CPE & Event Catalog
Maintaining a Harmonious Working Environment WEBCAST
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Your Desk
1.0 Credits
Disassociating yourself and your employer from discriminatory comments. Scripts for addressing potential and actual sexual harassment situations. Consensual relationships between leaders and their subordinates. Effective violence prevention measure. Survival tactics in active violence situations.
Eliminating Busy Season: Transforming Your Practice to Year-Round Advisory Services WEBCAST
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Your Desk
8.0 Credits
Limitations of the traditional busy season model. Building a year-round advisory practice. Transitioning existing clients. Attracting higher-value clients. Integrating tax, financial, and estate planning. Workflow restructuring and operations. Pricing and value communication. Implementation challenges.
Numbers to Narrative: Storytelling in Business Communication WEBINAR
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Your Desk
1.0 Credits
Role of narrative in professional communication. Narrative arcs in business contexts. Integrating data within a structured story. Defining tension and resolution logically. Maintaining accuracy while improving clarity. Application of storytelling framework to a workplace scenario.
Auditing Standards Update and Best Practices WEBCAST
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Your Desk
4.0 Credits
Designing and performing sufficient audit procedures required for all audits, particularly when auditing privately-owned companies. Identify controls that exist, especially when those controls are not clearly identified or formalized. Evaluate if those controls prevent or detect material misstatements in the financial statements. Design effective audit procedures (including testing of controls where appropriate) in response to the auditor's assessed risk of the potential material misstatements in the financial statements.
Peeking Behind the Curtain: Exploring IRS Audit Technique Guides WEBCAST
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Your Desk
2.0 Credits
Overview of ATGs. Best practices for utilizing ATGs. Salient provisions of selected ATGs. Insights auditors may obtain from analytical procedures. Nuances associated with selected industries.
Critical Technical Skills for CFOs and Controllers WEBCAST
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Your Desk
4.0 Credits
A methodical approach to business and strategic planning. Overview of the balanced scorecard approach to creating key performance metrics. Common metrics for analyzing financial statements and trends. Accounting and finance role in enterprise-wide risk management.
The Power of a Good Story! WEBCAST
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Your Desk
4.0 Credits
The 3 elements of storytelling. Three real world examples. Ten thoughts for the road.
On the Dash: Why Your Nonprofit Needs a Dashboard WEBCAST
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Your Desk
1.0 Credits
Dashboard uses and best practices in designing visualizations. Trends in dashboard design, including new technologies and automation. Enhancing transparency and clear communication with nonprofit board members and. other stakeholders.
Retirement Planning: Next Stage for You or Your Client WEBINAR
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Your Desk
2.0 Credits
Developing a new perspective on what this next stage is really all about. Discovering a new sense of purpose. Assessing your financial conditions. Addressing needed or potential changes in your relationships. Examining new or renewed ways to stay healthy. Figuring out what to do next.
2026-27 Yellow Book Update WEBINAR
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Your Desk
1.0 Credits
Significant changes related to quality management and updates affecting key audit roles, with an emphasis on how these revisions impact audit planning and execution. The GAO's implementation delay and its implications for 2026 audit planning. Recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities. Overview of recent updates to the Green Book, helping auditors understand changes to internal control guidance that may affect governmental entities and Single Audit engagements.
Inventory Accounting GAAP, Software and Recognizing Variances WEBCAST
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Your Desk
2.0 Credits
Inventory accounting. GAAP. Methods for dealing with variances.
Profitability Pricing: Boost your Bottom Line WEBCAST
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Your Desk
2.0 Credits
Competitive bids. Achieving target profitability.
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.
K2's Data Analytics For Accountants and Auditors WEBCAST
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Your Desk
4.0 Credits
Understanding the importance of data analytics in modern business environments. Generating and interpreting data analytics using everyday applications such as Microsoft Excel and Microsoft's Power BI platform. Using regression analysis to create and validate forecasts and projections.
Fundamentals of Form 1040 -- Business WEBINAR
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Your Desk
4.0 Credits
Self-employment and business income taxation. Reporting income from pass-through entities. Application of Form 7217 for capital construction funds. Best practices for self-employed clients and small business owners. Key deductions and credits for business owners. Avoiding common IRS audit triggers related to business income reporting. Legislative updates impacting business income taxation in the current year.
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.