CPE Catalog & Events
Building Your Personal Net Worth: Invest in Your Future
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Online
2.00 Credits
Member Price: $89
By the nature of our work and training, financial professionals have more personal finance knowledge than the general population. However, sometimes we spend so much time planning our company's future that we neglect or defer taking steps to build our own personal net worth. If you are dissatisfied about the speed that you are accumulating savings, this session will help put you on the right track. Even if you are meeting your goals, this session will provide insights and ideas which will add to and reinforce what you may already be doing. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
K2’s Advanced Topics In Power BI
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Online
2.00 Credits
Member Price: $89
So, you've been using Power BI to create fundamental reports and dashboards, and now you're ready for even more advanced reporting & if so, this session is for you. In this session, you will learn how to extend your Power BI environment by incorporating tools such as Data Analysis Expressions, Key Performance Indicators, Hierarchies, and Apps and Content Packs, among others. By taking advantage of the tools and techniques covered in this session, you will be able to move beyond simple reports and dashboards in Power BI and truly leverage the power of this awesome reporting tool. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Employees Today and Tomorrow: Understanding and Improving The Employee Life Cycle
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Online
2.00 Credits
Member Price: $89
Many organizations have a process documented for their employment life cycle but do not look at it wholistically. Having a longer view of the employee life cycle can provide more value to your company that you might think. Join us for an interactive discussion around the entire life cycle of employees with best practices discussed on continuous improvement for your organization. This session will provide an overview of each of the steps in the timeline from multiple perspectives, to provide keen insights on actionable ideas to take back to your workplace and implement today. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Metrics Management – Measuring Performance in the Real World
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Online
2.00 Credits
Member Price: $89
Designing metrics is only half the challenge-making them work in practice is where most organizations struggle. This session focuses on applying metrics in real-world environments, including responsibility centers, profit centers, and service organizations. Participants will explore output measurements, controllable versus non-controllable costs, cost allocation challenges, and benchmarking. Case discussions illustrate how better information leads to better decisions and improved performance. Humorous videos will be incorporated to drive home some key points and keep things entertaining. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
K2’s Artificial Intelligence For Accounting And Financial Professionals
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Online
4.00 Credits
Member Price: $149
Step into the future of accounting and finance with our cutting-edge course on Artificial Intelligence (AI). Designed to demystify AI and transform it from a theoretical concept into a practical tool, this course will equip you with the skills to tackle modern challenges head-on. Whether you're looking to boost productivity, enhance accuracy, or streamline operations, our course has you covered. Discover the incredible problem-solving capabilities of AI, tailored specifically for accounting and financial professionals. Learn how to leverage AI features integrated into everyday applications like Excel to detect fraud, identify transaction errors, and elevate your financial operations. Witness firsthand how AI is revolutionizing the industry and positioning you at the forefront of this technological wave. Join us and unlock the full potential of AI to transform your workflow and drive success. Don't miss out on this opportunity to stay ahead of the curve and lead the way in the future of accounting and finance! Delivery Method: Individual webcast CPE Credit: 4Program Level: Basic
The Radar Phenomenon
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Online
1.00 Credits
Member Price: $39
This session reviews the three elements of fraud, how fraudsters think, how proper internal controls can prevent and detect fraud, and the red flags to look for to identify fraud. It looks at Radar O'Reilly, one of the most beloved characters of the TV show M*A*S*H. He was trusted by his boss to run the administrative side of the US Army medical unit. Were there red flags all around Radar? Did he have the opportunity to steal? Was he a fraudster? We'll find out? Attendees learn to recognize the traits of this type fraudster that are present in many organization. Case studies of various Radars are included. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Revenue Recognition Topic 606 - Identify Performance Obligations Part 2
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Online
1.40 Credits
Member Price: $39
Properly identifying performance obligations is a critical step in the five-step revenue recognition model. It is a step that must be completed at the inception of the contract and prior to moving on to step three of the model. As discussed in segment one on performance obligations, there are many types and variations of obligations and as such, management will be required to utilize significant judgment when applying this step. However, it is important that the judgment be supported by considerations of the proper factors. The course further evaluates areas that impact performance obligations. We utilize multiple examples from various industries to illustrate the considerations that must be evaluated in line with both identifying performance obligations and allocating the transaction price appropriately. Delivery Method: Individual webcast CPE Credit: 1.4Program Level: Intermediate
The Controllership Series - The Controllers Role in Financial Forecasting
