CPE & Event Catalog
Accountants and Malpractice: Can We Get Sued for This? WEBINAR
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Your Desk
2.0 Credits
How accountant liability is a very real threat in today's litigious society. A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit. Pitfalls in which the accountant may find him- or her- self while dealing with clients. Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.
ChatGPT and IRS Taxation Law Research WEBINAR
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Your Desk
2.0 Credits
Utilizing ChatGPT for IRS tax law research. Using IRS prompt templates. ChatGPT in action. Exploring IRS tax laws. Error prevention and correction in tax law research. AI's evolving role in taxation and accounting.
Making Effective Decisions When You Can't Get What You Want WEBINAR
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Your Desk
2.0 Credits
Decision-making fundamentals. Cost-volume-profit refresher. Optimization analysis. Constraint mitigation strategies. Coping with incomplete information. Solver and other Excel capabilities. Qualitative considerations.
Criminal Tax: How CPAs Bring Value to Defense Attorneys WEBINAR
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Your Desk
2.0 Credits
The common weaknesses in a criminal tax investigation. The key documents to review. Crafting questions to recommend in court proceeding.
How AI Fits into the Accounting World WEBCAST
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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.
Microsoft 365 Application Lightning Round Review-Updated WEBINAR
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Your Desk
0.0 Credits
Lightning round review of all Microsoft 365 apps, with an explanation and demonstration of what each of them offers.
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.
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.
CPA to CFO: Essential Competencies for Finance Leaders WEBINAR
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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.
K2's The Best Kept Secrets Of Microsoft 365 WEBCAST
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Your Desk
0.0 Credits
New features, tips, and tricks in Microsoft 365. Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals. See some of the tools you can activate to help your team create and share video content intended only for internal use.
Forensic Accounting: Finding Hidden Treasure in Tax Returns WEBINAR
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Your Desk
4.0 Credits
The rules of IRS disclosure of tax information. Understanding the role of IRS transcripts. Interpreting the actions of the IRS in transcripts. FOIA requests. Analyzing tax information and returns for financial leads.
How to Audit Expenses and Payables WEBINAR
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Your Desk
2.0 Credits
The basics of auditing expenses. Accrued liabilities and other payables. Relates audit assertions, risks, and threats to the expenses and payables balances. Substantive auditing procedures to perform.
K2's Harnessing ChatGPT WEBCAST
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Your Desk
1.0 Credits
Leveraging prompt engineering in ChatGPT for various accounting tasks. Exploring the applications and limitations of ChatGPT in accounting. Empowering efficiency for everyday accounting tasks.
Using ChatGPT with Excel WEBINAR
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Your Desk
0.0 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.
Coping with the Growth of Online Fraud WEBINAR
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Your Desk
4.0 Credits
The actuation of online and other cyber frauds. Fraudulent acts that are initiated electronically. Automated and employee driven methods that can reduce cyber-fraud risk.
Accounting Analysis Basics WEBCAST
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Your Desk
4.0 Credits
Accounting analysis and methodology. Factors influencing the quality of accounting-based financial reports. Impact of emerging business models on balance sheets.
Basic Staff Tax Training: Individual WEBCAST
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Your Desk
8.0 Credits
Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return. Identify and be able to implement basic individual income tax planning ideas for clients. Familiarity with several source documents utilized in the preparation of an individual income tax return. Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future.
Top 10 Things to Know About Estate Taxation and Planning WEBCAST
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Your Desk
8.0 Credits
The Numbers: Exemptions, exclusions and discounts. Portability and step-up in basis. Asset valuation. Deductions: Marital, charitable, transmission and administration. Retirement plan assets, annuities and life insurance. Trust funding and administration.
Advanced Excel for Staff - Build Reports and Analyze Data WEBINAR
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Your Desk
0.0 Credits
Building reports workflow. Gather and organize data. Set calculations and key metrics. Format and structure reports. Review and validate data. Distributing the report effectively.
Common Deficiencies in SSARS Engagements WEBINAR
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Your Desk
4.0 Credits
Frequent problem areas in preparation, compilation, and review engagements. The root causes of noncompliance. Practical approaches firms can use to improve consistency, documentation, and overall engagement performance.