use a tax-deferred exchange*Changes made to the technique in the Tax Cuts and Jobs Act*Advantages and disadvantages of paying the tax versus using an exchange*Understand the definition of like-kind property*Understand what a qualified intermediary is*Understand the need for an exchange accommodation title holder*Understand a reverse exchange*Understand a build-to-suit exchange*Understand the forty-five-day rule and how to calculate it*Precautions for property identification*Investment property versus property held for sale |
6/27/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-1113)24WA-1113 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
6/19/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Next Generation Excel Reporting (Webinar) (24WA-0763)24WA-0763 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports |
5/11/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-1263)24WA-1263 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
7/24/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-1295)24WA-1295 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
8/22/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-0926)24WA-0926 | *Federal non-compete law*State non-compete law |
6/4/2024 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-0711)24WA-0711 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
5/6/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-1024)24WA-1024 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
6/11/2024 | 5 - 6:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Ten Must Know Features In Excel (Webinar) (24WA-1186)24WA-1186 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
6/25/2024 | 3 - 4:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-1007)24WA-1007 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
6/10/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-0797)24WA-0797 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
5/16/2024 | 5 - 8:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-1264)24WA-1264 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
7/24/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-0655)24WA-0655 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
4/29/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-0899)24WA-0899 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
6/1/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-0859)24WA-0859 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
5/25/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Integrating Data for Improved Efficiency and Control (Webinar) (24WA-0945)24WA-0945 | *How to take advantage of the data available to you*Managing data, including avoiding duplication*Sharing data across multiple applications |
6/5/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-1114)24WA-1114 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
6/19/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-0891)24WA-0891 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
5/30/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-0950)24WA-0950 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
6/6/2024 | 5 - 6:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1054)24WA-1054 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
6/14/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics Update: A Guide to Circular 230 (Webinar) (24WA-0939)24WA-0939 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/5/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-1182)24WA-1182 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
6/25/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-1291)24WA-1291 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
8/21/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-0875)24WA-0875 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
5/29/2024 | 2 - 3:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
K2's Testing and Auditing Excel Workbooks (Webinar) (24WA-0960)24WA-0960 | *Examples of common errors found in Excel workbooks*How to reduce Excel errors*Add-in solutions that can reduce spreadsheet error risk |
6/6/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (24WA-1136)24WA-1136 | *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 |
6/21/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Postmortem Estate Planning Primer (Webinar) (24WA-0853)24WA-0853 | *Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
5/24/2024 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-0885)24WA-0885 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
5/29/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Webinar) (24WA-1091)24WA-1091 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim |
6/17/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Tax, Estate and Financial Aspects of Cryptocurrency (Webinar) (24WA-0841)24WA-0841 | *Introduction to cryptocurrency*Understanding the term "blockchain"*Various types of cryptocurrencies*Why cryptocurrency is popular*Investment attributes of cryptocurrency*Tax aspects of cryptocurrency*Position of the Internal Revenue Service*Understanding Notice 2014-21 (IRS Virtual Currency Guidance)*Understanding Notice 2014-21 FAQs*Compliance issues*Charitable issues*Internal Revenue Service enforcement |
5/22/2024 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-0890)24WA-0890 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
5/30/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (24WA-1095)24WA-1095 | *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 |
6/17/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-0966)24WA-0966 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
6/7/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Using OneNote More and Email Less (Webinar) (24WA-1243)24WA-1243 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email |
6/29/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-0830)24WA-0830 | *Provide an overview of Human Resources Solutions in the market*Understand how to integrate tools if one platform is insufficient*Consideration of team member experience in using HR tools |
5/21/2024 | 11 a.m. - 12 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Postmortem Estate Planning Primer (Webinar) (24WA-0714)24WA-0714 | *Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
5/6/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-0836)24WA-0836 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
5/22/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-0759)24WA-0759 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
5/10/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1288)24WA-1288 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
8/16/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-0831)24WA-0831 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
5/21/2024 | 2 - 3 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-1060)24WA-1060 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
6/14/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-1015)24WA-1015 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
6/11/2024 | 5 - 6 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-1261)24WA-1261 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
7/22/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Choosing Your Mid-Market Accounting Solution (Webinar) (24WA-0673)24WA-0673 | *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 |
5/2/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-0863)24WA-0863 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
5/28/2024 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-0881)24WA-0881 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
5/29/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-0638)24WA-0638 | *Classification of workers as employees or independent contractors |
4/27/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-0969)24WA-0969 | *Information technology*Artificial Intelligence (AI) |
6/7/2024 | 10 a.m. - 2:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-0808)24WA-0808 | *Federal non-compete law*State non-compete law |
5/17/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-1001)24WA-1001 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
6/10/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-0846)24WA-0846 | *Computer software*Google |
5/23/2024 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-0737)24WA-0737 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
5/8/2024 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Best Word, Outlook and PowerPoint Features (Webinar) (24WA-1003)24WA-1003 | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint |
6/10/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1246)24WA-1246 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
7/10/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-0696)24WA-0696 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
5/4/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-0964)24WA-0964 | *Sexual harassment prevention*Company culture |
6/7/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-1124)24WA-1124 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
6/20/2024 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Excel Charting and Visualizations (Webinar) (24WA-1208)24WA-1208 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
6/27/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Employment Law 101 (Webinar) (24WA-0967)24WA-0967 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
6/7/2024 | 12 - 1:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230) (Webinar) (24WA-0999)24WA-0999 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/10/2024 | 11 a.m. - 2:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-0753)24WA-0753 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
5/10/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-0933)24WA-0933 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
6/4/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-0931)24WA-0931 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
6/4/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-0741)24WA-0741 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
5/9/2024 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-1141)24WA-1141 | *Sexual harassment prevention*Company culture |
6/22/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-1051)24WA-1051 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
6/14/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Postmortem Estate Planning Primer (Webinar) (24WA-1008)24WA-1008 | *Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
6/10/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-0919)24WA-0919 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portability*Making a late election and IRS Section 9100 relief*How to opt-out of the election and hazards of not making the election for the client and practitioner*Determining the "last deceased spouse" for making the election*IRS examination issues when making the election*Review benefits and drawbacks of the DSUE election vs. conventional credit shelter/asset protection planning - income taxes vs. estate taxes*Use of QTIPs and QDOTs*A look at state death tax issues |
6/3/2024 | 9 - 11:05 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Testing and Auditing Excel Workbooks (Webinar) (24WA-1135)24WA-1135 | *Examples of common errors found in Excel workbooks*How to reduce Excel errors*Add-in solutions that can reduce spreadsheet error risk |
6/21/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (24WA-0973)24WA-0973 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
6/7/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-0983)24WA-0983 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
6/8/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-1058)24WA-1058 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
6/14/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-0674)24WA-0674 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
5/2/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Updated Nuts and Bolts of IRC Section 1031 Exchanges (Webinar) (24WA-0921)24WA-0921 | *Complete explanation of IRC Section1031*Understand when to use a tax-deferred exchange*Changes made to the technique in the Tax Cuts and Jobs Act*Advantages and disadvantages of paying the tax versus using an exchange*Understand the definition of like-kind property*Understand what a qualified intermediary is*Understand the need for an exchange accommodation title holder*Understand a reverse exchange*Understand a build-to-suit exchange*Understand the forty-five-day rule and how to calculate it*Precautions for property identification*Investment property versus property held for sale |
6/3/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-1125)24WA-1125 | *Computer software*Google |
6/20/2024 | 6 - 9:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-0757)24WA-0757 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
5/10/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's The Digital Home (Webinar) (24WA-0642)24WA-0642 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip |
4/27/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Excel Best Practices (Webinar) (24WA-0943)24WA-0943 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
6/5/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Buying, Selling or Gifting a Business Creatively (Webinar) (24WA-1121)24WA-1121 | *Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues - Tax and Non-Tax*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreement" Issues*Liquidity Issues |
6/20/2024 | 6 - 8:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Integrating Data for Improved Efficiency and Control (Webinar) (24WA-0883)24WA-0883 | *How to take advantage of the data available to you*Managing data, including avoiding duplication*Sharing data across multiple applications |
5/29/2024 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-1273)24WA-1273 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
8/2/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-0781)24WA-0781 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
5/14/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-0816)24WA-0816 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
5/18/2024 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-0955)24WA-0955 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
6/6/2024 | 5 - 6 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-1029)24WA-1029 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
6/12/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-0748)24WA-0748 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
5/9/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-0889)24WA-0889 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
5/30/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Options To Automate Your Tax Preparation Workflow (Webinar) (24WA-0771)24WA-0771 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice |
5/13/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (24WA-1023)24WA-1023 | *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 |
6/11/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-1215)24WA-1215 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portability*Making a late election and IRS Section 9100 relief*How to opt-out of the election and hazards of not making the election for the client and practitioner*Determining the "last deceased spouse" for making the election*IRS examination issues when making the election*Review benefits and drawbacks of the DSUE election vs. conventional credit shelter/asset protection planning - income taxes vs. estate taxes*Use of QTIPs and QDOTs*A look at state death tax issues |
6/27/2024 | 12 - 2:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft Access: Tables, Queries and Beyond (Webinar) (24WA-0946)24WA-0946 | *Understanding database principles, including differentiating between databases and spreadsheets*How to create tables and relate tables in the same database*Creating and using queries*Building forms and reports in Access |
6/5/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-0835)24WA-0835 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
5/22/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's The Best Kept Secrets of Microsoft 365 (Webinar) (24WA-0783)24WA-0783 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use |
5/14/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Tax Practitioner's Guide to Estate Administration (Webinar) (24WA-0906)24WA-0906 | *Estate settlement issues*Collection and accounting of assets*Determining the legitimacy of debts and creditors*Payment of creditors*Distribution issues*Probate issues*Will contests*Inventory of assets*Fiduciary duties*Rights of creditors, third parties, and beneficiaries*Federal estate tax issues*State death tax issues*Ancillary estate administration issues*Fiduciary accounting issues*Special issues regarding trusts |
6/1/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Testing and Auditing Excel Workbooks (Webinar) (24WA-0672)24WA-0672 | *Examples of common errors found in Excel workbooks*How to reduce Excel errors*Add-in solutions that can reduce spreadsheet error risk |
5/1/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-1284)24WA-1284 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
8/12/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-1041)24WA-1041 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
6/13/2024 | 8 a.m. - 3:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-0634)24WA-0634 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
4/26/2024 | 2 - 6 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230) (Webinar) (24WA-0940)24WA-0940 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/5/2024 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Secure Act 2.0: Everything that you Need to Know (Webinar) (24WA-1096)24WA-1096 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found |
6/17/2024 | 11 a.m. - 1:10 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-1266)24WA-1266 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
7/24/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Postmortem Estate Planning Primer (Webinar) (24WA-0622)24WA-0622 | *Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
4/24/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Secure Act 2.0: Everything that you Need to Know (Webinar) (24WA-1025)24WA-1025 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found |
6/11/2024 | 9 - 11:10 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-0847)24WA-0847 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
5/23/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-1198)24WA-1198 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
6/26/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Best Word, Outlook and PowerPoint Features (Webinar) (24WA-0755)24WA-0755 | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint |
5/10/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Integrating Data for Improved Efficiency and Control (Webinar) (24WA-1210)24WA-1210 | *How to take advantage of the data available to you*Managing data, including avoiding duplication*Sharing data across multiple applications |
6/27/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-0970)24WA-0970 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
6/7/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Tax, Estate and Financial Aspects of Cryptocurrency (Webinar) (24WA-1138)24WA-1138 | *Introduction to cryptocurrency*Understanding the term "blockchain"*Various types of cryptocurrencies*Why cryptocurrency is popular*Investment attributes of cryptocurrency*Tax aspects of cryptocurrency*Position of the Internal Revenue Service*Understanding Notice 2014-21 (IRS Virtual Currency Guidance)*Understanding Notice 2014-21 FAQs*Compliance issues*Charitable issues*Internal Revenue Service enforcement |
6/21/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-0900)24WA-0900 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
6/1/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft Teams (Webinar) (24WA-0701)24WA-0701 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
5/4/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-1205)24WA-1205 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
6/27/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-1285)24WA-1285 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
8/12/2024 | 2 - 6 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-0657)24WA-0657 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
4/29/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-0639)24WA-0639 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
4/27/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1259)24WA-1259 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
7/22/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Essentials of Fringe Benefit Planning (Webinar) (24WA-1139)24WA-1139 | *An overview of the fringe benefit planning process*Understanding the needs of the business owner*Understanding the needs of the employees*Options under IRC Section 132 fringe benefit plans*Automobile issues*Disability issues*Dependent care issues*Medical issues*Long-term care issues*Life insurance issues*Education issues*Expense reimbursement issues*Cafeteria plan issues |
6/21/2024 | 9 - 11:10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Complete Guide to the Preparation for Form 1041 (Webinar) (24WA-1166)24WA-1166 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of trust entities*Understanding various fiduciary issues*Understanding the basics of Subchapter J of the Internal Revenue Code |
6/24/2024 | 12 - 5:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-0782)24WA-0782 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
5/14/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-0807)24WA-0807 | *Employee relations*Leadership |
5/17/2024 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Mastering Advanced Excel Functions (Webinar) (24WA-0990)24WA-0990 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
6/8/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Crucial Tax Topics 2021-2022 with Art Werner: Mergers and Acquisitions -- Complete Guide to Relevant Issues (Webinar) (24WA-1099)24WA-1099 | *Taxable asset acquisitions vs. non-taxable stock/equity acquisitions*What happens in an asset acquisition*What happens in a stock or equity acquisition*338 and 336 elections*Basics of 382*Basics of 280G*Earnouts and contingent payments*Assumed liabilities*Acquired reserves*Acquired deferred revenue*Treatment of transaction costs*Basics of mixed entity transactions*Very basic overview of tax-free re-organizations*High level overview of entity formations*High level overview of entity liquidations or termination |
6/18/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-1031)24WA-1031 | *Computer software*Google |
6/12/2024 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Tax Practitioner's Guide to Estate Administration (Webinar) (24WA-0623)24WA-0623 | *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 |
4/24/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-1019)24WA-1019 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
6/11/2024 | 5 - 6 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-0725)24WA-0725 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
5/7/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-0738)24WA-0738 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
5/8/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Preparation of Forms 706 and 709: Understanding the Law, Line-by-Line (Webinar) (24WA-1104)24WA-1104 | *Understanding the basics of Estate and Gift Taxation*Understanding valuation of assets*Understanding what constitutes the "Gross Estate"*Understanding the various deductions (funeral and administrative expenses)*Understanding debts Understanding the charitable deduction*Understanding the marital deduction*Understanding the calculation and the various tax credits*Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability"*Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/18/2024 | 3 - 8:35 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
K2's Paperless Office (Webinar) (24WA-1018)24WA-1018 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
6/11/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-1286)24WA-1286 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
8/12/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-0747)24WA-0747 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
5/9/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-1032)24WA-1032 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
6/12/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-1197)24WA-1197 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
6/26/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-0851)24WA-0851 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
5/24/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The ABCs of Advisory Services (Webinar) (24WA-0920)24WA-0920 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues |
6/3/2024 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Excel Charting and Visualizations (Webinar) (24WA-1043)24WA-1043 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
6/13/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Tech Update (Webinar) (24WA-0993)24WA-0993 | *Communication and collaboration tools*Key products to consider for implementation*Emerging technology in accounting automation, metaverse, and blockchain |
6/8/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft Teams (Webinar) (24WA-1213)24WA-1213 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
6/27/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-1079)24WA-1079 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
6/15/2024 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Advanced Excel (Webinar) (24WA-1013)24WA-1013 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
6/11/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-1030)24WA-1030 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
6/12/2024 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-0864)24WA-0864 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
5/28/2024 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-0680)24WA-0680 | *Employee relations*Leadership |
5/3/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-0675)24WA-0675 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
5/2/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Top PDF Features You Should Know (Webinar) (24WA-1094)24WA-1094 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
6/17/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-0749)24WA-0749 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
5/9/2024 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Simplifying and Economizing Your Tech Stack (Webinar) (24WA-0915)24WA-0915 | *Identifying the tech tools you need and those you don't*Canceling unnecessary licenses and subscription services |
6/3/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-0745)24WA-0745 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
5/9/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-0980)24WA-0980 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
6/7/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-1153)24WA-1153 | *Sexual harassment prevention*Company culture |
6/24/2024 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-1274)24WA-1274 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
8/2/2024 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-1152)24WA-1152 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
6/22/2024 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-0910)24WA-0910 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
6/3/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Webinar) (24WA-0732)24WA-0732 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim |
5/8/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-1093)24WA-1093 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
6/17/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-0953)24WA-0953 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
6/6/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-0688)24WA-0688 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
5/3/2024 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-1272)24WA-1272 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
7/31/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-0858)24WA-0858 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
5/25/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Crucial Tax Topics 2021-2022 with Art Werner: Mergers and Acquisitions -- Complete Guide to Relevant Issues (Webinar) (24WA-1154)24WA-1154 | *Taxable asset acquisitions vs. non-taxable stock/equity acquisitions*What happens in an asset acquisition*What happens in a stock or equity acquisition*338 and 336 elections*Basics of 382*Basics of 280G*Earnouts and contingent payments*Assumed liabilities*Acquired reserves*Acquired deferred revenue*Treatment of transaction costs*Basics of mixed entity transactions*Very basic overview of tax-free re-organizations*High level overview of entity formations*High level overview of entity liquidations or termination |
