CPE Catalog & Events
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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).
Efficient Automation Solutions Using QuickBooks Online Advanced
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Online
3.00 Credits
Member Price: $135
QuickBooks Online Advanced Workflow Automation Systems, Advanced Reporting and Scheduling Solutions, Integration Platforms and Business Process Automation, Custom Workflow Design and Implementation
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
K2's Formatting Excel Spreadsheets The Right Way
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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
K2's Client Accounting Services For CPA Firms: Strategies For Growth And Success
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Online
2.00 Credits
Member Price: $105
CAS overview to understand the service offerings, client needs, and market opportunities , Selecting technology tools in CAS for accounting, workflow, and client collaboration , Designing Service Delivery Models that are scalable and efficient processes for CAS , Managing client relationships and setting expectations to deliver consistent value , Evaluating pricing strategies, including fixed fee, subscription, and other pricing models , Ensuring governance and meeting regulatory standards for data security and compliance , Adapting to emerging technologies and evolving client demands to future-proof the practice
K2's Excel Charting and Visualizations
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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
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
Data Government and Privacy For Organizations - GDPR and CCPA
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Online
2.00 Credits
Member Price: $105
Update this attribute value to the course major topic(s).
Connect, Transform, and Analyze Data Like a Pro with Power Query
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Online
4.00 Credits
Member Price: $180
Streamlining Data Connections across Multiple Sources, Advanced Data Cleansing Techniques for Financial Analysis, Custom Column Creation and Data Transformation Strategies, Optimizing Data Analysis with Power Query in Excel and Power BI
An Accountant's Detailed Guide to Databases, Integration, and Data Sharing
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Online
2.00 Credits
Member Price: $105
Overview of Databases, Integration and Data Sharing, Tables & Data Models, Getting Started with Databases & SQL, Using Power Query to Access and Learn from our Data
Practical Advice for Preventing Organizational Data Breaches
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Online
2.00 Credits
Member Price: $105
AI-Powered Threats: Defending Against Deepfakes and Precision Phishing, Ransomware Evolution: From Data Encryption to Exfiltration Extortion, Zero Trust for Small Firms: Practical Access Control Strategies, First Responders: Managing the Critical 24 Hours Post-Breach
K2's Excel Essentials for Staff Accountants
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Online
8.00 Credits
Member Price: $330
Best practices for creating and working with Excel workbooks , Effectively using Excel functions when creating formulas , The importance of PivotTables in modern reporting environments , Best practices for formatting your workbooks
K2's The Best Kept Secrets Of Microsoft 365
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Online
2.00 Credits
Member Price: $105
New features and tips and tricks in Microsoft 365 , Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals , See some of the tools you can activate to help your team create and share video content intended only for internal use
Advanced Topics in Power BI
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Online
2.00 Credits
Member Price: $105
Creating formulas in Power BI with Data Analysis Expressions, Adding Key Performance Indicators to your Power BI reports and dashboards , Managing security in Power BI, Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members
Tax Planning for Rental Real Estate
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Online
4.00 Credits
Member Price: $180
• Rental activities and passive activities • Material participation • Real estate professional status • Active participation status • Depreciation recapture - Sections 1245, 1250, and 291 • Vacation homes rented out • QBI deduction and rental properties • Section 1237 safe harbor for divided parcel sales • Practitioner considerations
CFO Series: Decision Making in an Irrational World (Live Replay)
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Online
8.00 Credits
Member Price: $330
