CPE Catalog & Events
360 Budgeting: A Holistic Approach to Process and Solutions
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Online
8.00 Credits
Member Price: $250
The budgeting process can be a time consuming and frustrating process for accountants. The constraints and pressures can lead to poor decisions in both the technical and human components. This series will offer solutions to the budgeting woes from both the big picture and in the details. Budget Mastery: Process, Problems, and Solutions The budgeting process can be a mundane one for accountants. Let’s be realistic and agree that even the word “budget” does not bring excitement to you and your departmental colleagues. The constraints and pressures can lead to poor decisions in both the technical and human components. This session is the first part of a four part series and will cover the big picture of keeping the process fresh, pragmatic and useful. We discuss these keys in an engaging manner by discussing both our flaws and strengths, including how to build on these characteristics towards an enjoyable solutions-based method that should deliver effective results for your organization. Budget Mastery: Walkthroughs and Real World Calculations Towards Tying Budgets to Value This session takes a unique review of the fundamental budget issues faced by all and walks through a detailed modeling process intended to generate discussion and best practices to improve your organization’s financial modeling. From the beginning of the accounting process – ‘the chart of accounts’ to the end of the process – ‘the valuation of the company’, the budgeting cycle via a live case model to learn best practices common to successful companies. This course stands on its own but is part two of a four part budget mastery series. Budget Mastery: The Human Side of Budgeting-Navigating People's issues with 360 Insight You have a fantastic budget, but certain players are not pleased. Financial plans have a technical component and human component. We can resolve some of our budget issues by exploring the process’ human aspect. Understanding what makes you and others operate can enhance your understanding of the entire organization and build upon the respect and influence needed to navigate and lead the budgeting cycle. This session includes a case study that measures an individual’s personality type and then explores how to use our strengths and weaknesses to create a better budget process and quite frankly maybe a better you. This is a great and fun course on its own, but is also part three of a four part series on budget mastery. Budget Mastery: From Numbers to Narrative: Effectively Presenting Your Budget and Reporting Perhaps the most important element of the budget process is its communication. If management does not understand the budget – there is an issue. Knowing the right ways to communicate at all levels is essential to stakeholders laying an ownership claim to successful budgets. This session reveals several key guidelines in successful budget presentations and will identify key problems in how people often communicate financial plans. Presenting your budget and reporting is the final part of a four part series, but can easily stand on its own course that is intended to be fun, enjoyable and educational. Delivery Method: Individual webcast CPE Credit: 8Program Level: Intermediate
K2’s Next Generation Excel Reporting
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Online
8.00 Credits
Member Price: $250
Unlock the full potential of Excel and transform your operational and financial reports like never before. With cutting-edge tools such as Data Models, Power Query, Data Analysis Expressions, and Power Pivot, you can create powerful summaries and schedules in record time. Combine these with Excel's legacy features, and you have a game-changing opportunity to elevate your reporting environment. Join our fast-paced seminar to discover the magic of Power Query and how it seamlessly links data into Excel data models, enabling more efficient and insightful reporting. Learn to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance data analytics and understandability. Plus, master best practices for quickly and efficiently formatting your spreadsheets, giving them a polished and professional appearance. This course is a must for anyone using Excel for reporting processes. Elevate your skills and stay ahead of the curve with our expert guidance. You will truly learn how you can revolutionize your Excel-based reporting practices by participating in this session. Delivery Method: Individual webcast CPE Credit: 8Program Level: Intermediate
K2’s QuickBooks Online For Accountants
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Online
8.00 Credits
Member Price: $250
Discover the power of QuickBooks Online (QBO)! Intuit's cloud-based accounting platform has evolved and thrived over the past decade, now generating approximately five times the revenue of its desktop counterpart. Yet, many accountants and business professionals are still unaware of the extensive features QBO offers. Unlock the advantages of the subscription model and learn how to leverage QBO to manage inventory, enhance internal controls, create presentation-quality financial statements, and seamlessly migrate from QuickBooks Desktop or other accounting platforms. Join our dynamic session to explore the best practices for implementing, using, and excelling with QuickBooks Online. Don't miss out on the opportunity to elevate your accounting game with this surprisingly robust platform! Delivery Method: Individual webcast CPE Credit: 8Program Level: Intermediate
Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds
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Online
1.00 Credits
Member Price: $39
Obligating Coronavirus State and Local Fiscal Recovery Funds (SLFRF) by December 31, 2024 is essential to ensure a recipient does not have to return funds to the Treasury. There are a number of requirements to properly obligate SLFRF funds and opportunities to make changes to projects after the obligation deadline. In this course, we will define what an obligation is under SLFRF, review guidance from the Treasury, learn how to meet the SLFRF obligation deadline in multiple areas, and identify when changes can be made to estimates, contracts, and subawards after the obligation deadline. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
K2's Technology's Seven (Not Quite) Deadly Sins
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Online
1.00 Credits
Member Price: $39
