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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 5593 Webcasts Results

Surgent's Understanding How the IRS Rewards Whistleblowers

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Webinar

2.00 Credits

Member Price: $99

Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery Review of the whistleblower claim process Criteria for eligible claims Case studies of significant claim recoveries paid by the IRS to whistleblowers Issues underlying whether a practitioner should ever act as the whistleblower Addressing delays inherent in the whistleblower claim process The structure and role of the Whistleblower Office Best practices for the submission of a good whistleblower claim Working with other governmental divisions in processing whistleblower claims A brief overview of other, non-IRS whistleblower claims

K2's Introduction to Excel Macros

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Webinar

4.00 Credits

Member Price: $159

• Getting started with Excel macros by using the Macro Recorder • Fundamentals of writing VBA code • Saving and sharing macros • Getting started with User-Defined Functions

K2's 2023 Advanced Excel

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Webinar

8.00 Credits

Member Price: $225

Collaboration and security techniques Tables, data models, and PivotTables Advanced formulas Data queries Creating effective visualizations

K2's 2023 Next Generation Excel Reporting

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Webinar

8.00 Credits

Member Price: $225

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

Keeping your Clients out of IRS Jail

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Overview of available technology and resources to help provide attendees tools to assist their clients minimize exposure to tax audit issues. The focus of the IRS is during audits, record-keeping and vital conversations to have with your clients.

Common Findings in Single Audits

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Webinar

1.00 Credits

Member Price: $55

The major topics covered in this course include:Overview of Single AuditConsequences of NoncomplianceOverview of findings and observations by compliance requirementSingle Audit findings and observations from AICPA Peer Review and OIGWays to prevent findings

Understanding the Form 990 and its Preparation Prerequisites

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:Overview of the Form 990's design and goals in play upon the Core Form and tack-on SchedulesAddress of the definition's key factors that make a third-party organization a "related organization"Exploring the definitions of parties who are to be disclosed as managers at Part VII-A (i.e., as a TDOKE -- a Trustee/Director (TD)/Officer (O)/Key Employee (KE) - or as a High 5) and understanding what is the definition and measure of "reportable compensation"Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule LApplying the definition of "business relationship" as same is used in Part VISequencing of the form's preparation tasks and who to go to for informationWorking with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulators

Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers

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Webinar

4.00 Credits

Member Price: $159

Latest state of the economy Expense control that works Understanding our changing workforce and working environment Financial risk analysis Enterprise risk management Improving bank relationships

Next Steps Series - Client Needs: Beyond Best Practices in Client and Customer Service

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Webinar

1.00 Credits

Member Price: $71

Methods for defining the client and what their needs are Setting business strategy to build loyalty The difference between Customer Service and Customer Experience Tactics for building a deeper relationship with clients, including personal branding

DEI in the Remote Work Era

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Webinar

1.00 Credits

Member Price: $39

DEI Employee engagement Remote work Organizational culture Employee relations

Cognitive Biases for Accountants

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Webinar

2.00 Credits

Member Price: $89

The major topics that will be covered in this class include:What are cognitive biases?Common judgment biases in the accounting professionProfessional judgment frameworksHow to use psychology to your advantageSimple and pragmatic steps to overcome bias

Combating Internal Fraud

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Webinar

2.00 Credits

Member Price: $89

Major topics covered in this course include:Recognize why internal fraud occursPolicies, procedures, and control measures designed to fight fraud

Let's End Business Ethics

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Webinar

2.00 Credits

Member Price: $79

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

K2's 2023 Top PDF Features You Should Know

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Webinar

4.00 Credits

Member Price: $129

Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs

Deep Dive into Common Auditing Deficiencies

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Webinar

4.00 Credits

Member Price: $129

Auditing SAS 143 SAS 145

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

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Webinar

1.00 Credits

Member Price: $39

Health and Wellness Burnout Stress Management Employee Engagement

The IRS Advisory Council: Impact on Tax Administration

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Webinar

2.00 Credits

Member Price: $89

The major topics covered in this course include:The role of the IRSAC in the US tax systemGathering feedback from taxpayersMaking recommendations to the IRSWorking with IRS employees to implement and maintain solutionsThe impact of the IRSAC on the tax system and accounting professionThe IRSAC's efforts to improve efficiency and effectivenessThe importance of trust and confidence in the tax systemThe IRSAC's role in shaping and enforcing ethical standards in the accounting profession

Better Forecasts: Be a Better Predictor

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Webinar

2.00 Credits

Member Price: $79

Why an open mind and the ability to doubt helps make great predictions Why it is better to be a fox than a hedgehog How non-conformists change the world How to focus on what matters How to learn from the past without hindsight bias

K2's 2023 Case Studies in Fraud and Technology Controls - 4 Hrs

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Webinar

4.00 Credits

Member Price: $129

Key fraud risks impacting businesses today Examples of fraud and the monetary impact on victims How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim

An Introduction to Impact Reporting with the GRI Standards

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Webinar

1.00 Credits

Member Price: $71

Mission and global impact of GRI Double materiality and impact reporting Approach to standards development Structure of the standards Introduction to GRI Academy