Skip to main content

CPE Catalog & Events

Course delivery

Our Live Learning, 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.

Showing 6998 Webcasts Results

Attestation Update: SSAE 19-22

-

Webinar

1.00 Credits

Member Price: $39

K2's 2023 CPA Firm Update

-

Webinar

2.00 Credits

Member Price: $79

Software products by service lines Innovation and automation tools Specific technology stacks to improve productivity and profitability

Motivating the Right Way - Get the Most From Your Staff!

-

Webinar

2.00 Credits

Member Price: $89

The issues and alternatives of motivation.Why many motivation tactics consistently failHow to change your motivation tactics to enhance performanceThe three things that every professional wantsThe new science of effective motivationHow to motivate people todayAn action plan to enhance motivation

Project Management: Enhancing Ongoing Client Engagements

-

Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Clarification between workflow and project management and the use of eachLeveraging the project charter to establish consistency and collaboration across teams for a quality client experience

Surgent's Accountability: Stop the Blame Game

-

Webinar

4.00 Credits

Member Price: $159

Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results Designing and using clear agreements that provide clarity Skills for holding yourself and others accountable for results, no matter what Knowing where you are in the accountability game... what you do/don’t do well

Documenting Your EBP Audit: What You Need to Know

-

Webinar

8.00 Credits

Member Price: $332

Audit planning Risk assessment and control testing Documentation best practices for investments and notes receivable Key audit areas in the financial statements, such as contributions, benefit payments, and plan expense Participant data and participant accounts Initial audits, plan mergers, and other issues

Tactics to Find Work Life Balance in a Complex World

-

Webinar

1.00 Credits

Member Price: $55

The major topics covered in this class include:How to get more out of one's workHow to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routinesExample of how to develop and be challenged by your own personal bucket list

Audit 503: Management - Being a Balanced Leader-Manager

-

Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Differentiating between managing and leading, while highlighting the importance of eachAssessing your own natural management and leadership styleAdapting management and leadership styles to the specific circumstancesBecoming a catalyst for positive changeOvercoming barriers to successfully managing and leadingSuccessfully engaging in difficult conversations to minimize performance issues and conflict

DEI in the Remote Work Era

-

Webinar

1.00 Credits

Member Price: $39

DEI Employee engagement Remote work Organizational culture Employee relations

Appreciation Intelligence: The New AI

-

Webinar

1.00 Credits

Member Price: $39

Languages of appreciation Appreciation strategies

Navigating Leaves of Absence

-

Webinar

1.00 Credits

Member Price: $39

Family Medical Leave Act - full time and intermittent Americans With Disabilities Act  Special rules for managers  Handling fraud, abuse, and performance issues in connection with a leave of absence 

GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2)

-

Webinar

2.00 Credits

Member Price: $79

Requirements of GASB 96, GASB 94, and GASB 87 Implementation of GASB 96, 94 and 87

Partnership Tax Updates

-

Webinar

2.00 Credits

Member Price: $79

Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections IRS updates on Form K-2 and K-3 Criteria for using the Domestic Filing Exception

Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data

-

Webinar

2.00 Credits

Member Price: $99

Automation capabilities of Excel The “Get & Transform” Tool Using “Get & Transform” for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports

Tax Penalties and Penalty Abatement

-

Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:The basics of tax penaltiesHow CPAs can assist their clients with seeking penalty abatement

2022 Tax Legislation: Inflation Reduction Act and CHIPS Act

-

Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:Inflation Reduction Act of 2022The new 15% corporate AMTElectric Vehicle CreditsClean Commercial Vehicle Credits1% tax on the repurchase of corporate stockExcess Business LossesClean Energy Tax CreditsEnergy Efficient Home Improvement CreditEnergy Efficient Commercial Buildings Deduction (Section 179D)New CreditsResearch Credits for Small BusinessesExcise Taxes on Fossil FuelsGreen Property DepreciationAdditional Funding for the IRSTransfers of certain credits to an unrelated transfereeCreating Helpful Incentives to Produce Semiconductors (CHIPS) Act of 2022

K2's 2023 Accounting Solutions Mid-Market

-

Webinar

1.00 Credits

Member Price: $39

Probable third-party solutions required Accounting solutions for specific industries Specific strategies to use in selecting a system Guidance on preparatory steps and conversions

Thrive Amidst the Chaos - 3 Steps to Increase Your Energy and Learn to Dance in the Rain

-

Webinar

1.00 Credits

Member Price: $39

Health and Wellness Burnout Stress Management Employee Engagement

Managing Change in an Ever-Changing Profession

-

Webinar

2.00 Credits

Member Price: $79

Business Management

Governmental GAAP Update

-

Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:GASB 94GASB 96