CPE & Event Catalog
Federal Tax Update with Greg and George WEBCAST
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Your Desk
8.0 Credits
Important new tax cases. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices. Important new tax cases. Common circumstances that result in S corporation terminations (including how to fix mistakes). A new case from the Tax Court on an S corporation that triggered large gains from constructive distributions. Legislative update (including Tax Cuts and Jobs Act extension). New administrative releases including revenue rulings, revenue procedures and notices.
Exploring Internal Controls That Could Have Prevented Frauds WEBINAR
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Your Desk
2.0 Credits
Examination of actual frauds. Discussion of internal controls that could have prevented the frauds. Contemplation of epiphanies for your own professional scenarios.
Beyond the Basics: Financial Ratios You Might Be Overlooking WEBINAR
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Your Desk
1.0 Credits
Understanding cost behavior and its impact on decision-making. Contribution margin and break-even analysis. Margin of safety and its role in risk management. Operating leverage and financial sensitivity. Analyzing asset turnover for operational efficiency. Cash conversion cycle and working capital insights. Free cash flow yield as a valuation tool.
Forgotten Managerial Accounting Tools for CPAs WEBINAR
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Your Desk
2.0 Credits
Target profit analysis. Break-even analysis. Relevant costs and decision making. Standard costs and variances. Activity-based costing. Segment reporting and analysis.
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.
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.
Case Studies in Accounting Fraud WEBCAST
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Your Desk
4.0 Credits
Major financial statement frauds, including revenue recognition, estimates, earnings management and cut-off fraud. Major misappropriation of asset fraud schemes, including skimming, larceny, and additional schemes that occur within payments processing. Review of recent cases involving the same common fraud schemes that have always existed.
Preparation, Compilation and Review Services WEBCAST
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Your Desk
4.0 Credits
All recently issued SSARS standards. Financial reporting frameworks. Distinguishing special purpose frameworks from GAAP. CPAs reporting on financial statements. Financial statement disclosures. Recently issued ethics standards. Peer review deficiencies .
CPA to CFO: Essential Competencies for Finance Leaders WEBINAR
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Your Desk
1.0 Credits
Top competencies hiring executives seek in CFO candidates based on survey of 320-plus CEOs and recruiters. Critical thinking frameworks and strategy creation techniques for financial leadership. Forward-looking financial skills including capital management, forecasting, and funding strategies. Industry-specific requirements for high-growth companies and nonprofit organizations. Practical career development strategies to build CFO-ready competencies.
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.
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.
Will Your Ethics Be Burned by Burnout? WEBINAR
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Your Desk
2.0 Credits
Explore the effects of crisis and burnout on ethical decision making. Define the stressors, pressures, and biases that can lead good people to make less than optimal choices. Discuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teams. Learn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope.
Disrupt to Dominate: Mastering Change Leadership WEBINAR
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Your Desk
4.0 Credits
The urgency of leading change now and the steps in leading change. The power of crafting a vision that encourages buy-in. The art and science of building strong partnerships. Accelerating change through relationship networks. Communication strategies for change. Establishing a feedback culture for successful change. Managing self in times of change. Case studies and real-world scenarios.
CORE Series: AI in Finance: Cutting Through the Hype to Make Smarter Decisions WEBINAR
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Your Desk
1.0 Credits
Making informed, strategic AI decisions.
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.
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.
How to Audit: Property, Plant, and Equipment WEBINAR
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Your Desk
2.0 Credits
The foundation of auditing PP&E. The various substantive auditing procedures that staff should perform. Real world auditing examples.
Accounting and Auditing Update WEBCAST
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Your Desk
4.0 Credits
Review of new accounting standards issued in 2025 and 2026. Applicable changes to accounting for government grants and crypto currency. Compilation and review standards and interpretations. Auditing standards including a deep dive into the quality management standards.
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.
Fraud Case Studies: 21st Century Professional Misbehavior WEBINAR
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Your Desk
4.0 Credits
Salient provisions the AICPA Code of Professional Conduct. Examination of actual frauds. Discussion of internal controls that could have prevented or mitigated actual frauds. Contemplation of epiphanies for your own professional scenarios. Implications for professional conduct and compliance with professional standards.