6/24/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-0789)24WA-0789 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
5/14/2024 | 5 - 6:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-1036)24WA-1036 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portability*Making a late election and IRS Section 9100 relief*How to opt-out of the election and hazards of not making the election for the client and practitioner*Determining the "last deceased spouse" for making the election*IRS examination issues when making the election*Review benefits and drawbacks of the DSUE election vs. conventional credit shelter/asset protection planning - income taxes vs. estate taxes*Use of QTIPs and QDOTs*A look at state death tax issues |
6/12/2024 | 11 a.m. - 1:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-0723)24WA-0723 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
5/7/2024 | 5 - 9 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-1109)24WA-1109 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
6/19/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-0977)24WA-0977 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
6/7/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Top PDF Features You Should Know (Webinar) (24WA-0918)24WA-0918 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs |
6/3/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Choosing Your Mid-Market Accounting Solution (Webinar) (24WA-0819)24WA-0819 | *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 |
5/20/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-0874)24WA-0874 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
5/29/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Webinar) (24WA-0633)24WA-0633 | *Excel as a data analysis tool*Excel add-ins*Microsoft's Power BI application |
4/26/2024 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-0790)24WA-0790 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
5/15/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (24WA-1199)24WA-1199 | *Information technology*Cryptocurrency*Blockchain |
6/26/2024 | 9:30 a.m. - 1:15 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Using OneNote More and Email Less (Webinar) (24WA-0785)24WA-0785 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email |
5/14/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-1055)24WA-1055 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
6/14/2024 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-0767)24WA-0767 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams |
5/11/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-1075)24WA-1075 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
6/14/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ethics Update: A Guide to Circular 230 (Webinar) (24WA-0895)24WA-0895 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/1/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-0815)24WA-0815 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
5/18/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-0838)24WA-0838 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls |
5/22/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Advanced QuickBooks Tips and Techniques (Webinar) (24WA-0927)24WA-0927 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
6/4/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-0676)24WA-0676 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
5/2/2024 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-0724)24WA-0724 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
5/7/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-1134)24WA-1134 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
6/21/2024 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-0866)24WA-0866 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
5/28/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-1146)24WA-1146 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
6/22/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-0718)24WA-0718 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
5/7/2024 | 5 - 6:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-1123)24WA-1123 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
6/20/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-1216)24WA-1216 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
6/27/2024 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-0929)24WA-0929 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies |
6/4/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-1170)24WA-1170 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
6/25/2024 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Ethics Update: A Guide to Circular 230 (Webinar) (24WA-0848)24WA-0848 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
5/24/2024 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-0751)24WA-0751 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
5/9/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Webinar) (24WA-1014)24WA-1014 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim |
6/11/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Preparation of Forms 706 and 709: Line-by-Line (Webinar) (24WA-1167)24WA-1167 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/24/2024 | 3 - 6:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-0792)24WA-0792 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
5/15/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-0717)24WA-0717 | *Classification of workers as employees or independent contractors |
5/7/2024 | 5 - 6:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-0868)24WA-0868 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
5/28/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Understanding Your Ransomware Risk (Webinar) (24WA-0962)24WA-0962 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk |
6/6/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-1083)24WA-1083 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
6/15/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's QuickBooks for Accountants (Webinar) (24WA-0774)24WA-0774 | *New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies |
5/13/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-0626)24WA-0626 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
4/25/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients (Webinar) (24WA-0995)24WA-0995 | *Defining portability, a.k.a. the deceased spousal unused exemption (DSUE) election*How to calculate the DSUE amount*Making the portability election*Who can and cannot elect portability*Review the requirements for completing form 706 when electing portability*Making a late election and IRS Section 9100 relief*How to opt-out of the election and hazards of not making the election for the client and practitioner*Determining the "last deceased spouse" for making the election*IRS examination issues when making the election*Review benefits and drawbacks of the DSUE election vs. conventional credit shelter/asset protection planning - income taxes vs. estate taxes*Use of QTIPs and QDOTs*A look at state death tax issues |
6/8/2024 | 3 - 5:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-1178)24WA-1178 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
6/25/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Securing Your Data: Practical Tools For Protecting Information (Webinar) (24WA-0932)24WA-0932 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk |
6/4/2024 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-0877)24WA-0877 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
5/29/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-0679)24WA-0679 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
5/3/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-1181)24WA-1181 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
6/25/2024 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-0944)24WA-0944 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
6/5/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-0659)24WA-0659 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
4/29/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-0916)24WA-0916 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams |
6/3/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-1081)24WA-1081 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
6/15/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-0930)24WA-0930 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
6/4/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Mastering Advanced Excel Functions (Webinar) (24WA-1045)24WA-1045 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
6/13/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-0798)24WA-0798 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
5/16/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-0805)24WA-0805 | *Classification of workers as employees or independent contractors |
5/17/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-1020)24WA-1020 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams |
6/11/2024 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-1184)24WA-1184 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
6/25/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-1244)24WA-1244 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
7/9/2024 | 5 - 9 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-0632)24WA-0632 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
4/26/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-1262)24WA-1262 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
7/22/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-0985)24WA-0985 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
6/8/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Advanced QuickBooks Tips and Techniques (Webinar) (24WA-0754)24WA-0754 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
5/10/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (24WA-1033)24WA-1033 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
6/12/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-1220)24WA-1220 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
6/28/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Advanced Excel (Webinar) (24WA-0731)24WA-0731 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
5/8/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-1271)24WA-1271 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
7/31/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (24WA-0833)24WA-0833 | *Information technology*Cryptocurrency*Blockchain |
5/22/2024 | 9:30 a.m. - 1:15 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-1177)24WA-1177 | *Federal non-compete law*State non-compete law |
6/25/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-0804)24WA-0804 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
5/17/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-1278)24WA-1278 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
8/2/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-1151)24WA-1151 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls |
6/22/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1056)24WA-1056 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
6/14/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Advanced QuickBooks Tips and Techniques (Webinar) (24WA-1106)24WA-1106 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
6/19/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-1176)24WA-1176 | *Employee relations*Leadership |
6/25/2024 | 5 - 6:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-1059)24WA-1059 | *Employee relations*Leadership |
6/14/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-0861)24WA-0861 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
5/25/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Ten Must Know Features In Excel (Webinar) (24WA-1069)24WA-1069 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
6/14/2024 | 1 - 2:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Microsoft Access: Tables, Queries and Beyond (Webinar) (24WA-0710)24WA-0710 | *Understanding database principles, including differentiating between databases and spreadsheets*How to create tables and relate tables in the same database*Creating and using queries*Building forms and reports in Access |
5/6/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Crucial Tax Topics 2021-2022 with Art Werner: Mergers and Acquisitions -- Complete Guide to Relevant Issues (Webinar) (24WA-0965)24WA-0965 | *Taxable asset acquisitions vs. non-taxable stock/equity acquisitions*What happens in an asset acquisition*What happens in a stock or equity acquisition*338 and 336 elections*Basics of 382*Basics of 280G*Earnouts and contingent payments*Assumed liabilities*Acquired reserves*Acquired deferred revenue*Treatment of transaction costs*Basics of mixed entity transactions*Very basic overview of tax-free re-organizations*High level overview of entity formations*High level overview of entity liquidations or termination |
6/7/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft Teams (Webinar) (24WA-0991)24WA-0991 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
6/8/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-0972)24WA-0972 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
6/7/2024 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-0746)24WA-0746 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
5/9/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Excel Best Practices (Webinar) (24WA-0709)24WA-0709 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
5/6/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-0987)24WA-0987 | *Federal non-compete law*State non-compete law |
6/8/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
IRC Section 199A: An Up-to-Date Review of the Pass-Through Deduction (Webinar) (24WA-1179)24WA-1179 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understanding "aggregation"*Rental property as a trade or business*Identify how your clients can maximize the deduction*Planning ideas*Understand the Section 199A Regulations |
6/25/2024 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-0907)24WA-0907 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
6/3/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Top Ten Outlook Tips (Webinar) (24WA-1070)24WA-1070 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
6/14/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-0652)24WA-0652 | *Employee relations*Leadership |
4/29/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-0850)24WA-0850 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
5/24/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Tech Update (Webinar) (24WA-0869)24WA-0869 | *Communication and collaboration tools*Key products to consider for implementation*Emerging technology in accounting automation, metaverse, and blockchain |
5/28/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Excel Charting and Visualizations (Webinar) (24WA-0988)24WA-0988 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations |
6/8/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-1061)24WA-1061 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
6/14/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-0908)24WA-0908 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
6/3/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Mastering Advanced Excel Functions (Webinar) (24WA-0629)24WA-0629 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
4/25/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-1255)24WA-1255 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
7/18/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-1289)24WA-1289 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
8/16/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's The Best Kept Secrets of Microsoft 365 (Webinar) (24WA-1048)24WA-1048 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use |
6/13/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-0856)24WA-0856 | *Classification of workers as employees or independent contractors |
5/25/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-0779)24WA-0779 | *Information technology*Artificial Intelligence (AI) |
5/14/2024 | 12 - 4:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
K2's Introduction to Excel Macros (Webinar) (24WA-1044)24WA-1044 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
6/13/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-0886)24WA-0886 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
5/29/2024 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-1105)24WA-1105 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
6/19/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
K2's CPA Firm Technology For The Future (Webinar) (24WA-1122)24WA-1122 | *CPA firm centric hardware*Software changes*Technology options for your firm*Specific technologies to improve productivity and profitability*Strategic products to consider for implementation |
6/20/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-1088)24WA-1088 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
6/17/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-1239)24WA-1239 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
6/29/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-0654)24WA-0654 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
4/29/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-0817)24WA-0817 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
5/18/2024 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Ethics Update: A Guide to Circular 230 (Webinar) (24WA-0998)24WA-0998 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/10/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Introduction to Forensic Data Analytics (Webinar) (24WA-1063)24WA-1063 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
6/14/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Postmortem Estate Planning Primer (Webinar) (24WA-0902)24WA-0902 | *Alternative valuation date (AVD) issues*Portability Issues*Installment payments of estate taxes (IRC Section 6166)*QTIP elections under IRC Section 2056(b)(7)*The use of qualified disclaimers*Basis issues*Final income tax return of the decedent*Medical expenses of final illness*Savings bond interest acceleration*Estate fiscal year and accounting method elections*The sixty-five-day rule election*Income and deductions in respect of the decedent (IRD) |
6/1/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230) (Webinar) (24WA-0617)24WA-0617 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
4/24/2024 | 9 a.m. - 12:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-1067)24WA-1067 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
6/14/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-1052)24WA-1052 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
6/14/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-0621)24WA-0621 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
4/24/2024 | 11 a.m. - 6:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-0637)24WA-0637 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
4/27/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-1147)24WA-1147 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
6/22/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Using OneNote More and Email Less (Webinar) (24WA-0822)24WA-0822 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email |
5/20/2024 | 12:30 - 2:20 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-1017)24WA-1017 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
6/11/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-1254)24WA-1254 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
7/16/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Paperless Office (Webinar) (24WA-1226)24WA-1226 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
6/28/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-1275)24WA-1275 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
8/2/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-0719)24WA-0719 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
5/7/2024 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-1277)24WA-1277 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
8/2/2024 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Integrating Data for Improved Efficiency and Control (Webinar) (24WA-1128)24WA-1128 | *How to take advantage of the data available to you*Managing data, including avoiding duplication*Sharing data across multiple applications |
6/20/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-1276)24WA-1276 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
8/2/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-1057)24WA-1057 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
6/14/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Income, Estate and Gift Tax Planning for Real Estate in These Ever Changing Times (Webinar) (24WA-1012)24WA-1012 | *Real estate as a part of a client's divinified portfolio of investments*Understanding the differences revolving around personal real estate vs. investment real estate*Understanding valuation issues*Understanding titling issues*Individual deduction issues, including the interest limitation*Business deduction issues*At-risk limitations*Passive activity rules update*How the IRC Section 199A deduction applies to real estate investments*Depreciation issues*Estate and Gift planning techniques for real estate*Proper use of trusts in real estate holdings |
6/11/2024 | 9 - 11 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-1224)24WA-1224 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
6/28/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-1175)24WA-1175 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
6/25/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Eight Awesome PivotTable Features (Webinar) (24WA-1234)24WA-1234 | *Adding user-defined calculations to PivotTables*Enhancing PivotTables with Key Performance Indicators*Using PivotTables to consolidate "standard" Excel reports*Creative ways to filter PivotTables*Linking accounting software data into PivotTables |
6/29/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-0656)24WA-0656 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
4/29/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-1219)24WA-1219 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
6/28/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-0664)24WA-0664 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
4/29/2024 | 10 - 11 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Top Ten Outlook Tips (Webinar) (24WA-0961)24WA-0961 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead |
6/6/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Preparation of Forms 706 and 709: Line-by-Line (Webinar) (24WA-0981)24WA-0981 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/7/2024 | 12 - 3:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Essentials of Fringe Benefit Planning (Webinar) (24WA-0842)24WA-0842 | *An overview of the fringe benefit planning process*Understanding the needs of the business owner*Understanding the needs of the employees*Options under IRC Section 132 fringe benefit plans*Automobile issues*Disability issues*Dependent care issues*Medical issues*Long-term care issues*Life insurance issues*Education issues*Expense reimbursement issues*Cafeteria plan issues |
5/22/2024 | 11 a.m. - 1:10 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Integrating Data for Improved Efficiency and Control (Webinar) (24WA-0726)24WA-0726 | *How to take advantage of the data available to you*Managing data, including avoiding duplication*Sharing data across multiple applications |
5/7/2024 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-1066)24WA-1066 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
6/14/2024 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Employment Law 101 (Webinar) (24WA-0867)24WA-0867 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
5/28/2024 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-1129)24WA-1129 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
6/21/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-0799)24WA-0799 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
5/16/2024 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Microsoft Access: Tables, Queries and Beyond (Webinar) (24WA-0796)24WA-0796 | *Understanding database principles, including differentiating between databases and spreadsheets*How to create tables and relate tables in the same database*Creating and using queries*Building forms and reports in Access |
5/15/2024 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-0762)24WA-0762 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
5/11/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-1237)24WA-1237 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
6/29/2024 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Best Word, Outlook and PowerPoint Features (Webinar) (24WA-1107)24WA-1107 | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint |
6/19/2024 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-1038)24WA-1038 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
6/13/2024 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Making the Best of Bad Situations: Tax Planning in a COVID-19 Environment (Webinar) (24WA-0839)24WA-0839 | *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 |
5/22/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Updated Nuts and Bolts of IRC Section 1031 Exchanges (Webinar) (24WA-0996)24WA-0996 | *Complete explanation of IRC Section1031*Understand when to use a tax-deferred exchange*Changes made to the technique in the Tax Cuts and Jobs Act*Advantages and disadvantages of paying the tax versus using an exchange*Understand the definition of like-kind property*Understand what a qualified intermediary is*Understand the need for an exchange accommodation title holder*Understand a reverse exchange*Understand a build-to-suit exchange*Understand the forty-five-day rule and how to calculate it*Precautions for property identification*Investment property versus property held for sale |
6/8/2024 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-0780)24WA-0780 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
5/14/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRC Section 199A: An Up-to-Date Review of the Pass-Through Deduction (Webinar) (24WA-0941)24WA-0941 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understanding "aggregation"*Rental property as a trade or business*Identify how your clients can maximize the deduction*Planning ideas*Understand the Section 199A Regulations |
6/5/2024 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-0740)24WA-0740 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
5/9/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Navigating Leaves of Absence (Webinar) (24WA-0736)24WA-0736 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act*Special rules for managers*Handling fraud, abuse, and performance issues in connection with a leave of absence |
5/8/2024 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-0668)24WA-0668 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
5/1/2024 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-1257)24WA-1257 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
7/19/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-0952)24WA-0952 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
6/6/2024 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-1172)24WA-1172 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
6/25/2024 | 5 - 6:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Income, Estate and Gift Tax Planning for Real Estate in These Ever Changing Times (Webinar) (24WA-1131)24WA-1131 | *Real estate as a part of a client's divinified portfolio of investments*Understanding the differences revolving around personal real estate vs. investment real estate*Understanding valuation issues*Understanding titling issues*Individual deduction issues, including the interest limitation*Business deduction issues*At-risk limitations*Passive activity rules update*How the IRC Section 199A deduction applies to real estate investments*Depreciation issues*Estate and Gift planning techniques for real estate*Proper use of trusts in real estate holdings |
6/21/2024 | 1 - 3 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Imagining a World Without Non-Competes (Webinar) (24WA-0640)24WA-0640 | *Federal non-compete law*State non-compete law |
4/27/2024 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Advanced Excel (Webinar) (24WA-0911)24WA-0911 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
6/3/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-1200)24WA-1200 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