Module 1: Acute Uncertainty Will Never Go Away: Can We Prevent Our Plans from Failing? • How and why ambiguity is good, and how certainty can be harmful. • How the past blinds us to the real future. • What is the difference between risk and uncertainty? • Managing measurable risk and unmeasurable risk. • We need to ask, "What could happen, not what will happen?" • Why have our current planning approaches failed? What can we do to improve? • The need to analyze decisions from multiple perspectives, why we must 'think twice'? • Probabilities are not necessarily predictive. How statistics can be misused and misunderstood - thus increasing risk. • Not everything can be anticipated, e.g., the success of Google. • We must focus on our goal. • Our plans must be flexible! Module 2: Decision Making in a Non-linear World: What They Did Not Teach in Management Accounting? • Better plans require more planning, what do we need to change in our decision process? o How to use the OODA loop and other decision models? o New lessons from the Judgement of Solomon • Why do the best performing organizations always plan for the unexpected? o Multiple scenarios always! • Experiments always lead to success. • Tools to deal with randomness, including: o The Scientific Method, re-framing, and periodic reality checks. • Choosing the right, relevant costs? o The sunk cost fallacy reexamined o Opportunity costs. o Relevant costs for responsibility accounting. o Product or process continuance or discontinuance. o Fixed costs vs avoidable costs. Short run and long run. • Decision dynamics: How can today's right decision turn sour tomorrow? o Unintended consequences o Selling surplus capacity • How can statistics be misused and misunderstood - thus increasing risk? • Harnessing sensitivity analysis, multiple scenarios, and other tools effectively. • Real options increase certainty by making us more flexible. • All risks are subjective, but we futilely attempt to quantify the unquantifiable. Module 3: Advanced Financial Analysis: Choosing the Right Tools in a World Full of Randomness • Advanced financial analysis and modeling tools o Proper modeling of long-term decisions o Best practices in project analysis o Alternative evaluation methods o Why should you consider multiple metrics? o Capital rationing o Choosing the correct discount factor? o Year-end convention and other less understood assumptions o Sensitivity and scenario analysis o Monte Carlo Simulation in practice o Interpreting results properly? o NPV vs IRR vs MIRR vs ROI. o Considerations when metrics contradict other metrics. o Real options are hard to value but are invaluable. o Behavioral issues o Evaluating projects with no obvious return o Multiple numeric examples and work sheets Module 4: Diversification: A Risky or Risk Averse Strategy? • Does diversification truly reduce risk - or not? o Portfolio theory and how to use it properly? • The differences between specific risk and systematic risk and how can we reduce those risks? • The most common reasons why most organizations fail when attempting to diversify. • What happened to conglomerates? o Why conglomerates disappeared in the West? o Why are conglomerates in Korea and India successful? • Diversification via acquisitions o Is the control premium worthwhile? • Which cost of capital (WACC) should we employ? • What are the effective diversification methods and tactics that truly do reduce risk?
Don Farmer's Advanced Schedule A Planning: SALT Caps, AMT & Bunching Strategies
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Online
2.00 Credits
Member Price: $89
Schedule A planning considerations under current federal tax law SALT deduction limitation; application of the SALT cap Alternative minimum tax (AMT) implications Charitable contribution planning including timing and bunching strategies Medical expense deduction planning including threshold requirements Itemized deductions versus the standard deduction Compliance considerations and common pitfalls I advanced Schedule A planning
Your Firm's Personal AI: Custom Copilots and GPTs That Know Your Business
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Online
2.00 Credits
Member Price: $105
Update this attribute value to the course major topic(s). , Beyond Generic Prompts: Achieving Hyper-Focused AI Outcomes, RAG and MCP: New Ways to Connect Your Data, The Privacy Spectrum: From GPT Store to Self-Hosted Ollama , Navigating the Landscape: Tools and APIs for Small Firms
Outlook and Teams: Collaboration Champions
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Online
4.00 Credits
Member Price: $180
Teams: Enhancing organizational communication and collaboration , Outlook: Optimizing email and calendar management , SharePoint: Integrating with Teams for file storage , Microsoft 365: Leveraging additional productivity tools
Don Farmer's Passive Activity Losses: Navigating Real Estate & K-1 Limitations
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Online
2.00 Credits
Member Price: $89
Passive activity loss (PAL) rules under IRC §469 Passive versus nonpassive activity classification Material participation and real estate professional requirements Partnership K-1 reporting and common PAL pitfalls Coordination of PAL rules with basis, at-risk, and §461(l) limitations Disposition rules and strategies for utilizing suspended passive losses"