CPE & Event Catalog
Excelling at Excel: The Magic of Power Query WEBCAST
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Your Desk
2.0 Credits
Intro to Power Query and how to get started. Examples of data clean up using Power Query. Combining workbooks and files with Power Query.
K2's Accountant's Guide To QuickBooks Online WEBCAST
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Your Desk
8.0 Credits
Understanding your QBO subscription and licensing options. Recording routine and non-routine transactions in QBO. Importing and exporting data to/from QBO. Creating effective reports. Describing the process for integrating third-party applications with QBO. Troubleshooting issues with QBO reports and data.
Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance. WEBCAST
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Your Desk
1.0 Credits
Appreciation. Languages of appreciation. Appreciation strategies.
Closely Held Business Owner Financial Planning Opportunities WEBCAST
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Your Desk
2.0 Credits
Insurance planning. Investment planning. Business succession planning. Income tax planning. Practice management and marketing. Retirement planning. Executive compensation. Estate planning.
The Art of the Interview WEBCAST
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Your Desk
2.0 Credits
Identify inconsistencies and uncover financial misconduct. Use psychological and behavioral cues to detect deception. Build rapport to elicit key details from interview subjects. Adapt questioning techniques to different personalities and contexts.
Generation Intelligence: Navigating the Generational Divide WEBCAST
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Your Desk
1.0 Credits
Generations.
How Fraud Can Affect Smaller Organizations WEBINAR
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Your Desk
4.0 Credits
The reasons for fraud. Fraudulent acts that are initiated against smaller organizations. Methods to stop fraud attempts against small businesses.
Prix Fixe: Self-Employment Taxes, Limited Partner Exception, Recent Cases, and Future Regulations WEBINAR
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Your Desk
1.0 Credits
The broad scope of the “limited partner” exception. The IRS’s recent Compliance Campaign.
AI Revolution: The Big Picture for CPAs WEBINAR
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Your Desk
2.0 Credits
Overview of AI and its evolution in business. Deep dive into generative AI and its applications. Impact of AI on accounting, tax and finance sectors. Future trends and opportunities for CPAs. Preparing for the AI-driven business environment.
Drive Results with Metrics WEBCAST
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Your Desk
2.0 Credits
Performance metrics. Budgets.
Is Activity-Based Costing the Right Tool for Your Organization? WEBCAST
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Your Desk
2.0 Credits
ABC versus traditional costing. First-stage allocation. Determining predetermined overhead rates. Second-stage allocation. Activity-based reporting. Activity-based management.
Expand Your Analytical Toolbox More Tools for Success WEBCAST
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Your Desk
4.0 Credits
Five step valuation process. Two specific valuation approaches. The Gordon Model. Ten thoughts on banker selection. Rating your bank. Ten hints for keeping your toolbox full.
K2's Harnessing ChatGPT - Unlocking Professional Efficiency WEBCAST
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Your Desk
1.0 Credits
Leveraging prompt engineering in ChatGPT for various accounting tasks. Exploring the applications and limitations of ChatGPT in accounting. Empowering efficiency for everyday accounting tasks.
Forensic and Fraud Interviewing Techniques and Skills WEBCAST
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Your Desk
2.2 Credits
Forensic accounting. Accounting. Auditing. Finance.
K2's CRM - The Ultimate Business Automation Tool WEBCAST
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Your Desk
2.0 Credits
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.
Listening to the Statement of Cash Flows WEBCAST
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Your Desk
2.0 Credits
Preparation of the statement of cash flows. Importance of identifying sources and uses of cash in financial reporting. Financial statement analysis. Cash-related financial statement disclosures.
Introduction to Forensic Accounting WEBCAST
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Your Desk
1.8 Credits
Forensic Accounting. Accounting. Auditing. Finance.
Implementing and Maintaining an Internal Control System WEBINAR
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Your Desk
8.0 Credits
Control creation and implementation basics. Implementation and update procedures for an internal control system. Maintaining existing internal controls.
Al Capone to Cybercrime: The Journey of IRS Special Agents WEBINAR
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Your Desk
4.0 Credits
Introduction to IRS criminal investigation (CI): overview of its mission, role, and significance in maintaining tax compliance. Historical evolution: from its inception in 1919 to its current role, highlighting key milestones and notable cases. Investigative techniques and tools: detailed look at the methods and technologies used by CI agents to uncover financial crimes. Importance of IRS CI: discussion on the impact of CI work on tax compliance, public confidence, and the broader financial system. Training of CI agents: insight into the rigorous training programs at FLETC and ongoing professional development. Process of investigations: step-by-step breakdown of how tax fraud and money laundering cases are initiated, investigated, and prosecuted.
Federal Tax Update: Business Comprehensive WEBCAST
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Your Desk
8.0 Credits
Review of recent federal legislation and administrative rulings. Review of recent modifications to tax forms. Review of small business tax law and administrative update changes. Review of retirement plan changes. Overall review of tax practice and procedures.