6/26/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Choosing Your Mid-Market Accounting Solution (Webinar) (24WA-1156)24WA-1156 | *Overview of mid-market solutions*Probable third-party solutions required Accounting solutions for specific industries*Specific strategies to use on selecting a system*Guidance on preparatory steps and conversions |
6/24/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-0934)24WA-0934 | *Performance target design*Target testing |
6/4/2024 | 5 - 6:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-0810)24WA-0810 | *Performance target design*Target testing |
5/17/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-1204)24WA-1204 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
6/27/2024 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Webinar) (24WA-0827)24WA-0827 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim |
5/21/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Secure Act 2.0: Everything that you Need to Know (Webinar) (24WA-1228)24WA-1228 | *Mandatory Automatic Enrollment*Credit For Small Employer Pension Plan Startup Costs*Enhancement Of The Saver's Credit*Increase In Starting Age For RMDs*Indexing IRA Catch-Up*Higher Catch-Up Limit Age 61, 62, 63, And 64*Student Loan Payments As Elective Deferrals For Matching Contributions*Start Up Credit Costs For Employers Joining An Existing Plan*Financial Incentives For Contributing To a Plan*Withdrawals For Certain Emergency Expenses*SIMPLE Plan changes*Starter 401(K) Plans*Sec 529 Plan To Roth Rollovers*Emergency Savings Accounts*Enhancement of 403(B) Plans*Qualified Charitable Distributions to Split Interest Entity*Retirement Savings Lost and Found |
6/28/2024 | 3 - 5:10 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-1214)24WA-1214 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
6/27/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-1148)24WA-1148 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
6/22/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Ten Must Know Features In Excel (Webinar) (24WA-0959)24WA-0959 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
6/6/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Introduction to Forensic Data Analytics (Webinar) (24WA-1253)24WA-1253 | *Data analytics*Key fraud risk management guidance documents*Data analytics frameworks*Leading techniques and innovations for preventing and detecting fraud |
7/12/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-0708)24WA-0708 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
5/6/2024 | 9 a.m. - 4:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Building Your Own Library of Anti-fraud & Continuous Monitoring Tests (Webinar) (24WA-0951)24WA-0951 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases |
6/6/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-1120)24WA-1120 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
6/19/2024 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-0686)24WA-0686 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams |
5/3/2024 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI/ChatGPT (Webinar) (24WA-0631)24WA-0631 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective |
4/26/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-0957)24WA-0957 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
6/6/2024 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-1249)24WA-1249 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
7/10/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Tech Update (Webinar) (24WA-0760)24WA-0760 | *Communication and collaboration tools*Key products to consider for implementation*Emerging technology in accounting automation, metaverse, and blockchain |
5/10/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1279)24WA-1279 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
8/6/2024 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-1163)24WA-1163 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
6/24/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-0924)24WA-0924 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
6/4/2024 | 2 - 3:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Kicking It Up a Notch With KPIs (Webinar) (24WA-1111)24WA-1111 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs |
6/19/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (24WA-0615)24WA-0615 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls |
4/23/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1280)24WA-1280 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
8/6/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Preparation of Forms 706 and 709: Line-by-Line (Webinar) (24WA-0904)24WA-0904 | *Overview of the Federal Form 706*Overview of the Federal Form 709*How to prepare a federal estate tax return (Form 706)*How to prepare a federal gift tax return (Form 709)*How to comply with "Portability" Coordination of the various issues involved in the preparation of the decedent's final federal income tax return (Form 1040)*Various postmortem estate planning issues involved in the preparation of the above-mentioned tax returns |
6/1/2024 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-1092)24WA-1092 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
6/17/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Now is the Time to Automate (Webinar) (24WA-1159)24WA-1159 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls |
6/24/2024 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-0663)24WA-0663 | *Provide an overview of Human Resources Solutions in the market*Understand how to integrate tools if one platform is insufficient*Consideration of team member experience in using HR tools |
4/29/2024 | 2 - 3 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-0666)24WA-0666 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
4/30/2024 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Best Word, Outlook and PowerPoint Features (Webinar) (24WA-0888)24WA-0888 | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint |
5/30/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-0651)24WA-0651 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
4/29/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Essentials of Fringe Benefit Planning (Webinar) (24WA-1027)24WA-1027 | *An overview of the fringe benefit planning process*Understanding the needs of the business owner*Understanding the needs of the employees*Options under IRC Section 132 fringe benefit plans*Automobile issues*Disability issues*Dependent care issues*Medical issues*Long-term care issues*Life insurance issues*Education issues*Expense reimbursement issues*Cafeteria plan issues |
6/11/2024 | 1 - 3:10 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-1191)24WA-1191 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
6/25/2024 | 11 a.m. - 12 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Implementing Data Loss Prevention For Better Security and Privacy (Webinar) (24WA-0624)24WA-0624 | *Understanding the concept of Data Loss Prevention*Examples of how DLP rules are beneficial*Creating and enforcing DLP rules |
4/25/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (24WA-0942)24WA-0942 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards |
6/5/2024 | 11 a.m. - 6:35 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Accessing And Managing Data In Excel (Webinar) (24WA-1293)24WA-1293 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations |
8/21/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Paperless Office (Webinar) (24WA-0765)24WA-0765 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes |
5/11/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-1005)24WA-1005 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
6/10/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Ripped From the Headlines (Webinar) (24WA-1162)24WA-1162 | *Malware, ransomware, data breach, and incident response tips*Internal control failures that resulted in the theft of assets or unauthorized manipulation of data*User authentication and security awareness training |
6/24/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-1127)24WA-1127 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
6/20/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (24WA-1250)24WA-1250 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program |
7/12/2024 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Introduction to Excel Macros (Webinar) (24WA-0628)24WA-0628 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
4/25/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-1004)24WA-1004 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
6/10/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
The Top Five HR Tools to Help You Do The Best Job Possible (Webinar) (24WA-0935)24WA-0935 | *Provide an overview of Human Resources Solutions in the market*Understand how to integrate tools if one platform is insufficient*Consideration of team member experience in using HR tools |
6/4/2024 | 1 - 2 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Buying, Selling or Gifting a Business Creatively (Webinar) (24WA-1173)24WA-1173 | *Integrated Planning Techniques (Estate, Financial, and Asset Protection)*Needs of the Business Owner*Business Continuation Consideration*Succession Planning Issues - Tax and Non-Tax*Dealing with the Owner*Integration of Retirement Needs*"Buy-Sell Agreement" Issues*Liquidity Issues |
6/25/2024 | 3 - 5:15 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-0922)24WA-0922 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
6/4/2024 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (24WA-1209)24WA-1209 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business |
6/27/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Best Word, Outlook and PowerPoint Features (Webinar) (24WA-0928)24WA-0928 | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint |
6/4/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
The Complete Guide to the Preparation for Form 1041 (Webinar) (24WA-1102)24WA-1102 | *How to prepare a Form 1041*Understanding of distributable net income (DNI)*Understanding of income in respect of a decedent (IRD)*Line-by-line instruction*Specific issues regarding a decedent's estate*Specific issues regarding a trust*Classification of trust entities*Understanding various fiduciary issues*Understanding the basics of Subchapter J of the Internal Revenue Code |
6/18/2024 | 11 a.m. - 4:40 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-0975)24WA-0975 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
6/7/2024 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Artificial Intelligence For Accounting And Financial Professionals (Webinar) (24WA-1232)24WA-1232 | *Information technology*Artificial Intelligence (AI) |
6/29/2024 | 10 a.m. - 2:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
K2's Everything Google! Their Most Effective Tools, Apps & Services (Webinar) (24WA-0750)24WA-0750 | *Computer software*Google |
5/9/2024 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1140)24WA-1140 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
6/22/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's OneDrive's Best Practices (Webinar) (24WA-0612)24WA-0612 | *Synchronizing your files to your desktop PC*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint |
4/23/2024 | 5 - 6 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Accounting Solutions and Add-Ons For Small Businesses (Webinar) (24WA-0752)24WA-0752 | *Overview of small business accounting solutions*Strengths and shortfalls of various accounting and add-on solutions |
5/10/2024 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-0756)24WA-0756 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
5/10/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1287)24WA-1287 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
8/16/2024 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-1169)24WA-1169 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
6/25/2024 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-0648)24WA-0648 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
4/29/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Introduction to Excel Macros (Webinar) (24WA-0699)24WA-0699 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions |
5/4/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's CPA Firm Update (Webinar) (24WA-0671)24WA-0671 | *Software products by service lines*Innovation and automation tools*Specific technology stacks to improve productivity and profitability |
5/1/2024 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-1053)24WA-1053 | *Classification of workers as employees or independent contractors |
6/14/2024 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Combatting Sexual Harassment in the Workplace (Webinar) (24WA-1010)24WA-1010 | *Sexual harassment prevention*Company culture |
6/11/2024 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (24WA-1192)24WA-1192 | *Arbitration agreements*Confidentiality agreements*Restrictive covenants*Training*Severance agreements |
6/25/2024 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Understanding Your Ransomware Risk (Webinar) (24WA-1188)24WA-1188 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk |
6/25/2024 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Mastering Advanced Excel Functions (Webinar) (24WA-0802)24WA-0802 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel |
5/16/2024 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Shredding Your Servers and Going Virtual (Webinar) (24WA-0713)24WA-0713 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers |
5/6/2024 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Governmental Accounting 101 (Webinar) (24WA-0878)24WA-0878 | *Fund types*Budgetary accounting*Financial reporting requirements*Single Audit Act*Audit standards and procedures*Best practices in governmental accounting |
5/29/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-0984)24WA-0984 | *Classification of workers as employees or independent contractors |
6/8/2024 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Employment Law 101 (Webinar) (24WA-1011)24WA-1011 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
6/11/2024 | 5 - 6:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Tech Update (Webinar) (24WA-0958)24WA-0958 | *Communication and collaboration tools*Key products to consider for implementation*Emerging technology in accounting automation, metaverse, and blockchain |
6/6/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-0609)24WA-0609 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
4/23/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
IRC Section 199A: An Up-to-Date Review of the Pass-Through Deduction (Webinar) (24WA-1064)24WA-1064 | *Understanding the term "QBI" (qualified business income)*Understanding the terms "SSTB" (specified service trade or business)*Understanding the term "QTB" (qualified traded or business)*Calculate the 199A deduction Understanding the phaseouts*Understanding "aggregation"*Rental property as a trade or business*Identify how your clients can maximize the deduction*Planning ideas*Understand the Section 199A Regulations |
6/14/2024 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (24WA-0682)24WA-0682 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
5/3/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-1118)24WA-1118 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
6/19/2024 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Partnership Tax Updates (Webinar) (24WA-0661)24WA-0661 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS updates on Form K-2 and K-3*Criteria for using the Domestic Filing Exception |
4/29/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Microsoft Access: Tables, Queries and Beyond (Webinar) (24WA-1046)24WA-1046 | *Understanding database principles, including differentiating between databases and spreadsheets*How to create tables and relate tables in the same database*Creating and using queries*Building forms and reports in Access |
6/13/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-1040)24WA-1040 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
6/13/2024 | 5 - 6 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Webinar) (24WA-0912)24WA-0912 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim |
6/3/2024 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Six Essential Teams Features (Webinar) (24WA-1150)24WA-1150 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams |
6/22/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Microsoft 365/Office 365: All the Things You Need to Know (Webinar) (24WA-0619)24WA-0619 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
4/24/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
The Tax Practitioner's Guide to Estate Administration (Webinar) (24WA-0949)24WA-0949 | *Estate settlement issues*Collection and accounting of assets*Determining the legitimacy of debts and creditors*Payment of creditors*Distribution issues*Probate issues*Will contests*Inventory of assets*Fiduciary duties*Rights of creditors, third parties, and beneficiaries*Federal estate tax issues*State death tax issues*Ancillary estate administration issues*Fiduciary accounting issues*Special issues regarding trusts |
6/5/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (24WA-0776)24WA-0776 | *Employee complaints*Personality & attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions |
5/14/2024 | 1 - 2:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
Tax, Estate and Financial Aspects of Cryptocurrency (Webinar) (24WA-1229)24WA-1229 | *Introduction to cryptocurrency*Understanding the term "blockchain"*Various types of cryptocurrencies*Why cryptocurrency is popular*Investment attributes of cryptocurrency*Tax aspects of cryptocurrency*Position of the Internal Revenue Service*Understanding Notice 2014-21 (IRS Virtual Currency Guidance)*Understanding Notice 2014-21 FAQs*Compliance issues*Charitable issues*Internal Revenue Service enforcement |
6/28/2024 | 1 - 4:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-0978)24WA-0978 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
6/7/2024 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-1283)24WA-1283 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
8/6/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Audit Risk Assessment in Plain English (Webinar) (24WA-1193)24WA-1193 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment |
6/26/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Collaboration: Portals, Payments and Signatures (Webinar) (24WA-1183)24WA-1183 | *Payment options you can integrate into your portal*Leave with a checklist of features to consider for collaboration |
6/25/2024 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Automating Your Tax Practice (Webinar) (24WA-1294)24WA-1294 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data |
8/21/2024 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Accounting Solutions Mid-Market (Webinar) (24WA-0669)24WA-0669 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions |
5/1/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Excel Best Practices (Webinar) (24WA-0795)24WA-0795 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel |
5/15/2024 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-1252)24WA-1252 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
7/12/2024 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's Emerging Topics In Blockchain And Cryptocurrency (Webinar) (24WA-0845)24WA-0845 | *Blockchain basics and regulations*Cryptocurrencies, stablecoins, and blockchain-enabled central bank digital currencies*Smart contracts, sovereign identity management, cross-border funds transfer*Emerging uses for blockchain-based ledgers |
5/23/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Employment Law 101 (Webinar) (24WA-0730)24WA-0730 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act*Family Medical Leave Act*Fair Labor Standards Act*Equal Pay Act*National Labor Relations Act*Fair Credit Reporting Act |
5/8/2024 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Employee Retention: A New Way of Thinking (Webinar) (24WA-0824)24WA-0824 | *Employee relations*Leadership |
5/21/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (24WA-1130)24WA-1130 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology |
6/21/2024 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Safeguarding Taxpayer Data: A Guide For Your Required Security Plan (Webinar) (24WA-0733)24WA-0733 | *The need to protect client data*The required security and privacy standards*Leave with a sample plan to consider your tax practice |
5/8/2024 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Are Those Independent Contractors Really Independent Contractors? (Webinar) (24WA-0923)24WA-0923 | *Classification of workers as employees or independent contractors |
6/4/2024 | 5 - 6:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Microsoft Teams (Webinar) (24WA-1047)24WA-1047 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization |
6/13/2024 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Advanced QuickBooks Tips and Techniques (Webinar) (24WA-1002)24WA-1002 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
6/10/2024 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (24WA-0788)24WA-0788 | *Introduction to Common Mental Health Issues in the Workplace*Identifying and Managing Mental Health Issues in the Workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care |
5/14/2024 | 5 - 6:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
The Essentials of Fringe Benefit Planning (Webinar) (24WA-1098)24WA-1098 | *An overview of the fringe benefit planning process*Understanding the needs of the business owner*Understanding the needs of the employees*Options under IRC Section 132 fringe benefit plans*Automobile issues*Disability issues*Dependent care issues*Medical issues*Long-term care issues*Life insurance issues*Education issues*Expense reimbursement issues*Cafeteria plan issues |
6/17/2024 | 3 - 5:10 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2'S Hands-On With QuickBooks Online Accountant For Public Accounting (Webinar) (24WA-0678)24WA-0678 | *Computer software*Public accounting*Quickbooks Online Accountant (QBOA) |
5/2/2024 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
DEI in the Remote Work Era (Webinar) (24WA-0823)24WA-0823 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations |
5/21/2024 | 5 - 6:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's The Best Kept Secrets of Microsoft 365 (Webinar) (24WA-0820)24WA-0820 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use |
5/20/2024 | 10:30 a.m. - 12:20 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
GASB 96 SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (24WA-1248)24WA-1248 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 |
7/10/2024 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (24WA-1217)24WA-1217 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity |
6/27/2024 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
K2's Choosing Your Mid-Market Accounting Solution (Webinar) (24WA-0954)24WA-0954 | *Overview of mid-market solutions*Probable third-party solutions required Accounting solutions for specific industries*Specific strategies to use on selecting a system*Guidance on preparatory steps and conversions |
6/6/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (24WA-0855)24WA-0855 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims*Agency rulings curtailing confidentiality and non-disparagement clauses in agreements |
5/25/2024 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1077)24WA-1077 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
6/15/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Performance Targets That Deliver Results Without Burnout (Webinar) (24WA-0662)24WA-0662 | *Performance target design*Target testing |
4/29/2024 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (24WA-0936)24WA-0936 | *Health and Wellness*Burnout*Stress Management*Employee Engagement |
6/4/2024 | 5 - 6 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (24WA-1269)24WA-1269 | *Financial statement preparation*Common mistakes made in preparing financial statements*GASB financial statement preparation standards |
7/31/2024 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
The Essentials of Fringe Benefit Planning (Webinar) (24WA-1231)24WA-1231 | *An overview of the fringe benefit planning process*Understanding the needs of the business owner*Understanding the needs of the employees*Options under IRC Section 132 fringe benefit plans*Automobile issues*Disability issues*Dependent care issues*Medical issues*Long-term care issues*Life insurance issues*Education issues*Expense reimbursement issues*Cafeteria plan issues |
6/28/2024 | 11 a.m. - 1:10 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Data Extraction, Transformation, & Validation: The Right Data Sources for Analysis (Webinar) (24WA-0743)24WA-0743 | *Understand various data types*Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid |
5/9/2024 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
K2's QuickBooks for Accountants (Webinar) (24WA-0974)24WA-0974 | *New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies |
6/7/2024 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Ten Must Know Features In Excel (Webinar) (24WA-0901)24WA-0901 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits |
6/1/2024 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Minimizing Workplace Warfare (Webinar) (24WA-0884)24WA-0884 | *Sources of workplace conflict*Conflict resolution strategies*Communication skills and active listening*Conflict management techniques |
5/29/2024 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230) (Webinar) (24WA-0896)24WA-0896 | *Understanding the Taxpayers Bill of Rights*Oversight of the tax profession*Various Circular 230 issues*Practice before the IRS*Definition of a preparer*Rules of written advice*Unenrolled return preparers*Unlicensed activity*Record requests*Confidentiality*Use of a third-party service provider*Knowledge of client's omissions*Best practices*Due diligence*Competence*Written advice*False opinions |
6/1/2024 | 3 - 6:50 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
K2's The Digital Home (Webinar) (24WA-1242)24WA-1242 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip |
6/29/2024 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
K2's Technology For CPAs: Don't Get Left Behind (Webinar) (24WA-1164)24WA-1164 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC |
6/24/2024 | 8 a.m. - 3:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Understanding Your Ransomware Risk (Webinar) (24WA-1071)24WA-1071 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk |
6/14/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Supercharging Your Spreadsheet Collaboration (Webinar) (24WA-0697)24WA-0697 | *Collaboration methods using Microsoft Office and Microsoft 365*Ways to track changes to sheets and compare different versions of a file*Tools for sharing and responding to comments among a team from within a file |
5/4/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Featured Leadership Academy (In-person) (24SR-0001)24SR-0001 | *Workshop 1 – Leadership Foundations
Leadership in a professional service firm; building a strong personal foundation; your unique qualities and how they impact your leadership approach; creating your leadership development plan. (8 CPE)
*Workshop 2 – How to Lead Well in All Directions
Leading yourself; leadership challenges; work-life tensions; leading across, down and up; emotional intelligence; 360-degree feedback. (8 CPE)
*Workshop 3 – Essential Leadership Skills
Coaching skills; the anatomy of a coaching session; communication and difficult conversations; effective delegation; engaging and productive meetings; leading in a remote or hybrid environment. (8 CPE)
*Workshop 4 – The Innovative and Strategic Leader
Strategic thinking and innovation skills; building high-performance teams; adaptive and situational leadership; leading change; closing session with sponsoring partners. (8 CPE)
*Personalized Training Session
50-minute Zoom session with instructor to review your leadership development plan progress and develop next steps unique to your leadership journey. (1 CPE) |
6/26/2024 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 33 CPE (0 tech, 33 non-tech) | 1.5 Ethics |
401(k) Audit Basics: Part 3 - Distribution Testing, Investments and Audit Wrap-up (Webinar) (24WI-0061)24WI-0061 | *Plan distributions and benefit payments*Investments and related disclosures*ERISA Section 103(a)(3)(C) audits*Audit wrap-up |
5/14/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
401(k) Audit Basics: Part 4 - Notes to Financial Statements and Current Topics (Webinar) (24WI-0063)24WI-0063 | *Unique plan financial statement disclosures*Hot topics for your 2024 EBP audits*Q&As |
