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CPE Catalog & Member Events

Earn quality CPE, stay ahead on hot topics and connect with peers — in the format of your choice. ISCPA makes learning simple.

Course delivery

Our ISCPA CPE, Conferences and Events + Social options may be available as virtual, in-person, or your choice of the two. These events are conducted in real time, not recorded. When registering, please note the course delivery format.

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K2’s Excel Charting And Visualizations

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Webinar

4.00 Credits

Member Price: $149

Understanding the best types of visualizations to use in specific situations Creating compelling visualizations using Excel Adding interactivity to your Excel-based visualizations

K2’s Top PDF Features You Should Know

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Webinar

4.00 Credits

Member Price: $149

Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs

Building Your Personal Net Worth: Invest in Your Future

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Webinar

2.00 Credits

Member Price: $89

Why people who appear wealthy may be living paycheck to paycheck Why a millionaire may be living in the ordinary house next door Early and mid-career strategies for accumulating wealth Where and how to invest your money Why fees and commissions should concern you Strategies for buying stocks, mutual funds and ETFs

K2’s Advanced Topics In Power BI

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Webinar

2.00 Credits

Member Price: $89

Creating formulas in Power BI with Data Analysis Expressions Adding Key Performance Indicators to your Power BI reports and dashboards Managing security in Power BI Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members

Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle

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Webinar

2.00 Credits

Member Price: $89

Understanding the various stages of the employment life cycle Onboarding and orientation Best practices and examples What goes wrong with training and growth priorities? Are performance evaluations necessary? Unleashing your staffs' hidden talents

Devious Ethics: Avoiding Snakes in Suits

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Webinar

2.00 Credits

Member Price: $89

Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company

Metrics Management – Measuring Performance in the Real World

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Webinar

2.00 Credits

Member Price: $89

Measuring performance using output and unit-based metrics Identifying what truly "causes work" Controllable versus non-controllable costs Assignments versus allocations of overhead Creating financial metrics tied to operations Benchmarking as a performance improvement tool Industry-specific metric examples (retail, manufacturing, healthcare, nonprofit) Using metrics to eliminate waste and inefficiency

K2’s Artificial Intelligence For Accounting And Financial Professionals

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Webinar

4.00 Credits

Member Price: $149

Exploring AI applications in accounting and finance Understanding AI features in everyday tools Embracing the future: AI's impact on finance and accounting

The Radar Phenomenon

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Webinar

1.00 Credits

Member Price: $39

Internal Controls Fraud Prevention Fraud Investigation

Revenue Recognition Topic 606 - Identify Performance Obligations Part 2

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Webinar

1.00 Credits

Member Price: $39

Revenue Recognition Accounting

The Controllership Series - The Controllers Role in Financial Forecasting

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Webinar

1.50 Credits

Member Price: $79

Accounting Finance

What's Going on at the AICPA (2026/27)

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Webinar

2.00 Credits

Member Price: $89

AICPA audit and attestation developments Next phase of quality management Monitoring and remediation responsibilities SSAE No. 24 and SSARS No. 26 updates Exposure drafts on confirmations and fraud SAS No. 149 and group audit implications      

K2’s Data Analytics For Accountants And Auditors

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Webinar

4.00 Credits

Member Price: $149

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

The Single Audit from Beginning to End Update

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Webinar

8.00 Credits

Member Price: $250

Introduction Applicable AICPA standards Applicable OMB Circular Gathering information - determining the major programs Identifying risk – identifying the applicable compliance requirements Assessing risk – considering the internal controls over compliance requirements Designing procedures that are responsive to assessed risks – the tests of internal controls and compliance Evaluating single audit evidence

Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results!

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Webinar

1.00 Credits

Member Price: $39

Communications Self-Awareness Leadership 

The Controller Function - Inventory Part 1

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Webinar

1.50 Credits

Member Price: $79

Accounting Finance Operations

K2’s Client Accounting Services For CPA Firms: Strategies For Growth And Success

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Webinar

2.00 Credits

Member Price: $89

CAS overview to understand the service offerings, client needs, and market opportunities Selecting technology tools in CAS for accounting, workflow, and client collaboration Designing Service Delivery Models that are scalable and efficient processes for CAS Managing client relationships and setting expectations to deliver consistent value Evaluating pricing strategies, including fixed fee, subscription, and other pricing models Ensuring governance and meeting regulatory standards for data security and compliance Adapting to emerging technologies and evolving client demands to future-proof the practice

Employees Today and Tomorrow: The ROI on Your People?

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Webinar

2.00 Credits

Member Price: $89

Dealing with people issues the right way Conflict management issues How to truly empower your employees? Organizational culture and how to be a part of positive change What are some the ‘other’ employee issues that go unsaid? What does work/life balance mean today?

Metrics Management – Dashboards, Performance Tools, and Open-Book Management

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Webinar

2.00 Credits

Member Price: $89

Business Performance Management (BPM) concepts and tools Designing effective dashboards and scorecards Using color, visuals, and layout to improve understanding Common reporting and dashboard failures Asking the right questions: what happened, why, and what’s next Open-book management principles and requirements Linking metrics to incentives and behavior Building trust through transparency and clarity

The Art of Marketing for CPAs

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Webinar

4.00 Credits

Member Price: $149

Why marketing and self promotion are so important today What keeps people from learning this skill, and how to overcome those obstacles How to get people (your boss, co-workers or clients) to like working with you How to sell someone on your services in a single minute How to attract more clients or the attention of your boss in a way that "wows" them How to get referrals from your clients or glowing reviews from your boss The 3 communication skills every business person needs to master, and why The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career