CPE Catalog & Events
Take Your PowerPoint From Mess to Success
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Webinar
1.00 Credits
Member Price: $39
Image-based slides One idea per slide Effectiveness of bullets Effectiveness of slide titles Slides vs. handouts
Audit Risk Assessment in Plain English
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Webinar
2.00 Credits
Member Price: $79
Overview of Audit Risk Assessment AICPA's clarified Risk Assessment Standards SAS 145 Assessing the Entity's Environment
ProActive Response: Active Shooter Training - Recognize. Respond. Survive.
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Webinar
2.00 Credits
Member Price: $79
Early Warning Signs Concerning Behavior Changes Getting out Barricading your area Fighting for survival Disarming the assailant Tourniquets (commercial and improvised) Pressure Dressings Chest Seals
Surgent's The CMA's Guide to Project Management
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Webinar
2.00 Credits
Member Price: $99
Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA Necessary first steps: set a framework for the project’s activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets Project evaluation: analytical tools, strategic evaluation; sources of risk Maintaining focus: monitoring and measuring results; keeping to the project’s scope Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team’s work internally and/or the final project with the remaining organization Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement
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Webinar
3.00 Credits
Member Price: $99
How the effect of a misstatement due to error effects the scope of our audit vs a misstatement due to fraud Inquires of management …….. and others The audit planning process; when we start and when we stop The importance of brainstorming and what two things should a talk about Revisions of our risk assessment Determining materiality
K2's 2023 Excel Essentials For Staff Accountants
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Webinar
8.00 Credits
Member Price: $225
Best practices for creating and working with Excel workbooks Effectively using Excel functions when creating formulas The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks
Taking the Financial Executive's Leadership to the Next Level: Perspective and Skills
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Webinar
2.00 Credits
Member Price: $79
Professional/Technical to Business/Behavioral Leader Evolution From Agricultural to Conceptual Age Right Brain Orientation Emotional Intelligence Framework Behavioral Self-Awareness and Self-Management Socially Intelligent Leader/Social Awareness Transformational Leadership
Ethical Responsibilities for CPAs: Ethics 2024
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Webinar
4.00 Credits
Member Price: $159
Ethical Responsibilities for CPAs The AICPA Code of Professional Conduct PCAOB Ethical Standards The Sarbanes Oxley Act The Foreign Corrupt Practices Act Circular 230 for Tax Practitioners The Dodd-Frank Banking Reform Act
Firm Ethics-A Practical Approach 2024
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Webinar
4.00 Credits
Member Price: $159
AICPA Code of Professional Conduct Ethics requirements for CPA firms
Limited-Scope Audits of 401(k) Plans: ERISA Section 103 (a)(3)(C) 2024
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Webinar
8.00 Credits
Member Price: $299
Auditing and reporting requirements to meet when the client selects the ERISA Section 103(a)(3)(C) limited scope audit option AICPA AU-C 703 Forming An Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA AICPA Audit and Accounting Guide ' Employee Benefit Plans ' Testing participant data
K2's 2023 Business Intelligence, Featuring Microsoft's Power BI Tools
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Webinar
8.00 Credits
Member Price: $225
The importance of Business Intelligence in today’s business climate Differentiating between Power BI licensing options A hands-on approach to creating effective Power BI reports and dashboards
Common Audit and Financial Reporting Deficiencies in State and Local Governments
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Webinar
2.00 Credits
Member Price: $79
Financial Statement Preparation Common Mistakes made in Preparing Financial Statements GASB Financial Statement Preparation Standards
2022 Tax Legislation: the Inflation Reduction Act and CHIPS Act
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Webinar
2.00 Credits
Member Price: $79
Inflation Reduction Act of 2022 The new 15% corporate AMT Electric Vehicle Credits Clean Commercial Vehicle Credits 1% tax on the repurchase of corporate stock Excess Business Losses Clean Energy Tax Credits Energy Efficient Home Improvement Credit Energy Efficient Commercial Buildings Deduction (Section 179D) New Credits Research Credits for Small Businesses Excise Taxes on Fossil Fuels Green Property Depreciation Additional Funding for the IRS Transfers of certain credits to an unrelated transferee Creating Helpful Incentives to Produce Semiconductors (CHIPS) Act of 2022
Auditing For Fraud
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Webinar
2.00 Credits
Member Price: $79
Auditing Fraud
Achieving Balance in Work and Life - Part 1
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Webinar
4.00 Credits
Member Price: $129
Why the brain can remember some things a hundred times better than others Why we typically forget names and faces, and what can be done about it How our emotions follow the motion of our body, and how that can be used to instill instant confidence How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques How to prevent dementia and brain “fog” using specific supplements and exercise How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life How to use the concept of constant learning to help you maintain a balanced and fulfilling
K2's 2023 Microsoft Access - Tables, Queries, And Beyond
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Webinar
8.00 Credits
Member Price: $225
Understanding database principles, including differentiating between databases and spreadsheets How to create tables and relate tables in the same database Creating and using queries Building forms and reports in Access
2024 State and Local Government Audit Planning Considerations
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Webinar
2.00 Credits
Member Price: $118
GASB standards Government auditing Government accounting Financial statement audit considerations Emerging practice issues Planning considerations
Surgent's Annual Update for Defined Contribution Plans
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Webinar
2.00 Credits
Member Price: $99
Common risks and pitfalls associated with defined contribution plans Nuances of the fair value disclosures New reporting and disclosure requirements for the current year Results of DOL Audit Quality Study
Surgent's What Tax Practitioners Need to Know About Medicare
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Webinar
2.00 Credits
Member Price: $99
Eligibility for Medicare How to apply for Medicare Introduction to Parts A, B, C, and D of Medicare Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries Late enrollment penalties Medicare Advantage in lieu of original Medicare The Affordable Care Act’s impact on Medicare Legislative and regulatory developments