Let's face it: using technology is a necessity because technology permeates all our business activities. Yet, many continue to use technology unwisely, which results in declining productivity and data privacy and security concerns. Participate in this session to learn about seven specific items you can-and should-act upon right away to get back on track with technology. More than just a tech update, in this course, you will learn the "hows" and "whys" associated with implementing the seven technologies discussed. This is "must-see"; CPE for those interested in productivity, efficiency, and data privacy and security. Delivery Method: Individual webcast CPE Credit: 1Program Level: Update
K2’s Innovative Strategy And IT Governance
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Online
1.00 Credits
Member Price: $39
Selecting the right technology and ensuring it’s effectively adopted are two of the most critical challenges facing firms today. This session explores practical, structured methods for evaluating software and systems to align with business needs-followed by proven change management strategies that drive adoption, learning, and long-term success. Participants will learn how to assess organizational readiness, evaluate vendors, structure pilot programs, and use modern tools to facilitate user engagement and continuous improvement. Whether your firm is implementing new accounting, workflow, or collaboration technology, this course provides the framework for successful selection and implementation. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
Design Flexible Work Options To Attract & Retain Your Workforce
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Online
1.00 Credits
Member Price: $39
With increasing competition for finding the best qualified candidates and retaining today’s workforce, it’s more important than ever to consider flexible work options in the workplace. We will review the most popular flexible work options your company could consider implementing: telecommuting, compressed work weeks, flexible hours, phased return from leave of absence, job sharing, early release days, and more! We’ll discuss the benefits of this talent management strategy, including increased productivity, decreased costs, better work-life “integration”, and increased employee engagement and satisfaction. You’ll learn how to propose flexible scheduling to your executive team, including how to logistically roll out this program. Whether you’re in a manufacturing plant, corporate headquarters, or retail industry, you can apply any of these flexible work options to your organization. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Audit Risk Assessment in Plain English
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Online
2.00 Credits
Member Price: $89
Audit Risk Assessment in Plain English, is a 2 hour webcast highlighting the AICPA’s clarified risk assessment standards, along with a new Statement on Auditing Standard (SAS 145) related to understanding the entity, the entity’s environment, the entity’s internal controls, and assessing the risks of material misstatement. This session will attempt to simplify the requirements using common sense examples and language. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Getting the Most When Selling a Business: Little Details to Get Top Value
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Online
2.00 Credits
Member Price: $89
Every business will be sold eventually. When you have built a great business and decide to move on – you want the most you can get for that terrific organization! What are the steps to take to maximize the value realized? What do buyers really want? What are the three levers to achieve maximum value? If you want top dollar, preparing to sell takes years of planning. This seminar helps CEOs, entrepreneurs, CFOs, Board members, controllers, and their advisors prepare for a successful sale of the organization to maximize shareholder value. We will outline the process to get the most bang for the buck. Proper exit planning demands planning and time. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Common Deficiencies in Employee Benefit Plans
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Online
2.00 Credits
Member Price: $89
Discover critical insights from the latest Department of Labor studies on employee benefit plan audits and tackle the pressing issue of audit deficiencies head-on. This course dives deep into the most common errors undermining audit quality and explores the underlying causes of these issues. Through practical strategies, engaging case studies, and regulatory guidance, participants will learn how to close gaps in compliance, enhance audit execution, and protect plan participants and beneficiaries. Whether you're an experienced auditor or new to benefit plan audits, this course will equip you with the tools needed to elevate audit quality and ensure regulatory compliance. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Accounting for Software
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Online
2.00 Credits
Member Price: $89
Software-related transactions continue to evolve, requiring careful analysis under U.S. GAAP. This two-credit course examines the accounting treatment of software costs, with a primary focus on internal-use software and emerging guidance. Participants will walk through the lifecycle of software development, including capitalization and expense recognition, amortization, and impairment considerations. The course includes a focused review of ASU 2025-06 and its impact on accounting for internal-use software. Additional topics include accounting for website development costs, Software-as-a-Service (SaaS) arrangements, and other cloud computing arrangements (CCAs), including implementation and hosting considerations. The course also addresses accounting for external-use software, including technological feasibility, capitalization thresholds, and related revenue considerations. Through practical examples and case-based scenarios, participants will strengthen their ability to interpret authoritative guidance and analyze the financial reporting implications of software-related transactions. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Cost and Pricing Models: Boost Your Bottom Line
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Online
2.00 Credits
Member Price: $89
If sales increase, so should profits. Yet, the opposite result often leaves executive’s scratching their heads. When organizations work with inferior cost information, they make mistakes in four specific situations. Bad information causes sellers to overprice easy, high-volume work and under-price difficult, low-volume work. This session discusses how to use activity-based costing to build accurate costing models that consider far more than just the labor and materials necessary to provide goods and services. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Cost of Capital: What It Is and How to Use It
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Online
