CPE & Event Catalog
CPA to CFO: Essential Competencies for Finance Leaders WEBINAR
-
Your Desk
1.0 Credits
Top competencies hiring executives seek in CFO candidates based on survey of 320-plus CEOs and recruiters. Critical thinking frameworks and strategy creation techniques for financial leadership. Forward-looking financial skills including capital management, forecasting, and funding strategies. Industry-specific requirements for high-growth companies and nonprofit organizations. Practical career development strategies to build CFO-ready competencies.
Tax Depreciation: How to Optimize Deductions WEBCAST
-
Your Desk
2.0 Credits
Recent tax legislation and developments related to depreciation and capitalization. Eligible property for Section 179 and Section 168(k). Section 179 deduction and its use to depreciate real property. Section 168(k) deduction and its use to depreciate real property. Disposition of segments of real property. Exchanges of tangible personal property after repeal of the like-kind exchange rules.
Using ChatGPT with Excel WEBINAR
-
Your Desk
2.0 Credits
Introduction to ChatGPT and other AI language models. Discussion of best practices for using ChatGPT with Excel. Use ChatGPT to create, debug and explain formulas. Use ChatGPT to learn how to use Excel features. Use ChatGPT to automate repetitive tasks in Excel. Use ChatGPT to easily create macros.
Erase the Mark: Best Practices in Penalty Abatement WEBINAR
-
Your Desk
2.0 Credits
The authority of the IRS in assessing tax penalties. The types of penalties that can be removed. The process the IRS uses to evaluate penalty abatements. How to request penalty abatements. Best practices in asking for penalty abatement, including using appeals.
Like-Kind Exchanges WEBCAST
-
Your Desk
2.2 Credits
Like-kind exchanges. Qualified third party intermediaries.
SECURE Act 2.0: What You Need to Know WEBCAST
-
Your Desk
1.0 Credits
Expanding automatic enrollment in retirement plans. Increased age for RMDs. Higher catch-up contribution limit. Emergency expense penalty-free withdrawals. Starter 401(k)s for certain employers. Part-time worker improved coverage.
Will Your Ethics Be Burned by Burnout? WEBINAR
-
Your Desk
2.0 Credits
Explore the effects of crisis and burnout on ethical decision making. Define the stressors, pressures, and biases that can lead good people to make less than optimal choices. Discuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teams. Learn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope.
Disrupt to Dominate: Mastering Change Leadership WEBINAR
-
Your Desk
4.0 Credits
The urgency of leading change now and the steps in leading change. The power of crafting a vision that encourages buy-in. The art and science of building strong partnerships. Accelerating change through relationship networks. Communication strategies for change. Establishing a feedback culture for successful change. Managing self in times of change. Case studies and real-world scenarios.
CORE Series: AI in Finance: Cutting Through the Hype to Make Smarter Decisions WEBINAR
-
Your Desk
1.0 Credits
Making informed, strategic AI decisions.
Supporting Mental Wellness to Thrive in Work and Life WEBINAR
-
Your Desk
2.0 Credits
Understanding mental wellness. Practical strategies for balanced living. Recognizing and managing support needs.
Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits WEBCAST
-
Your Desk
2.0 Credits
Types of sampling and sampling risk. Differentiating statistical and nonstatistical sampling approaches. Attribute testing for tests of controls and compliance. Variables sampling for substantive audit assurance when performing tests of details. Determining sample sizes in a compliance audit in conformance with Uniform Guidance.
State Tax Nexus: Frequently Awkward Questions WEBCAST
-
Your Desk
2.0 Credits
Frequently asked questions about income tax and sales tax nexus. New developments . Key factors in reviewing potential nexus consequences. Nexus road trip to eight large states. Tax impacts of remote work. Free, multistate resources.
Qualified Business Income (QBI) Deduction (Section 199A) – The Ins and Outs WEBCAST
-
Your Desk
8.0 Credits
Detailed coverage of calculating the combined qualified business income amount. Determine what trade or businesses under Section 162 are eligible for the QBI deduction. Discuss how the 20% QBI deduction is subject to a wage and capital limitation and SSTB income is phased-out for taxpayers with taxable income above the inflation adjusted threshold amounts. Walk through the simplified QBI Form 8995 and detailed Form 8995-A and related schedules. Determine what wages and unadjusted basis immediately after acquisition (UBIA) are for those subject to the wage and capital limitations. Look at what the definition of QBI is and what items are effectively connected with that trade or business. Review the aggregation rules for the QBI computation and both the entity and individual level. Walk through the reporting responsibilities of partnerships and S corporations to their owners on the Schedule K-1s. Explain how the modifications to the net operating losses (NOLs) and Section 461(l) excess business loss limitations affect the QBI computation.
The Entrepreneurial Spirit - A Leadership Perspective WEBCAST
-
Your Desk
1.2 Credits
Leadership. Entrepreneurial behavior. Entrepreneurial thinking.
Common Deficiencies in Employee Benefit Plans WEBCAST
-
Your Desk
2.0 Credits
EBP. Auditing.
Big Picture Mega-Trends, Big Data, and World We Now Face WEBCAST
-
Your Desk
2.0 Credits
On-going world economic trends. Demographic changes and their impact on the economy. Global technology influences. Post Covid workplace. Big data understanding and where is it going. Learn to adapt to changing situations.
Smarter Tax Services with AI Tools WEBINAR
-
Your Desk
2.0 Credits
Overview of AI technology and how it works. Identify where AI can be incorporated into tax research, planning, and compliance services. Discover new opportunities to enhance your client advisory tax services with AI tools. Review the market of emerging and AI enhanced tax software tools. Learn about the newest generation of AI enable 1040 source document collection and organizer applications. Review specific use cases for generative AI tools in your tax services.
How to Audit: Property, Plant, and Equipment WEBINAR
-
Your Desk
2.0 Credits
The foundation of auditing PP&E. The various substantive auditing procedures that staff should perform. Real world auditing examples.
Accounting and Auditing Update WEBCAST
-
Your Desk
4.0 Credits
Review of new accounting standards issued in 2025 and 2026. Applicable changes to accounting for government grants and crypto currency. Compilation and review standards and interpretations. Auditing standards including a deep dive into the quality management standards.
K2's Data Analytics For Accountants And Auditors WEBCAST
-
Your Desk
4.0 Credits
Understanding the importance of data analytics in modern business environments. Generating and interpreting data analytics using everyday applications such as Microsoft Excel and Microsoft's Power BI platform. Using regression analysis to create and validate forecasts and projections.