5/22/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax Practice Quarterly: 2024 Cybersecurity and Innovation in Tax (Webinar) (24WI-0062)24WI-0062 | *Data security*Innovation in tax technology*Current cybersecurity threats*Steps to take to prevent a cyber incident*What to do if a cybersecurity incident occurs*What a cyber incident response process looks like |
5/17/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Spring Tax Rewind (Webinar) (24WI-0060)24WI-0060 | *Proposed tax law changes and fundamental tax reform discussions*Tax practice and procedures best practices and reminders*Recent changes to IRS regulations and other guidance |
5/8/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
401(k) Audit Basics: Part 2 - Participant Data and Contributions Testing (Webinar) (24WI-0059)24WI-0059 | *Participant data testing*401(k) plan contribution types*Parties in interest and prohibited transactions |
5/2/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Tax Practice Quarterly: 2024 Future-Focused Tax Practice Forum (Webinar) (24WI-0064)24WI-0064 | *Tax practice management*Outsourcing*Offshoring*Virtual tax practice/remote work*Staff management strategies*Billing and client service strategies |
6/18/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
2024 Summer Tax Rewind (Webinar) (24WI-0065)24WI-0065 | *Proposed tax law changes and fundamental tax reform discussions*Tax practice and procedures best practices and reminders*Recent changes to IRS regulations and other guidance |
7/17/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Featured MNCPA Management & Business Advisers Conference (MBAC24) (24CF-MBAC)24CF-MBAC | |
6/11/2024 | 8 a.m. - 5 p.m. | Brooklyn Center, MN and Online | 24 CPE (see agenda) | 5 Ethics |
Surgent's Handling Difficult People (Webinar) (24WS-0077)24WS-0077 | *Problem solving step process for handling difficult people*Effective communication techniques including active listening and phraseology*Scripting what you say to prepare to engage with a difficult person*Emotions and their impact: mine and theirs |
4/30/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act (Webinar) (24WS-0076)24WS-0076 | *Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition*Timing and types of leave under the FMLA*Calculating leave time under the FMLA*Employer and employee notice requirements*The definition of a "disability" under ADA*An employer's obligation to provide employees with a reasonable accommodation under the ADA*Guidance on engaging in the interactive process*Dos and don'ts of medical certifications*The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act |
4/30/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Social Security: Dispelling Common Myths with Essential Truths (Webinar) (24WS-0070)24WS-0070 | *Will Social Security be there for me?*How is my benefit calculated?*Can I claim my benefit and work too?*When do I stop paying Social Security taxes?*Why does my government pension cause my benefits to be reduced?*Can I claim spousal benefits now and my own later?*What is my breakeven?*Can I claim benefits from my ex-spouse?*What do you mean I may pay taxes on my income benefits? |
4/24/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Managing People Through Motivation (Webinar) (24WS-0075)24WS-0075 | *What it means to engage people*Get your employees charged*What truly motivates your employees*Using the C.A.R.E. model to improve employee motivation through case studies |
4/29/2024 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Ethics for the Industry Accountant (Webinar) (24WS-0069)24WS-0069 | *What are ethics?*Why study ethics?*Ethical responsibilities of CPAs*Professional code of ethics and conduct*AICPA Codification -- updated*Ethical dilemmas*CPA vision*Real disciplinary cases to illustrate critical points |
4/24/2024 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Surgent's A Complete Guide to Offers in Compromise (Webinar) (24WS-0078)24WS-0078 | *Legislative history*American Jobs Creation Act of 2004 and changes to IRC Section 6159*Comprehensive coverage of the three main types of OIC*Doubts as to collectability (DATC)*Doubts as to liability (DATL)*Effective tax administration (ETA)*Hybrid of DATC*Detailed walk-through of the process and key terms*Practical solutions and success rates*Various scams |
4/30/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Real Estate for Accounting and Finance Professionals (Webinar) (24WS-0068)24WS-0068 | *Rental income and expense calculation and reporting*Deciphering Schedule E (Form 1040)*Nuances of vacation home rules*Passive activity loss rules: foundations and implications*Active vs. material participation in rental activities*Tax reporting: how to group passive activities*Limitations on passive losses: at-risk rules and deductions*Classifying rental real estate activities*Navigating exceptions in rental real estate taxation |
4/23/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today’s Changing Environment (Webinar) (24WS-0071)24WS-0071 | *An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance*An overview of sexual harassment and workplace retaliation*The supervisor's (or manager's) role in preventing harassment and in reducing the company's potential liability through good faith efforts at compliance*Review a compliant procedure for handling harassment concerns |
4/24/2024 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Accountability: Stop the Blame Game (Webinar) (24WS-0074)24WS-0074 | *Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results*Designing and using clear agreements that provide clarity*Skills for holding yourself and others accountable for results, no matter what*Knowing where you are in the accountability game...what you do/don't do well |
4/29/2024 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Surgent's Tax Loss Limitations Imposed on Individuals and Pass-Through Entities (Webinar) (24WS-0073)24WS-0073 | *How to calculate a partner or S corporation shareholder's basis*Form 7203 and an S corporation shareholder's basis*The at risk basis rules and Form 6198*The passive activity loss limits*The Section 461(l) loss rule*The net operating loss limitation rules*The Section 163(j) business interest limitation |
4/26/2024 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
Surgent's Unconscious Bias for Managers, Supervisors, and Executives (Webinar) (24WS-0067)24WS-0067 | *Unconscious bias, including the five defining characteristics of unconscious bias*The real-world impacts of unconscious biases, including impacts on racial minorities, women, and older workers*The concept of microaggressions, with examples*An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills*A framework for handling mistakes and using them to build trust and respect in the workplace |
4/23/2024 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Management Fundamentals (Webinar) (24WS-0072)24WS-0072 | *What it takes to be effective as a manager*Exploring the challenges that get in the way*Looking at the driving forces that have evolved how managers engage with employees today*Motivating employees of multi-generations*Twelve practices that can be adopted to influence employees to become more engaged*Identifying what it takes to develop employees*Delegation and accountability |
4/26/2024 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Agriculture Tax & Accounting Conference (Virtual) (24CF-AGRC)24CF-AGRC | *Long-term care issues for farmers*Succession planning for farms*The details of the 2024 Farm Bill*Accounting and auditing updates |
8/14/2024 | 8:30 a.m. - 5 p.m. | Online | 8 CPE (see agenda) | |
MNCPA Audits of School Districts Conference (24CF-SCHL)24CF-SCHL | |
6/3/2024 | 8 a.m. - 4:45 p.m. | Bloomington, MN and Online | 8 CPE (see agenda) | 1 Ethics |
MNCPA Estate & Personal Financial Planning Conference (24CF-EPFP)24CF-EPFP | |
6/17/2024 | 8:30 a.m. - 4:45 p.m. | Brooklyn Center, MN and Online | 16 CPE (see agenda) | |
MNCPA Audits of Employee Benefit Plans Conference (24CF-EBPA)24CF-EBPA | |
5/20/2024 | 8 a.m. - 4:30 p.m. | Bloomington, MN and Online | 8 CPE (see agenda) | |
MBAexpress: The Art of Effective Writing -- V2.0 (Webinar) (24WI-0161)24WI-0161 | *Formatting words for readability*Making your point*Active writing versus passive writing*Choosing words for understandability*Using emoticons and punctuation*Bad writing examples |
6/12/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ethics in the World of AI: An Accountant's Guide to Managing the Risks (Webinar) (24WI-0146)24WI-0146 | *Business uses of AI*Nine risk areas of AI*Three ethical frameworks*Risk mitigation strategies |
6/4/2024 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Essential Skills for Powerful Business Writing (Webinar) (24WI-0134)24WI-0134 | *Save time by planning and organizing your writing*Prepare beginnings and endings that grab and keep the reader's attention*Put your writing on a diet, cut the fat and write concisely*Writing mechanics including word usage, grammar, punctuation, and proofreading*Edit and polish your writing for maximum impact*Practice with real-world writing makeovers |
5/22/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Mind the Gap: Embrace Generational Diversity, Maximize Talent (Webinar) (24WI-0183)24WI-0183 | *Review of the forces and factors creating each of the generations*Description of each generation's strengths, weaknesses, likes, dislikes, and values*Discussion of each generation's desired methods of: working, learning, leadership and communication |
6/27/2024 | 8 - 9:30 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Remote Leadership: The Four "Ps" That Remote Teams Need to Thrive (Webinar) (24WI-0153)24WI-0153 | *Culture's driving force*Shared vision and purpose*Employee engagement*Communication*Platforms and tools*Process and rhythm to execute |
6/6/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Building Resiliency: The Upside of Stress (Webinar) (24WI-0174)24WI-0174 | *How your view of stress determines its effect on you*Think of stress differently so that it is beneficial rather than harmful*The benefits of stress*How to cultivate a mindset that embraces stress and activates the brain's natural ability to learn from it |
6/21/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Key Financial and Economic Issues Facing the Financial Executive (Webinar) (24WI-0138)24WI-0138 | *Strategic, operational planning and risk management*Regulatory, Fiscal and Monetary policies impact on the organization*Managing the finances of the organization during periods of rapid changes*Managing risk in an uncertain economic climate |
5/28/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Mind the Gap: Embrace Generational Diversity, Maximize Talent (Webinar) (24WI-0141)24WI-0141 | *Review of the forces and factors creating each of the generations*Description of each generation's strengths, weaknesses, likes, dislikes, and values*Discussion of each generation's desired methods of: working, learning, leadership and communication |
5/30/2024 | 8 - 9:30 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Ethics in the World of AI: An Accountant's Guide to Managing the Risks (Webinar) (24WI-0114)24WI-0114 | *Business uses of AI*Nine risk areas of AI*Three ethical frameworks*Risk mitigation strategies |
5/6/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Unleash the Power of AI: A CPA's Guide to ChatGPT (Webinar) (24WI-0142)24WI-0142 | *Practical examples of productivity improvements using ChatGPT*Live demonstration of ChatGPT |
5/30/2024 | 12 - 1:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Controller Series: Communicating for Connections with Coworkers, Customers and Stakeholders (Webinar) (24WI-0103)24WI-0103 | *What are the three types of misconceptions of communication?*What are the different types of personality styles in the workplace?*How to communicate with the different types of personality styles effectively |
4/23/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Mind the Gap: Embrace Generational Diversity, Maximize Talent (Webinar) (24WI-0107)24WI-0107 | *Review of the forces and factors creating each of the generations*Description of each generation's strengths, weaknesses, likes, dislikes, and values*Discussion of each generation's desired methods of: working, learning, leadership and communication |
4/26/2024 | 12 - 1:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Thanks for the Feedback: Lessons in Giving and Receiving Feedback (Webinar) (24WI-0167)24WI-0167 | *Definition of feedback*Types of feedback*Emotions triggered by feedback*Barriers to feedback*How to be comfortable with being uncomfortable*Blind spots*SBI Method |
6/14/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
MBAexpress: Good Governance -- V2.0 (Webinar) (24WI-0171)24WI-0171 | *Duty of care*Duty of loyalty*Increased risk factors*Minimizing liability*Ethical strategies |
6/18/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Strategic Foresight (Webinar) (24WI-0155)24WI-0155 | *Becoming FutureReady*The Two-Curve Model*Demonstration of exponentials*Rogers Innovation Adoption Curve*Hype cycles*Different types of innovation |
6/7/2024 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
MBAexpress: Smarter Decision Making -- V2.0 (Webinar) (24WI-0157)24WI-0157 | *Decision-making styles*Solving problems*Decision fatigue*Organizational factors*Anchor effect*Psychological factors |
6/10/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Engagement -- Motivating the Next Workforce (Webinar) (24WI-0119)24WI-0119 | *Understanding motivational theories for the modern employee*Hiring well*Engagement tools*Using active listening skills*New leadership model*High performers and low performers*Generations*Millennials*The motivational chain |
5/9/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Leading in Exponential Times (Webinar) (24WI-0136)24WI-0136 | *The 5 C's of leading during exponential times*Harness the powerful trends of the Fourth Industrial Revolution accelerated by the pandemic*Learn about the skills you will need to thrive in a world of exponentials*Create a winning culture that can thrive in the VUCA world*Become a proactive future-focused leader that drives transformation and avoids disruption |
5/23/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Controller Series: Communicating for Connections with Coworkers, Customers and Stakeholders (Webinar) (24WI-0172)24WI-0172 | *What are the three types of misconceptions of communication?*What are the different types of personality styles in the workplace?*How to communicate with the different types of personality styles effectively |
6/20/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Engagement -- Motivating the Next Workforce (Webinar) (24WI-0158)24WI-0158 | *Understanding motivational theories for the modern employee*Hiring well*Engagement tools*Using active listening skills*New leadership model*High performers and low performers*Generations*Millennials*The motivational chain |
6/10/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Inclusion -- Building a Sustainable Culture of Diversity (Webinar) (24WI-0166)24WI-0166 | *Modern definitions of diversity and inclusion*Diverse work environment*Types of diversity*The importance of people as a competitive advantage*Characteristics of high performers*Generation Millennials and WIFI*Recruiting on Linkedin*Ethical ties to diversity and inclusion*The art of Culture*Managing diverse workforces*Bias pitfalls*Diversity task force*Metrics to use in the measurement of the effectiveness of a Diversity and Inclusion program |
6/14/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Insightful Financial Analysis (Webinar) (24WI-0104)24WI-0104 | *Reasons why it's so difficult to provide an "insightful" financial analysis*What is the definition of a financial analysis*The six steps of a financial analysis |
4/24/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Next Steps Series: Development -- Moving From Employee to Manager to Leader (Webinar) (24WI-0152)24WI-0152 | *The differences between being an employee versus a manager or leader*New skills needed*Letting go of your old role*Building a coaching culture*Motivating people*Goal setting*Leader credibility*Delegating tasks*Handling feedback*Managing friends*Aligning leadership with strategy |
6/6/2024 | 7 - 8:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Sending and Receiving the Gift of Feedback (Webinar) (24WI-0180)24WI-0180 | *The three types of feedback and when to use each*Type 1: Evaluation*Type 2: Appreciation*Type 3: Coaching*Commonality in all three*Identify the barriers and blind spots in receiving feedback*Recognize how emotions turn feedback into a battle*Solicited & unsolicited feedback |
6/26/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
MBAexpress: The Art of Effective Writing -- V2.0 (Webinar) (24WI-0110)24WI-0110 | *Formatting words for readability*Making your point*Active writing versus passive writing*Choosing words for understandability*Using emoticons and punctuation*Bad writing examples |
4/30/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ethics: Critical Thinking, Case Studies and Fraud (Webinar) (24WI-0111)24WI-0111 | *AICPA Code of Professional Conduct*CPA responsibilities and AU-C 315*The new AICPA Ethics Codification*Disciplinary cases and actions*CPA Vision*Seminal events*The impact of ethical and unethical conduct on our profession |
5/1/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Strategic Foresight (Webinar) (24WI-0132)24WI-0132 | *Becoming FutureReady*The Two-Curve Model*Demonstration of exponentials*Rogers Innovation Adoption Curve*Hype cycles*Different types of innovation |
5/21/2024 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Principles of Collaboration: Weigh Into the Buy In (Webinar) (24WI-0122)24WI-0122 | *Collaboration -- Why it matters now*Definition of collaboration*How to facilitate collaboration*Collaboration techniques*Examples of collaboration |
5/13/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Getting Comfortable with Being Uncomfortable (Webinar) (24WI-0120)24WI-0120 | *Diversity*Unconscious bias*Emerging technologies*Talent management |
5/10/2024 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Next Steps Series: The Next Generation -- A Different Take on the Generations (Webinar) (24WI-0128)24WI-0128 | *The modern workforce, from both a generational angle and from a societal viewpoint*How to change communication patterns to reach across the workforce*The effort based on the makeup of the workforce, with Millennials the largest cohort*Strategies and tips for managing the new workforce*A reminder about the importance of Ethics and Integrity to the sustainability of a high-performing culture |
5/17/2024 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Principles of Collaboration: Weigh Into the Buy In (Webinar) (24WI-0149)24WI-0149 | *Collaboration -- Why it matters now*Definition of collaboration*How to facilitate collaboration*Collaboration techniques*Examples of collaboration |
6/5/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
CANCELLED - Futuristic Audit Trends: The Future is Now (Webinar) (24WI-0179)24WI-0179 | *Cloud technology, AI, Machine Learning and Blockchain*Cloud Advisory services*Utilization of remote technology and technologic innovations to create more efficient engagements*Next steps for audit firms to avoid being disrupted |
6/25/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Leading in Exponential Times (Webinar) (24WI-0159)24WI-0159 | *The 5 C's of leading during exponential times*Harness the powerful trends of the Fourth Industrial Revolution accelerated by the pandemic*Learn about the skills you will need to thrive in a world of exponentials*Create a winning culture that can thrive in the VUCA world*Become a proactive future-focused leader that drives transformation and avoids disruption |
6/11/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
MBAExpress: Emotional Intelligence -- V2.0 (Webinar) (24WI-0163)24WI-0163 | *What is emotional intelligence?*Benefits of emotional intelligence*Steps to increase your emotional intelligence*Emotional intelligence in decision-making*Self-awareness*Skills to get ahead*Relationship management |
6/13/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
MBAexpress: Effective Change Management -- V2.0 (Webinar) (24WI-0177)24WI-0177 | *Different personality traits and how they might react during a time of change*The five change management principles*Kotter's 8 step change model*The Murphy plow story |
6/24/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Greatness -- Building a Productive, Resilient Workforce (Webinar) (24WI-0162)24WI-0162 | *Hiring the "best fit" for tough jobs at all levels*Cloning your top performers*Motivating and managing for the long term*Feedback for all generations*How to manage millennials*High performers*The employee/employer relationship*Core values highly regarded by all generations |
6/12/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Sending and Receiving the Gift of Feedback (Webinar) (24WI-0133)24WI-0133 | *The three types of feedback and when to use each*Type 1: Evaluation*Type 2: Appreciation*Type 3: Coaching*Commonality in all three*Identify the barriers and blind spots in receiving feedback*Recognize how emotions turn feedback into a battle*Solicited & unsolicited feedback |
5/22/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Creating a Winning Culture (Webinar) (24WI-0131)24WI-0131 | *Culture - Why, What, and the Magnetic Firm*Purpose-driven*Great Leadership*Culture of Growth*Inspiring Workplace |
5/21/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Look Lead Love Learn (Webinar) (24WI-0182)24WI-0182 | *Collaborate and connect with others*Innovate*Inspire others*Build a strong and future-ready culture in your company*Conquer complexity with collaboration |
6/27/2024 | 7:30 - 9 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Are You Running Your Business or Is Your Business Running You? (Webinar) (24WI-0102)24WI-0102 | *Vision: How to get your leadership team 100 percent on the same page with where your organization is going and how it will get there*People: How to get the right people...because you can't achieve your vision unless you have great people helping you do so*Data: How to get laser-focused on the numbers...because the numbers never lie. They give you the pulse on what's happening in your organization at any given time*Issues: How to solve problems. Great organizations have simply become excellent at removing the obstacles that stand in the way of achieving their vision*Processes: How to manage the processes that drive your business forward. When everyone is following the same processes, the workplace becomes more efficient, more effective, and more profitable. |
4/23/2024 | 12 - 1:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Controller Series: Communicating for Connections with Coworkers, Customers and Stakeholders (Webinar) (24WI-0126)24WI-0126 | *What are the three types of misconceptions of communication?*What are the different types of personality styles in the workplace?*How to communicate with the different types of personality styles effectively |
5/16/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Unleash the Power of AI: A CPA's Guide to ChatGPT (Webinar) (24WI-0164)24WI-0164 | *Practical examples of productivity improvements using ChatGPT*Live demonstration of ChatGPT |
6/13/2024 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Controller Series: Insightful Financial Analysis (Webinar) (24WI-0129)24WI-0129 | *Reasons why it's so difficult to provide an "insightful" financial analysis*What is the definition of a financial analysis*The six steps of a financial analysis |
5/20/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Next Steps Series: Avoiding Ulcers in the "New Abnormal World" (Webinar) (24WI-0113)24WI-0113 | *How change affects critical thinking, how it can create opportunities for fraud, and how it hurts a high-performing culture*Tools that have a positive effect on anticipating change and maintaining an adaptive mindset into the future*How to break negative communication and conflict patterns that can damage high-performing teams*Specific case studies that reinforce the learning objectives |
5/3/2024 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Sending and Receiving the Gift of Feedback (Webinar) (24WI-0106)24WI-0106 | *The three types of feedback and when to use each*Type 1: Evaluation*Type 2: Appreciation*Type 3: Coaching*Commonality in all three*Identify the barriers and blind spots in receiving feedback*Recognize how emotions turn feedback into a battle*Solicited & unsolicited feedback |
4/25/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Financial Storytelling: The Key to Growing Your Organization (Webinar) (24WI-0165)24WI-0165 | *Communicating financial information in an influential way*Telling more effective stories with your financial data*Connecting with your audience through real world examples*Interpreting and presenting complex financial information through storytelling*Unlocking the powerful story hidden within the numbers |
6/14/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
MBAexpress: Latest in Leadership -- V2.0 (Webinar) (24WI-0173)24WI-0173 | *Leadership attributes*Leadership styles*Improvisation*Listening to understand vs. listening to respond |
6/20/2024 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Client Needs -- Beyond Best Practices in Client and Customer Service (Webinar) (24WI-0145)24WI-0145 | *Methods for defining the client and what their needs are*Setting business strategy to build loyalty*The difference between customer service and customer experience*Tactics for building a deeper relationship with clients, including personal branding |
6/3/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Power of Women's Networks (Webinar) (24WI-0170)24WI-0170 | *The importance of mentors, sponsors and coaches for yourself and for those at lower levels*Time management to reduce working overtime*How to be more present and productive*Health and scientific research about improving executive skills*Aligning career and personal life |
6/17/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Development -- Moving From Employee to Manager to Leader (Webinar) (24WI-0117)24WI-0117 | *The differences between being an employee versus a manager or leader*New skills needed*Letting go of your old role*Building a coaching culture*Motivating people*Goal setting*Leader credibility*Delegating tasks*Handling feedback*Managing friends*Aligning leadership with strategy |
5/7/2024 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Technology - Must Have Excel Competencies (Webinar) (24WI-0140)24WI-0140 | *Reality of Excel use*Gartner - Magic Quadrant of tools for data analysis*Will Excel go away?*Two essential Lean principles*Misuses of Excel*APIs (Automated Program Interfaces)*Relationship between Excel and data analytics*Excel tips and tricks |
5/29/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Establishing, Maximizing and Communicating Internal Controls (Webinar) (24WI-0178)24WI-0178 | *How do you define internal controls?*Three objectives of internal controls*The COSO Cube*Elements of a Successful System |
6/25/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Look Lead Love Learn (Webinar) (24WI-0143)24WI-0143 | *Collaborate and connect with others*Innovate*Inspire others*Build a strong and future-ready culture in your company*Conquer complexity with collaboration |
5/31/2024 | 7:30 - 9 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
Business Case for Designing an Experience-Led Organization (Webinar) (24WI-0154)24WI-0154 | *Customer experience as next-generation branding*Employee experience as the future of work*Cultural analytics and culture management |
6/7/2024 | 7 - 9:40 a.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
Next Steps Series: Inclusion -- Building a Sustainable Culture of Diversity (Webinar) (24WI-0125)24WI-0125 | *Modern definitions of diversity and inclusion*Diverse work environment*Types of diversity*The importance of people as a competitive advantage*Characteristics of high performers*Generation Millennials and WIFI*Recruiting on Linkedin*Ethical ties to diversity and inclusion*The art of Culture*Managing diverse workforces*Bias pitfalls*Diversity task force*Metrics to use in the measurement of the effectiveness of a Diversity and Inclusion program |
5/15/2024 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Establishing, Maximizing and Communicating Internal Controls (Webinar) (24WI-0135)24WI-0135 | *How do you define internal controls?*Three objectives of internal controls*The COSO Cube*Elements of a Successful System |
5/23/2024 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Remote Leadership: The Four "Ps" That Remote Teams Need to Thrive (Webinar) (24WI-0123)24WI-0123 | *Culture's driving force*Shared vision and purpose*Employee engagement*Communication*Platforms and tools*Process and rhythm to execute |
