CPE Catalog & Events
This will generate a PDF of the current filtered catalog
Leveraging Microsoft Teams Effectively For Your Organization
-
Online
3.00 Credits
Member Price: $135
Overview of Microsoft Teams. The purpose and intent of the application. Why you should consider it for your organization, The best features of Teams and how they are used every day. Additionally, some hidden gems of Teams that you should know about, Some fantastic 3rd party and external tools which easily integrate into Teams, Methods for automating business practices in Teams using Approvals and Power Automate, A brief discussion of administration, security, and privacy in Teams
Multistate Income Tax Issues
-
Online
4.00 Credits
Member Price: $180
• Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus • Emerging compliance issues in the new sales tax economy • Income tax (and other forms of tax); economic nexus (taxation without physical presence) • Attributional and agency nexus; presence of intangible property • Is P.L. 86-272 still valid? • When to consider voluntary compliance even though the laws do not dictate a sales tax responsibility
Tax Research - Intermediate Concepts
-
Online
2.00 Credits
Member Price: $105
• Tax code hierarchy • Organization of an Internal Revenue Code section • Special rules for IRC citation • Citing other primary authorities • Private letter rulings • Primary vs. secondary authority • Secondary sources of authority • Steps in the tax research process • Research memoranda
K2's Technology for CPAs - Don't Get Left Behind
-
Online
8.00 Credits
Member Price: $330
Emerging technologies all business professionals should know , Considerations associated with upgrading to a newer version of Windows and why that might be advised , Practical options for protecting your data , New features in commonly used applications such as Excel and Adobe Acrobat DC
Select Estate and Life Planning Issues for the Middle-Income Client
-
Online
4.00 Credits
Member Price: $180
• Changes to the lifetime estate tax exemption in light of proposed regulations • More than 20 documents that should be reviewed that are neither a will nor trust • Provisions you need in a will • Trusts and other arrangements for children • Durable powers of attorney for healthcare and for financial matters • Realistic retirement goals • Developments relative to estate tax, and the implications for planning
Government and Nonprofit Frauds and Controls to Stop Them (FCS4)
-
Online
4.00 Credits
Member Price: $180
Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds Identify and develop practical controls to prevent and detect fraud Tailor controls to the size and fit of the government or nonprofit
The K2 Team's Top Tech Productivity Tips And Tricks
-
Online
2.00 Credits
Member Price: $105
Microsoft 365 Optimization: Proven shortcuts and high-efficiency hacks for core applications including Excel, Outlook, and Teams., Virtual Collaboration and Meeting Excellence: Strategies for navigating the "new normal" of remote work, including constructing Teams sites and mastering virtual meeting tools., Automated Data Collection and Workflows: Utilizing templates and forms to streamline routine tasks and eliminate manual data entry., Technology Trap Mitigation and Efficiency: Strategies for identifying and avoiding common digital bottlenecks while implementing time-saving hacks to maximize output across various business applications.
K2's What's New With QuickBooks
-
Online
2.00 Credits
Member Price: $105
Licensing issues , Pricing updates , New and improved features , Transitioning from QuickBooks Desktop to QuickBooks Online
K2's Excel Charting and Visualizations
-
Online
4.00 Credits
Member Price: $180
Understanding the best types of visualizations to use in specific situations , Creating compelling visualizations using Excel , Adding interactivity to your Excel-based visualizations
Guide to Payroll Taxes and 1099 Issues
-
Online
4.00 Credits
Member Price: $180
• Statutory employees, independent contractors, and possible changes to §530 relief • Using SS-8 • Payroll Tax Penalties -- Who is a responsible person? • Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates • Understanding payroll tax responsibilities in the gig economy
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