CPE & Event Catalog
Excelling at Excel: Tips, Tricks and Updates WEBCAST
-
Your Desk
2.0 Credits
Excel version differences and compatibility. Customize Excel so it works the way you work. Learn new shortcuts to work quicker. Learn some of the newer formulas to streamline your spreadsheets. Take on tables & a powerful tool for data analysis.
Achieving Balance in Work and Life - Part 2 WEBCAST
-
Your Desk
4.0 Credits
Why we get off balance and how to overcome those tendencies. Methods that turbo charge motivation, health and happiness. The power of culture and friends to affect our lives. The importance of clear intention in order to effect change that lasts.
Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms WEBCAST
-
Your Desk
8.0 Credits
Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act. Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses. Proper W-2 preparation and procedures in the year of death. Forgetful fiduciaries of simple trusts. Fluctuating trusts: Simple one year, complex the next. Dividing income in the year of death. Overview of Subchapter J. Form preparation issues: Filing requirements and line-by-line explanations of Form 1041. Taxable income of estates and trusts and expense allocation issues. Specific deductions and miscellaneous itemized deductions. Income in respect of a decedent. The income distribution deduction calculation. Relation of principal and income law to DNI. Understanding how to handle capital gains and losses. Other considerations: Excess deductions on termination. Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation. Comprehensive trust and estate case studies, with filled-in forms.
Excel Essentials for Today's Accountant: How To Become an Expert in One Day WEBCAST
-
Your Desk
4.0 Credits
Using formulas to manipulate and transform data. Using formulas and reference formulas. Using pivot tables. Understanding Solver to perform multivariate analysis. Awareness of advanced functions. Creative methods for data manipulation. Using intellectual curiosity and professional skepticism to develop a problem-solving mentality. Real-life examples of innovative ways to analyze and report data with Excel. Using Excel to perform e-mail merges. Enhance creativity in your approach to developing Excel models Computer software and application.
CAS - Ready to be an Effective CFO? Skills to Succeed WEBCAST - presented by the Idaho Society of CPAs
-
Your Desk
2.0 Credits
Utilizing your team - your whole team. Your company, your experts - your resources. Maintaining relationships with key external parties can be your secret weapon. Building key connections - who, how, and when. Making critical decisions timely. Translating data analytics into what matters. Knowing when to delegate. Gaining knowledge efficiently. Deciphering what to learn. Determining the questions to ask. Becoming the Chief Value Officer. Communicating what drives value. Understanding risk.
Multistate Taxation - Issues and Planning Opportunities WEBCAST
-
Your Desk
8.0 Credits
Multistate business activities. Nexus and implications. State taxable income. Business-related issues. Formulas and their application. Audit defense strategies. State specific regulations. Choice of business entity. Interstate commerce clauses. Domicile in relation to state death taxation.
K2'S Artificial Intelligence For Accounting And Financial Professionals WEBCAST
-
Your Desk
4.5 Credits
Exploring AI applications in accounting and finance. Understanding AI features in everyday tools. Embracing the future: AI's impact on finance and accounting.
Common Sense CFO: Crisis Management, Innovation, and Other Expectations Put on CFOs WEBCAST
-
Your Desk
2.0 Credits
Championing the role of innovation in the workplace Crisis management What does it mean? What is our role? The roles we take on and differences between the roles we are assigned? Current and future trends and expectations for financial leaders and CFOs Top ten crucial skills for 2035 from the Far Side's wisdom
You Don't Know What You Don't Know About Microsoft Excel WEBINAR
-
Your Desk
8.0 Credits
Excel shortcuts and time savers. Working with templates, formats, styles, and themes. Customizing and enhancing Excel. Protecting and securing workbooks. Formula building and the Excel function library.
K2'S Eight Awesome PivotTable Features WEBCAST
-
Your Desk
2.0 Credits
Adding user-defined calculations to PivotTables. Enhancing PivotTables with Key Performance Indicators. Using PivotTables to consolidate standard Excel reports. Creative ways to filter PivotTables. Linking accounting software data into PivotTables.
Achieving Balance in Work and Life - Part 2 WEBCAST
-
Your Desk
4.0 Credits
Why we get off balance and how to overcome those tendencies. Methods that turbo charge motivation, health and happiness. The power of culture and friends to affect our lives. The importance of clear intention in order to effect change that lasts.
K2's Expense Reporting Automation WEBCAST
-
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.
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.
Excelling at Excel: Tips, Tricks and Updates WEBCAST
-
Your Desk
2.0 Credits
Excel version differences and compatibility. Customize Excel so it works the way you work. Learn new shortcuts to work quicker. Learn some of the newer formulas to streamline your spreadsheets. Take on tables & a powerful tool for data analysis.
Excel Tips & Tricks for the Non-Accountant WEBCAST
-
Your Desk
2.0 Credits
Understanding the workbook and worksheet environment. Obtaining and utilizing data. Editing and formatting. The Insert Menu. The Page Layout Menu. The View Menu. Selecting and using formulas. Shortcuts and tricks.
Digging Deep with Excel Pivot Tables WEBCAST
-
Your Desk
1.0 Credits
Data preparation and cleansing. Pivot table creation. Pivot table customization. Navigating Excel's PivotTable Analyze tab.
K2's Excel Tips, Tricks, and Techniques for Accountants WEBCAST
-
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.
Achieving Balance in Work and Life - Part 2 WEBCAST
-
Your Desk
4.0 Credits
Why we get off balance and how to overcome those tendencies. Methods that turbo charge motivation, health and happiness. The power of culture and friends to affect our lives. The importance of clear intention in order to effect change that lasts.
Dashboard and Report Design Principles Using Excel WEBCAST
-
Your Desk
4.0 Credits
Principles of visual design for dashboards and reports. Chart design for rapid understanding. Table design for efficiency. Effective use of commentary. Strategic layout techniques. Trend analysis methods. Developing organizational design standards. Excel application techniques. Critical review skills. Best practices for data presentation.
You Don't Know What You Don't Know About Microsoft Excel WEBINAR
-
Your Desk
8.0 Credits
Excel shortcuts and time savers. Working with templates, formats, styles, and themes. Customizing and enhancing Excel. Protecting and securing workbooks. Formula building and the Excel function library.