5/14/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Essential Skills for Powerful Business Writing (Webinar) (24WI-0160)24WI-0160 | *Save time by planning and organizing your writing*Prepare beginnings and endings that grab and keep the reader's attention*Put your writing on a diet, cut the fat and write concisely*Writing mechanics including word usage, grammar, punctuation, and proofreading*Edit and polish your writing for maximum impact*Practice with real-world writing makeovers |
6/12/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Next Steps Series: Avoiding Ulcers in the "New Abnormal World" (Webinar) (24WI-0148)24WI-0148 | *How change affects critical thinking, how it can create opportunities for fraud, and how it hurts a high-performing culture*Tools that have a positive effect on anticipating change and maintaining an adaptive mindset into the future*How to break negative communication and conflict patterns that can damage high-performing teams*Specific case studies that reinforce the learning objectives |
6/5/2024 | 7 - 8:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Financial Storytelling: The Key to Growing Your Organization (Webinar) (24WI-0124)24WI-0124 | *Communicating financial information in an influential way*Telling more effective stories with your financial data*Connecting with your audience through real world examples*Interpreting and presenting complex financial information through storytelling*Unlocking the powerful story hidden within the numbers |
5/15/2024 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Are You Running Your Business or Is Your Business Running You? (Webinar) (24WI-0139)24WI-0139 | *Vision: How to get your leadership team 100 percent on the same page with where your organization is going and how it will get there*People: How to get the right people...because you can't achieve your vision unless you have great people helping you do so*Data: How to get laser-focused on the numbers...because the numbers never lie. They give you the pulse on what's happening in your organization at any given time*Issues: How to solve problems. Great organizations have simply become excellent at removing the obstacles that stand in the way of achieving their vision*Processes: How to manage the processes that drive your business forward. When everyone is following the same processes, the workplace becomes more efficient, more effective, and more profitable. |
5/29/2024 | 12 - 1:30 p.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
MBAexpress: Listening for Leaders -- V2.0 (Webinar) (24WI-0156)24WI-0156 | *Types of listening*Levels of listening*Listening to respond*Introverts and extroverts*Listening bias*Body language |
6/10/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Insightful Financial Analysis (Webinar) (24WI-0176)24WI-0176 | *Reasons why it's so difficult to provide an "insightful" financial analysis*What is the definition of a financial analysis*The six steps of a financial analysis |
6/24/2024 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Creating a Winning Culture (Webinar) (24WI-0175)24WI-0175 | *Culture - Why, What, and the Magnetic Firm*Purpose-driven*Great Leadership*Culture of Growth*Inspiring Workplace |
6/21/2024 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Key Financial and Economic Issues Facing the Financial Executive (Webinar) (24WI-0181)24WI-0181 | *Strategic, operational planning and risk management*Regulatory, Fiscal and Monetary policies impact on the organization*Managing the finances of the organization during periods of rapid changes*Managing risk in an uncertain economic climate |
6/26/2024 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Building Resiliency: The Upside of Stress (Webinar) (24WI-0137)24WI-0137 | *How your view of stress determines its effect on you*Think of stress differently so that it is beneficial rather than harmful*The benefits of stress*How to cultivate a mindset that embraces stress and activates the brain's natural ability to learn from it |
5/24/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: The Next Generation -- A Different Take on the Generations (Webinar) (24WI-0169)24WI-0169 | *The modern workforce, from both a generational angle and from a societal viewpoint*How to change communication patterns to reach across the workforce*The effort based on the makeup of the workforce, with Millennials the largest cohort*Strategies and tips for managing the new workforce*A reminder about the importance of Ethics and Integrity to the sustainability of a high-performing culture |
6/17/2024 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Next Steps Series: Client Needs -- Beyond Best Practices in Client and Customer Service (Webinar) (24WI-0112)24WI-0112 | *Methods for defining the client and what their needs are*Setting business strategy to build loyalty*The difference between customer service and customer experience*Tactics for building a deeper relationship with clients, including personal branding |
5/2/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Thanks for the Feedback: Lessons in Giving and Receiving Feedback (Webinar) (24WI-0127)24WI-0127 | *Definition of feedback*Types of feedback*Emotions triggered by feedback*Barriers to feedback*How to be comfortable with being uncomfortable*Blind spots*SBI Method |
5/16/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
An Introduction to Impact Reporting with the GRI Standards (Webinar) (24WI-0109)24WI-0109 | *Mission and global impact of GRI*Double materiality and impact reporting*Approach to standards development*Structure of the standards*Introduction to GRI Academy |
4/30/2024 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Next Steps Series: Greatness -- Building a Productive, Resilient Workforce (Webinar) (24WI-0121)24WI-0121 | *Hiring the "best fit" for tough jobs at all levels*Cloning your top performers*Motivating and managing for the long term*Feedback for all generations*How to manage millennials*High performers*The employee/employer relationship*Core values highly regarded by all generations |
5/13/2024 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
The Power of Women's Networks (Webinar) (24WI-0130)24WI-0130 | *The importance of mentors, sponsors and coaches for yourself and for those at lower levels*Time management to reduce working overtime*How to be more present and productive*Health and scientific research about improving executive skills*Aligning career and personal life |
5/20/2024 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Controller Series: Technology - Must Have Excel Competencies (Webinar) (24WI-0184)24WI-0184 | *Reality of Excel use*Gartner - Magic Quadrant of tools for data analysis*Will Excel go away?*Two essential Lean principles*Misuses of Excel*APIs (Automated Program Interfaces)*Relationship between Excel and data analytics*Excel tips and tricks |
6/28/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Ethics: Critical Thinking, Case Studies and Fraud (Webinar) (24WI-0144)24WI-0144 | *AICPA Code of Professional Conduct*CPA responsibilities and AU-C 315*The new AICPA Ethics Codification*Disciplinary cases and actions*CPA Vision*Seminal events*The impact of ethical and unethical conduct on our profession |
6/3/2024 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
A Future Ready Innovation Framework (Webinar) (24WI-0151)24WI-0151 | *Innovation -- why it matters now*The three types of innovation -- a useful framework*Differentiating and transformational innovation -- Doors 2 & 3*Developing your Innovation System |
6/6/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
MBAExpress: Essence of Entrepreneurship -- V2.0 (Webinar) (24WI-0168)24WI-0168 | *Why current business plans that focus primarily on the numbers is the wrong approach*People, opportunity, context, risk and reward*The dark side of being an entrepreneur*Lead-generation strategies |
6/17/2024 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
A Future Ready Innovation Framework (Webinar) (24WI-0116)24WI-0116 | *Innovation -- why it matters now*The three types of innovation -- a useful framework*Differentiating and transformational innovation -- Doors 2 & 3*Developing your Innovation System |
5/7/2024 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
Getting Comfortable with Being Uncomfortable (Webinar) (24WI-0147)24WI-0147 | *Diversity*Unconscious bias*Emerging technologies*Talent management |
6/4/2024 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Business Case for Designing an Experience-Led Organization (Webinar) (24WI-0118)24WI-0118 | *Customer experience as next-generation branding*Employee experience as the future of work*Cultural analytics and culture management |
5/9/2024 | 7 - 9:40 a.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
K2's Accountant's Artificial Intelligence Conference (Virtual) (24CF-K2AI)24CF-K2AI | *How to get started with today's leading AI tools*Examples of what you can -- and can't do -- with AI*Potential security and privacy issues associated with AI*Accountant-centric problems AI can help you solve |
6/20/2024 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (see agenda) | |
MNCPA Audits of Local Governments Conference (Virtual) (24CF-GOVT)24CF-GOVT | |
10/21/2024 | 8 a.m. - 4:30 p.m. | Online | 8 CPE (see agenda) | |
New Women’s Leadership Series: Women's Equality Day (Webinar) (24WM-P002)24WM-P002 | *Women's equality and equity |
8/26/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New Women’s Leadership Series: Navigating Burnout in the CPA Profession (Webinar) (24WM-P001)24WM-P001 | *Burnout and team dynamics in the CPA profession
*Gender-specific stressors
*Impact of burnout on individual well-being
*Assessing organizational performance
*Signs and symptoms of burnout
*Practical burnout prevention strategies
*Burnout recovery and building resilience
*Creating an action plan to navigate burnout |
4/26/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
New Women’s Leadership Series: Women's Entrepreneurship Day (Webinar) (24WM-P003)24WM-P003 | *Women's entrepreneurship |
11/19/2024 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (24WS-0104)24WS-0104 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms |
6/27/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data (Webinar) (24WS-0097)24WS-0097 | *Automation capabilities of Excel*The "Get & Transform" tool*Using "Get & Transform" for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports |
4/29/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
Surgent's Guide to the Corporate Transparency Act for Accounting and Finance Professionals (Webinar) (24WS-0100)24WS-0100 | *The Corporate Transparency Act and its goals*Which entities need to file reports and which entities are exempt?*Deep dive into the definitions of beneficial owner and substantial control*Information that needs to be reported*Logistics on how and when to file the forms |
5/22/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (24WS-0099)24WS-0099 | *IRS goals in requiring these schedules*Detailed discussion of the domestic filing exception for 2023 tax year*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on client situations encountered in practice |
5/15/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Ethical Considerations for the CPA (Webinar) (24WS-0096)24WS-0096 | *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 |
4/29/2024 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
Surgent's Guide to the Corporate Transparency Act for Accounting and Finance Professionals (Webinar) (24WS-0103)24WS-0103 | *The Corporate Transparency Act and its goals*Which entities need to file reports and which entities are exempt?*Deep dive into the definitions of beneficial owner and substantial control*Information that needs to be reported*Logistics on how and when to file the forms |
6/25/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (24WS-0107)24WS-0107 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms |
7/25/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Going Concern Accounting and Reporting Considerations (Webinar) (24WS-0095)24WS-0095 | *Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15*Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty*The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services*New requirements of SAS No. 132 and SSARS No. 24 related to an auditor's responsibility for considering going concern uncertainty? |
4/29/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Ethical Considerations for CPAs (Webinar) (24WS-0092)24WS-0092 | *Auditor independence and its importance to the public accounting profession*Common threats to auditor independence*AICPA's framework for assessing conflicts of interest*Unique threats related to non-attest services to attest clients*Common safeguards to help assure compliance with relevant rules and regulations |
4/23/2024 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Surgent's Guide to the Corporate Transparency Act for Accounting and Finance Professionals (Webinar) (24WS-0108)24WS-0108 | *The Corporate Transparency Act and its goals*Which entities need to file reports and which entities are exempt?*Deep dive into the definitions of beneficial owner and substantial control*Information that needs to be reported*Logistics on how and when to file the forms |
8/15/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (24WS-0106)24WS-0106 | *IRS goals in requiring these schedules*Detailed discussion of the domestic filing exception for 2023 tax year*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on client situations encountered in practice |
7/17/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Applying the CECL Credit Loss Standard to Non-Banking Situations (Webinar) (24WS-0098)24WS-0098 | *Overview of ASC 326, credit losses*Application of ASC 326 to non-lending institutions*CECL transition and disclosures*Audit considerations related to the adoption and ongoing accounting for CECL |
4/30/2024 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (24WS-0102)24WS-0102 | *IRS goals in requiring these schedules*Detailed discussion of the domestic filing exception for 2023 tax year*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on client situations encountered in practice |
6/20/2024 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Filing Requirements (Webinar) (24WS-0109)24WS-0109 | *IRS goals in requiring these schedules*Detailed discussion of the domestic filing exception for 2023 tax year*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on client situations encountered in practice |
8/20/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Guide to the Corporate Transparency Act for Accounting and Finance Professionals (Webinar) (24WS-0105)24WS-0105 | *The Corporate Transparency Act and its goals*Which entities need to file reports and which entities are exempt?*Deep dive into the definitions of beneficial owner and substantial control*Information that needs to be reported*Logistics on how and when to file the forms |
7/15/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Schedules K-2 and K-3: Preparation of Forms (Webinar) (24WS-0101)24WS-0101 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms |
5/23/2024 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Current Issues in Accounting and Auditing: An Annual Update (Webinar) (24WS-0091)24WS-0091 | *Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB's Technical Agenda*Leases -- Topic 842*Review of SAS No. 142 -- Audit Evidence*Recently issued SASs and other AICPA activity*Detailed review of SAS No. 145*Other important A&A practice matters |
4/23/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Surgent's Contract Law for Accounting and Finance Professionals (Webinar) (24WS-0093)24WS-0093 | *Contract formation*The necessary components of an enforceable contract*Common defenses to enforcement*Legal capacity requirements*Contract interpretation |
4/25/2024 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Surgent's Implementing Subscription Pricing to Your Practice (Webinar) (24WS-0094)24WS-0094 | *The basics of subscription pricing*Pricing strategies, with an eye toward a modern model for your business*How to implement subscription pricing*The need to look back and assess the financial impact of the implementation*How to manage customer retention*The optimum subscription pricing for your business |
4/25/2024 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
2023 Tax Legislation: The Secure Act 2.0 (Self-Study) (24SX-0001)24SX-0001 | *Implications for individuals
*Changes to the Saver's Credit
*Changing the required minimum distribution rules for Roth 401(k)s
*Changes to required beginning dates for required minimum distributions of retirement plans.
*Penalty-Free Withdrawals for Certain Emergency Expenses
*Special provisions for firefighters and military personnel spouses
*Increases in catch-up contributions
*Impact on 529 plans
*Opportunities for student loan payment matching
*Implications for Employers
*Starter Section 401(k) plans for small employers
*Requiring automatic 401(k) enrollment
*Improving worker access to emergency savings
*Increasing part-time workers' access to retirement accounts
*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans
*Multiple employer Section 403(b) plans
*Automatic portability provisions
*Other changes in the administration of company retirement plans |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Upper Midwest CPA Firm Summit (In-person) (24SR-P040)24SR-P040 | *Business formation
*Corporate Transparency Act
*Beneficial Ownership Information
*CPA firm risk management
*Minnesota trusts and estates
*Elder law
*Business and employment law
*Errors & Omission Insurance and claims reporting
*Minnesota Board of Accountancy regulation and enforcement update
|
5/2/2024 | 9 a.m. - 4 p.m. | Minneapolis, MN | 6 CPE (4 tech, 2 non-tech) | |
Upper Midwest CPA Firm Summit (In-person) (24SR-P041)24SR-P041 | *Business formation
*Corporate Transparency Act
*Beneficial Ownership Information
*CPA firm risk management
*Minnesota trusts and estates
*Elder law
*Business and employment law
*Errors & Omission Insurance and claims reporting
*Minnesota Board of Accountancy regulation and enforcement update
|
5/9/2024 | 9 a.m. - 4 p.m. | Saint Cloud, MN | 6 CPE (4 tech, 2 non-tech) | |
Accountants and Malpractice: Can We Get Sued for This? (Self-Study) (24SX-0002)24SX-0002 | *How accountant liability is a very real threat in today's litigious society *A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit *Pitfalls in which the accountant may find him- or her- self while dealing with clients *Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Accounting and Auditing for ESG (Self-Study) (24SX-0003)24SX-0003 | *ESG |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Accounting and Financial Reporting for Cryptocurrency and Other Digital Assets (Self-Study) (24SX-0004)24SX-0004 | *Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets
*Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
New Minnesota Cannabis Market Insights: Legislative Update (Sponsored Webinar) (24FR-WX01)24FR-WX01 | *Cannabis license application process*Cannabis license application fees*Social equity cannabis licenses
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5/8/2024 | 12 - 12:50 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
K2's Ethics and Technology (Virtual) (24SR-P012)24SR-P012 | *Understanding the differences between ethics, morals, and laws
*Key technology issues that can impact ethical behavior in businesses
*Examples of potential ethical conflicts precipitated by modern technologies |
6/27/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
K2's Testing and Auditing Excel Workbooks (Virtual) (24SR-P031)24SR-P031 | *Examples of common errors found in Excel workbooks
*How to reduce Excel errors
*Add-in solutions that can minimize spreadsheet error risk
*How PerfectXL, ClusterSeven and ActiveData tools can identify and correct errors |
10/31/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's QuickBooks for Accountants (Virtual) (24SR-P020)24SR-P020 | *New features in QuickBooks Desktop and Online
*Enhancing internal controls in QuickBooks-based environments
*Improving financial and operational reporting when using QuickBooks and QuickBooks Online
*Best practices for setting up companies |
8/22/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
Current Issues in Accounting and Auditing: An Annual Update (In-person) (24SR-0011)24SR-0011 | *Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB's Technical Agenda*Leases -- Topic 842*Review of SAS No. 142 -- Audit Evidence*Recently issued SASs and other AICPA activity*Detailed review of SAS No. 145*Other important A&A practice matters |
6/10/2024 | 8:30 a.m. - 12 p.m. | Bloomington, MN | 4 CPE (4 tech, 0 non-tech) | |
K2's Excel Best Practices (Virtual) (24SR-P037)24SR-P037 | *Best practices associated with creating Excel workbooks, including managing workbooks
*How to secure Excel workbooks
*Collaboration options and best practices
*Effective reporting techniques |
12/12/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Small Business Accounting Shootout (Virtual) (24SR-P029)24SR-P029 | *Small business accounting landscape
*How solutions from leading providers can potentially solve your small business accounting and reporting issues
*Solutions from Intuit, Sage, Xero, Wave and Zoho
*Third-party add-ins to help with automated data entry, sales tax processing, reporting and business intelligence
*Investment estimates for acquiring and implementing a new accounting solution |
10/30/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Top PDF Features You Should Know (Virtual) (24SR-P032)24SR-P032 | *Best practices for creating, editing and managing PDFs
*Creating and distributing PDF forms
*Integrating PDFs with other applications
*Securing your PDFs |
10/31/2024 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Social Security and Medicare: Planning for You and Your Clients (In-person) (24SR-0010)24SR-0010 | *Latest legislative developments
*In-depth coverage of the best planning options for maximizing joint Social Security benefits
*Retirement benefit amounts in various circumstances and how the amounts are distributed within the family unit
*Qualification -- has the client retired?
*How business entities may be used for Social Security advantage
*Tactics to avoid income taxation of Social Security
*Spousal benefits and considerations, including those related to work and survivor benefits
*Disability benefits
*When to start Social Security benefits -- advantages and disadvantages at age 62, full retirement age and age 70
*Coordinating benefits -- take Social Security first and IRA distributions later or vice versa?
*Pensions -- distribution strategies and how to use the minimum distribution rules in concert with Social Security benefits
*IRAs and Roth conversion considerations
*Medicare and Part D prescription drug considerations for retirees |
6/5/2024 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
K2's Better Productivity Through Artificial Intelligence and Automation Tools (Virtual) (24SR-P009)24SR-P009 | *Practical opportunities to leverage artificial intelligence and automation in business settings
*Potential risks associated with using AI and automation, including inherent ethical issues
*Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier |
6/25/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
This Year's Best Income Tax, Estate Tax and Financial Planning Ideas (In-person) (24SR-0009)24SR-0009 | *Timely coverage of late-breaking tax legislation
*SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals
*Changes to the lifetime estate tax exemption in light of proposed regulations
*Considerations when selling a principal residence
*Tax benefits of HSAs
*An overview of the mechanics and practical considerations of donor-advised funds
*Virtual currency
*The best new income tax and estate planning ideas
*The changing Social Security landscape -- long-term solvency issues and what it means for retirement planning
*Creative charitable giving strategies
*Financial planning strategies
*Maximizing retirement plan benefits
*Using intentionally defective grantor trusts
*Miscellaneous tax planning techniques that can add up to significant tax savings
*How to use the whole family for tax savings
*Life insurance
*Up-to-the-minute ideas reflecting new tax law changes in cases, regulations and rulings |
6/4/2024 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
K2's Excel Best Practices (Virtual) (24SR-P007)24SR-P007 | *Best practices associated with creating Excel workbooks, including managing workbooks
*How to secure Excel workbooks
*Collaboration options and best practices
*Effective reporting techniques |
6/21/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
New CFO Series: Big Picture Mega-Trends and Risks (Virtual) (24SR-0006)24SR-0006 | *Module 1: Big Picture Mega-Trends, Big Data and World We Now Face – world economic trends; demographic changes impacting the economy; technology influences
*Module 2: Cryptocurrencies for the CFO: Explaining Blockchain – digital assets; understanding cryptocurrencies, blockchain and NFTs; explaining crypto language
*Module 3: Deceit and the Whys Behind the Lies: Understanding Ethics – ethical issues involving workplace dynamics; emotion as a vital role in ethical dilemmas and solutions; lie recognition
*Module 4: Office Politics: Navigating the Minefield – personality challenges within a workplace; managing problem personalities; navigating difficult conversations; the CFO’s role in workplace politics |
4/29/2024 | 8:30 a.m. - 12 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | 2 Ethics |
Preparation, Compilation and Review Engagements: Update and Review (In-person) (24SR-0012)24SR-0012 | *Overview of preparation, compilation and review guidance
*Accounting and reporting issues
*Current practice issues
*Common deficiencies in peer reviews
*Current and future standard setting projects |
6/10/2024 | 1 - 4:30 p.m. | Bloomington, MN | 4 CPE (4 tech, 0 non-tech) | |
Annual Accounting and Auditing Update (In-person) (24SR-ZW01)24SR-ZW01 | *Recently issued FASB accounting standards updates
*Private Company Council (PCC) update
*Items on the FASB's technical agenda
*Leases -- Topic 842
*ASC 326 -- Current Expected Credit Losses (CECL)
*Review of SAS 142 -- focus on audit evidence
*Recently issued SASs and other AICPA activity
*SSARS No. 25 and other recently issued SSARS
*Detailed review of SAS 145
*Other important accounting and auditing practice matters |
10/28/2024 | 8:30 a.m. - 4:30 p.m. | Willmar, MN | 8 CPE (8 tech, 0 non-tech) | |
New ESG: What CPAs Need to Know (Virtual) (24SR-P033)24SR-P033 | *The evolution & rise of ESG
*Examples of ESG metrics
*Why the investment community is flexing their muscle on ESG
*Why companies are embracing ESG
*How ESG impacts private and public companies; and nonprofits
*The most commonly adopted ESG frameworks in North America
*How ESG creates opportunities for CPAs in industry and public practice |
11/13/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Introduction to Excel Macros (Virtual) (24SR-P024)24SR-P024 | *Excel macros by using the Macro Recorder
*Fundamentals of writing VBA code
*Saving and sharing macros
*Getting started with User-Defined Functions |
9/26/2024 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Advanced QuickBooks Tips and Techniques (Virtual) (24SR-P018)24SR-P018 | *Tips for improving efficiency with QuickBooks and QuickBooks Online
*Better reporting when working in QuickBooks environments
*Tips for cleaning up QuickBooks and QuickBooks Online instances
*Managing inventory more effectively when working with QuickBooks and QuickBooks Online |
7/31/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Reviewing Individual Tax Returns: What Are You Missing? (In-person) (24SR-0020)24SR-0020 | *Section 199A qualified business income deduction
*Home office
*Hobby losses
*Self-employment health insurance
*Business start-up costs
*Depreciation
*Unreported income
*Schedule C issues
*Like-kind exchanges
*Self-employment tax
*Sections 1202 and 1244 stock
*Charitable contributions of property |
12/17/2024 | 8:30 a.m. - 12 p.m. | Bloomington, MN | 4 CPE (4 tech, 0 non-tech) | |
K2's Excel Essentials for Staff Accountants (Virtual) (24SR-P001)24SR-P001 | *Best practices for creating and working with Excel workbooks
*Effectively using Excel functions when creating formulas
*The importance of pivot tables in modern reporting environments
*Best practices for formatting your workbooks |
5/7/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
The Best Federal Tax Update Course by Surgent (In-person) (24SR-ZD02)24SR-ZD02 | *Comprehensive coverage of the Inflation Reduction Act, including: Clean Vehicle Credit; Credit for Previously Owned Clean Vehicles; Credit for Qualified Commercial Clean Vehicles; Residential Clean Energy Credit; Energy Efficient Home Improvement Credit; Premium Tax Credit
