CPE Catalog & Events
Pricing Client Accounting Services 2023 WEBCAST
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Your Desk
2.0 Credits
Understand how psychology influences your pricing decisions. Learn how behavioral economic effects influence pricing. Comprehend what and how people buy. How to develop and price options. Using the Stan Shih Smile Curve to determine the value of various services.
Addressing Common Documentation Deficiencies WEBCAST
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Your Desk
2.0 Credits
Auditing. Requirements of AU-C 230.
Benefits and Best Practices for Telework WEBCAST
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Your Desk
2.0 Credits
Business management. Hybrid work options.
K2's 2023 Now Is The Time to Automate WEBCAST
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Your Desk
2.0 Credits
Which automation tools should you initially focus on. How to automate everyday tasks in accounts payable, banking, and approval workflows. Common automation pitfalls.
K2's 2023 Ripped From The Headlines WEBCAST
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Your Desk
2.0 Credits
Malware, ransomware, data breach, and incident response tips. Internal control failures that resulted in the theft of assets or unauthorized manipulation of data. User authentication and security awareness training.
K2's 2023 Excel PivotTables for Accountants WEBCAST
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Your Desk
8.0 Credits
Creating PivotTable Reports. PivotTables using grouping techniques. Data Models . Consolidation PivotTables . Power Pivot and Slicers. GETPIVOTDATA function.
K2's 2023 Collaboration - Portals, Payments, and Signatures WEBCAST
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Your Desk
2.0 Credits
Learn about payment options you can integrate into your portal. Leave with a checklist of features to consider for collaboration.
K2'S 2022 Privacy Issues And Solutions - What You Need to Know! WEBCAST
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Your Desk
1.0 Credits
The most significant privacy threats today. Your browser and search engine and why they matter. Privacy policies - the fine print.
K2'S 2022 Automation For Increasing Personal Efficiency And Effectiveness WEBCAST
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Your Desk
2.0 Credits
Automation opportunities. Understanding integration platforms. Productivity tips, tricks, and applications. Tips and tricks for saving valuable time.
Treasury Circular 230 for EAs and Other Tax Preparers WEBCAST
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Your Desk
2.0 Credits
Circular 230. Conflicts of interest. Loving case. RTRP. Fees. Qualifying continuing education.
Why Auditors Fail To Detect Fraud WEBCAST
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Your Desk
2.0 Credits
Reasons auditors fail to detect fraud. Willful ignorance. SAS No. 82. Additional documentation. How and who to talk to. Determining the tone at the top. How to determine intent. If you expect it, you will see it.
Dashboard and Report Design Principles Using Excel WEBCAST
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Your Desk
4.0 Credits
How to design charts for the fastest possible user understanding and ease of use. Review of case studies for group critique. Developing a design standard for your organization. Designing tables for rapid understanding and efficient space use. How to use commentary, maintaining a consistent style and level of detail. Using layout to support long-term memory and improve understanding. The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.. How to apply these techniques using Excel
K2's 2023 CPA Firm Update WEBCAST
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Your Desk
2.0 Credits
Software products by service lines. Innovation and automation tools. Specific technology stacks to improve productivity and profitability.
6 Practical Strategies To Promote Diversity & Inclusion In Your Workplace WEBCAST
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Your Desk
1.0 Credits
Communication Leadership Character Behavior
Business Communication Essentials (Dynamic Communication in the Workplace) WEBCAST
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Your Desk
1.0 Credits
Communication. Feedback. Management. Leadership.
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.
Mastering Charitable Remainder Trusts and Form 5227 Compliance WEBCAST
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Your Desk
2.0 Credits
Introduction to Charitable Remainder Trusts (CRTs). Types of CRTs and their benefits. Formation and funding of CRTs. Identifying suitable candidates for CRTs. Understanding Form 5227: an overview. Line-by-line breakdown of Form 5227. Reporting trust assets and income. Distributions and charitable beneficiaries. Compliance updates and recent changes to Form 5227. Best practices for accurate completion and filing.
When Leadership Fails WEBCAST
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Your Desk
2.0 Credits
Who's responsible. The importance of policies and procedures. The development, implementation and monitoring of internal controls. There is no excuse. Who steals. The tone at the top and the big monkey theory.
K2's 2023 Testing and Auditing Excel Workbooks WEBCAST
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Your Desk
4.0 Credits
Examples of common errors found in Excel workbooks. How to reduce Excel errors. Add-in solutions that can reduce spreadsheet error risk.
Strategies for Guiding Clients Through Challenging Situations: Tax Insights WEBCAST
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Your Desk
8.0 Credits
Navigating the tax and non-tax dimensions of divorce. Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting. Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents. Grasping the intricacies of support considerations for spouses and former spouses. Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support. Delving into the business implications in instances of business dissolution. Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies.
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The Washington Society of CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of group-live and group-internet-based continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org