CPE Catalog & Events
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K2's Implementing Internal Controls in QuickBooks Environments
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Online
4.00 Credits
Member Price: $180
Critical risks in QuickBooks environments , Internal control options that can mitigate risk to prudently acceptable levels , Enabling alternative control measures to improve internal controls in QuickBooks environments
Virtual Currency: Keeping Up With the Tax Code (VCR2)
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Online
2.00 Credits
Member Price: $105
Overview of virtual currency Property transactions with virtual currency Receiving virtual currency as payment Paying using virtual currency Charitable donations with virtual currency Gifting of virtual currency Form 8300 reporting
CFO Series: AI in the Digital World (Live Replay)
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Online
8.00 Credits
Member Price: $330
Module 1: Living in the World of AI - How AI Has Changed Ethics • Is it ethical to use AI, or not? • What is ethical AI? Why it matters for finance and business professionals? • Understanding and managing AI hallucinations and misinformation. • Addressing bias in AI tools—even when you didn't build them. • Internal friction: navigating fear, resistance, and cultural challenges. • Guidelines for responsible AI use in your organization. • Accountability and transparency: who is responsible for AI outcomes? • Real-world use cases and what we can learn from them? • Creating sustainable, people-focused AI practices that build trust. Module 2: Accounting in the Age of AI: What Every Leader Must Know About Using AI • What are autonomous general ledgers: what are they and how much can you depend upon them? • Financial statement analysis using AI. • AI use in Budgeting and Forecasting. • Using AI for research and planning (tax and GAAP), e.g. o AI-driven fraud detection tools: capabilities and limits. o What to automate and what to leave alone? • Evaluating vendor claims and setting reasonable expectations. • What to automate, and what to leave alone. • AI ramification on staffing and hiring. • The impact of self-serve AI research on your relationship with your CPA firm Module 3: AI Is Not the Enemy: Practical Tools to Harness Technology • Common AI use cases in accounting and finance • Fraud, deepfakes, data abuse and related risks • Governance frameworks and oversight responsibilities • The EU AI Act and regulatory developments in the U.S. • AI bias, discrimination, and transparency concerns • Internal control and documentation challenges • Questions finance leaders should ask before adopting AI • Aligning AI oversight with your audit and compliance functions Module 4: Beyond Likes and Shares: Can Social Media Really Work at Work? • The huge scale of social media. o What are the many issues? • The impact on trust, reputation, our workforce, and confidentiality • The legal and ethical impact of social media o Examples of firings, dismissals, and silly blunders. • How to develop a marvelous Policy for social media at work o Reduce risk o Advance preparation for crisis management
Schedules K-2 and K-3: Preparation of Forms (KPF2)
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Online
2.00 Credits
Member Price: $105
How to read and complete Parts II and III for Foreign Tax Credit Understand attachment requirements in Part I Practical tips on how to tackle Parts IV and IX for corporate partners How to correctly fill out Part X for foreign partners Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms
Ethical Considerations for CPAs
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Online
4.00 Credits
Member Price: $180
• The CPA's role in today's economy • The similarities and differences between individual and business ethics • The link between ethics, integrity and scruples • The basic attributes of ethics and professional conduct • The history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct • The AICPA's Code of Professional Conduct and a CPA's responsibility to the public, clients, and colleagues • 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
Introduction to Forensic Accounting
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Online
4.00 Credits
Member Price: $180
• Review of the different aspects of forensic accounting • The civil litigation process as it relates to forensic accounting • Litigation services provided by forensic accountants • Fraud detection and prevention • Various types of fraud • Training and certifications in forensic accounting • Forensic accounting in bankruptcy proceedings • Forensic accounting in family law proceedings • Calculating damages for use in litigation • Valuations • Ethical issues pertinent to forensic accounting
K2's Tech Update
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Online
2.00 Credits
Member Price: $105
AI and machine learning trends , Quantum computing in finance , Understanding the growing impact of blockchain and digital currencies in accounting , Software and hardware innovations
K2's Taking A Fresh Look At Teams
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Online
2.00 Credits
Member Price: $105
How Teams got to where it is today , Major components in Teams , Collaboration options , Extending Teams functionality
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
Federal Tax Update - Business and Individual with Ron Roberson - VIRTUAL
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Online
8.00 Credits
Member Price: $430
K2's Office Scripts – The New Macros
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Online
2.00 Credits
Member Price: $105
Introduction to Office Scripts , Recording your first script , Integration with Power Automate
K2's Automation - Beyond The Basics With The Microsoft Power Platform
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Online
2.00 Credits
Member Price: $105
Explanation and demonstration of the use of a wide range of automation tools with a focus on "low-code/no-code , Practical examples of real-world applications for Power Platform tools - such as Power Apps and Power Automate, as well as integration into Microsoft Fabric and other solutions , Challenges and risks of automating business processes
Adapting to OBBBA Changes: A Strategic Review
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Online
2.00 Credits
Member Price: $105
• Business losses • The SALT cap • Implementing Section 1202 changes • Form 1099 reporting changes • Business meals • Health care-related issues • Family and medical leave • Other crucial OBBBA provisions
OSCPA's 2026 Federal Tax Update - Oklahoma City
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Oklahoma City
8.00 Credits
Member Price: $330
The impact of OBBA and the latest tax developments for individuals and businesses Major tax court cases impacting both individuals and businesses Tax credits update Partnership and S-corporation tax matters Tax numbers update for 2025 & 2026
OSCPA's 2026 Federal Tax Update - VIRTUAL
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Online
8.00 Credits
Member Price: $330
The impact of OBBA and the latest tax developments for individuals and businesses Major tax court cases impacting both individuals and businesses Tax credits update Partnership and S-corporation tax matters Tax numbers update for 2025 & 2026
Mastering the Offer in Compromise: Strategies for Preparation and Negotiation (MOC2)
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Online
2.00 Credits
Member Price: $105
Introduction to the OIC program Types of OICs Eligibility criteria Financial analysis Offer amount calculation Preparing Forms 656 and 433-A(OIC)/433-B(OIC) Supporting documentation and strategy OIC submission and IRS review process Appeals and negotiation techniques Best practices and common pitfalls Real-world scenarios and case studies
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
K2's The New World of Expense Management: Smart Cards, Real-Time Tracking
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Online
3.00 Credits
Member Price: $135
Modernizing Expense Capture: Utilizing Dext and Mobile App Workflows , Virtual Cards and Bill Pay: Balancing High-Efficiency Automation with Oversight , Integration Strategies: Connecting Spend Management Tools to Leading Accounting Solutions , Feature Comparison: Selecting the Right Expense and Payment Platforms for Your Needs
Charting, Graphing, and Mapping Data Made Easy!
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Online
2.00 Credits
Member Price: $105
Crafting Visuals: Selecting the Right Chart Type, Excel Charting: From Basic to Advanced Techniques, Integrating Charts: Microsoft Office Suite Mastery, Data Storytelling: Converting Numbers into Narratives
Mastering Accounting for Income Taxes
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Online
4.00 Credits
Member Price: $180
• The sources of deferred tax assets and liabilities • Calculating the deferred tax asset or liability • Reporting income-tax expense and balance sheet items • Defining, analyzing, and reporting uncertain tax positions • Classification of deferred tax assets and liabilities • Disclosure requirements • Finalized and proposed changes to ASC 740, including ASU 2023-09, CAMT, and global tax transparency initiatives