*Comprehensive coverage of the SECURE 2.0 Act, including expanding enrollment in retirement plans, increase in age for required beginning date for mandatory distributions, and new exceptions to penalty-free withdrawal from retirement plans
*Timely coverage of breaking tax legislation
*New Form 1099-K reporting requirements
*Detailed analysis and examples of sale of passthrough entity interest and net investment income tax
*Bonus depreciation
*Section 163(j)
*Section 174 Research and Experimental expenditures
*Residency and domicile
*Selling a principal residence, including tax planning strategies
*Virtual currency, including recent developments regarding NFTs
*New FinCEN reporting requirements in 2024
*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions
*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
12/10/2024 | 8:30 a.m. - 4:30 p.m. | Duluth, MN | 8 CPE (8 tech, 0 non-tech) | |
New Navigating Lease Complexities Post-Adoption (Virtual) (24SR-P004)24SR-P004 | *Lessons learned from the adoption of the lease accounting standard
*Common pitfalls and how you can avoid them
*Related party leases and leasehold improvements using recent FASB developments
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5/16/2024 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New Business Resilience (Virtual) (24SR-P026)24SR-P026 | *Business resilience with resilient workforce
*Post-pandemic strategies for your business to succeed
*Pivoting & changing business models
*Pivoting & changing business models -- a case study
*Understanding the top trends in the workforce of the future
*Employee retention -- how to retain top talent
*Managing a remote workforce
*Accomplishing work in a multigenerational workplace |
9/26/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
The Best Federal Tax Update Course by Surgent (In-person) (24SR-ZM01)24SR-ZM01 | *Comprehensive coverage of the Inflation Reduction Act, including: Clean Vehicle Credit; Credit for Previously Owned Clean Vehicles; Credit for Qualified Commercial Clean Vehicles; Residential Clean Energy Credit; Energy Efficient Home Improvement Credit; Premium Tax Credit
*Comprehensive coverage of the SECURE 2.0 Act, including expanding enrollment in retirement plans, increase in age for required beginning date for mandatory distributions, and new exceptions to penalty-free withdrawal from retirement plans
*Timely coverage of breaking tax legislation
*New Form 1099-K reporting requirements
*Detailed analysis and examples of sale of passthrough entity interest and net investment income tax
*Bonus depreciation
*Section 163(j)
*Section 174 Research and Experimental expenditures
*Residency and domicile
*Selling a principal residence, including tax planning strategies
*Virtual currency, including recent developments regarding NFTs
*New FinCEN reporting requirements in 2024
*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions
*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
12/12/2024 | 8:30 a.m. - 4:30 p.m. | Fergus Falls, MN | 8 CPE (8 tech, 0 non-tech) | |
Ethics Update for the CPA (In-person) (24SR-ZL01)24SR-ZL01 | *Basic framework of the AICPA Code of Professional Conduct
*Current issues in ethics code revisions
*Noncompliance with laws or regulations (NOCLAR)
*Unpaid fees
*CPA exam disclosures
*DOL independence
*Private equity ownership
*Minnesota Board of Accountancy update -- law/rule changes and enforcement issues |
5/7/2024 | 8:30 a.m. - 4:30 p.m. | Marshall, MN | 8 CPE (8 tech, 0 non-tech) | 8 Ethics |
K2's Mastering Advanced Excel Functions (Virtual) (24SR-P011)24SR-P011 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays
*Legacy features and functions such as AGGREGATE
*Effective forecasting in Excel |
6/27/2024 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Federal Tax Update: Individual and Business Current Developments (Livestream) (24SR-0024)24SR-0024 | *Newly enacted income tax legislation
*Issuance of income tax regulations
*Court cases
*IRS notices
*Revenue procedures
*Private letter rulings affecting individuals and businesses |
1/13/2025 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Excel Tips, Tricks and Techniques for Accountants (Virtual) (24SR-P002)24SR-P002 | *Fundamental Excel techniques for accounting and financial professionals
*Creating date-based calculations in Excel
*How to create Excel templates
*Key options you should enable in Excel
*Linking data in Excel |
5/8/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
New Foundations of Business Valuation (In-person) (24SR-0007)24SR-0007 | *Business valuation purposes and intended users
*Valuation standards and other requirements
*Appraisal principles and approaches
*Qualitative and quantitative valuation analysis
*Discounts, premiums, and adjustments |
5/30/2024 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
Reviewing Partnership Tax Returns: What Are You Missing? (In-person) (24SR-0021)24SR-0021 | *Common errors made involving the following tax forms: Form 1065, Schedules K and K-1, Schedules M-1 and M-2, Form 4562 and Form 4797 |
12/17/2024 | 1 - 4:30 p.m. | Bloomington, MN | 4 CPE (4 tech, 0 non-tech) | |
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Virtual) (24SR-P025)24SR-P025 | *Cloud-based options available in a Microsoft 365/Office 365 environment
*How to use tools such as Teams, Planner and Power Automate
*Storing data in SharePoint Online and OneDrive for Business |
9/26/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
Performing Effective and Efficient Audit Sampling and Analytical Procedures (In-person) (24SR-0013)24SR-0013 | *Types of sampling and sampling risk
*Attribute testing for tests of controls and compliance
*Variable sampling for substantive assurance
*Differentiating statistical and nonstatistical sampling approaches
*Determining sample sizes in a compliance audit
*Preliminary analytical procedures as risk assessment procedures
*Performing final analytical procedures to assess the conclusions reached during the audit and evaluate the overall financial statement presentation
*When to use substantive analytical procedures for efficiency and effectiveness
*Establishing expectations for substantive analytical procedures
*Setting a threshold for differences
*Following up on differences from expectations
*Concluding on substantive analytical procedures |
6/25/2024 | 8:30 a.m. - 12 p.m. | Bloomington, MN | 4 CPE (4 tech, 0 non-tech) | |
K2's Securing Your Data: Practical Tools for Protecting Information (Virtual) (24SR-P028)24SR-P028 | *Today's cybersecurity risks
*Identifying major cybersecurity risks
*Implementing specific steps to reduce risk |
10/29/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Staff Training: Beginning-in-Charge (In-person) (24SR-0014)24SR-0014 | *What is expected of the in-charge
*Engagement planning
*Assessing risk and materiality
*Nonstatistical audit sampling
*Guidance for meeting clients’ needs
*Completing engagements and sidestepping common engagement wrap-up problems
*Reviewing assistants’ work
*Supervision, motivation and management best practices
*Hands-on case study practice with real-life scenarios |
8/19/2024 | 8 a.m. - 4:30 p.m. | Bloomington, MN | 24 CPE (19.8 tech, 4.2 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Virtual) (24SR-P005)24SR-P005 | *Key fraud risks impacting businesses today
*Examples of fraud and the monetary impact on victims
*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim |
5/17/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
The Best Federal Tax Update Course by Surgent (In-person) (24SR-ZS01)24SR-ZS01 | *Comprehensive coverage of the Inflation Reduction Act, including: Clean Vehicle Credit; Credit for Previously Owned Clean Vehicles; Credit for Qualified Commercial Clean Vehicles; Residential Clean Energy Credit; Energy Efficient Home Improvement Credit; Premium Tax Credit
*Comprehensive coverage of the SECURE 2.0 Act, including expanding enrollment in retirement plans, increase in age for required beginning date for mandatory distributions, and new exceptions to penalty-free withdrawal from retirement plans
*Timely coverage of breaking tax legislation
*New Form 1099-K reporting requirements
*Detailed analysis and examples of sale of passthrough entity interest and net investment income tax
*Bonus depreciation
*Section 163(j)
*Section 174 Research and Experimental expenditures
*Residency and domicile
*Selling a principal residence, including tax planning strategies
*Virtual currency, including recent developments regarding NFTs
*New FinCEN reporting requirements in 2024
*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions
*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas |
11/5/2024 | 8:30 a.m. - 4:30 p.m. | Mankato, MN | 8 CPE (8 tech, 0 non-tech) | |
K2's Technology Update (Virtual) (24SR-P030)24SR-P030 | *Developments in hardware and software
*Options for communicating and collaborating more effectively
*Addressing cybersecurity issues |
10/30/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Virtual) (24SR-0015)24SR-0015 | *Economic update
*Post-pandemic leadership and management shifts
*Managing for productivity
*Hiring the best people for the organization
*New motivation techniques |
10/11/2024 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Case Studies in Fraud and Technology Controls (Virtual) (24SR-P019)24SR-P019 | *Key fraud risks impacting businesses today
*Examples of fraud and the monetary impact on victims
*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim |
7/31/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Staff Training: Basic (In-person) (24SR-0022)24SR-0022 | *Role of new staff
*Audit objectives and major steps in the audit process
*Accounting data analytics
*Working paper techniques
*Analytical procedures
*Compilations and reviews
*Tax recognition and research
*Auditing and reviewing selected accounts
*Hands-on case study practice with real-world situations
*Common mistakes for new staff -- and how to avoid them |
1/8/2025 | 8 a.m. - 4:30 p.m. | Bloomington, MN | 16 CPE (15 tech, 1 non-tech) | |
K2's Advanced Excel (Virtual) (24SR-P003)24SR-P003 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations |
5/9/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Artificial Intelligence for Accounting and Financial Professionals (Virtual) (24SR-P017)24SR-P017 | *AI applications in accounting and finance
*Everyday AI tools
*Embracing the future: AI's impact on finance and accounting |
7/30/2024 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's An Accountant's Guide to Blockchain and Cryptocurrency (Virtual) (24SR-P016)24SR-P016 | *The fundamental tenets of blockchain technology*Examples of applied applications of blockchain technology*Leading cryptocurrencies available today*Risks associated with cryptocurrencies |
7/30/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Accountant's Guide to QuickBooks Online (Virtual) (24SR-P008)24SR-P008 | *QBO subscription and licensing options
*Recording routine and non-routine transactions in QBO
*Importing data to and exporting data from QBO
*Creating effective reports
*Integrating third-party applications with QBO
*Troubleshooting issues with QBO reports and data |
6/24/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Virtual) (24SR-P006)24SR-P006 | *The importance of business intelligence in today's business climate
*Differentiating between Power BI licensing options
*A hands-on approach to creating effective Power BI reports and dashboards |
6/19/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Excel PivotTables for Accountants (Virtual) (24SR-P035)24SR-P035 | *Pivot table fundamentals, including Recommended PivotTables and the six elements of pivot tables
*Formatting pivot tables
*Advanced pivot table techniques and options, including consolidation pivot tables, user-defined calculations, and working with Power Pivot
*Analytical techniques available in pivot tables |
12/11/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
K2's Better Productivity Through Artificial Intelligence and Automation Tools (Virtual) (24SR-P038)24SR-P038 | *Practical opportunities to leverage artificial intelligence and automation in business settings
*Potential risks associated with using AI and automation, including inherent ethical issues
*Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier |
12/13/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Technology for CPAs: Don't Get Left Behind (Virtual) (24SR-P013)24SR-P013 | *Emerging technologies you should know about
*Considerations associated with upgrading to Windows 11
*Practical options for protecting your data
*New features in commonly used applications such as Excel and Adobe Acrobat DC |
6/28/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
Federal Tax Update: Individuals (Form 1040) (Virtual) (24SR-0019)24SR-0019 | *Federal individual income tax provisions and tax forms/schedules that will affect the 2024 tax returns and 2025 tax projections
*Newly enacted income tax legislation
*Court cases
*IRS guidance |
12/11/2024 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
K2's Ethics and Technology (Virtual) (24SR-P039)24SR-P039 | *Understanding the differences between ethics, morals, and laws
*Key technology issues that can impact ethical behavior in businesses
*Examples of potential ethical conflicts precipitated by modern technologies |
12/13/2024 | 1 - 4:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
Federal Tax Update: Individual and Business Current Developments (In-person) (24SR-0023)24SR-0023 | *Newly enacted income tax legislation
*Issuance of income tax regulations
*Court cases
*IRS notices
*Revenue procedures
*Private letter rulings affecting individuals and businesses |
1/13/2025 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
Staff Training: Semi-Senior (In-person) (24SR-0017)24SR-0017 | *Guidance for satisfying client and firm needs
*Applying analytical procedures
*Conducting small audits
*Performing review service engagements
*Drafting financial statements and footnotes
*Corporate tax issues and problem-solving
*Hands-on case study practice with real-life scenarios |
11/12/2024 | 8 a.m. - 4:30 p.m. | Bloomington, MN | 24 CPE (20.4 tech, 3.6 non-tech) | |
K2's Excel Charting and Visualizations (Virtual) (24SR-P015)24SR-P015 | *The best types of visualizations to use in specific situations
*Compelling visualizations using Excel
*Interactive Excel-based visualizations |
7/18/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
K2's Microsoft 365/Office 365: All the Things You Need to Know (Virtual) (24SR-P014)24SR-P014 | *Understanding the Microsoft 365/Office 365 subscription model
*Working with vital 365-based apps and services
*Using Teams as your primary collaboration tool
*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription |
7/16/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
K2's Emerging Technologies for Accountants, Including Blockchain and Cryptocurrencies (Virtual) (24SR-P010)24SR-P010 | *Emerging technologies and their role in business environments
*Applied examples of artificial intelligence and machine learning
*Risks associated with emerging technologies |
6/25/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
2024 Federal Tax Update (Virtual) (24SR-0018)24SR-0018 | The major topics covered in this seminar include: 1) A review of the latest new law provisions affecting 2024 returns including developments relating to SECURE 2.0 and the Inflation Reduction Act; 2) A review of any tax legislation enacted in 2024; 3) FinCEN's beneficial ownership information reporting rules; 4) Regulations modifying the required minimum distribution (RMD) rules for 2024; 5) An analysis of 2024 developments relating to energy credits, including energy efficient improvements to residences and developments concerning electric vehicles; 6) Employee Retention Credit Developments; 7) 1099-K reporting rules for 2024; 8) Digital asset developments; 9) New tax cases, rulings, and regulations expected to have the most significant impact on individuals and businesses. The presentation will emphasize tax planning opportunities resulting from these recent developments. |
12/4/2024 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
New 2024 FASB, SSARS and Auditing Update (Virtual) (24SR-P036)24SR-P036 | *FASB updates going live this year
*Common issues impacting Leases and Current Expected Credit Loss standards
*New Quality Management standards
*SSARS Compilation and Review Update
*Auditing Standards Update
*New Risk Assessment Standard |
12/11/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Preparing Individual Tax Returns for New Staff and Paraprofessionals (In-person) (24SR-0025)24SR-0025 | *Comprehensive coverage of the Inflation Reduction Act of 2022 and The SECURE Act 2.0*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms*Coverage of Form 7203*Coverage of §199A qualified business income, its calculation, limitations, and examples*Dividends and interest -- Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.*Security transactions -- From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues*Self-employed person issues*Schedule C deductions including depreciation*Sale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gains*A working understanding of passive losses -- How to handle rental property and how the passive loss rules flow to the tax forms*Itemized deductions -- A thorough understanding of what's deductible and what's not*Interest deductions -- Limitations and timing problems*Charitable contributions substituting for taxes, IRS says -- No!*Retirement contributions and education credits and deductions*Tax computations -- The Kiddie Tax, AMT, regular tax, tax credits*Individual problems illustrated by form preparation for various items, with numerous "practice tips"*Impact of recent legislation and forms changes on the 1040 |
1/16/2025 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 8 CPE (8 tech, 0 non-tech) | |
New Cybersecurity Compliance Made Easy: WISP and FTC Safeguards Rule (Sponsored Webinar) (24FR-WX02)24FR-WX02 | *FTC and IRS cybersecurity requirements
*Who is subject to these requirements
*What needs to be covered in your WISP
*The technology you need to secure your firm |
5/14/2024 | 12 - 12:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
K2's Implementing Internal Controls in QuickBooks Environments (Virtual) (24SR-P023)24SR-P023 | *Critical risks in QuickBooks environments
*Four common types of internal controls and how to assess the condition of the internal control structure of a small business
*Internal control options that can mitigate risk to prudently acceptable levels
*Enabling alternative control measures to improve internal controls in QuickBooks environments
*Additional internal control procedures for situations where you cannot establish adequate controls in QuickBooks |
9/25/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New Real Estate Taxation: Cutting Edge Tax Strategies (Virtual) (24SR-0026)24SR-0026 | *Apportionment of purchase price to bonus eligible property
*Bonus depreciation, Section 179 and de minimis expensing for real estate
*Partial disposition losses
*Deducting removal costs
*Depreciating property acquired in a like-kind exchange
*Converting nondeductible interest expense into deductible interest expense
*Section 199A for rental real estate
*Self-employment tax for rental real estate, including Airbnb properties
*The "Augusta rule" |
6/3/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Essentials of Minnesota Sales and Use Tax (In-person) (24SR-0016)24SR-0016 | *Computer software, including hosted, cloud and remote products
*Real vs. personal property
*Installation labor
*Capital equipment
*Tips for managing state tax audits
*New goods and services subject to sales tax this year |
11/7/2024 | 8:30 a.m. - 12 p.m. | Bloomington, MN | 4 CPE (4 tech, 0 non-tech) | |
K2's Data Analytics for Accountants and Auditors (Virtual) (24SR-P022)24SR-P022 | *Importance of data analytics in modern business environments
*Generating and interpreting data analytics using applications such as Microsoft Office Excel and Microsoft's Power BI platform
*Regression analysis to create and validate forecasts and projections |
9/25/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
K2's Microsoft Teams (Virtual) (24SR-P027)24SR-P027 | *Understanding the Teams platform
*Communicating and collaborating in Teams
*Adding applications and services to Teams
*Extending Teams to individuals outside your organization |
10/29/2024 | 9 a.m. - 12:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
New Driving Corporate Performance: The CPA's Role (Virtual) (24SR-P021)24SR-P021 | *How to manage cash flow in uncertain times
*Eight strategies to navigate inflation
*Pricing for better profitability
*Five trends that will reshape finance this year
*How to optimize working capital -- best practices and drivers
*Strategic finance and key performance indicators
*How to navigate uncertain conditions with scenario planning
*Eliminating time wasters |
9/23/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
New Foundations of Business Valuation (Livestream) (24SR-0008)24SR-0008 | *Business valuation purposes and intended users
*Valuation standards and other requirements
*Appraisal principles and approaches
*Qualitative and quantitative valuation analysis
*Discounts, premiums, and adjustments |
5/30/2024 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Annual Accounting and Auditing Update (In-person) (24SR-ZD01)24SR-ZD01 | *Recently issued FASB accounting standards updates
*Private Company Council (PCC) update
*Items on the FASB's technical agenda
*Leases -- Topic 842
*ASC 326 -- Current Expected Credit Losses (CECL)
*Review of SAS 142 -- focus on audit evidence
*Recently issued SASs and other AICPA activity
*SSARS No. 25 and other recently issued SSARS
*Detailed review of SAS 145
*Other important accounting and auditing practice matters |
6/24/2024 | 8:30 a.m. - 4:30 p.m. | Duluth, MN | 8 CPE (8 tech, 0 non-tech) | |
New MBA in a Day (Virtual) (24SR-P034)24SR-P034 | *Strategy development and competitive analysis
*Marketing, advertising and promotion
*Communications and presentations
*Human resource tools
*Leadership and team building
*Production operations management
*Negotiations
*Project management
*Key performance indicators
*Balanced scorecard
*Quality and lean management
*Case study integrating the tools to a business |
12/4/2024 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
New Construction Industry Financial Reporting, Benchmarking and Basic Taxation (Virtual) (24SR-P043)24SR-P043 | *Construction industry overview including current trends and developments
*Audit and review procedures unique to contractor engagements
*Financial reporting and disclosure requirements for construction contractors, including footnote and supplemental disclosures
*Contractor benchmarking and best practices
*Construction tax methods and strategies |
10/23/2024 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New Construction Industry GAAP Review and Contract WIP Reporting and Analytics (Virtual) (24SR-P042)24SR-P042 | *Construction industry overview including current trends and developments
*Review of construction GAAP including ASC 606 revenue recognition implementation
*Contract WIP schedules and analytical procedures |
8/20/2024 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
New Impact of Recent Auditing Standards on Employee Benefit Plans (Webinar) (24WM-0006)24WM-0006 | *Recent auditing standards SAS No. 142-145*The 2024 ERISA employee benefit plan audit season*Reducing the risk of deficient audits |
5/20/2024 | 9:30 - 10:45 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Monthly Tax Update with Ed Zollars - Spring/Summer Bundle (Webinar) (24WM-0002)24WM-0002 | *Webinar 1: Topic TBA -- May 21, 10-11:40 a.m.
*Webinar 2: Topic TBA -- June 24, 10-11:40 a.m.
*Webinar 3: Topic TBA -- July 23, 10-11:40 a.m.
*Webinar 4: Topic TBA -- Aug. 20, 10-11:40 a.m. |
5/21/2024 | 10 - 11:40 a.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
New Quality Management Standards: Tackling the System Design (Webinar) (24WM-0007)24WM-0007 | *High-level refresher on Quality Management Standards
*How to approach designing a system of quality management
*Who to involve in the risk assessment and safeguard design process
*Estimating time required
*Developing a risk assessment mindset
*Biggest changes from current quality control standards
*Use of practice aids
*Surprises and questions from the process
*Tips and tricks to prepare for implementation from a firm that has gone through the process |
5/22/2024 | 10 - 11:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Monthly Tax Update with Ed Zollars: What's Up With the Beneficial Ownership Information Reporting Requirements in Mid-2024? (Webinar) (24WM-0001)24WM-0001 | *Impact of the National Small Business United et al v. Yellen decision
*Three options businesses can use to file the report and how clients can choose the most appropriate option for their situation
*FinCEN Identifier -- what it is, how it’s used and when clients should consider applying for one
*Deadlines for filing, updating and correcting BOI reports under the Corporate Transparency Act
*Which entities are potential reporting companies and what the major exemptions are
*Rules related to who is a beneficial owner of a reporting company
*What information must be provided to FinCEN for each reporting company and beneficial owner
*Potential penalties for failure to comply with the BOI requirements in a timely manner |
5/21/2024 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Monthly Tax Update with Ed Zollars: Topic TBA (Webinar) (24WM-0005)24WM-0005 | *Coming soon |
8/20/2024 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Legal and Regulatory HR Update (Webinar) (24WM-0009)24WM-0009 | *Federal legal and regulatory changes*State legal and regulatory changes*HR issues such as paid leave, Employee Sick and Safe Leave, drug testing, FLSA changes, pay transparency and more |
6/13/2024 | 9:45 - 11 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
Monthly Tax Update with Ed Zollars: Topic TBA (Webinar) (24WM-0003)24WM-0003 | *Coming soon |
6/24/2024 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Monthly Tax Update with Ed Zollars: Topic TBA (Webinar) (24WM-0004)24WM-0004 | *Coming soon |
7/23/2024 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Minnesota Residency Update for Individuals, Estates and Trusts (Webinar) (24WM-0010)24WM-0010 | *Refresher on residency rules for individuals, estates, and trusts*Implications of the Kaester and Fielding rulings on trust residency*Taxation of nonresidents -- is it worthwhile to change residency for a trust or an individual?*How to make residency changes for individuals and trusts*Tips for preparing for -- and surviving -- a Minnesota residency audit |
6/20/2024 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Case Studies in Ethical Decision-Making (Webinar) (24WM-0008)24WM-0008 | *AICPA Code of Professional Conduct*Rights theory*Utilitarian theory*Compliance with professional standards |
6/12/2024 | 1 - 2:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | 1.5 Ethics |
MNCPA Business Valuation Conference (24CF-BVAL)24CF-BVAL | |
11/6/2024 | 8 a.m. - 4:30 p.m. | Bloomington, MN and Online | 8 CPE (see agenda) | |
Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course for Licensure (Self-Study) (24SI-0001)24SI-0001 | *AICPA Code of Professional Conduct and its conceptual framework
*Ethics and independence rules from the AICPA and other regulators, including the U.S. government
*Activities that discredit the profession
*Ethics interpretations issued by the AICPA Professional Ethics Executive Committee (PEEC)
*Non-compliance with laws and regulations (NOCLAR)
*AICPA Statements on Standards for Tax Services (SSTSs)
*U.S. Treasury Department’s Circular No. 230
*Internal Revenue Service (IRS) penalty provisions |
Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | 8 Ethics |
Advanced Excel: Hidden Secrets and Gems (Self-Study) (24SX-0005)24SX-0005 | *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 |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Advanced Planning: Balance Sheet and Cash Flow Projections (Self-Study) (24SX-0006)24SX-0006 | *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 |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Aligning Budgets to Strategy (Self-Study) (24SX-0007)24SX-0007 | *A Proper Practical Planning Process (P4)
*The steps to planning
*The results of strategic planning
*Examples of budgets |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
An Exhaustive Look At Fraud & Ways To Control It (Part 1) (Self-Study) (24SX-0008)24SX-0008 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
An Exhaustive Look At Fraud & Ways To Control It (Part 2) (Self-Study) (24SX-0009)24SX-0009 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Analytical Procedures: Practical Applications and Standards (Self-Study) (24SX-0010)24SX-0010 | *Discussion of analytical procedures in audit and review engagements.
