CPE & Event Catalog
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.
IRS Penalties and Abatements WEBINAR
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Your Desk
2.0 Credits
Various types of penalties. Rules on waiver of penalties and interests. Various forms and procedures for requesting relief. First Time Abatement. How an individual taxpayer qualifies for Reasonable Cause abatement. Procedures for requesting refund of paid penalties. Available administrative options.
K2's Excel’s Best Practices and Features WEBCAST
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Your Desk
2.0 Credits
What to look for in newer versions of Excel. How to take advantage of new functions and features in Excel. Integrating Excel data with other applications. Improving Excel security.
Smarter Tax Services with AI Tools WEBINAR
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Your Desk
2.0 Credits
Overview of AI technology and how it works. Identify where AI can be incorporated into tax research, planning, and compliance services. Discover new opportunities to enhance your client advisory tax services with AI tools. Review the market of emerging and AI enhanced tax software tools. Learn about the newest generation of AI enable 1040 source document collection and organizer applications. Review specific use cases for generative AI tools in your tax services.
CORE Series: Speaking Their Language: Attracting Your Ideal Nonprofit Clients WEBINAR
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Your Desk
1.0 Credits
Practical frameworks to strengthen relationships. Growing a nonprofit-focused practice with intention.
Becoming a Fractional CFO: What to Do and How? WEBINAR
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Your Desk
2.0 Credits
Do you have what it takes to be a successful fractional CFO? Should you be a solo practitioner or join a larger firm? 1099 versus W2. What skills are needed to be successful? Sales, marketing, etc. What are some of the red flags? Typical assignments and issues a fractional CFO will likely encounter. The greatest opportunity for fractional CFOs. Understanding your value.
Accounting and Attestation for ESG WEBINAR
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Your Desk
2.0 Credits
Current ESG related initiatives and projects underway at the Financial Accounting Standards Board, Governmental Accounting Standards Board, and the AICPA. Types of services CPAs may provide in connection with ESG reporting, including advisory and attestation engagements.
AI Lessons Learned for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to AI R&D in accounting. Theory to practice. Managing exponential change. Proactive AI engagement. The dual role in AI development. Internal AI tools creation. Data security and cyber threats. Mitigating AI misuse. Challenges in AI integration. Continuous learning and adaptation.
Retaining Talent in a Competitive Marketplace WEBINAR
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Your Desk
4.0 Credits
Decision making theory compensation and employee satisfaction. What benefits do employees care about? Retirement plan basics. Health insurance basics. Disability insurance basics. Life insurance basics. Fringe benefits. Summing it up.
Unlock the Power of AI with Copilot in Excel WEBINAR
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Your Desk
2.0 Credits
Introduction to Copilot in Excel. Automating tasks and enhancing productivity. Advanced data insights with copilot.
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.
2026-27 Annual Update for Governments and Not-for-Profits WEBINAR
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Your Desk
4.0 Credits
Key accounting and auditing developments affecting governmental and not-for-profit organizations. Accounting Standards Updates issued by the Financial Accounting Standards Board. The purpose of INPAS and how it compares conceptually to U.S. GAAP for not-for-profit entities. Recent developments affecting Single Audits, including the 2024 Uniform Guidance overhaul, updates to Appendix B of the AICPA GAS/Single Audit Guide, and recent guidance issued through the Office of Management and Budget.
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.
How to Build a Custom AI Chatbot and GPT in Plain English WEBINAR
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Your Desk
2.0 Credits
Fundamentals of GPT Builder and AI agent customization techniques. Integration of specialized knowledge bases and domain specific expertise. Security and privacy considerations in AI chatbot deployment. Custom GPT development without coding expertise. Implementation of AI agents for customer support and workflow automation. Multiple bot interactions and content creation strategies. Best practices for maintaining and scaling AI assistants.
Controls to Secure the Growing Digital Footprint WEBINAR
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Your Desk
4.0 Credits
Securing individual documents. Protecting information resident in the Cloud. Securing data stored on or accessed by mobile devices.
Calculating the Retirement Need WEBINAR
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Your Desk
1.0 Credits
Overview of retirement expenses and needs. Overview of risk tolerance, time value of money and retirement planning factors. Examples of client retirement situations.
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.
Advanced ChatGPT for Accountants WEBINAR
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Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
2026-27 Not-for-Profit GAAP Update WEBINAR
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Your Desk
1.0 Credits
Recently issued Financial Accounting Standards Board Accounting Standards Updates impacting NFP financial reporting, along with standard-setting projects currently in the FASB pipeline. The International Non-Profit Accounting Standards - the first comprehensive global accounting framework designed specifically for non-profit organizations, launched in October 2025.
Financial Planning: Auto and Homeowners Insurance WEBINAR
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Your Desk
1.0 Credits
Overview of insurance types. Overview of insurance policies and contract sections. Examples of types of policies and coverages.