CPE Catalog & Events
Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals
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Webinar
2.00 Credits
Member Price: $119
The causes of burnout in the accounting profession Effects of burnout on employee well-being Strategies to protect employee well-being in a highly demanding profession Organizational costs associated with employee burnout Tools used to measure employee well-being
K2's 2023 Mastering Advanced Excel Functions
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Webinar
4.00 Credits
Member Price: $129
Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use “legacy” features and functions such as AGGREGATE Creating effective forecasts in Excel
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know
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Webinar
4.00 Credits
Member Price: $213
5-step process for recognizing revenue
Unique Audit Considerations in Defined Benefit Plans, Health and Welfare Plans and ESOPS
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Webinar
1.00 Credits
Member Price: $71
Accounting for and reporting on defined benefit pension and health and welfare plans Unique audit considerations for ESOPs Using the work of a specialist
PFP Update: Investment Planning and Follow-up in an Election Era 2024
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Webinar
2.00 Credits
Member Price: $89
Develop, design and monitor client investment portfolios Assessing a client's risk tolerance and manage expectations by understanding risk/return relationships Assessing market conditions in a very unique and different environment How clients need to potentially re-shape their investing strategies post-COVID and determine whether this process continues How investment vehicles work together to manage risk/return relationships How to build, monitor, evaluate and re-design an investment portfolio
Re-Defining the Face of Finance -- How to Be Future-Ready
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Webinar
2.00 Credits
Member Price: $118
Future of finance Transformation of the profession Drivers of change Digital transformation Evolving workplace Changing roles Sustainability and ESG Business partnering
Accounting Analysis Basics 2024
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Webinar
4.00 Credits
Member Price: $159
Accounting analysis and methodology Factors influencing the quality of accounting-based financial reports Impact of emerging business models on balance sheets Introduction to the Instructor's Open Balance Sheet
What Every CPA Should Know About Fraud 2024
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Webinar
4.00 Credits
Member Price: $159
How is fraud detected? The role of external auditors in finding fraud Revenue recognition issues Corrupt management Data mining Physical and biometric controls
K2's 2023 Accessing And Managing Data In Excel
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Webinar
4.00 Credits
Member Price: $129
Using Power Query to link data into Excel Manipulating Excel data with data transformations Creating data models using Power Query Examples of common and useful transformations
Living Trust Administration Workshop 2024
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Webinar
8.00 Credits
Member Price: $299
The steps in Trust Administration Delaware Tax Trap -its unique use Change of the exemption in 2026 and its impact Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust Preparation of trust accountings Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs
Not-for-Profit Organizations: Accounting Principles and Risk Management 2024
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Webinar
8.00 Credits
Member Price: $299
Not-for-profit GAAP Expense allocation methodologies Risk management Accounting errors
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
The Gift of a Challenging Audience: How to Connect and Engage With the Rebels in the Room
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Webinar
1.50 Credits
Member Price: $59
Public speaking Presentation Skills Communication Leadership
K2's 2023 Microsoft Teams
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Webinar
4.00 Credits
Member Price: $129
Understanding the Teams platform Communicating and collaborating in Teams Adding applications and services to Teams Extending Teams to individuals outside your organization
Creating A Coaching Culture in Your Company
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Webinar
3.00 Credits
Member Price: $99
What is and is Not Coaching Definition of Culture and a Coaching Culture Historical and Current Views of Coaching Coaching Competencies Solution Focused Coaching Framework Coaching Culture Framework Coaching Results Measuring Success of Coaching
Thanks for the Feedback - Lessons in Giving and Receiving Feedback
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Webinar
1.00 Credits
Member Price: $71
Definition of feedback Types of feedback Emotions triggered by feedback Barriers to feedback How to be comfortable with being uncomfortable Blind spots SBI Method
401(k) Audit Basics, Part 3 - Distribution Testing, Investments and Audit Wrap-up
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Webinar
2.00 Credits
Member Price: $118
Plan distributions and benefit payments Investments and related disclosures ERISA Section 103(a)(3)(C) audits Audit wrap-up
PFP Update: Income Tax, Retirement and Estate Planning 2024
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Webinar
2.00 Credits
Member Price: $89
The personal financial planning process Relevance to income tax Retirement and estate planning concerns and solutions
The New Psychology of Fraud Part 1 2024
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Webinar
2.00 Credits
Member Price: $89
Behavioral profiling Psychology and reasoning related to both investigators and perpetrators
Preparation, Compilation, and Review Engagements: Update and Review
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Webinar
4.00 Credits
Member Price: $213
Overview of preparation, compilation, and review guidance Accounting and reporting issues Current practice issues Common deficiencies in peer reviews Current and future standard setting projects