CPE Catalog & Member Events
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Defining Lines: Advanced Professional Boundaries
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Webinar
2.00 Credits
Member Price: $89
Best practices for personal and professional boundaries 3 types of workplace boundaries 6 fail-safe ways to implement your boundaries at work Understanding interference & how to manage related stress Developing flexibility for efficiency & ease
Internal Control Best Practices
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Webinar
2.00 Credits
Member Price: $89
Auditing Yellowbook
IRS Cybersecurity Checklist
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Webinar
2.00 Credits
Member Price: $89
Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap
Accounting & Attestation for ESG
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include: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.
K2’s NextGen Document Management, Workflows, And Portals
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Webinar
2.00 Credits
Member Price: $89
Modern document management and workflow automation Secure client portals and digital collaboration tools Implementation and ROI evaluation strategies for paperless systems
Lease Implementation for Private Entities 26-27
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Webinar
4.00 Credits
Member Price: $175
• Analysis of requirements for lease accounting under ASC 842, including detailed schedules showing journal entries and computations• Analysis of internal control and fraud risk aspects• Identification of high-risk areas of lease accounting and reporting• Suggested audit and review procedures for identified risks
KPI Bootcamp for Small Businesses
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Webinar
5.00 Credits
Member Price: $179
Turning strategy into KPIs KPI shortlisting and selection KPI definition KPI implementation KPI deployment
AI — It’s Here and It’s Time to Get On Board 26-27
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Webinar
8.00 Credits
Member Price: $329
• An overview of AI. What it is and how it works.• How AI fits into the technology landscape.• A look at how Artificial Intelligence is used now and what the future holds.
Partnership & LLC (Form 1065) – Formation to Liquidation
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Webinar
8.00 Credits
Member Price: $300
Extensive review of the partnership tax laws with an emphasis on any new legislative changes Overview of different forms of business entities including the check-the-box regulations Formation issues including the mandatory allocation of the §704(c) pre-contribution gain or losses back to the contributing partner/member Schedule K and K-1 – separately stated versus non-separately stated income and expense items Detailed Schedule K-1 reporting including the 20% qualified business income (QBI) deduction and 3.8% net investment income tax Calculating the tax and §704(b) book capital accounts Substantial economic effect requirement to have special allocations to the partners/members Allocation of recourse & non-recourse debt on K-1s Guaranteed payment issues and tax treatment of fringe benefits Self-employment tax issues and pitfalls Tax treatment of distributions – cash versus non-cash & liquidating versus non-liquidating Sales and liquidations (redemptions) of partnership interests §754 optional basis adjustments and mandatory adjustments
Fundamentals of Form 1040 -- Individual
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Form 1040 essentials: filing requirements, due dates, and key schedulesFiling status, dependency rules, and taxable income sources (wages, investment income)Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits)Preparer due diligence, Circular 230 compliance and taxpayer rightsIRS cybersecurity considerations and best practices for taxpayer data securityLegislative updates
Accounting for Digital Assets Under U.S. GAAP: Crypto lending and borrowing
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Webinar
1.00 Credits
Member Price: $49
What is crypto lending? The meaning of commonly used crypto lending terms How the nature of the crypto asset and the terms of the lending arrangement affect accounting arrangements Which disclosures are applicable based on the facts and circumstances FASB ASU No. 2023-08, *Intangibles—Goodwill and Other—Crypto Assets (Subtopic 350-60): Accounting for and Disclosure of Crypto Assets*
Corporate Finance Technology Selection: Practical Frameworks
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:The changing finance technology landscape: continuous processing, modular ecosystems, automated controls, and real-time visibility (and the risks these shifts introduce)Technology trends and “AI” definitions: automation vs. machine learning vs. generative AI vs. agentic AI—what each means for governance and auditabilityFive common challenges in finance tech projects and how to address them:Cutting through vendor claims and AI hypeIntegration complexity and hidden costsChange management and proving ROIData quality readiness for AI and automationRisk, security, and governanceVendor Evaluation Scorecard: 20 criteria across five categories, including control “deal-breakers” (audit trails, segregation of duties, logging, SOC reporting, error handling)Five-Year Total Cost Framework: software, implementation, data migration/cleanup, integration build & maintenance, internal costs, training, and ongoing operations (plus common underestimates)Industry-specific considerations (manufacturing, distribution/wholesale, SaaS/tech, professional services)Four-phase implementation roadmap with checkpoints and red flags: Assessment & Planning; Selection & Negotiation; Implementation & Testing; Optimization & Ongoing GovernanceWorking with external advisers (CPA/auditor involvement, implementation partner expectations, and common deficiencies to avoid)
Private Company Simplified GAAP Alternatives
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Webinar
2.00 Credits
Member Price: $89
Guidance, related to "plain vanilla" interest rate swaps that convert variable into fixed rate debt and other derivatives Guidance related to amortization and impairment of goodwill Guidance related to separately recognizing intangible assets from goodwill in a business combination Guidance related to lease accounting and revenue recognition options
S Corporations: How to Calculate Shareholder Basis
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Webinar
2.00 Credits
Member Price: $89
Discuss the calculation of basis when the entity is formed including the impact of contributed property Explain the importance of shareholder loans to the entity Uses a comprehensive example to illustrate the mechanics of the basis determination process Discuss how basis is impacted by distributions of corporation property and sale/or liquidation of the S corporation interest Explain how S corporation losses impact Form 1040 Schedule E reporting Show how to get from the Schedule K-1 information to the basis calculations
Taxation of Non-fungible Tokens (NFTs)
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Webinar
2.00 Credits
Member Price: $89
NFT basics Classification of NFTs Current Legislative and Policy Environment Tax implications of creation, sales and exchanges of NFTs
The Art of Engaging in Difficult Conversations
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Webinar
2.00 Credits
Member Price: $89
The major subjects that will be covered in this course include:Awareness of your mindset entering the conversationTactics to build a pool of meaningClarity around story tellingBiggest mistakes to avoid
Achieving Balance in Work and Life - Part 2
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Webinar
4.00 Credits
Member Price: $149
Why we get off balance and how to overcome those tendencies Methods that turbo charge motivation, health and happiness The power of culture and friends to affect our lives The importance of clear intention in order to effect change that lasts
Finding the Right Fit: An Exploration Financial Reporting Options for SMEs
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Webinar
4.00 Credits
Member Price: $149
Unique needs of SMEs The menu of available frameworks Exploration of specific SPFs U.S. GAAP provisions for SMEs Considerations when selecting a framework Audit, review, and compilation implications Pitfalls to avoid Best practices to adopt
Unlocking Deep Secrets: Case Studies in Financial Analysis
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of financial statement analysisThe impact of GAAP on financial analysisOverview of the Balance SheetOverview of the Income StatementThe importance of the Statement of Cash FlowsCommon Size AnalysisTrend AnalysisProfitability Ratio AnalysisLiquidity Ratio AnalysisSolvency Ratio Analysis
Internal Control Frameworks for Single Audit
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Webinar
1.00 Credits
Member Price: $39
COSO 2013 Update Yellowbook Accounting