2.00 Credits
Member Price: $89
Every business needs capital, and capital has a cost. Providers of debt and equity demand a return and the combination is the cost of capital for the business. This session discusses how to calculate the cost of capital, how to use it to make superior business decisions every day and some common ways organizations misuse this number. Who should understand your organization's cost of capital? Even if you are not yet the CFO, you need to thoroughly understand the cost of capital and its use. The cost of capital allows managers to, Get the biggest bang for the buck. If you want to enhance your corporate finance skills, this session is for you. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
What's Going on at the FASB (2026/27)
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Online
2.00 Credits
Member Price: $89
This course provides an efficient update on recent and upcoming accounting standard-setting activity issued by the Financial Accounting Standards Board. The course focuses on Accounting Standards Updates (ASUs) effective for December 31, 2026 year-ends for public companies, private entities, and not-for-profit organizations. Participants will also review issued ASUs with future effective dates, along with high-level insights into recent exposure drafts. Emphasis is placed on understanding timing, scope, and areas of change that may affect financial reporting and implementation planning. Designed as a practical update for preparers, auditors, and financial professionals, this course helps participants stay current on FASB activity and better anticipate the impact of evolving accounting standards. Delivery Method: Individual webcast CPE Credit: 2Program Level: Update
Achieve Competency in Three Basic Tool Categories - Master the Fundamentals
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Online
4.00 Credits
Member Price: $149
Financial skills needed in many situations are constantly changing. It is prudent to routinely look into your toolbox to restock or revise your tool set. In this course we will examine three tool categories that form the foundation for many analytical processes. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
Becoming an AI-Savvy Controller/CFO: Mastering Tools and Technologies
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Online
4.00 Credits
Member Price: $149
Ready to elevate your career as an Accountant, Controller, or CFO? This course helps you build the core competencies needed to excel in these roles—focusing on technical expertise, business acumen, leadership, people skills, and the integration of AI tools. Learn how to go beyond tracking financial results to analyze business dynamics, uncover insights, and drive strategic decisions with AI-driven analysis. Develop the vision and strategy to lead organizational growth, while honing leadership skills to inspire teams and navigate change. Strengthen your ability to communicate effectively, collaborate across departments, and influence key stakeholders, with a focus on using AI to enhance decision-making and operational efficiency. With a practical, real-world approach, this course empowers you to master the skills that make you a successful leader in finance. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
Prevention & Detection of Fraud in Small Businesses
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Online
5.00 Credits
Member Price: $149
As a small business owner, would you be interested if I could tell you how to increase your profit each year by an average of 5%? If you were a practicing CPA, do you think your small business clients would be interested if you could tell them how to increase their profits by an average of 5% each year? That is the amount of revenue lost to fraud as reported by the Association of Certified Fraud Examiners’ (ACFE) in their 2024 Report to the Nations on Occupational Fraud. It is no secret as to how to prevent fraud from occurring. But we must first convince the small business owner that fraud is occurring in their organization. During this presentation we will discuss the many ways fraud can occur; how fraud occurs; who commits fraud; how to recognize the indicators of fraud; what to do if you suspect fraud; and lastly, how to prevent fraud from occurring in the first place. Most small businesses owners are very reluctant to admit that fraud might occur in their business because they know and trust their employees. Know this: Under the right circumstances (which we will discuss) most individuals will steal, and I will prove it. If you view this program, chances are as a small business owner, you will never look at your operation the same way. As an auditor, chances are you will never conduct an audit of a small business the same way. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
K2’s Small Business Internal Controls, Security, And Fraud Prevention And Detection
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Online
8.00 Credits
Member Price: $250
In today's fast-paced business environment, internal controls are more crucial than ever, especially for small organizations. However, many small businesses face significant challenges in implementing effective internal control structures. Our comprehensive program is designed to help you evaluate, develop, and implement a robust internal control system tailored to the unique needs of small businesses. Join us to learn how to assess risks and implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even in the absence of proper segregation of duties. Our program also covers technology-focused techniques for preventing and detecting fraud, securing information systems, and protecting sensitive data. Don't let the complexities of internal controls overwhelm you. Our expert-led sessions will provide you with the insights and tools necessary to design, implement, and monitor effective internal controls, security measures, and anti-fraud strategies. Ensure your small business is safeguarded against risks and positioned for success. Delivery Method: Individual webcast CPE Credit: 8Program Level: Intermediate
Relationship Networking: The Art Of Conversation
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Online
1.00 Credits
Member Price: $39
In the fast moving world where everyone is communicating through email, text and instant messaging we have forgotten the power of face-to-face conversation. Communication and connection is the foundation for building a thriving network and business. During this talk, The Connector’s Advantage author, Michelle Tillis Lederman will inspire you to leverage the power of personal connection in the digital age while still incorporating the efficiency of virtual communication. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic