CPE Catalog & Events
K2's Excel Essentials for Staff Accountants
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Online
8.00 Credits
Member Price: $320
Best practices for creating and working with Excel workbooks Effectively using Excel functions when creating formulas The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks
K2's Excel Tips, Tricks, and Techniques for Accountants
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Online
8.00 Credits
Member Price: $320
Fundamental Excel techniques all accounting and financial professionals should know and use Creating date-based calculations in Excel How to create Excel templates Key options you should enable in Excel Linking data in Excel
K2's Advanced Excel
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Online
8.00 Credits
Member Price: $320
Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations
K2's Accountant's Guide to QuickBooks Online
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Online
8.00 Credits
Member Price: $320
Understanding your QBO subscription and licensing options Recording routine and non-routine transactions in QBO Importing and exporting data to/from QBO Creating effective reports Describing the process for integrating third-party applications with QBO Troubleshooting issues with QBO reports and data
K2's Case Studies in Fraud and Technology Controls
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Online
8.00 Credits
Member Price: $320
Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
K2's Technology Update
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Online
4.00 Credits
Member Price: $175
Developments in hardware and software Options for communicating and collaborating more effectively Addressing cybersecurity issues
K2's Artificial Intelligence For Accounting And Financial Professionals
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Online
4.00 Credits
Member Price: $175
Exploring AI applications in accounting and finance Understanding AI features in everyday tools Embracing the future: AI's impact on finance and accounting
K2's Excel Charting And Visualizations
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Online
4.00 Credits
Member Price: $175
Understanding the best types of visualizations to use in specific situations Creating compelling visualizations using Excel Adding interactivity to your Excel-based visualizations
K2's Advanced QuickBooks Tips And Techniques
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Online
4.00 Credits
Member Price: $175
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
Understanding the Form 990 and its Preparation Prerequisites
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Online
2.00 Credits
Member Price: $99
Overview of the Form 990's design and goals behind the Core Form's and Schedules Address of the key factors that make a third-party organization a "related organization" Exploration of the key definitions comprising Part VII-A's managers (i.e., "TDOKEs"): Trustee/Director (TD)/Officer (O)/Key Employee (KE) and "High 5s", two of which categories are based upon the definition (and magnitude) of "reportable compensation" Understanding the definitions of "family member”, "business relationship", "independence" and "35% controlled entity" which are central to both Core Form Part VI and Schedule L Sequencing of the form's preparation tasks and appreciating who will likely be the providers of relevant caches of data Need for 990-filers to engage a filer's Board of Directors in understanding what the completed Form 990 conveys to the public and regulators
K2's Business Intelligence, Featuring Microsoft's Power BI Tools
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Online
8.00 Credits
Member Price: $320
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
K2's Technology Conference - VIRTUAL
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Online
16.00 Credits
Member Price: $370
K2's Excel PivotTables for Accountants
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Online
8.00 Credits
Member Price: $320
PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables Formatting PivotTables Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot Analytical techniques available in PivotTables
K2's Excel Best Practices
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Online
8.00 Credits
Member Price: $320
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
OSCPA's Annual Members Meeting
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Oklahoma City
7.00 Credits
Member Price: $450
K2's Next Generation Excel Reporting
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Online
8.00 Credits
Member Price: $320
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
K2's Better Productivity Through Artificial Intelligence And Automation Tools
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Online
4.00 Credits
Member Price: $175
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
K2's Ethics And Technology
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Online
4.00 Credits
Member Price: $175
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
K2's QuickBooks For Accountants
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Online
8.00 Credits
Member Price: $320
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