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Online
1.50 Credits
Member Price: $79
Financial forecasting is an important part of any successful business. It enables businesses to plan for the future and anticipate scenarios based on strategy. The controller helps forecast financials by calculating future revenue and income streams. In recent years, corporate finance has undergone many dramatic changes due to the growth of a number of high-tech tools. The responsibilities/competencies of the Financial Controller position (FC) has changed in recent years To maximize performance, Controllers must be aware of how the FC position is changing, and how they must adjust to these changes. There are many types and methods of financial forecasting. This course will review the most prevalent forecasts and relative methods being used. Delivery Method: Individual webcast CPE Credit: 1.5Program Level: Basic
What's Going on at the AICPA (2026/27)
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Online
2.00 Credits
Member Price: $89
Stay current on key developments affecting audit and attestation engagements with this comprehensive update on what's happening at the AICPA. This course begins with the next phase of quality management, with a particular focus on firms' monitoring and remediation responsibilities and what those requirements mean in practice. Participants will also review recent and upcoming standards impacting audit, attestation, and consulting engagements, including SSAE No. 24 and SSARS No. 26, along with high-impact exposure drafts related to confirmations and fraud. The course concludes with an overview of SAS No. 149 and its implications for group audits. Designed as a timely update for practitioners, this course helps participants understand how recent and proposed changes may affect engagement planning, execution, and compliance in the years ahead. Delivery Method: Individual webcast CPE Credit: 2Program Level: Update
K2’s Data Analytics For Accountants And Auditors
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Online
4.00 Credits
Member Price: $149
In today's world of "Big Data" every business professional is a data analyst to some extent. This is especially true for auditors, who increasingly rely on data analytics to identify situations that require follow-up and investigation. Those who master the tools and techniques for thorough data analysis can achieve superior results in less time. Join our dynamic session to unlock the full potential of data analytics! You'll explore various tools and techniques, including Excel, multiple Excel add-ins, and Microsoft's Power BI application. Whether you're looking to enhance your skills or dive deeper into the world of data analytics, this course is designed for you. Our expert instructors will guide you through practical, real-world examples, ensuring you grasp the key concepts and apply them effectively. Don't miss this opportunity to elevate your data analysis skills and stay ahead in your field. Enroll now and transform your approach to data analytics! Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
The Single Audit from Beginning to End Update
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Online
8.00 Credits
Member Price: $250
This course is an updated overview of the single audit of state and local governments and not-for-profit organizations under the OMB Unified Circular, as well as the applicable AICPA standards for compliance audits. Delivery Method: Individual webcast CPE Credit: 8Program Level: Intermediate
Understand Yours and Other People's Styles: Meet Them in the Middle and Be More Effective in Generating Great Results!
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Online
1.00 Credits
Member Price: $39
Understanding your own and the people style of others whom you are dealing with which can establish rapport more easily, help you become more persuasive, and avoid miscommunication with the possibility of rubbing someone the wrong way. In our session, you will gain insights into your people style, ways to improve communication connectivity and how to understand your team's functionality (or more likely dysfunctionality). Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
The Controller Function - Inventory Part 1
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Online
1.80 Credits
Member Price: $79
This course is one of the courses dedicated to our Controllership series. This series of courses is dedicated to exploring the traditional controller role and stepping out of the box to identify areas where the controller can continue to add strategic value to their organizations. Within this segment of our controllership series, we will discuss the area of inventory. This specific segment in the first part of a two-part series on inventory. We explore how the controller can move these responsibilities into more of a strategic role. This course takes a look at some of the typical concepts and duties involved in the inventory function that is sometimes viewed as operational roles. We explore how these areas are strongly tied to the importance of the controllership role and how the controller can add value in each area. Delivery Method: Individual webcast CPE Credit: 1.8Program Level: Basic
K2’s Client Accounting Services For CPA Firms: Strategies For Growth And Success
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Online
2.00 Credits
Member Price: $89
Client Accounting Services (CAS) have become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. This course provides accounting professionals with practical guidance on implementing and optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models, and client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation, and reporting platforms. It offers insights into best practices for managing client expectations and delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends impacting CAS, and identify critical steps to build a scalable CAS practice that aligns with their firm's goals. The course also addresses the importance of data security, governance, and compliance in providing CAS to ensure ethical and professional service delivery. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Employees Today and Tomorrow: The ROI on Your People?
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Online
2.00 Credits
Member Price: $89
Employees drive the written and unwritten culture at your organization. Understanding the key workplace issues and how to solve them in today's environment can maximize the returns that employees provide for an organization. We take a deep dive into the research behind the larger issues with our workforce and discuss multiple practical solutions that will enhance your leadership and growth. How can we realize the most from our staff? Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Metrics Management – Dashboards, Performance Tools, and Open-Book Management
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Online
2.00 Credits
Member Price: $89
Metrics only add value when they are communicated clearly and used consistently. This session focuses on dashboards, performance management tools, and open-book management as ways to turn metrics into action. Participants will learn how dashboards support decision-making, why many reporting projects fail, and how transparency and trust improve performance. The session emphasizes visualization, communication, and using metrics to answer the most important management questions. Humorous videos will be incorporated to drive home some key points and keep things entertaining. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
The Art of Marketing for CPAs
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Online
4.00 Credits
Member Price: $149
To make more money in less time, all accountants need to learn to market themselves effectively to their clients or their firm. For better or worse, promotions and more money go to those who are the best marketers, rather than the most competent accountants. In this fascinating and fun workshop, participants will learn seven key ways to get more clients and/or promotions through the art of marketing. Delivery Method: Individual webcast CPE Credit: 4Program Level: Update
K2’s Best Word, Outlook, And PowerPoint Features
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Online
4.00 Credits
Member Price: $149
Are you using Word, Outlook, and PowerPoint to their full potential? Many professionals rely on these essential tools but often overlook their best features. If you find yourself using "brute force" methods and spending too much time on tasks, it's time to upgrade your skills. Join our four-hour session designed to transform how you work with Microsoft Office. You'll learn how to harness the power of Word, Outlook, and PowerPoint to achieve better results in less time. Our expert instructors will guide you through the most efficient techniques, ensuring you gain practical skills that you can apply immediately. Don't miss this opportunity to enhance your productivity and streamline your workflow. Sign up now and take the first step towards mastering Microsoft Office! Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
When You Hear Hoofbeats, It May Be a Zebra
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Online
1.00 Credits
Member Price: $39
Young doctors sometimes arrive at an exotic medical diagnosis (You've got Kuru!), when a more common place explanation is likely (You've got a cold). These diagnoses are known as Zebras and doctors are taught, "When you hear hoofbeats, think of horses not zebras". Sometimes, the patient really has a rare disease and suffers from misdiagnosis and subsequent improper treatment. Similarly, managers, auditors, and investigators often see indicators of fraud, but dismiss them because they've been taught or assume based upon experience that it is just a mistake that looks like fraud. This session uses case studies to explore some of the more common symptoms of fraud that are often misdiagnosed. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
Revenue Recognition - Determine the Transaction Price - Part 1
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Online
1.20 Credits
Member Price: $39
The new revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry. Previous courses in this series have covered the standard at a high level and evaluated step one and two of the standard. They are: Understanding the Revenue Recognition Standard Revenue Recognition: Identify the Contract - Part One Revenue Recognition: Identify the Contract - Part Two Revenue Recognition: Identify Performance Obligations – Part One Revenue Recognition: Identify Performance Obligations – Part Two Revenue Recognition: Determine Transaction Price - Part 1 Revenue Recognition: Determine Transaction Price - Part 2 Revenue Recognition: Allocate the Transaction Price Revenue Recognition: Recognize Revenue This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price. Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Intermediate