CPE & Event Catalog
K2's AI — Better Prompts, Better Results WEBCAST
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Your Desk
1.0 Credits
Components of effective AI prompts. The pros and cons of a single large prompt versus multiple small prompts. Using prompts to format AI-generated output.
Retirement Planning: Next Stage for You or Your Client WEBINAR
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Your Desk
2.0 Credits
Developing a new perspective on what this next stage is really all about. Discovering a new sense of purpose. Assessing your financial conditions. Addressing needed or potential changes in your relationships. Examining new or renewed ways to stay healthy. Figuring out what to do next.
Leverage PowerBI.com to Create Data Analysis for Others WEBINAR
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Your Desk
0.0 Credits
Tour of the PowerBI.com interface. PowerBI.com concepts. Connecting to data. Visualizations and dashboards. Q&A feature. Sharing datasets, reports, dashboards. Creating apps.
Disrupt to Dominate: Mastering Change Leadership WEBINAR
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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.
CFO Solutions to IRS Problems WEBINAR
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Your Desk
4.0 Credits
The authority of IRS in assessing and collecting taxes. The common misconceptions when dealing with IRS. Common questionable actions by business owners. How to prepare for an IRS audit. The seven options in IRS collections. Possible criminal tax violations by CFOs and small business owners.
K2's Case Studies In Fraud And Technology Controls WEBCAST
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Your Desk
4.0 Credits
Key fraud risks impacting businesses today. Examples of fraud and the monetary impact on victims. How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim.
Comprehensive FASB and AICPA Update for Tax Professionals WEBCAST
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Your Desk
6.0 Credits
Broadly applicable ASU effective in 2025 and beyond. Significant recent SAS. Tax-basis financial statements.
Advanced ChatGPT for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
Accounting and Attestation for ESG WEBINAR
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Your Desk
2.0 Credits
Current ESG related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements.
The Generation-Skipping Transfer Tax and Dynasty Trusts WEBCAST
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Your Desk
4.0 Credits
Calculation of the GST tax, and how it relates to the estate tax and gift tax. Direct skips, taxable distributions, and taxable terminations. GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts. Calculating the benefit of and designing Dynasty Trusts.
How to Build a Custom AI Chatbot and GPT in Plain English WEBINAR
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Your Desk
2.0 Credits
Fundamentals of GPT Builder and AI agent customization techniques. Integration of specialized knowledge bases and domain specific expertise. Security and privacy considerations in AI chatbot deployment. Custom GPT development without coding expertise. Implementation of AI agents for customer support and workflow automation. Multiple bot interactions and content creation strategies. Best practices for maintaining and scaling AI assistants.
Corporate Transparency Act Developments WEBINAR
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Your Desk
2.0 Credits
Background of the Corporate Transparency Act. Beneficial Ownership Information Reporting Rule (BOIR). Entities required to report. Reporting requirements imposed by the CTA. Due dates of reports. Information needed to satisfy the BOIR. Impact of failure to report. How to submit a report. Court rulings on CTA's unconstitutionality. Implications to entities as a result of the ruling in NSB. Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers.
Supervision/Management Competencies: An Ethical Approach WEBINAR
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Your Desk
2.0 Credits
The overview of virtue ethics. Milgram and Zimbardo case studies. Navigating the transition from buddy to boss. Self-awareness and regard for others. Setting standards and analyzing performance. Unconscious bias. Communication skills
How AI Fits into the Accounting World WEBINAR
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Your Desk
2.0 Credits
An overview of AI constructs. How artificial intelligence is being used by accountants today. Accounting-centric AI developments on the horizon.
Forensic Accounting: Investigating Divorce Cases WEBINAR
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Your Desk
4.0 Credits
The role of a forensic accountant in divorce proceedings. The marketing of forensic accounting services to family law attorneys. How to conduct a financial investigation. Common areas to uncover hidden assets or income. The basic calculations in evaluating marital assets. Testifying in depositions and divorce court.
Lease Accounting - Making Sense of the Standard WEBCAST
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Your Desk
4.0 Credits
What control of assets constitute a lease. Embedded leases. Fixed and variable consideration. Determining the lease term. Modifications and assessments. Related party leases. Presenting leases on financial statements. Components of calculating liabilities and rights of use.
Executive Presence, Personal Brand: Structure Your Narrative WEBINAR
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Your Desk
1.0 Credits
Components of executive presence. Audience centered elevator pitch structure. Professional value proposition framework. Structuring a concise executive biography. Aligning personal narrative with organizational value. Common pitfalls in professional self-presentation. Application and refinement exercise.
CORE Series: Federal and State Tax Developments Impacting High Net Worth Clients WEBINAR
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Your Desk
1.0 Credits
Recent federal and state tax developments.
Managerial Accounting: Your Prescription for Better Decision WEBINAR
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Your Desk
4.0 Credits
Target profit and Break-even analysis. Relevant costs and decision-making. Standard costs and variances. Activity-based costing. Segment reporting and analysis. Budgeting.
OCBOA Case Studies WEBCAST
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Your Desk
8.0 Credits
Income tax-basis financial statement presentations. Cash and modified-cash financial statement presentations. Innovative and EBITDA type reports. OCBOA engagements. AICPA Financial Reporting Framework for Small- and Medium-Sized Entities.