CPE Catalog & Events
The Trustworthy Leader: Ethics and Trust in a Time of Social Change
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Webinar
2.00 Credits
Member Price: $79
Ethics Leadership
Fraud Assessment for Small and Medium Sized Businesses
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Webinar
4.00 Credits
Member Price: $129
The fraud triangle The fraud savvy model Symptoms of fraud Benford's Law The net worth method The vulnerability chart 10 steps for action today
Allison McLeod's 2024 Federal Tax Updates for Business Entities - 8 Hour
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Webinar
8.00 Credits
Member Price: $225
Current business entity tax issues Any current tax legislation occurring during the period Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues
Cybersecurity Fundamentals for CPAs
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Top cloud security threats and how to protect against themData security best practices and how to implement themTypes of cloud services and how to choose a good vendorEffective password management and multi-factor authentication for accountsHome network and device security practices
K2's 2024 Better Reporting With QuickBooks Online
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Webinar
1.00 Credits
Member Price: $39
The types of reports available in QuickBooks Online, by subscription level Customizing reports to meet your needs Spreadsheet Sync in QuickBooks Online Advanced
The Future of Work - Building a New Model of Work - Micro-Credential Series Part 2
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Webinar
1.00 Credits
Member Price: $39
Talent Strategy Recruitment Retention Compensation Enagegement Alumni Strategy Work Architecture
Contract and Procurement Fraud
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Webinar
2.00 Credits
Member Price: $79
Procurement phases Fraud schemes Fraud red flags Fraud control activities and safeguards
Financial Statement Fraud
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Webinar
2.00 Credits
Member Price: $79
Financial statement fraud
Devious Ethics: Avoiding Snakes in Suits
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Webinar
2.00 Credits
Member Price: $79
Discuss psychopathy's symptoms Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules Look at precautions you should take when considering a new boss or employee Help identify someone who might con you or your company
2024 The AB5s of Employees and Independent Contractors
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Webinar
2.00 Credits
Member Price: $79
Four ways to classify a worker IRS 20 Factors 20% Section 199A deduction Cost of misclassifying an employee Section 530 relief Game changing impact of the Dynamex case and AB5
Retirement Planning: Next Stage for You or Your Client
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Webinar
2.00 Credits
Member Price: $89
The major topics covered in this class include:Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all aboutIt's About Time -- Discovering a new sense of purposeMoney Matters -- Assessing your financial conditionsRelationships Matter Too -- Addressing needed or potential changes in your relationshipsHealthy Habits -- Examining new or renewed ways to stay healthyWho I Am -- Creating a new identity, and answering "So what do you do?"My Master Plan -- Figuring out what to do next
2024 S Corporation Essentials: Review & Update
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Webinar
4.00 Credits
Member Price: $129
Recent tax legislation, rules, and developments impacting S-corporations S corporation shareholder basis in stock and debt Schedules K-2 and K-3 reporting Basis of indebtedness S corporation open account debt Limitation of deduction of losses AAA and distributions
2024 Are You Up to the Challenge? Test Your Skills as a Quality Control Reviewer
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Webinar
4.00 Credits
Member Price: $129
AICPA professional standards EQCR expectations Firm-specific considerations Best practices for reducing the frequency of review points Best practices for mitigating the severity of review points Examples of common EQCR deficiencies The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26 An interactive, hands-on EQCR simulation
K2's 2023 Six Essential Teams Features
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Webinar
1.00 Credits
Member Price: $39
Create a filing system that does not include endless sub-folders Manage staff delegation and follow-ups with ease Define what Lists need to be available to your Team Discover how to create automatic Flows that can notify others of update Utilize survey Forms or questionnaires from within Teams
K2's 2024 Saving Time With Electronic Forms
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Webinar
1.00 Credits
Member Price: $39
Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool The benefits and risks associated with using each approach Examples of how tools can be used effectively, with examples
K2's 2023 The Best Kept Secrets Of Microsoft 365
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Webinar
2.00 Credits
Member Price: $79
New features and tips and tricks in Microsoft 365 Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals See some of the tools you can activate to help your team create and share video content intended only for internal use
2024 Excel Tips & Tricks for the Non-Accountant
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Webinar
2.00 Credits
Member Price: $79
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
2024 Partnerships/LLCs: Understanding Tax Basis Capital Accounts
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Webinar
2.00 Credits
Member Price: $79
Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a “tax basis capital account” -- how do the financial accounting and tax capital accounts differ from one another How to determine a partner’s share of the partnership’s liabilities Distinguishing “recourse” loans from “nonrecourse” loans What are “qualified nonrecourse financing” loans and how they affect partners Review of the Sec. 704 “built-in gain or loss” rules and how they impact Schedule K-1 reporting
Cash Management: Strategies for Long-Term Success
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Webinar
2.00 Credits
Member Price: $79
Developing short-term cash flow projections How do we assure adequate cash availability without having idle cash? Take advantage of your bank’s cash management services Working capital loans Controlled disbursement accounts Sweep accounts and other short-term investments ACH transactions Direct transfers Lock boxes Credit and collections Reconciliation frequency Managing cash short-falls
Optimize Your Staff's Performance
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Webinar
4.00 Credits
Member Price: $129
The 4 perspectives of optimization The Two Circle Analysis. The What The How. The Leadership 10 The Fatal 13 5 thoughts for a healthy work environment