CPE Catalog & Events
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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
Exploring Business Valuation Fundamentals
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Online
2.00 Credits
Member Price: $105
• What does value mean? • Technical vs. fundamental analysis • Intrinsic value • Other discounted cash flow models • Assumptions in the Gordon Growth Model • Valuations using free cash flows • Residual income model • Enterprise value • Value in mergers and acquisitions • Small business valuations and discounts • Advanced valuation models
Hot Tech Tools and Services for Financial Professionals
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Online
2.00 Credits
Member Price: $105
The Multi-Platform Stack: Best Mobile, Desktop, and Cloud Applications, iPaaS and Automation: Connecting Workflows with n8n, Power Automate, and Zapier, Professional Security: Implementing Passkeys and Encrypted Client Communication, Extended Productivity: Open Source Solutions and Home Automation Integration
Securing Confidentiality: Safeguarding Client Data Under IRS Rules
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Online
2.00 Credits
Member Price: $105
Constructing a Compliant Security Plan, Fortifying Defenses Against Cyber Threats, Executing Robust Data Protection Measures, Cultivating a Security-First Culture
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 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
Don Farmer's Top 10 Partnership Issues & How to Avoid Them
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Online
2.00 Credits
Member Price: $89
Overview of Subchapter K and common partnership risk areas Partner capital accounts: tax basis vs. §704(b) capital vs. book basis Outside basis vs. inside basis calculations Allocation rules and substantial economic effect under §704(b) Partnership liabilities and debt allocation under §752 Disguised sales and related-party transactions under §707 Partnership distributions (current and liquidating) and gain recognition rules Sale or exchange of partnership interests and §751 hot assets §754 elections and basis adjustments Overview of the centralized partnership audit regime (BBA) Best practices for documentation and compliance risk mitigation
K2's Getting Started With Artificial Intelligence
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Online
2.00 Credits
Member Price: $105
Understanding AI tools available today , Creating accounts in AI platforms , Querying data from AI platforms , Customizing your AI subscriptions
Audits of 401(k) Plans: New Developments and Critical Issues
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Online
2.00 Credits
Member Price: $330
• Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency • Common pitfalls in planning and detailed audit procedures • Changes affecting 401(k) plans, including recently issued SASs • Common mistakes as noted in peer reviews and DOL inspections
Don Farmer's Trusts, Estates & Gift Tax Forms
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Online
2.00 Credits
Member Price: $89
Overview of fiduciary and gift tax reporting framework Form 1041 reporting fundamentals Gross income and deductions Income distribution deduction (IDD) mechanics Schedule K-1 reporting for beneficiaries Basic fiduciary accounting income considerations Form 709 reporting fundamentals Taxable gift calculation Annual exclusion and split-gift elections Common preparation errors and IRS examination focus areas
K2's Case Studies In Fraud And Technology Controls
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Online
8.00 Credits
Member Price: $330
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 AI - Security And Privacy Issues
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Online
2.00 Credits
Member Price: $105
Major provisions of security and privacy policies , Key risks associated with using commercial AI tools , Steps to take to mitigate AI security and privacy risks
K2's Time To Advance Automation
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Online
2.00 Credits
Member Price: $105
Advanced Automation Strategies: Best practices for starting or enhancing your automation journey , Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools , Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows , Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects
K2's Ethics and Technology
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Online
4.00 Credits
Member Price: $180
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 Top Ten Productivity Booster Apps in Microsoft 365
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Online
2.00 Credits
Member Price: $105
Enhancing communication and collaboration: Shared Mailboxes, Groups, and Places , Optimizing task and project management: Planner, Lists, and To Do , Streamlining training and workflow automation: Stream, Viva Learning, Forms, Bookings, and Approvals
K2's Data Security And Privacy Issues And Solutions
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Online
2.00 Credits
Member Price: $105
Understanding the differences between data security and data privacy , The major types of security and privacy breaches , Key steps you can take to mitigate your risks of becoming another victim
K2's Excel Best Practices And Features
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Online
2.00 Credits
Member Price: $105
What to look for in Excel 2024 , How to take advantage of new functions and features in Excel , Integrating Excel data with other applications , Improving Excel security