CPE & Event Catalog
2025 Annual Update for Not-for-Profit Accountants & Auditors WEBCAST
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Your Desk
6.0 Credits
Not for profit. Auditing and accounting.
2026 Rules, Regulations and Ethics for CPAs in Washington with Thomas Neill WEBCAST
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Your Desk
4.0 Credits
Washington State statute and rules Update for 2025.
Planning for Small Business Success WEBCAST
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Your Desk
4.0 Credits
The integrated planning model. The strategic plan. Linkage with Performance Based Management. Tracking success. Real world examples.
AI & You WEBCAST
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Your Desk
1.0 Credits
Leadership. Future of work. Workforce planning. Change management. Technology in HR. Job redesign.
Making Culture A Competitive Advantage WEBCAST
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Your Desk
1.0 Credits
Talent strategy. Culture. Employee engagement. Employee retention. Leadership. Leadership strategy.
Common Sense CFO: Decoding and Mitigating Internal and External Risks WEBCAST
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Your Desk
2.0 Credits
Defining risk as it impacts organizations. Understanding external and internal risks. Examples of these risks. Developing a risk mitigation strategy. Monitoring and mitigating risk.
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.
Accounting for Leases WEBCAST
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Your Desk
2.6 Credits
Accounting. Finance. Financial statement preparation.
S Corporation (Form 1120S) - Formation to Liquidation WEBCAST
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Your Desk
8.0 Credits
Extensive review of the S corporation tax laws with an emphasis on any new legislative changes. Requirements to make an S election. Fixing late S corporation elections. S corporation formation and liquidation issues. Revocation and termination of S corporations. Schedule K and K-1 separately stated versus non-separately stated income and expense items. Detailed Schedule K-1 reporting including the 20% qualified business income deduction and 3. 8% net investment income tax. Compensation issues including the tax treatment of fringe benefits. Built in gains tax and other planning opportunities when converting a C to S corporation. Preparation of the Schedule M-2 and the ordering rules for distributions out of the AAA, PTI, E&P, and OAA accounts. Tax treatment of stock redemptions.
Fraud Risk Management WEBCAST
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Your Desk
2.0 Credits
Fraud risk management. Fraud risk assessments. Data analytics. Fraud risk management tools.
Employment Law 101 WEBCAST
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Your Desk
1.0 Credits
Title VII. Americans With Disabilities Act. Age Discrimination in Employment Act. Family Medical Leave Act. Fair Labor Standards Act. Equal Pay Act. National Labor Relations Act. Fair Credit Reporting Act.
Performance Management WEBCAST
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Your Desk
1.0 Credits
Setting and resetting performance expectations. On-the-spot counseling. Addressing erratic performance. Drafting and presenting performance appraisals.
Budget Mastery: Process, Problems, and Solutions WEBCAST
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Your Desk
2.0 Credits
Defining the budget process. Common budgetary cultures and discussion of solutions. Does your budget need an overhaul or just a tune up? How to make the budget flexible. Making a better budget and maybe even a better you (or at least improving the perception of the budget work itself).
Advanced Excel Topics for Spreadsheet Power Users WEBCAST
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Your Desk
8.0 Credits
Using Excel for graphical output and dashboard reporting. Data tools and the Data Analysis ToolPak. Advanced functions and complex formulas. Working with Excel tables and PivotTables.
Revenue Recognition in an Environment of Uncertainty WEBCAST
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Your Desk
2.0 Credits
Alternatives to adopting Topic 842. Short-term lease and related-party leasing arrangements. Identifying lease agreements under the new rules. Proper treatment of lease incentives, leasehold improvements, and lease modifications.
I Want the TRUTH: Preparing to be an Expert Witness WEBCAST
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Your Desk
2.0 Credits
Rules of civil and criminal procedure. Applicable standards. Testifying basics. Cross-examination techniques.
From Numbers to Narrative: Effectively Presenting Your Budget and Reporting WEBCAST
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Your Desk
2.0 Credits
Identifying the big picture and your role in effective communication. Communicating so others can understand us. Understanding a presentation's anatomy. Tips and tricks for budget presentations.
Mental Illness & Depression: Understanding & Supporting Employees Under the ADA WEBCAST
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Your Desk
1.0 Credits
Mental illness and depression. Americans with Disabilities Act (ADA).
Productivity Hacks for Working Remote WEBCAST
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Your Desk
1.2 Credits
Virtual work. Remote work. Telecommuting. Flexible work options.
K2's Excel Tips, Tricks, and Techniques for Accountants WEBCAST
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Your Desk
8.0 Credits
Fundamental Excel techniques all accounting and financial professionals should know and use. Creating date-based calculations in Excel. How to create Excel templates. Key options you should enable in Excel. Linking data in Excel.