CPE & Event Catalog
Employees Today and Tomorrow: Are Employees Assets? WEBCAST
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Your Desk
2.0 Credits
GAAP vs. economic value of employees. The need to change management tactics. Different generations and demographics. Employee engagement surveys and what they should tell us. Successful tactics for today's workforce.
Metrics Management – Linking Strategy to Performance WEBCAST
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Your Desk
2.0 Credits
Why strategy succeeds or fails based on measurement. The relationship between mission, strategy, and metrics. Financial versus non-financial performance measures. Common measurement pitfalls and micromanagement risk. Balanced Scorecard perspectives and strategy maps. Linking critical success factors to KPIs. Ownership and accountability for metrics. Using metrics to drive organizational focus.
The Art of the Interview WEBCAST
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Your Desk
2.0 Credits
Identify inconsistencies and uncover financial misconduct. Use psychological and behavioral cues to detect deception. Build rapport to elicit key details from interview subjects. Adapt questioning techniques to different personalities and contexts.
2026/27 Governmental Auditing Update: Yellow Book and Uniform Guidance WEBCAST
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Your Desk
2.0 Credits
2024 Yellow Book revisions and implementation updates. Quality management and key audit role changes. GAO implementation delay and audit planning implications. Green Book updates and internal control considerations. 2024 Uniform Guidance overhaul. Single Audit requirement updates. AICPA GAS/Single Audit Guide - Appendix B changes.
Project Management for Tax Preparers: Improving Workflow, Efficiency, and Client Service WEBCAST
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Your Desk
4.0 Credits
Project management in tax practices. Client onboarding and initiation. Workflow and execution strategies. Monitoring and risk management. Communication and collaboration.
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.
About the TIGTA: Who Watches the IRS? WEBINAR
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Your Desk
2.0 Credits
The role of TIGTA in the US tax system. Auditing, investigating, and inspecting and evaluating IRS programs and operations. Identifying opportunities to improve the administration of tax laws. Promoting integrity, economy, and efficiency in the tax system. Responding to requests from Congress and other external stakeholders. Upholding ethical standards in the accounting profession. Building trust and confidence in the tax system.
Metrics Management – Selecting the Right KPIs WEBCAST
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Your Desk
2.0 Credits
What makes a KPI meaningful and actionable. Balancing financial, customer, operational, and learning metrics. Selecting metrics at the responsibility-center level. Understanding who the customer of a report really is. Avoiding metric overload and bad incentives. Linking departmental metrics to enterprise strategy. The role of non-financial metrics in driving results. Real-world KPI examples across industries.
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.
Risk Assessment of IT Systems WEBCAST
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Your Desk
1.0 Credits
Overview of SAS 145. Risk assessment requirements. Role of IT in audit planning. Understanding IT environments. Identifying IT risks. Areas of concern in IT systems. Impact of IT risks on the audit.
Financial and Tax Accounting for S Corporations and Partnerships WEBINAR
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Your Desk
8.0 Credits
Review the Accounting Standards Codification, Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporations. Financial accounting issues arising from changes in ownership. Financial vs. tax accounting for partnership or LLC capital accounts. Section 704(b) substantial economic effect rules and their relation to financial accounting. The integration of financial accounting with Forms 1065 and 1120S. Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests. Deferred tax accounting for partnerships, LLCs, and S corporations. Financial accounting for the operations of a partnership or LLC. Financial accounting impact of the C to S election and the S to C election. Financial and tax accounting for S corporation shareholder equity and partner capital accounts. Financial vs. tax accounting for loans to and from S corporations and their shareholders.
Overcome Your Obstacles to Abundance WEBCAST
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Your Desk
4.0 Credits
How to know your specific obstacles to becoming rich. Why people use poor marketing and investment strategies, and how to overcome such limitations. The most effective marketing methods, and how to implement them. The power of being super motivated, and three methods to keep you motivated long term towards your goals. Having a vision for your business and life that will keep you on the right track.
2025-2026 Federal Tax Updates - Business Entities WEBINAR
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Your Desk
8.0 Credits
Current business entity tax issues. Any current tax legislation occurring during the period. Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues.
Creating A Culture of Trust WEBCAST
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Your Desk
1.0 Credits
Culture. Trust.
Finding the Right Fit: An Exploration Financial Reporting Options for SMEs WEBCAST
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Your Desk
4.0 Credits
Unique needs of SMEs. The menu of available frameworks. Exploration of specific SPFs. U.S. GAAP provisions for SMEs. Considerations when selecting a framework. Audit, review, and compilation implications. Pitfalls to avoid. Best practices to adopt.
Best Business Tax Update 2026 WEBCAST - Partnered with the Idaho Society
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Your Desk
8.0 Credits
The latest tax developments, rules and regulations affecting businesses.
Partnership Preparation, Basis Calculations and Distributions – Form 1065 Schedule K and K-1 Analysis WEBCAST
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Your Desk
8.0 Credits
Extensive review of the partnership tax laws with an emphasis on any new legislative changes. Review the Form 1065 to learn how income statement items get reported on the partnership/LLC tax return and flow-thru to the partner/members on Schedule K-1. Analyze the Schedule K-1 line-by-line and discuss where the items get reported on the individual's Federal income tax return and how the items affect the partner/members outside basis. Look at detailed Schedule K-1 information reporting to partners/members needed for the qualified business income deduction, 3.8% net investment income tax and business interest expense limitations. Formation issues including the mandatory allocation of the Section 704(c) pre-contribution gain or losses back to the contributing partner/member. Calculating the tax and Section 704(b) book capital accounts. Reporting recourse and non-recourse debt on the Schedule K-1Tax ramifications and reporting of cash and non-cash distributions including disproportionate distributions of "hot assets". Overview of the Section 754 election for optional basis adjustments triggering Section 743 and Section 734.
SAS 145: Modern Risk-Based Auditing WEBCAST
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Your Desk
2.0 Credits
Introducing SAS 145. Revisiting audit risk. Risk assessment in the SAS 145 era. Analyzing SAS 145. Documentation requirements.
What's Behind the Data? WEBINAR
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Your Desk
2.0 Credits
Ways in which data and information can be misleading. Common pitfalls when encountering data. How to reevaluate the data to avoid those pitfalls.
Oregon and Washington Ethics 2026 WEBCAST - Partnered with the Oregon Society
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Your Desk
4.0 Credits
The AICPA Code of Conduct. Key Washington and Oregon differences. New national and state developments. Case studies.