CPE & Event Catalog
2025 EBP Update: Standards, Compliance, and Best Practices WEBCAST
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Your Desk
2.0 Credits
EPB. Auditing.
Addressing Misconduct WEBCAST
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Your Desk
1.0 Credits
Insubordination. Personality and attitude problems. Generalized disparaging comments. Previously unaddressed conduct. Misconduct due to mental condition. Corrective action meetings and documentation. Attendance control.
Comprehensive Roth IRA Strategies Analysis WEBCAST
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Your Desk
2.0 Credits
Why Roth-related Rules of Thumb can be flawed. Questions you can use to evaluate recommendations. SECURE 2.0 changes related to Roth IRAs and Roth 401ks. Backdoor and Mega-Backdoor Roth
Are You Up For the Challenge? Test Your Skills as a Quality Control Reviewer WEBCAST
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Your Desk
4.0 Credits
AICPA professional standards. EQCR expectations. Firm-specific considerations. Best practices for reducing the frequency of review points. Best practices for mitigating the severity of review points. Examples of common EQCR deficiencies. The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26. An interactive, hands-on EQCR simulation.
Preparing for and Conducting Discharge Meetings WEBCAST
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Your Desk
1.0 Credits
Issues to be evaluated pre-discharge. Off-site/off work-misconduct. Pre-discharge interviews. Resignations. Discharge meetings. Exit interviews. Reference checks.
A Practical Guide to Trusts WEBCAST
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Your Desk
8.0 Credits
Trustee responsibilities and trust administration. Strategies for probate avoidance and efficient asset distribution. Tax treatment of revocable living trusts. Marital deductions and bypass trusts. Uses of irrevocable trusts in estate planning. Benefits of irrevocable life insurance trusts. Multi-generational wealth planning with dynasty trusts. Overview of estate planning tools: GRIT, GRAT, GRUT, and QPRT.
Leveraging Analytical Procedures to the Fullest on Audits - Case Studies in Strengthening Audit Evidence WEBCAST
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Your Desk
2.0 Credits
How well-designed analytic procedures enhance audit quality. Elements of strong analytic procedures. Selecting the proper analytic and altering the strength for the intended purpose. Evaluating the data used in generating expectations. Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained.
PowerPoint: Tips & Tricks for Today's Accountant WEBCAST
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Your Desk
2.0 Credits
Exploration of tabs within PowerPoint's ribbon. Initial creation of a slide deck. Using slide masters. Utilization of external content. SmartArt. Alignments and layouts. Tips and tricks for efficiency. Best practices for effective presentation delivery. Other creative uses for PowerPoint.
Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs WEBCAST
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Your Desk
2.0 Credits
AI Evolution: How has AI evolved and where does it stand today. Generative AI: What exactly is generative AI; and how is it different. AI Limitations: What AI can't, shouldn't or won't do. AI Applications: How can I practically use AI right now.
K2's Taking Another Look At PDFs WEBCAST
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Your Desk
2.0 Credits
Understanding the Portable Document Format. Identifying tools you can use to work with PDFs. Collaborating using PDFs. Creating, distributing, and collecting fillable PDF forms. Using PDFs to enhance security.
Prix Fixe: Charitable Registration: What Does it Take to be Compliant? WEBINAR
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Your Desk
1.0 Credits
State charitable registration requirements. How to manage registrations.
Preparation, Compilation and Review Engagements WEBCAST
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Your Desk
2.0 Credits
Auditing.
Expand Your Analytical Toolbox More Tools for Success WEBCAST
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Your Desk
4.0 Credits
Five step valuation process. Two specific valuation approaches. The Gordon Model. Ten thoughts on banker selection. Rating your bank. Ten hints for keeping your toolbox full.
K2's Harnessing ChatGPT - Unlocking Professional Efficiency 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.
S Corporation Checkup: Tax Issues & Forms Reporting WEBCAST
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Your Desk
4.0 Credits
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Schedules K-2 and K-3 Discuss how basis is impacted by distributions of corporation property Explain how basis is impacted by sale/or liquidation of the S corporation interest S corporation losses and how they impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations Comprehensive example to illustrate the mechanics of the basis determination process
Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments WEBCAST
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Your Desk
1.0 Credits
HR leadership. Small HR teams. HR Department of One. Employee engagement. Employee experience. Employee journey.
Business Intelligence and Business Analytics WEBCAST
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Your Desk
2.0 Credits
The rise of Business Intelligence (BI), Business Analytics (BA), and Big Data. Why the interest in BI and BA? The analytics continuum. How BA can provide a competitive advantage. The difference between BI and BA. The difference between forecasting and predictive analytics. Fundamentals of analytical techniques. Examples for the CFO and accounting function. Benefits from applying analytics. The impact of AI on the accounting profession.
Combatting Sexual Harassment in the Workplace WEBCAST
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Your Desk
1.0 Credits
Sexual harassment prevention. Company culture.
Safety Synergy: Uniting Elements for a Secure Workplace WEBCAST
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Your Desk
1.2 Credits
How to evaluate physical security. Increase situational awareness. Simple de-escalation techniques. Mental health awareness. Safe termination strategy. Active shooter response overview.
Independence for Auditors - AICPA, PCAOB, GAO & DOL WEBCAST
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Your Desk
4.0 Credits
Auditing. AICPA, GAO, DOL and PCAOB.