CPE Catalog & Events
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OSCPA's Kurt Oestriecher Symposium - VIRTUAL
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Online
8.00 Credits
2026 Agriculture Tax & Accounting Conference - VIRTUAL
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Online
10.00 Credits
Member Price: $369
Forensic, Litigation, and Business Valuation Conference - VIRTUAL
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Online
16.00 Credits
Member Price: $589
Preparing and Writing Findings in Yellow Book and Single Audits
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Online
4.00 Credits
Member Price: $180
• The types of audit findings reported in Yellow Book and single audit engagements • The finding elements required by the GAO and OMB standards • Where audit findings get communicated in the reporting process
You’ve Got This: An Introduction to Yellow Book and Single Audits
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Online
4.00 Credits
Member Price: $180
• What's included (and excluded) in a Yellow Book audit • Key qualification, performance, and reporting standards under the Yellow Book • How single audits differ from financial statement audits, plus core concepts like the SEFA, major program determination, and findings reporting • Fundamentals of testing internal controls over compliance and performing compliance testing
Leading From the 50-Yard Line: Financial Strategy in a High-Stakes Industry - VIRTUAL
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Online
2.00 Credits
Member Price: $109
What it takes to be an effective leader in your organization. Financial leadership in the NFL and high-level professional sports. Managing organizational risk and accountability in highly visible environments. Budgeting, salary cap structures and financial oversight. Expanding leadership responsibilities beyond finance.
Review and Analysis of Crucial OBBBA Changes
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Online
2.00 Credits
Member Price: $105
• Changes to the standard deduction • Senior deduction • Deduction for auto loan interest • Estate tax changes and the portability option • Tax consequences associated with investing in revised opportunity zones • Full expensing of domestic R&E • Individual and corporate charitable contributions • Wagering losses • Student loan discharges • Taking advantage of scholarship granting organizations (SGOs) • Dependent care assistance program • Other crucial OBBBA provisions
K2's CPA Firm Update
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Online
2.00 Credits
Member Price: $105
Emerging trends like changes in client expectations, supplier strategies, and competitive dynamics , AI and advanced software innovations with tailored solutions for service lines like tax, audit, advisory, and niche industries , Next-gen automation tools, including the role of machine learning, RPA, and advanced analytics in streamlining operations , Optimal technology stacks to enhance firm productivity, efficiency, and profitability , Cybersecurity advancements. Proactive approaches to safeguarding client and firm data
K2's CRM - The Ultimate Business Automation Tool
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Online
2.00 Credits
Member Price: $105
Overview of CRM functionalities tailored to accounting, including customizations and integrations , Integrated tools that leverage CRM data for automating tasks and improving efficiency , Strategies for successfully adopting a CRM platform and solutions to overcome common challenges
Making Sense of Essential OBBBA Provisions
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Online
2.00 Credits
Member Price: $105
• Bonus and Section 179 depreciation • Depreciation of qualified production property • The business interest deduction • Tax on excess compensation within tax-exempt organizations • Excise tax on investment income of private colleges • ABLE accounts and the Saver's Credit • Child Tax Credit • Casualty losses • Other crucial OBBBA provisions
Don Farmer's Partnership Basis Deep Dive: Inside vs. Outside Basis
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Online
2.00 Credits
Member Price: $89
Partnership basis concepts discussing the technical distinction between inside basis and outside basis and their role in partnership taxation Calculation of initial and adjusted outside basis for partner contributions of cash, property, and liabilities Impact of partnership allocations, distributions, and IRC §752 liability allocations on partner basis Basis adjustments and reporting risks Application of basis rules to loss deductibility and gain recognition on distributions Reconciliation of partner capital accounts to tax basis schedules for compliance and planning purposes
K2's Technology Update
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Online
4.00 Credits
Member Price: $180
Developments in hardware and software , Options for communicating and collaborating more effectively , Addressing cybersecurity issues
Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
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Online
2.00 Credits
Member Price: $180
• 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
K2's Mastering Advanced Excel Functions
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Online
4.00 Credits
Member Price: $180
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
K2's Ripped From The Headlines: Lessons From Interesting Tech Crimes
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Online
2.00 Credits
Member Price: $105
Common security weaknesses that occur with hardware and software at home and in the office , Malware, ransomware, data breach, and incident response tips , Internal control failures which result in the theft of assets or unauthorized manipulation of data
AICPA Quality Management Standards: A Focus on Year Two
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Online
2.00 Credits
Member Price: $105
• Quality management standards - SQMS 1-3 • SAS 146, SSARS No. 26, and SSAE 23 • Performing and documenting the firm's evaluation of the SQM (major focus) • Setting up an SQM
Cybersecurity Risk Management for Financial Professionals: Policies, Controls, and Emerging Threats
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Online
2.00 Credits
Member Price: $105
• Core components of a cybersecurity risk management program • Overview of key policies, controls, and procedures for financial organizations • Applicability of global compliance standards, like the EU AI Act and GDPR, in the U.1`S. financial landscape • Case studies: financial implications of breaches and mitigation strategies • Best practices for integrating cybersecurity with financial reporting
Compilation Engagements Under the SSARS (PCE4)
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Online
4.00 Credits
Member Price: $180
Relevant sections of SSARS No. 21, Clarification and Recodification SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018 SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services SSARS No. 27, Applicability of AR-C Section 70 to Financial Statements Prepared as Part of a Consulting Services Engagement Comprehensive sample engagement work programs for preparation and compilation engagements Prescribed form, specified line item, pro forma, and other engagement variations Complete illustrations of relevant engagement letters, reporting, and other required communications for preparation and compilation engagements
Incident Response and Case Studies in AI-powered Cybersecurity
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Online
2.00 Credits
Member Price: $105
• Frameworks for incident response (e.g., NIST Cybersecurity Framework) • Case studies of notable AI-powered cybersecurity incidents (e.g., ransomware, data breaches) • Practical tips for financial professionals to manage crises • Post-incident analysis and lessons learned • Building organizational resilience through continuous improvement
What's Coming Next: Technology Strategies for CPAs
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Online
2.00 Credits
Member Price: $105
The 2026 Market Outlook: Big-Picture Trends and Technology Forecasts, The Best of 2026: Top Hardware and Software Picks for Professionals, The Intelligence Evolution: Transitioning to Real-World Agentic Workflows, Ecosystem Excellence: Maximizing Your Existing Cloud and Mobile Platforms