CPE & Event Catalog
A&A Update for Closely Held Businesses WEBCAST
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Your Desk
6.0 Credits
Recently issued FASB Accounting Standards Updates, including those that will become effective during audit engagements conducted in 2026. Recently issued Statements on Auditing Standards and other AICPA activity. Recently issued Statements on Standards for Accounting and Review Services.
Sarbanes-Oxley Update - Accounting Risk Assessment considerations - 20 years later WEBCAST
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Your Desk
1.8 Credits
Sarbanes-Oxley. Accounting risk assessment.
Estate Planning for Today and Beyond WEBCAST
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Your Desk
8.0 Credits
Analysis of upcoming trends and anticipated shifts in estate planning practices. Review of legislative updates affecting estate planning strategies. Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency. Integration of digital assets and technology into estate planning frameworks. Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional relationships.
Supporting Mental Wellness to Thrive in Work and Life WEBINAR
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Your Desk
2.0 Credits
Understanding mental wellness. Practical strategies for balanced living. Recognizing and managing support needs.
SEC Case Studies: Ethical Dilemmas in Finance and Accounting WEBINAR
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Your Desk
2.0 Credits
Introduction to ethics and ethical dilemmas. Ethical codes and professional standards. Fraud and the fraud triangle. Ethical decision-making models. Financial statement manipulation tactics. Cash flow and key metrics misrepresentations.
Erase the Mark: Best Practices in Penalty Abatement WEBINAR
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Your Desk
2.0 Credits
The authority of the IRS in assessing tax penalties. The types of penalties that can be removed. The process the IRS uses to evaluate penalty abatements. How to request penalty abatements. Best practices in asking for penalty abatement, including using appeals.
ProActive Response: Active Shooter Training - Recognize. Respond. Survive. WEBCAST
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Your Desk
2.0 Credits
Early warning signs. Concerning behavior changes. Getting out. Barricading your area. Fighting for survival. Disarming the assailant. Tourniquets. Pressure dressings. Chest seals.
Budget Mastery: Process, Problems, and Solutions WEBCAST
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Your Desk
2.0 Credits
Recognize and find solutions to the budget process.
Analyzing IFRS Financial Statements WEBINAR
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Your Desk
4.0 Credits
Financial analysis fundamentals. Loblaw companies case study. Advanced analysis techniques. Operational focus. Applied analysis and managerial ratios. Management commentary.
The Entrepreneurial Spirit - A Leadership Perspective WEBCAST
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Your Desk
1.2 Credits
Leadership. Entrepreneurial behavior. Entrepreneurial thinking.
Providing Ethical Leadership: Learning to be the Best Version of Yourself WEBCAST
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Your Desk
1.2 Credits
Examining the lives of ordinary people whose moral courage had a significant impact on those around them. How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes. Showing how even simple actions can outsized effect on a person's sphere of influence.
Data and Predictive Analytics and Business Intelligence for Controllers/CFOs WEBCAST
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Your Desk
4.0 Credits
DA and BI relationship to accountant value. Current trends in BI and DA, including the emergence of AI tools like ChatGPT. The changing accountant roles with an emphasis on how ChatGPT can be utilized in these capacities. Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data. BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
Financial Statement Preparation: Compilation and Review Update WEBCAST
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Your Desk
8.0 Credits
Preparation engagements. Compilation engagements. Review engagements. Emerging accounting and review hot topics. New quality management standards.
AI In Audit and Financial Reporting WEBCAST
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Your Desk
1.6 Credits
Artificial intelligence. Audit. Financial reporting.
Leverage PowerBI.com to Create Data Analysis for Others WEBINAR
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Your Desk
2.0 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.
K2's Excel Tips, Tricks, and Techniques for Accountants WEBCAST
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Your Desk
2.0 Credits
Fundamental Excel techniques all accounting and financial professionals should know and use. Creating date-based calculations in Excel. How to create Excel templates. Key options you should enable in Excel. Linking data in Excel.
Building Personal Leadership Skills WEBCAST
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Your Desk
4.0 Credits
Leadership. Personality types. Communication. Uses of AI in the work place.
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.
The CPA as Strategic Advisor: Leading the Client Advisory Team WEBCAST
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Your Desk
4.0 Credits
The CPA as team leader. Roles of key advisory professionals. Identifying cross-disciplinary planning opportunities. Coordinating planning strategies. Communication and collaboration. Structuring advisory relationships. Risk and professional responsibility.
Using ChatGPT with Excel WEBINAR
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Your Desk
2.0 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.