CPE Catalog & Member Events
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CFO Series: Identify the 'Good' Clients to Improve Margins
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Who is our customer?How to segment your customersIdentifying and understanding your most valuable customersWhat is solution-based planning for customer value?Recognizing internal customers (e.g., departments served by finance)Exploring profitability differences between customers with similar revenueCreating and sustaining a customer value pyramid
Consolidation Accounting 26-27
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Webinar
4.00 Credits
Member Price: $175
• Consolidation accounting framework• Voting control • Variable Interest Entities• Business combinations• Control case examples• Business combination case examples• Disclosures
Create Reports that Matter: Turn Information Into Action! 26-27
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Webinar
4.00 Credits
Member Price: $99
• Understand Your Company's Reporting Needs• Financial Reporting Tools• Presentation Hints and Techniques• Link reporting to strategy• Develop the right metrics• Learn various presentation options
K2’s Excel Tips, Tricks, And Techniques For Accountants
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Webinar
8.00 Credits
Member Price: $250
Fundamental Excel techniques all accounting and financial professionals should know and use Creating date-based calculations in Excel How to create Excel templates Key options you should enable in Excel Linking data in Excel
Beyond the Basics: Financial Ratios You Might Be Overlooking
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Understanding Cost Behavior and Its Impact on Decision-MakingContribution Margin and Break-Even AnalysisMargin of Safety and Its Role in Risk ManagementOperating Leverage and Financial SensitivityAnalyzing Asset Turnover for Operational EfficiencyCash Conversion Cycle and Working Capital InsightsFree Cash Flow Yield as a Valuation Tool
Safety Synergy: Uniting Elements for a Secure Workplace
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Webinar
1.00 Credits
Member Price: $39
How to evaluate physical security Increase situational awareness Simple De-escalation techniques Mental Health awareness Safe Termination Strategy Active Shooter Response Overview
Was It Fraud or Just Poor Audit Quality?
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Webinar
1.50 Credits
Member Price: $79
Financial statement manipulation Ethics enforcement process Auditor conflicts of interest
Excel Tips & Tricks for the Non-Accountant
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Webinar
2.00 Credits
Member Price: $89
Understanding the workbook and worksheet environment Obtaining and utilizing data Editing and formatting The “Insert” Menu The “Page Layout” Menu The “View” Menu Selecting and using formulas Shortcuts and tricks
Global Internal Audit Standards (GIAS) Domain II – Part 2
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Webinar
2.00 Credits
Member Price: $89
Internal Audit Standards GIAS Accounting Internal Controls
Supporting Mental Wellness to Thrive in Work and Life
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Understanding Mental Wellness: Explore how the brain functions and the connection between mental and physical wellness. Learn how stress impacts brain health and overall well-being.Practical Strategies for Balanced Living: Discover techniques for improving sleep, nutrition, and physical activity to support mental wellness. Learn the importance of setting boundaries, fostering open communication, and building meaningful connections.Recognizing and Managing Support Needs: Identify when to seek additional support and learn how to integrate self-care practices that promote sustainable mental and emotional health.
The Seven High Quality Questions that Lead to Success & Solutions
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Webinar
2.00 Credits
Member Price: $89
Tolerations Goal setting Gratitude Setting a 'tone' of success Priorities as a means to mindful living Reflection & Planning as tools to generate clarity & intention Connecting with the wise resource often overlooked in business models
The Successful Family Business
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Webinar
4.00 Credits
Member Price: $149
Business Management Organization
Impact of OBBBA 2025 on the Individual Taxpayer
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Webinar
6.00 Credits
Member Price: $189
OBBBA 2025 – New law provisions, those extended or made permanent with and without changes, and those repealed Illustrative example of how the OBBA changes may impact the everyday taxpayer Inflation adjusted rates for 2025 and 2026 Dependent care credit Student loan deduction Review of other individual credits and deductions
Creative Strategies for Buying, Selling, or Gifting a Business
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Webinar
8.00 Credits
Member Price: $250
Valuation methods for business interests Stock purchase versus asset purchase Estate transfer and tax considerations Gifting strategies for business interests Trusts and partnerships in business transfers Self-canceling installment notes in transactions Transferring S corporation stock to trusts Business interest transfer with Employee Stock Ownership Plan (ESOP)
K2’s Next Generation Excel Reporting
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Webinar
8.00 Credits
Member Price: $250
Identifying weaknesses in traditional reporting processes Using leading-edge features in Excel to improve reporting practices How to work with Power Query to solve common reporting challenges Adding Slicers and Timelines to your Excel-based reports
K2’s QuickBooks Online For Accountants
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Webinar
8.00 Credits
Member Price: $250
New features in QuickBooks Desktop and Online Enhancing internal controls in QuickBooks-based environments Improving financial and operational reporting when using QuickBooks and QuickBooks Online Best practices for setting up companies
Retaining Top Talent: Strategies for CPA Firms
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Webinar
1.00 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: The true cost of turnover versus retention investment Research findings on why professionals leave or stay Whole-person retention strategies beyond compensation Work-life balance solutions that maintain productivity Career development paths for non-partner track professionals Business model transformations for sustainable staffing Technology and outsourcing strategies to reduce burnout Retention strategies specific to diverse talent and younger professionals
Ethics: 10 Crucial Qualities of High Character CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so
Let's End Business Ethics
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Webinar
2.00 Credits
Member Price: $89
Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions
2026/27 Single Audit Update
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Webinar
1.00 Credits
Member Price: $39
2024 Uniform Guidance overhaul Increase in Single Audit threshold to $1 million Audit planning and execution impacts 2025 AICPA GAS/Single Audit Guide (Appendix B) updates Audit efficiency and compliance considerations