CPE Catalog & Events
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K2's Excel Best Practices
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Online
8.00 Credits
Member Price: $330
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
Construction Contractors: Accounting, Auditing, and Tax
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Online
8.00 Credits
Member Price: $330
• The nature of the construction industry FASB *Accounting Standards Codification*® (ASC) 606, *Revenue from Contracts with Customers* • FASB Accounting Standards Update (ASU) No. 2016-02, *Leases (Topic 842)* • Construction cost allocation • Financial statements • Working with a surety • Audit risks, planning and procedures • Controls
Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (ENQ4)
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Online
4.00 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
Don Farmer's Repair Regulations in Practice: Capitalization vs. Expense
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Online
2.00 Credits
Member Price: $89
Overview of Tangible Property Regulations Unit of Property Rules Repair vs. Capital Improvements Betterment, Restoration, and Adaptation Standards Safe Harbors and Elections Examination and Audit Risk Considerations
Harnessing ChatGPT – Unlocking Professional Efficiency
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Online
4.00 Credits
Member Price: $180
Empowering efficiency for everyday accounting tasks, Leveraging prompt engineering in ChatGPT for various accounting tasks, Exploring the applications and limitations of ChatGPT in accounting
Oklahoma Tax Institute - Oklahoma City
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Oklahoma City
16.00 Credits
Member Price: $480
Oklahoma Tax Institute - VIRTUAL
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Online
16.00 Credits
Member Price: $480
K2's Taking Another Look At Power BI
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Online
2.00 Credits
Member Price: $105
Getting started with Power BI , Creating effective visualizations in Power BI , Publishing Power BI reports to dashboards , Optimizing dashboards for viewing on mobile devices
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
K2's Microsoft Teams
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Online
4.00 Credits
Member Price: $180
Understanding the Teams platform , Communicating and collaborating in Teams , Adding applications and services to Teams , Extending Teams to individuals outside your organization
CFO Series: Indispensable Skills (Live Replay)
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Online
8.00 Credits
Member Price: $330
Module 1: Raising Capital: How to Execute the Leaders' Most Crucial Responsibility • Understanding the need o How much is needed, when, what will it be used for, etc.? • Keys to success: o Planning o Understand how the use, stage, amount, how and when - impacts the decision o Unintended consequences to avoid • Low cost is not necessarily a sound option. • What are the non-quantifiable factors that can change the financing decision? • Details on the time-intensive processes • Common blunders when raising financing o The perils of choosing the wrong alternative or wrong investor! Module 2: Accounting for People: Workforce Trends and Talent to Add Value • Trends in the modern workforce: demographics, generational shifts, remote work, and engagement • The true cost of talent: hiring, retention, and turnover • People as assets versus people as liabilities • The varied challenges in accounting for human capital • Metrics that matter: KPIs for employee performance and value • Integrating people costs into financial strategy • Navigating compliance, risk, and benefits Module 3: Rethinking Your Customers to Maximize Profitability: Identifying the Right Clients • Who is your customer? o How to segment your customers o Identifying and understanding your most valuable customers • What is solution-based planning for customer value? • Recognizing internal customers (e.g., departments served by finance) • Exploring profitability differences between customers with similar revenue • Creating and sustaining a customer value pyramid Module 4: Activate and Execute Your Strategy: Turn Planning into Results • The strategy-execution gap: common reasons why most strategic plans fail • Why should financial planning lead strategy? • Evaluating the lifespan and relevance of your strategic plan • Building your strategy to include risk management • Building an adaptive, finance-focused strategic approach • What we should learn from the rise and fall of major companies • How to align financial metrics with strategy
Are You Really Ready? Effective Disaster Recovery & Business Continuity Planning
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Online
2.00 Credits
Member Price: $105
Importance of Data Loss, Benefits of Cloud Technology, Disaster Planning Resources, Overall Security Recommendations
Tech Tips and Tricks for Excellent Video Conferences
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Online
2.00 Credits
Member Price: $105
Update this attribute value to the course major topic(s).
Building Bulletproof Spreadsheets: When Accuracy Is Everything
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Online
2.00 Credits
Member Price: $105
Advanced data validation for complex business rules, Error-resistant templates for consistent financial workflows, Protection strategies safeguarding formulas and user inputs
The Road Ahead: Critical OBBBA Changes Impacting Accounting and Finance Professionals
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Online
2.00 Credits
Member Price: $105
• Marginal tax rates effective in 2025 and beyond • The QBI deduction • Qualified residential interest • Child Care Credit • Miscellaneous itemized deductions, including the educator deduction • Rollovers from 529 plans to ABLE accounts • Additional expenses treated as qualified higher education expenses for purposes of 529 accounts • Termination of credits for environmentally clean autos and expenditures • Other timely topics
Free and Open Source Technology For Your Organization
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Online
2.00 Credits
Member Price: $105
Update this attribute value to the course major topic(s).
Top Individual Tax Planning Strategies
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Online
2.00 Credits
Member Price: $105
• Extension and enhancement of reduced rates and the standard deduction • The temporary senior deduction • Extension and enhancement of increased Child Tax Credit • Extension and enhancement of increased estate and gift tax exemption amounts • Contributions to ABLE accounts and benefitting from the Saver's Credit • Increased SALT deduction • Deduction for car loan interest • Using Trump Accounts • Extension and enhancement of paid family and medical leave credit • Enhancement of Adoption Credit, the dependent care assistance program and the child and dependent care tax credit • Tax credit for contributions of individuals to scholarship granting organizations • Additional expenses treated as qualified higher education expenses for purposes of 529 accounts • Individual charitable contributions • Health savings account related tax changes
2026's Biggest Security and Privacy Concerns
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Online
4.00 Credits
Member Price: $180
Major security and privacy issues for 2025 and beyond., Counteracting Ransomware and Phishing in Finance, Crafting Cybersecurity Policies for Regulatory Compliance, Preventing data breaches in your organization
Don Farmer's Loss Limitations: §461(l), Basis, At-Risk & PALCoordination
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Online
2.00 Credits
Member Price: $89
Overview of Federal Loss Limitation Framework Order and Coordination of Loss Limitation Rules Excess Business Loss Rules Under IRC §461(l) Basis and At-Risk Limitations Passive Activity Loss (PAL) Rules Loss Carryforwards and Release Events Compliance and Reporting Considerations