*Practical examples and illustrations of analytical procedures.
*The order of operations for accomplishing analytical procedures. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Assessing Independence Under the New Yellow Book (Self-Study) (24SX-0011)24SX-0011 | *Recall safeguards that can be used to reduce threats to an acceptable level*Identify threats to independence |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Attestation Update: SSAE 19-22 (Self-Study) (24SX-0012)24SX-0012 | *SSAEs 19-22*Changes to performance and reporting requirements |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Auditing Contingencies and Going Concern Uncertainty: Testing for Completeness and Proper Disclosure (Self-Study) (24SX-0013)24SX-0013 | *Overview of contingencies and related disclosures
*Identifying and determining proper accounting treatment for litigation, claims and assessments
*Evaluating the sufficiency of attorney's letter responses for audit evidence
*Evaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of time
*Auditing managements assumptions in making the going concern evaluation
*Proper application of the liquidation basis of accounting |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Auditing Impairment of Long-Lived Assets (Self-Study) (24SX-0014)24SX-0014 | *Indicators of impairment*Steps to recoverability testing for long-lived assets held and used*Grouping assets held and used*Allocating impairment loss and disclosures*Testing indefinite-lived intangibles for impairment, including goodwill*Valuation techniques for determining a reporting unit's fair value |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Building Security/Efficiency via Internal Control (Part 1) (Self-Study) (24SX-0015)24SX-0015 | *An overview of control frameworks and concepts*Strategic considerations that can be incorporated into control development*Understanding and controlling risk that arises when organizations change or choose not to*The COSO Internal Control Framework and the COSO ERM Framework |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Building Security/Efficiency via Internal Control (Part 2) (Self-Study) (24SX-0016)24SX-0016 | *An overview of control frameworks and concepts*Strategic considerations that can be incorporated into control development*Understanding and controlling risk that arises when organizations change or choose not to*The COSO Internal Control Framework and the COSO ERM Framework |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Cases in Corporate Ethics (Self-Study) (24SX-0017)24SX-0017 | *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? |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
CFO Career Upgrade with LinkedIn (Self-Study) (24SX-0018)24SX-0018 | *Essential elements of a compelling LinkedIn profile for a CFO
*How to build a strategic career network
*Five ways that CFOs can leverage LinkedIn as leaders of an organization
*How to get referred to new job opportunities
*Essential LinkedIn do's and don'ts for CFOs |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Combating Internal Fraud (Self-Study) (24SX-0019)24SX-0019 | *Recognize why internal fraud occurs*Policies, procedures, and control measures designed to fight fraud |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Common Financial Statement Disclosures (Self-Study) (24SX-0020)24SX-0020 | *General disclosures about the entity and its environment*Common critical information useful to financial statement readers for making economic decisions*Explain results of operations through information that supplements the face financial statements |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Communicating Financial Information to Non-Accountants (Self-Study) (24SX-0021)24SX-0021 | *The math literacy barrier
*The financial literacy barrier
*What to say and how to say it
*Communicating ideas graphically |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Compilations, Reviews and Audits: How They Differ (Self-Study) (24SX-0022)24SX-0022 | *Review of differences of compilation, review and audit engagements
*Compare and contrast major considerations of each type of engagement
*Provide practical tips and strategies
*Professional standards that govern each type of engagement |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Controls to Secure a Growing Digital Footprint (Self-Study) (24SX-0023)24SX-0023 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Coping With the Growth of Online Fraud (Self-Study) (24SX-0024)24SX-0024 | *The actuation of online and other cyber frauds
*Fraudulent acts that are initiated electronically
*Automated and employee driven methods that can reduce cyber-fraud risk
|
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Corporate Ethics: Cases in Diversity and Inclusion (Self-Study) (24SX-0025)24SX-0025 | *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 |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
CPA Ethics in a Crisis World: Tales from the Front (Self-Study) (24SX-0026)24SX-0026 | *"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 |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Current Issues in Performing Yellow Book Audits (Self-Study) (24SX-0027)24SX-0027 | *Latest developments relevant to Yellow Book audits*Be prepared to avoid the most commonly misapplied concepts on audits performed in conformance with Government Audit Standards |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Data Analytics: Practical Insights for the CPA (Self-Study) (24SX-0028)24SX-0028 | *Explore new tools and client engagement techniques using data analytics
*Introduction of popular software tools
*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Defining Where & Why Internal Controls are Needed (Self-Study) (24SX-0029)24SX-0029 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Dream Wide Awake (Self-Study) (24SX-0030)24SX-0030 | *The three promises to live and achieve by
*A different way to approach goals that brings out what is really holding you back
*The five areas of wishful thinking and how to surpass with inspired action
*The six areas of fearful thinking and how to overcome with courageous intent |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Entertainment, Meals & Travel Expenses: Review & Update (Self-Study) (24SX-0031)24SX-0031 | *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 |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Ethics: 10 Crucial Qualities of High-Character CPAs (Self-Study) (24SX-0032)24SX-0032 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success
*Learn how to evaluate these qualities in job candidates and why you must do so |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Ethics: Get Rich, Lose Weight, and Enjoy True Love (Self-Study) (24SX-0033)24SX-0033 | *"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).
*Five principles of ethical intelligence: Do No Harm, Make Things Better, Respect Others, Be Fair, Care
*Complete 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.
*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. |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Ethics: How to Build and Keep Your A-Team (Self-Study) (24SX-0034)24SX-0034 | *Advertise for character
*Hire for character
*Promote and fire for character
*Walk the talk |
Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Ethics: How to Ensure Zombie Ethics Won't Kill Your Business (Self-Study) (24SX-0035)24SX-0035 | *Examine several myths about ethical leadership that continue to plague businesses like yours
*Learn why these ideas deserve to be put to rest for good and what should take their place |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Ethics: Lead Like a Superstar and Build a Rocking Business (Self-Study) (24SX-0036)24SX-0036 | *Examine several superstars from movies, TV, music, sports, and business. What makes them so successful? What can you learn from their mistakes? |
Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
Excel: Advanced Defined Names & Excel Tables (Self-Study) (24SX-0037)24SX-0037 | *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 |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Advanced Financial and Statistical Calculations (Self-Study) (24SX-0038)24SX-0038 | *Identifying and demonstrating financial functions "best practices" for creating amortization schedules and calculating annual interest payments*Calculating and summarizing data with SUMIF and SUBTOTAL functions*Using statistical functions to analyze data |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Advanced Formatting to Improve Your Spreadsheets (Self-Study) (24SX-0039)24SX-0039 | *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 |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Advanced Spreadsheet Troubleshooting Techniques (Self-Study) (24SX-0040)24SX-0040 | *Exhibiting the value and the art of nesting formulas*Demonstrating different ways to troubleshoot complex formulas*Reviewing Excel's nine built-in error-checking options*Teaching different techniques for resolving rounding errors |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Auditing Your Spreadsheets for Maximum Accuracy (Self-Study) (24SX-0041)24SX-0041 | *Proofing methods*Excel Auditing Tools*Using the Data Validation feature*Techniques to cross-foot and validate your spreadsheets |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Building Powerful Lookup and Reference Formulas (Self-Study) (24SX-0042)24SX-0042 | *Performing advanced searching and data retrieval with LOOKUP, INDEX and MATCH functions*Speeding up worksheet creation with the INDIRECT function*Testing conditions with the LOGICAL functions (IF, AND, OR, NOT)*Using ERROR checking functions |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Create KPI Dashboards for Maximum Impact (Self-Study) (24SX-0043)24SX-0043 | *Dashboard design guidelines*Setting up a Data Model*Creating calculated fields and columns*Creating KPIs*Adding a linked table to the data model*Creating PivotTables and PivotCharts*Adding Power View visualizations*Reviewing the completed dashboard |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Feature Review in 100 minutes (Self-Study) (24SX-0044)24SX-0044 | *Review of Excel's features and functions*Walk-through of Excel's ribbons *What the Excel features and functions can do for you |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Formatting Spreadsheets for Beginners (Self-Study) (24SX-0045)24SX-0045 | *Cell formatting basics (fonts, fill, borders, alignment, numbers)*Using quick formatting tools (Cell Styles, copy & pasting, cell formats)*Printing your spreadsheets (page layout, printing to paper and PDF) *Creating and using templates*Create a Default layout (Workbook, sheets, settings) |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: From a Blank Sheet to a Finished Workbook (Self-Study) (24SX-0046)24SX-0046 | *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 |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Functions and Formula Shootout (Self-Study) (24SX-0047)24SX-0047 | *Review of formula creation best practices*Demonstration of various Excel functions to enhance calculations*Using Excel functions to perform advanced calculations |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Fundamentals, Data Entry and Basic Formulas (Self-Study) (24SX-0048)24SX-0048 | *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) |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: New Features That Benefit Excel 2019 & O365 Users (Self-Study) (24SX-0049)24SX-0049 | *The new capabilities of Array Formulas*New formula functions, including XLOOKUP, XMATCH, SEQUENCE and more*Using the Ideas feature*Many more new features |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Two Must Know Features; Defined Name and Tables (Self-Study) (24SX-0050)24SX-0050 | *Using Defined Names in formula creation*Learning how Defined Names can lead to more accurate spreadsheets*Using the structured calculations in Excel Tables |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Using Charts for a Non-Financial Audience (Self-Study) (24SX-0051)24SX-0051 | *Selecting the right type of chart*Creating dynamic charts*Choosing what data to display as a chart*Customizing charts using various options*Printing and sharing charts |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Excel: Using PivotTables for Data Analysis (Self-Study) (24SX-0052)24SX-0052 | *The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts |
Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
Excel: Working With Text, Date and Time Functions and Formulas (Self-Study) (24SX-0053)24SX-0053 | *Using Text functions to join and separate text entries*Inserting Text functions to work with imported data*Performing date and time calculations with the Date and Time functions |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Exploring Internal Controls: That Could Have Prevented Frauds (Self-Study) (24SX-0054)24SX-0054 | *Examination of actual frauds
*Discussion of internal controls that could have prevented the frauds
*Contemplation of epiphanies for your own professional scenarios |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Exploring the New Lease Accounting Standard (Self-Study) (24SX-0055)24SX-0055 | *What is a lease?
*Recognition and measurement of lease assets and liabilities Impact on lessors and lessees
*Disclosures and transition rules
*Effective dates |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Financial Accounting for Related Party Transactions (Self-Study) (24SX-0056)24SX-0056 | *FASB codification provisions for transactions with related parties, including business owners and special purpose entities.
*Compare and contrast those rules with the AICPA financial reporting framework for small and medium-sized entities.
*Review the tax accounting related taxpayer standards.
*Real-life examples applying the various authoritative standards. Consequences of failing to comply with the standards. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Financial Statement Shenanigans (Self-Study) (24SX-0057)24SX-0057 | *Factors that cause people to commit financial statement fraud
*The seven most common ways of "cooking the books"
*SpecifiC Corporate scandals which highlight "financial shenanigans"
*Increasing your awareness of possible techniques to detect financial statement irregularities and potential fraud |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Fixing Your Chart of Accounts (Self-Study) (24SX-0058)24SX-0058 | *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 memorization
*Fixing 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 |
Self-Study | | On-Demand | 1.5 CPE (1.5 tech, 0 non-tech) | |
Fraud & Embezzlement: Case Studies from the Trenches (Self-Study) (24SX-0059)24SX-0059 | *How organizations can find themselves defrauded due to lax oversight and weak internal controls.
*How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.
*illustrations of the issues companies should look for in preventing fraud and embezzlement. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Fraud Trends: Applying Real-life Lessons to Small- and Mid-Size Entities (Self-Study) (24SX-0060)24SX-0060 | *Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and Abuse
*Real-life examples of fraud in nonpublic entity and nonprofit environments.
*Cyber-security risks of fraud |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Fundamentals of Income Taxation (Self-Study) (24SX-0061)24SX-0061 | *Standard Deductions v. Itemized Deductions
*Defining ordinary income, capital gains and qualified dividends.
*Cash v. Accrual methods
*Above- and Below- the Line deductions
*Extensions for filing a return
*Calculating the federal tax liability |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
GAAP Alternatives: Perfect Storm (Self-Study) (24SX-0062)24SX-0062 | *Review of special purpose frameworks
*Discussion of non-GAAP options for financial reporting
*U.S GAAP alternatives for certain entities |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
GASB 87: Are You Ready? (Self-Study) (24SX-0063)24SX-0063 | *Leases*GASB 87*Financial reporting |
Self-Study | | On-Demand | 1.5 CPE (1.5 tech, 0 non-tech) | |
Grading Your Auditors: Are You Getting the Most Value? (Self-Study) (24SX-0064)24SX-0064 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
How Fraud Can Affect Smaller Organizations (Self-Study) (24SX-0065)24SX-0065 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
How SASs No. 134-145 Improve Risk-Based Audits (Governmental) (Self-Study) (24SX-0066)24SX-0066 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits
*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements
*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates
*New definitions and requirements related to identifying and evaluating risks of material misstatement
*Other important matters contained in SAS Nos. 134-145 |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
If You Only Knew What Microsoft Word Could Do (Self-Study) (24SX-0067)24SX-0067 | *Best practices for those creating Word documents of all types*Using Word Styles to enhance and organize documents*Word features like PDF editing, automatic tables of contents, and cross-referencing that save time and add value |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Implementing and Maintaining an Internal Controls (Part 1) (Self-Study) (24SX-0068)24SX-0068 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Implementing and Maintaining an Internal Controls (Part 2) (Self-Study) (24SX-0069)24SX-0069 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Independence and Conflicts of Interest (Self-Study) (24SX-0070)24SX-0070 | *AICPA Code of Conduct: Independence, Conflicts of Interest
*Case Study: Olympus
*Case Study: Buca di Beppo |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Integrity, Objectivity and Judgment: Values in Action (Self-Study) (24SX-0071)24SX-0071 | *AICPA Code of Conduct: Integrity and Objectivity
*Case Study: Mortgage crisis of 2007-2010
*Case Study: World Com |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
Internal Control Changes for Remote Workers (Self-Study) (24SX-0072)24SX-0072 | *The benefits and pitfalls of remote employees *How to maximize the value provided by distance workers *Policies, procedures, and control measures designed for a more geographically dispersed workforce. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Internal Control: Testing for Operating Effectiveness (Self-Study) (24SX-0073)24SX-0073 | *Generally accepted audit requirements related to testing controls for operating effectiveness*Identifying key controls that may prove effective and efficient to test in a control reliance strategy*Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control*Leveraging audit evidence available for Service Organization Control (SOC1) Reports*General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Internal Controls to Mitigate Financial Reporting Risk (Self-Study) (24SX-0074)24SX-0074 | *Evolution of internal control concepts*Revamped 2013 COSO Internal Control - Integrated Framework*Designing an adequate "umbrella" of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or error*Specific internal control considerations and sample documentation for smaller entities*Additional responsibilities for audits in accordance with Sarbanes-Oxley Act, Government Auditing Standards, and Single Audit Act requirements |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Intro to Governmental Accounting (Self-Study) (24SX-0075)24SX-0075 | *Financial reporting*Fund accounting*MD&A*Annual Comprehensive Financial Report |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Intro to NFP Accounting (Self-Study) (24SX-0076)24SX-0076 | *Accounting for nonprofit organizations
*Net assets
*Agency transactions
*Contributions
*Endowments
*Programmatic investments
|
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
IRS Penalties and Abatements (Self-Study) (24SX-0077)24SX-0077 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties
*Rules on waiver of penalties and interests
*Various forms and procedures for requesting relief
*First Time Abatement: Requirements and procedures
*How an individual taxpayer qualifies for Reasonable Cause abatement
*Procedures for requesting refund of paid penalties
*Available administrative options |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Like-kind Exchanges in Real Estate Transactions (Self-Study) (24SX-0078)24SX-0078 | *Like-kind exchanges have been hailed as one of the few "legal tax shelters" still available for real property investments, but it is really a result of favored tax policy.
*These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability.
*These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
LinkedIn Profile Secrets for CPAs (Self-Study) (24SX-0079)24SX-0079 | *Effective branding and LinkedIn profile positioning for CPAs
*Best practices and tips for each profile feature
*Optimizing language and words to attract clients: Your headline, essay, descriptions, and keywords
*Sizzle elements: Your headshot, background banner, videos, and media
*Essential LinkedIn settings and privacy for CPAs |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Compilation, Preparation and Review Basics and Peer Reviews (Self-Study) (24SX-0080)24SX-0080 | *Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.
*New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.
*Common peer review findings.
*Practice tips for high-quality engagements.
|
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Auditing, SSARS and Attest Update (Self-Study) (24SX-0081)24SX-0081 | *Identify the most recent changes in auditing, reviews, compilations and other attestation engagements
*Select practice tips for achieving high quality engagements
|
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Common Findings in Single Audits (Self-Study) (24SX-0082)24SX-0082 | *Overview of Single Audit
*Consequences of Noncompliance
*Overview of findings and observations by compliance requirement
*Single Audit findings and observations from AICPA Peer Review and OIG
*Ways to prevent findings
|
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Comprehensive Accounting and Financial Reporting Update (Self-Study) (24SX-0083)24SX-0083 | *CECL for nonfinancial institutions.
*Accounting for Paycheck Protection Program loans.
*Accounting for web-hosting services.
*Revenue recognition.
*Leases.
*FASB projects in progress.
|
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Peer Reviews of SSARS Engagements (Self-Study) (24SX-0084)24SX-0084 | *Basic requirements of an engagement review.
*Qualifications for serving as a peer reviewer.
*Involvement of peer review administrators and technical staff, peer review committees, AICPA, state boards of accountancy.
*Engagement selection criteria, information to be provided to the peer reviewer, the evaluation of engagements, the synthesis of matters, the nature of the reports, what happens if there is a nonconforming engagement, follow-up actions required by the committee.
*Common engagement review findings and tips for passing peer review.
|
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Yellow Book Independence and Single Audit Fundamentals (Self-Study) (24SX-0085)24SX-0085 | *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
|
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
AICPA Audit Quality Update and Quality Management Standards (Self-Study) (24SX-0086)24SX-0086 | *Analysis of the AICPA's Enhancing Audit Quality Initiative
*Trends in audit quality
*Latest on the DOL's audit quality study
*Peer review findings and practice tips for achieving high practice quality
*AICPA's new SQMS - Overview, implementation considerations, timeline, and AICPA implementation resources
*PCAOB and IAASB quality management standards and the potential impact on AICPA standards
|
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
ASC 842, Leases: Implementation Issues and Lessons Learned (Self-Study) (24SX-0087)24SX-0087 | *FASB's Accounting Standard Update for Leases (ASC Topic 842)
*Key differences between ASC Topic 842 and ASC Topic 840
*Implementation options, entries, practical expedients, and remeasurement-triggering events
*FASB ASU 2023 - 01 - Leases (Topic 842): Common Control Arrangements
|
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
NFP Reporting and Presentation (Self-Study) (24SX-0088)24SX-0088 | *Presentation of NFP financial statements focusing on ASU 2016-14 and ASU 2016-18 with example disclosures
*Common pitfalls on functional expense reporting
*Tips to consider on functional expense reporting
*Ways to manage liquid resources
*Peer review findings relating to implementation of ASU 2016-14
*Items to consider when preparing for an audit and reviewing financial statements related to COVID-19 (underwater endowments, liquidity, going concern, subsequent events etc.)
*Key facts and impacts on current ASUs
*Cybersecurity issues
|
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Ethics and Technology for CPAs (Self-Study) (24SX-0089)24SX-0089 |
*The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.
*The profession's need to change to meet its ethics standard in a technology-centric environment.
*Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.
|
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Creating a Culture of Trust in a Fraud-filled World (Self-Study) (24SX-0090)24SX-0090 | *Discuss why fraudsters are becoming more brazen, how you protect yourself and your organization.
*Consider the concept of trust and how can you establish real trust within your organization.
*Discuss the pressures that cause CPAs to cross the line. What are the ethical principles that CPAs are required to follow? Who is responsible for fraud prevention?
|
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Ethics - Regulatory and Standards Update (Self-Study) (24SX-0091)24SX-0091 | *Recent ethics standards changes that impact your practice.
