CPE Catalog & Events
This will generate a PDF of the current filtered catalog
CFO Series: Driving Efficiency (Live Replay)
-
Online
8.00 Credits
Member Price: $330
Module 1: Audit Survival Toolkit: Tactics to Reduce Stress and Get Through Audits with Confidence • Types of audits: external, internal, compliance, regulatory o Objectives of each audit type and how they differ • Aligning management's role with auditor expectations • What to expect in the planning phase • Fieldwork survival tips and communication best practices • Documentation dos and don'ts • Responding to findings and building effective action plans • Avoiding common audit pitfalls Module 2: Internal Controls That Matter: Protection with Simple, Smart, and Scalable Practices • What internal controls are—and what they are not. • Why do even small organizations need controls. • COSO and the five core components of a sound internal control system. • Common control failures and real-world consequences. • Examples of scalable financial, operational, and compliance controls. • How to tailor controls to your organization's size and risk profile. • Embedding internal controls into daily operations. • How to monitor, evaluate, and adapt controls over time. Module 3: Cash Flow Clarity: Effectively Communicate Cash Flows to Drive Better Decisions • The importance and structure of the cash flow statement • Understanding operating, investing, and financing activities • Presenting the statement using the "Sources and Uses" approach • How to tell the business story through cash flows and alternative reporting methods • Identifying key drivers of cash and liquidity • Bridging the gap between accrual accounting and understanding cash • Communicating effectively with CEOs, boards, and non-financial stakeholders Module 4: Amazingly Crazy Fraud Cases - Fraud So Wild It Shouldn't Be Real • Psychological tricks and tactics used by fraudsters o How fraudsters avoid detection • Red flags that were missed, and why? • Cultural and organizational blind spots • How internal controls failed or were bypassed • Lessons learned from each case—and how to apply them • How to strengthen fraud awareness without creating fear • Key questions auditors and leaders should ask earlier
K2’s Improving Productivity With Microsoft 365/Office 365 Cloud Applications
-
Online
4.00 Credits
Member Price: $180
Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment , How to use tools such as Teams, Planner, and Power Automate , Storing data in SharePoint Online and OneDrive for Business
K2's Formatting Excel Spreadsheets The Right Way
-
Online
2.00 Credits
Member Price: $105
Creating and using Styles in Excel , The Accounting Format and why you should use it, How to Create Custom Formats , Formatting dates for maximum impact , The advantages of storing formats in templates
Best Practices in Not-for-Profit Accounting and Reporting
-
Online
4.00 Credits
Member Price: $180
• The key requirements, options, and best practices seen in each of the basic financial statements • Today's core accounting and reporting requirements related to contributions and how to apply them effectively and efficiently • How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures
K2’s Excel’s Best New Features
-
Online
2.00 Credits
Member Price: $105
Learn how to work with Dynamic Arrays , Using Excel's new XLOOKUP and XMATCH feature , Improvements to Power Query and why they matter to you , New collaboration and commenting options in Excel
K2's Mastering Advanced Excel Functions
-
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
The Most Critical Challenges in Not-for-Profit Accounting Today
-
Online
4.00 Credits
Member Price: $180
• The essential disclosure requirements specific to not-for-profit organizations and strategies for enhancing clarity and value • Practical insights into the accounting for conditional and restricted contributions, membership dues, contributed services, and noncash contributions • The advantages, challenges, and best practices for effectively presenting a measure of operations
K2's Ten PDF Tips You Need To Know
-
Online
2.00 Credits
Member Price: $105
Converting documents to the PDF format , Editing PDF documents , Securing PDF documents , Extracting data from PDFs
K2's Excel Best Practices
-
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
-
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)
-
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
-
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
Tax Implications of Name, Image & Likeness (NIL) for NCAA Student Athletes - VIRTUAL
-
Online
1.00 Credits
Member Price: $59
Federal income tax treatment of NIL and revenue-sharing payments. Income reporting requirements and deductible business expenses. Estimated tax obligations and tax-planning considerations. Entity structure considerations for NIL activities. State and local tax reporting, multistate income sourcing and "jock tax" considerations. Tax and reporting issues affecting international student-athletes.
Harnessing ChatGPT – Unlocking Professional Efficiency
-
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
-
Oklahoma City
16.00 Credits
Member Price: $480
Oklahoma Tax Institute - VIRTUAL
-
Online
16.00 Credits
Member Price: $480
K2's Taking Another Look At Power BI
-
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
-
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
-
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)
-
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