CPE & Event Catalog
Generative AI in Practice-Boost Efficiency and Profitability WEBINAR
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Your Desk
2.0 Credits
Implementing AI for accounting automation. Enhancing auditing processes with AI tools. AI applications in tax compliance. Leveraging AI for business advisory services.
K2's Advanced Excel WEBCAST
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Your Desk
8.0 Credits
Collaboration and security techniques. Tables, data models, and PivotTables. Advanced formulas. Data queries. Creating effective visualizations.
Effectively Responding to IRS Letters WEBCAST
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Your Desk
2.0 Credits
Types of IRS letters: General notices, audits, collections, return requests, and errors. Deadlines for responding to IRS correspondence. Communication best practices for dealing with the IRS. Avoiding escalation and penalties through proactive responses. Ensuring compliance when addressing IRS correspondence. Real-world examples of successful IRS communications. Common pitfalls in handling IRS letters and how to avoid them.
International Cross Border Transactions WEBCAST
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Your Desk
2.2 Credits
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk.
Resistance to Resiliency: Striving for Technology Change Acceptance WEBCAST
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Your Desk
1.0 Credits
Strategic alignment model. Technology change acceptance.
LLCs & S Corps - A Comparative Analysis WEBCAST
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Your Desk
4.0 Credits
Comparative analysis of LLCs and S Corporations. Entity formation, compliance, and operational structures. Self-employment tax and its implications for LLCs and S Corporations. Form 2553 preparation and relief for late filings. Rev. Proc. 2022-19 and Rev. Proc. 2023-3: analysis and application. S Corporation eligibility errors and corrective measures. Corporate governance and formalities for both entity types. Shareholder stock and debt basis for S Corporations. Forms 1120S, 1065, and related schedules (K-1, K-2, K-3). Officer reasonable compensation and general partner guaranteed payments. Audit strategies, estate planning, and business continuation planning.
Internal Control Fundamentals WEBCAST
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Your Desk
2.0 Credits
COSO. Auditing.
Auditing Standards: A Comprehensive Review WEBCAST
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Your Desk
16.0 Credits
Efficient audit planning, documentation and research. Risk assessment procedures relate control risk to substantive testing and reduce the risk of lawsuits. Fraud requirements. Testing management's estimates. Auditing standards.
2025 Annual Update for Accountants & Auditors WEBCAST
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Your Desk
6.0 Credits
Accounting standards updates. Auditing and accounting.
What's Changing in A&A for Governmental Entities WEBINAR
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Your Desk
4.0 Credits
A look at the GASB standards that are effective this year. GASB 100, Accounting Changes and Error Corrections. GASB 101, Compensated Absences. The impact of the 2024 Compliance Supplement on Single Audits. Changes to the Uniform Guidance. Common deficiencies found in Single Audits.
ChatGPT and Complex Financial and HR Conversations WEBINAR
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Your Desk
2.0 Credits
Budget allocation and negotiation techniques. Compensation and benefits structuring. Managing financial performance and layoffs. Financial and HR aspects of mergers and acquisitions. Regulatory compliance and ethical financial practices. Strategies for financial crisis management. Effective performance management systems.
Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements WEBCAST
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Your Desk
4.0 Credits
Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar. Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims. Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements. Explain situations when independence should be appropriately safeguarded when performing nonattest services.
2025 Not-for-Profit Accounting & Auditing Update WEBCAST
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Your Desk
3.0 Credits
Yellow book. Auditing. Accounting.
Audit & Attest Quality Matters that Should be on Your Radar - Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements WEBCAST
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Your Desk
8.0 Credits
Applying professional skepticism to ensure quality work. Meaningful risk assessment when designing work programs for various levels of services. Proper planning and supervision of all engagements. Accountant responsibilities for evaluating internal control. Strengthening analytic procedures to support conclusions. Complying with the Code of Professional Conduct and quality management standards.
2025 A&A Update With Technology Implementation WEBINAR
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Your Desk
4.0 Credits
Deep dive into the Accounting Standards Updates (ASUs) effective in 2025. Insights from the FAF's 2024 PCC Review. Overview of FASB's Invitation to Comment - Agenda Consultation. The essential changes in quality management standards that firms must implement by the end of 2025. Common deficiencies identified by the DOL in Employee Benefit Plan engagements and provide a peek at upcoming projects from the ASB.
Addressing Common Documentation Deficiencies WEBCAST
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Your Desk
2.0 Credits
AU-C 230. Auditing.
Introduction to Yellow Book Boot Camp WEBINAR
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Your Desk
8.0 Credits
The basics needed to understand what makes nonprofit and governmental accounting and auditing unique. The key financial reporting differences for governmental and nonprofit entities. The fundamentals of Yellow Book and Uniform Guidance audits.
Auditing Standards Update & Best Practices WEBCAST
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Your Desk
4.0 Credits
Designing and performing sufficient audit procedures required for all audits, particularly when auditing privately-owned companies. Identify controls that exist, especially when those controls are not clearly identified or formalized. Evaluate if those controls prevent or detect material misstatements in the financial statements. Design effective audit procedures (including testing of controls where appropriate) in response to the auditor s assessed risk of the potential material misstatements in the financial statements.
K2's Expense Reporting Automation WEBCAST
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Your Desk
2.0 Credits
Overview of selected expense and corporate credit card reporting and management platforms. Major fraud schemes associated with expense reporting. Extracting and importing transaction data from bank feeds and matching to receipts.
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement WEBCAST
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Your Desk
3.0 Credits
How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud. Inquires of management. The audit planning process. The importance of brainstorming. Revisions of our risk assessment. Determining materiality.