*Key regulatory changes and initiatives affecting CPAs and the future of the profession.
*Emerging issues and standard-setting activity that could affect your practice.
*Practical applications of the standards and common practice issues and challenges. Examples include independence issues, serving clients in the cannabis industry, and reporting potential noncompliance with laws and regulations to third parties.
*How failure to follow the standards can result in unwanted regulatory actions and publicity.
|
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
Nonprofit Taxation: Key Tax Rules (Self-Study) (24SX-0092)24SX-0092 | *Recent tax legislation and developments related to non-profit entities such as charities, hospitals, universities and other non-profits
*A discussion of the basics of unrelated business income tax
*Excise tax on salaries exceeding $1 million
*Denial of fringe benefits and taxation of their value as UBIT
Separating businesses for purposes of UBIT
*Excess parachute payments |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Online Fraud Targeting Individuals & Companies (Self-Study) (24SX-0093)24SX-0093 | *Types of fraud that targets individuals*How organizations can work to reduce risk for workers |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Operations Level Internal Control (Self-Study) (24SX-0094)24SX-0094 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Partnership/LLC Taxation: Tax Basis Capital Accounts (Self-Study) (24SX-0095)24SX-0095 | *Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners
*The meaning of a "tax basis capital account"
*How the financial accounting and tax capital accounts differ from one another
*Determine a partner's share of the partnership's liabilities
*Distinguish "recourse" loans from "nonrecourse" loans
*What are "qualified nonrecourse financing" loans and how they affect partners
*Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting
*Section 4655 "at risk" rules and how they impact Schedule K-1 reporting |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Partnerships: How to Calculate Partner Basis (Self-Study) (24SX-0096)24SX-0096 | *How to calculate the basis when the entity is formed, including the impact of contributed property
*Explains 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 to illustrate the mechanics of the basis determination process
*Explanation of how basis is impacted by distributions of partnership property and sale and/or liquidation of the partnership interest |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Personality Styles: Adapting to Different Types of Personalities for Improved Relationships and Interactions (Self-Study) (24SX-0097)24SX-0097 | *Defining primary personality style characteristics
*Determining your own primary personality style and the style of others
*Effectively adapting for improving interactions with various personality styles
*Leveraging strengths and minimizing the negative impact of personality weaknesses
*Applying personality style analysis to real-life situations involving clients, staff, peers and superiors |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Power BI: Analyze Your Data with Excel PivotTables (Course 3) (Self-Study) (24SX-0098)24SX-0098 | *The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts |
Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
Power BI: Create Excel Dashboards for Maximum Impact (Course 4) (Self-Study) (24SX-0099)24SX-0099 | *Dashboard design guidelines*Using Excel features to create visuals*Using visuals to create dashboards*Introduce new Power BI tools that enhance visual and dashboard creation |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Power BI: Go Beyond PivotTables with Power Pivot (Course 6) (Self-Study) (24SX-0100)24SX-0100 | *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 Pivot |
Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
Power BI: Introduction to MS Power BI Tools (Course 1) (Self-Study) (24SX-0101)24SX-0101 | *The challenge of using Excel for Data Analysis*An overview of the various Power BI Tools*An overview of when and why to use each Power BI Tool*A tour of each tools interface |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Power BI: OLAP Formulas & More Time Intelligent Functions (Self-Study) (24SX-0102)24SX-0102 | *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 |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Power BI: Prepare Your Data Efficiently for Excel Analysis (Course 2) (Self-Study) (24SX-0103)24SX-0103 | *Getting data into the correct structure*Data sources that you can access*Working with multiple tables and data sources*Steps to import data for analysis*Introduction to Power Query and Get and Transform |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Power BI: Share Your Data Analysis using PowerBI.com (Course 9) (Self-Study) (24SX-0104)24SX-0104 | *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 others |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Power BI: Use Advanced Calculations with DAX Formulas (Course 7) (Self-Study) (24SX-0105)24SX-0105 | *Review Power Pivot calculations (column calculations vs. measures)*Create advanced DAX formulas*Using a Date / Calendar table for data analysis*The DAX calculation process |
Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
Power BI: Use PBI Desktop to Create Reports and Dashboards (Course 8) (Self-Study) (24SX-0106)24SX-0106 | *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 visualizations |
Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
Power BI: Use Power Query to Transform Your Data (Course 5) (Self-Study) (24SX-0107)24SX-0107 | *Append files Combine multiple files from a folder*Add custom columns*Unpivot a table*Create a lookup table from a table |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Practical Excel Topics for the CPAs (Self-Study) (24SX-0108)24SX-0108 | *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 |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Real Estate Professionals, Passive Activity and Section 199A (Self-Study) (24SX-0109)24SX-0109 | *Definition of a real estate professional
*Pros and cons of being a real estate professional
*Integration of the real estate professional rules with reporting on Form 1040, Schedule E
*Real estate professionals and indirectly owned (partnerships, S Corporations) entity's reporting on Form 1040
*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules
Real estate professionals and the Form 8582 (Passive Activities)
*How to make the "grouping" election for passive activities and the flow-through deduction
*Several real-life situations illustrating the various possibilities and the consequences of failing to comply with the real estate professional standards
*Real estate professionals and the "former passive activities" rules |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Reference Rate Reform (Self-Study) (24SX-0110)24SX-0110 | *LIBOR *Reference rate reform |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Risk Management in a Post-Covid World (Self-Study) (24SX-0111)24SX-0111 | *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 |
Self-Study | | On-Demand | 1.5 CPE (1.5 tech, 0 non-tech) | |
Roadmap to Ethical Decision Making (Self-Study) (24SX-0112)24SX-0112 | *Review the AICPA's Code of Professional Conduct.
*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters.
*Discuss the principles of professional conduct.
*Address compliance with professional standards.
*Use case studies to address circumstances that may create threats to independence. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
S Corporations: How to Calculate Shareholder Basis (Self-Study) (24SX-0113)24SX-0113 | *Analyzes the calculation of basis when the entity is formed including the impact of contributed property
*Determine the importance of shareholder loans to the entity
*Uses a comprehensive example to illustrate the mechanics of the basis determination process
*Calculate how basis is impacted by distributions of corporation property
*Identify how basis is impacted by sale/or liquidation of the S Corporation interest
*Determine how to get from the Schedule K-1 information to the basis calculations |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Schedule C of Form 1040 (Self-Study) (24SX-0114)24SX-0114 | *Schedule C
*Business Deductions
*Self-employment taxes
*Business use of a vehicle
*Section 179 and Bonus Depreciation |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Section 174: New Rules for Research & Experimentation (Self-Study) (24SX-0115)24SX-0115 | *Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs.
*Comparison of the Section 41 R&E credit to the Section 174 R&E deduction.
*Financial accounting for R&E costs.
*Required change of accounting method and Form 3115.
*Revised treatment of software development costs.
*Comprehensive case problems explaining implementation of the law changes. |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Section 199A Deduction: Rules and Forms Reporting (Self-Study) (24SX-0116)24SX-0116 | *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 199A compared to self-rental rule for passive activities
*Differing impact on the sole proprietorship, partnerships and S Corporations
*Forms reporting in Form 8995 and Form 8995-A
*199A flowchart |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Secure Act 2.0: What You Need to Know (Self-Study) (24SX-0117)24SX-0117 | *Expanding Automatic Enrollment in Retirement Plans
*Increased Age for RMDs
*Higher Catch-up Contribution Limit
*Emergency Expense Penalty-Free Withdrawals
*"Starter" 401(k)s for Certain Employers
*Part-time Worker Improved Coverage
*Excise Tax Reduction for Certain Retirement Plan Accumulations
*Employee Plan Conflict Resolution Expansion
*Retroactive First Year Elective Deferrals For Sole Proprietors
*Change in Plan Requirements for Unrollees
*Surviving Spouse Election
*Reduced Tax on Excess Contributions
*Timely Plan Amendment Changes
*Elective Deferral Changes
*Employer Match as Roth Contribution |
Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
Self-Rental Real Estate: Passive Activity & Section 199A (Self-Study) (24SX-0118)24SX-0118 | *Definition of self-rental property - both for Sections 199A and 469
*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1
*Self-rental income from indirectly owned (partnerships, S Corporations) and reporting on Form 1040, Schedule E, page 2
*Form 8582 (passive activity)
*The flow-through entity grouping election
*Illustrative examples and consequences of failing to comply with the reporting standards
*Self-rental property and "former passive activities" rules |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Shortcuts that Excel Users Love (Self-Study) (24SX-0119)24SX-0119 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Shorten Month-End Closing Best Practices (Self-Study) (24SX-0120)24SX-0120 | *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 |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Steps to Stop External Fraud (Self-Study) (24SX-0121)24SX-0121 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Talk This Way: Communication Skills for the CPA (Self-Study) (24SX-0122)24SX-0122 | *Pervasive best practices for effective communication
*Specific strategies for written materials
*Unique considerations for verbal presentations
*The importance of recursive revision
*Tips for success
*Pitfalls to avoid |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
Taxation of Business Entities (Self-Study) (24SX-0123)24SX-0123 | *Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership)
*Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business.
*Future tax considerations that will impact various business entities. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Taxation of Judgement and Settlements (Self-Study) (24SX-0124)24SX-0124 | *Types of damages or remedies that can be awarded or agreed upon pursuant to litigation.
*Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments.
*Suggestions for drafting pleadings or settlement agreements. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Taxation of Non-fungible Tokens (NFTs) (Self-Study) (24SX-0125)24SX-0125 | *NFT basics
*Classification of NFTs
*Current Legislative and Policy Environment
*Tax implications of creation, sales and exchanges of NFTs. |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
The Art of Discipline and Getting Things Done: Applying Better Time, Team and Project Management Techniques (Self-Study) (24SX-0126)24SX-0126 | *Creating a culture of discipline
*Project and time management best practices
*Avoiding common time wasters
*Tips for both getting, and staying, organized
*Managing stress for yourself and others
*Managing productive meetings |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
The Choice of Entity Decision: What is Best for Your Client? (Self-Study) (24SX-0127)24SX-0127 | *Recent tax legislation and developments related to various entities, including sole proprietorships, single member LLCs, partnership/LLCs, S Corporations, and C Corporations.
*Impact of the Section 199A deduction
*Ramifications of the C to S election and the S to C election
*Corporate tax rate to individual tax rate comparison examples
*Other related topics |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
The Impact of Environmental, Social, and Governance (ESG) Related Matters on Financial Statements and Audits (Self-Study) (24SX-0128)24SX-0128 | *Overview of the impact environmental, social, and governance (ESG) matters have on the financial world
*Evolving guidance from the AICPA and other stand-setters related to ESG matters
*Risks of material misstatement in financial statements and related disclosures emerging from ESG matters |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
The Impact of SAS No. 145 on Risk-Based Audits (Self-Study) (24SX-0129)24SX-0129 | *New definitions and requirements related to identifying and evaluating risks of material misstatement per SAS No. 145
*Improved application of risk-based audit concepts for a higher-quality audit |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
The Lifecycle of a Criminal Tax Investigation (Self-Study) (24SX-0130)24SX-0130 | *Who investigates tax crimes?*How are the tax crimes found?*What happens if tax crimes are discovered?*What steps are taken from the beginning of the investigation to imprisonment? |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Top Accounting, Operational, Compliance Challenges for Nonprofits (Self-Study) (24SX-0131)24SX-0131 | *Special accounting and financial reporting considerations for nonprofits
*Unique operational considerations for nonprofit management and those charged with governance to monitor
*Compliance requirements commonly faced by nonprofits when providing external financial information |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Treasury Circular 230 for EAs and Other Tax Preparers (Self-Study) (24SX-0132)24SX-0132 | *Circular 230
*Conflicts of interest
*Loving case
*RTRP |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
Understanding Internal Control Constructs (Self-Study) (24SX-0133)24SX-0133 | *Underlying concepts of internal control*The importance of control measure interdependency |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Minnesota Estate Tax: Filing Rules, Planning Ideas and Form M706 (Webinar) (24WM-0012)24WM-0012 | *Qualified small business and farm property deduction -- what it is, who qualifies and how to report
*Prior year gifts made -- Minnesota’s treatment of gifts and three-year add-back
*Minnesota residents with non-Minnesota assets -- calculations and examples (tangibles and intangibles)
*Minnesota non-residents with Minnesota assets -- calculations and examples (tangibles and intangibles)
*Planning opportunities, before and after death, specific to Minnesota residents and Minnesota assets |
8/6/2024 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Understanding the Form 990 and its Preparation Prerequisites (Webinar) (24WX-0065)24WX-0065 | *Overview of the Form 990's design and goals in play upon the Core Form and tack-on Schedules*Address of the definition's key factors that make a third-party organization a "related organization"*Exploring the definitions of parties who are to be disclosed as managers at Part VII-A (i.e., as a TDOKE -- a Trustee/Director (TD)/Officer (O)/Key Employee (KE) -- or as a High 5) and understanding what is the definition and measure of "reportable compensation"*Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule L*Applying the definition of "business relationship" as same is used in Part VI*Sequencing of the form's preparation tasks and who to go to for information*Working with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulators |
6/24/2024 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
New Interstate Insights: Regional Perspectives on Multistate Tax Trends (Webinar) (24WM-0011)24WM-0011 | *Nexus*State income taxes for partnerships, S corps, C corps and individuals*And more! |
6/26/2024 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Understanding the Form 990 and its Preparation Prerequisites (Webinar) (24WX-0062)24WX-0062 | *Overview of the Form 990's design and goals in play upon the Core Form and tack-on Schedules*Address of the definition's key factors that make a third-party organization a "related organization"*Exploring the definitions of parties who are to be disclosed as managers at Part VII-A (i.e., as a TDOKE -- a Trustee/Director (TD)/Officer (O)/Key Employee (KE) -- or as a High 5) and understanding what is the definition and measure of "reportable compensation"*Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule L*Applying the definition of "business relationship" as same is used in Part VI*Sequencing of the form's preparation tasks and who to go to for information*Working with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulators |
5/8/2024 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Understanding the "Most Common" Form 990 Schedules: A, B & C (Webinar) (24WX-0064)24WX-0064 | *What 990 preparers need to know about the benefits of a 501(c)(3) organization being a public charity rather than a private foundation (and how Schedule A, Part I "claims" such status)*The public policy precepts and resulting emphasis preparers must apply in approaching the predominant (and easier) "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 |
6/20/2024 | 9:30 a.m. - 12 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
Understanding the "Most Common" Form 990 Schedules: A, B & C (Webinar) (24WX-0063)24WX-0063 | *What 990 preparers need to know about the benefits of a 501(c)(3) organization being a public charity rather than a private foundation (and how Schedule A, Part I "claims" such status)*The public policy precepts and resulting emphasis preparers must apply in approaching the predominant (and easier) "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 |
5/24/2024 | 8:30 - 11 a.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
New AI Ethics: Balancing on the Tightrope (Webinar) (24WM-P004)24WM-P004 | *Technology threats*Ethical challenges posed by AI technologies*Opportunities for development*Vulnerabilities and risk mitigation -- adversarial attacks, data poisoning and AI-driven disinformation*Learning opportunities
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9/11/2024 | 1 - 2:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
Monthly Tax Update with Ed Zollars - Fall/Winter Bundle (Webinar) (24WM-0013)24WM-0013 | *Webinar 1: Topic TBA -- October 21, 10-11:40 a.m.
*Webinar 2: Topic TBA -- November 26, 10-11:40 a.m.
*Webinar 3: Topic TBA -- December 19, 10-11:40 a.m.
*Webinar 4: Topic TBA -- January 15, 10-11:40 a.m. |
10/21/2024 | 10 - 11:40 a.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Monthly Tax Update with Ed Zollars: Topic TBA (Webinar) (24WM-0014)24WM-0014 | *Coming soon |
10/21/2024 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Monthly Tax Update with Ed Zollars: Topic TBA (Webinar) (24WM-0015)24WM-0015 | *Coming soon |
11/26/2024 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Monthly Tax Update with Ed Zollars: Topic TBA (Webinar) (24WM-0017)24WM-0017 | *Coming soon |
1/15/2025 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Monthly Tax Update with Ed Zollars: Topic TBA (Webinar) (24WM-0016)24WM-0016 | *Coming soon |
12/19/2024 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Auditing Complex Management Estimates (Virtual) (24SR-0027)24SR-0027 | *Common accounting estimates
*Accounting guidance related to loss and gain contingencies
*Audit guidance related to auditing accounting estimates
*Auditing expected credit losses under ASC 326
*Overview of the requirements of SAS 143
*Key changes to auditing estimates due to the issuance of ASC 326 |
11/7/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Ethics Update for CPAs (Webinar) (24WM-0019)24WM-0019 | *Basic framework of the AICPA Code of Professional Conduct*Current issues in ethics code revisions*Noncompliance with laws or regulations (NOCLAR)*Unpaid fees*CPA exam disclosures*DOL independence*Private equity ownership |
5/23/2024 | 10 - 11:40 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
New M&A: A Roadmap to a Transaction (Webinar) (24WM-0018)24WM-0018 | Major subjects coming soon |
12/16/2024 | 1 - 1:50 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
New Minnesota Cannabis Insights (Virtual) (24SR-P044)24SR-P044 | *Cannabis industry overview
*Minnesota-specific cannabis update
*Social equity in the cannabis industry
*280E tax compliance
*Cannabis case law discussion
*Business valuation for cannabis companies
*Financial statement audits of cannabis companies
*Key steps to exploring the cannabis business
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6/25/2024 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
Business & Industry Miniseries (Virtual) (24CF-P001)24CF-P001 | *Coming soon |
11/14/2024 | 8:30 a.m. - 4:10 p.m. | Online | 8 CPE (see agenda) | |
Business & Industry Miniseries (Virtual) (24CF-P002)24CF-P002 | *Coming soon |
2/11/2025 | 8:30 a.m. - 4:10 p.m. | Online | 8 CPE (see agenda) | |
Buying and Selling a Business: Tax and Structuring Overview (Virtual) (24SR-0029)24SR-0029 | *Economic update
*Post-pandemic leadership and management shifts
*Managing for productivity
*Hiring the best people for the organization
*New motivation techniques |
10/23/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
IRS Tax Examinations and Hot Issues (Virtual) (24SR-0028)24SR-0028 | *Coverage of the Inflation Reduction Act of 2022
*Criteria that the IRS uses to select returns for examination
*Vehicles, meals, and virtual currency considerations
*Worker classification determinations on who is an employee and who is an independent contractor
*S Corporation officer's reasonable compensation issues
*Responsibilities to pay the employment taxes when the business defaults
*Tax-related identity theft procedures |
10/23/2024 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Virtual) (24SR-0030)24SR-0030 | *Economic update
*Post-pandemic leadership and management shifts
*Managing for productivity
*Hiring the best people for the organization
*New motivation techniques |
10/24/2024 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Most Critical Challenges in Not-for-Profit Accounting Today (VIrtual) (24SR-0032)24SR-0032 | *Economic update
*Post-pandemic leadership and management shifts
*Managing for productivity
*Hiring the best people for the organization
*New motivation techniques |
11/4/2024 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Multistate Income Tax Issues (VIrtual) (24SR-0033)24SR-0033 | *Economic update
*Post-pandemic leadership and management shifts
*Managing for productivity
*Hiring the best people for the organization
*New motivation techniques |
12/3/2024 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
The Top Five Tax Issues in Dealing with LLCs and Partnerships (Virtual) (24SR-0031)24SR-0031 | *Economic update
*Post-pandemic leadership and management shifts
*Managing for productivity
*Hiring the best people for the organization
*New motivation techniques |
10/24/2024 | 1 - 4:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
Understanding/Creating Internal Control Systems (Part 1) (Self-Study) (24SX-0134)24SX-0134 | *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 |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
Understanding/Creating Internal Control Systems (Part 2) (Self-Study) (24SX-0135)24SX-0135 | *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 |
Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
What You Can Learn from the Statement of Cash Flows (Self-Study) (24SX-0136)24SX-0136 | *Preparation of the statement of cash flows
*Importance of identifying sources and uses of cash in financial reporting
*Financial statement analysis
*Cash-related financial statement disclosures |
Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
What's New in Excel (Self-Study) (24SX-0137)24SX-0137 | *New features and tools in Excel*Updates to the Excel Function Library |
Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
You Don't Know What You Don't Know About Excel (Part 1) (Self-Study) (24SX-0138)24SX-0138 | *Excel shortcuts and time savers*Working with templates, formats, styles, and themes*Customizing and enhancing Excel*Protecting and securing workbooks*Formula building and the Excel function library |
Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
You Don't Know What You Don't Know About Excel (Part 2) (Self-Study) (24SX-0139)24SX-0139 | *Excel shortcuts and time savers*Working with templates, formats, styles, and themes*Customizing and enhancing Excel*Protecting and securing workbooks*Formula building and the Excel function library |
Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
Become an Ethical Leader to Drive Crucial Business Results (Webinar) (24WM-0020)24WM-0020 | *An effective altruist turns into a massive fraud
*Ethical perspectives that shape your foundation for ethical decision-making
*A real-life case study that demonstrates the importance of being a "voice of one"
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6/25/2024 | 1 - 2:40 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |