CPE Catalog & Events
The Successful Family Business
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Online
4.00 Credits
Member Price: $149
Understanding the dynamics of family interaction is one of the most important skills in helping a family business succeed. This course takes a candid look inside the family business, and will help the participant navigate delicate issues while learning to provide counsel that will grow - or protect - the family business and non-family staff. Delivery Method: Individual webcast CPE Credit: 4Program Level: Intermediate
K2's Automation For Increasing Personal Efficiency And Effectiveness
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Online
1.00 Credits
Member Price: $39
In today's fast-paced world, automation is like having a time machine at your fingertips. By implementing strategic automation solutions, you can transform an eight-hour workday into twelve hours of productivity without working longer hours. This course explores how automation can save time, improve accuracy, promote effectiveness, and maximize the value of your workday. When you invest time in automating routine tasks, you create permanent time savings that compound over time, reducing daily stress and providing better mental clarity for more important activities. This hands-on course will equip you with practical knowledge of various automation tools, methods, apps, and technologies that can revolutionize both your personal and professional life. From home automation systems to iPaaS (Integration Platform as a Service) tools and the Elgato Streamdeck, you'll discover how to create a seamlessly automated environment. Join us to learn how to reclaim hours or even weeks of time through smart automation strategies that will transform your daily routine. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
A Guide to Sampling - Part 2
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Online
2.00 Credits
Member Price: $89
Building on Part 1, this course will review the application of sampling in financial statement audits with a focus on sampling for tests of controls. We'll also review the requirements for sampling in Single Audits with a focus on tests of controls and tests of compliance. Delivery Method: Individual webcast CPE Credit: 2Program Level: Overview
K2’s Microsoft Copilot, Including Agentic AI
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Online
2.00 Credits
Member Price: $89
Discover how artificial intelligence is transforming the accounting profession in this dynamic, intermediate-level CPE session. Microsoft Copilot for Accounting and Financial Professionals explores how AI-powered tools in Microsoft 365-like Excel, Outlook, and Teams-can streamline workflows, enhance data analysis, and improve client service. Learn how to harness Copilot to automate tasks, generate financial insights, and collaborate more effectively, while maintaining compliance and data integrity. Whether you're in public accounting, corporate finance, or advisory services, this course will equip you with practical strategies to integrate Copilot into your daily work and prepare for the future of intelligent accounting. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Strategic CFO – Strategic Risk Management
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Online
2.00 Credits
Member Price: $89
Risk management is no longer a compliance exercise-it is a core strategic responsibility of today's CFO and CPA. This session demystifies Enterprise Risk Management (ERM) by walking through the COSO framework in clear, practical terms. Participants will learn how risk integrates with strategy and performance, how organizations identify and assess risk, and how leaders respond to uncertainty in a disciplined way. Using examples, polling, and case discussions, this session equips financial professionals to communicate risk effectively and help organizations protect and create value. Some funny video clips will be used to focus on the learning material. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
The Controllership Series: The Controller's Role in Artificial Intelligence
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Online
1.40 Credits
Member Price: $39
Here's a more detailed look at the controller's role in AI: 1. Data Integrity and Quality: • Controllers are responsible for ensuring the quality and integrity of data used to train and inform AI models. • They work to establish data governance frameworks, implement data quality initiatives, and ensure data lineage (tracking data from source to downstream systems). 2. Risk Management: • Controllers assess potential risks associated with AI implementation, including inaccuracies, vulnerabilities, and ethical considerations. • They help define and implement risk management frameworks for AI, ensuring that AI systems are used responsibly and ethically. 3. Compliance: • Controllers stay informed about relevant regulations and ensure AI systems are compliant with those regulations. • They monitor AI systems to ensure they are not violating any laws or policies. 4. Transparency and Auditability: • Controllers work to ensure that AI decisions are transparent and auditable. • They establish processes to review AI decisions and identify potential biases or errors. 5. Collaboration and Training: • Controllers work with IT and business teams to understand AI's capabilities and limitations. • They provide training to teams on how to use and manage AI tools effectively. 6. Value Creation: • Controllers can leverage AI to identify areas for automation, improve efficiency, and gain real-time insights into financial operations. • They can use AI to make more informed decisions and create more strategic recommendations for action. 7. Emerging Role: • The role of the controller is evolving with the rise of AI, with controllers becoming more hands-on throughout the implementation process. • They are increasingly seen as catalysts for AI-enabled transformation, helping to identify potential use cases and build confidence in the technology This course will explore many of these topics. Delivery Method: Individual webcast CPE Credit: 1.4Program Level: Basic
Deep Dive into Quality Management
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Online
2.00 Credits
Member Price: $89
Quality management represents a significant shift in how CPA firms design, implement, and evaluate audit and attestation quality. This course provides a focused, practical deep dive into the quality management standards and related engagement-level requirements that firms are now operating under. The course covers SQMS 1 and SQMS 2, along with related engagement-level standards, including SAS 146, SAS 145, SSARS 26, and SSAE 23. Emphasis is placed on post-implementation responsibilities, including evaluating the effectiveness of quality management systems and addressing monitoring and remediation requirements. Participants will also examine engagement-level quality management responsibilities, including the auditor’s responsibilities under SAS 146 and the engagement partner's responsibilities in SSARS engagements. The course is designed to help firms navigate the second phase of implementation, moving beyond design and rollout to ongoing evaluation, monitoring, and continuous improvement. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Sub-Recipient Monitoring 2026: Understanding the Pass-Through Requirements for Managing and Monitoring Your Sub-Awards
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Online
2.00 Credits
Member Price: $89
The Uniform Guidance requirements for subrecipient monitoring and management were updated effective October 1, 2024, introducing new expectations for pass through entities overseeing federal awards. This session will provide practical guidance on implementing compliant subaward agreements, performing risk based monitoring, and managing subrecipient financial performance in accordance with 2 CFR SS200.331-200.333. Attendees will also gain insight into indirect cost rate requirements, fixed amount, and subaward agreements to strengthen oversight and prepare for federal agency or Single Audit reviews. Using fixed amount awards to solve an out-of-the-box solution. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
The Role of Internal Audit in Enterprise-Wide Risk Management
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Online
4.00 Credits
Member Price: $149
Those charged with governance, with the assistance of internal audit, are responsible for overseeing the strategic direction of the organization, and ensuring value is delivered to the entity's stakeholders. This course will provide guidance on fulfilling the responsibility for challenging how much risk and uncertainty to accept through the application of COSO's Enterprise Risk Management Framework. Delivery Method: Individual webcast CPE Credit: 4Program Level: Basic
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
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
Current Fraud Trends - Nonprofit and Government Entities
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Online
2.00 Credits
Member Price: $89
Nonprofit entities and governmental entities have a high degree of public accountability. This course will examine the most common fraud schemes and provide multiple examples of how to prevent or detect these schemes. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
The Controllership Series: The Controller's Role in Debt Management
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Online
1.50 Credits
Member Price: $79
Debt Management: Debt management often involves administering loan agreements and ensuring bank compliance. Compliance: Controllers help ensure compliance with federal and local laws, provisions, and financial regulations. Delivery Method: Individual webcast CPE Credit: 1.5Program Level: Basic
Bears Will Be Bears - Fraudsters Too
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Online
2.00 Credits
Member Price: $89
Bears are intelligent and motivated to find food. When I left some fried chicken in my Jeep while in Gatlinburg, a bear tore a hole in the top and ate the chicken and part of my Jeep. He was just a bear being a bear. I'm responsible because I left the chicken in the Jeep and gave him the opportunity. Similarly, people are intelligent and motivated to survive. If we give them opportunity by not implementing good internal controls, they will take our assets. This session reviews the investigation and prosecution of the former director of a conference center who took advantage of lax internal controls of a joint-venture and stole thousands. She was just a fraudster being a fraudster. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Common Audit and Financial Reporting Deficiencies in State and Local Governments
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Online
2.00 Credits
Member Price: $89
Common Audit and Financial Reporting Deficiencies in State and Local Governments, is a 2 hour webcast detailing many of the more common mistakes that auditors and accountants are making in either the preparation of their annual financial statements or the audits of such financial statements. Deficiencies in audit standards (AICPA, GAO, Single Audit) and preparation standards (GASB) noted in this webcast are driven by the most recent results found in audit organization peer reviews, workpaper or desk reviews, and various organizations checklists for oversight. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
IFRS vs. US GAAP - Major Accounting Differences
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Online
2.00 Credits
Member Price: $89
Whether a financial statement preparer or user is more familiar with IFRS or U.S. GAAP, it is important to be familiar with the important differences between the two financial reporting frameworks. This course will highlight some of the more significant differences between the standards. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
The CFO Series-Artificial Intelligence: A Practical Guide for Financial Leaders and CFOs
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Online
2.00 Credits
Member Price: $89
In today's world, AI hype bombards us from every direction. Every system seems to boast magical AI capabilities, leading to confusion and overwhelming information. This course cuts through the noise to reveal the true, practical applications of AI for your business today. Our goal is to give you real world examples of using AI on a day-to-day basis, with a clear understanding of its particular strengths and limitations. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
K2’s Eight Awesome PivotTable Features
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Online
2.00 Credits
Member Price: $89
Unlock the full potential of Excel's most powerful feature-PivotTables! While many users rely on them daily, few tap into the advanced capabilities that can transform data into dynamic insights. Join us for an eye-opening session where you'll discover eight game-changing PivotTable techniques that go far beyond the basics. From custom calculations and KPI integration to multi-source consolidation and advanced reporting tricks, we'll show you how to elevate your analytics and impress stakeholders. Whether you're a seasoned Excel user or just getting started, this session will equip you with the tools to turn ordinary PivotTables into extraordinary decision-making engines. Don't just use PivotTables-master them! Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Failure to Detect Fraud and the Reasons Why
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Online
2.00 Credits
Member Price: $89
SAS 122, AU 240, Consideration of Fraud in A Financial Audit state that auditors fail to detect fraud for two reasons. One, they haven’t been trained to look for it and two, they don’t know what it looks like. I would like to add a third reason: they don’t want to find fraud because it causes problems for the audit. This session is designed to familiarize auditors with the many faces of fraud; where and how to look for them and what to do if you think you have found fraud. Not everyone is able to recognize fraud. During this program, the attributes a fraud auditor (frauditor) will be discussed. In order to recognize fraud, an auditor must understand their client’s operation. What is an indicator in one client’s operation may be business as usual in another, and you have to know the difference. After viewing this program, chances are you will never look at your client the same way! Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Character and Trust: The Difference Maker in Effective Collaboration
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Online
2.00 Credits
Member Price: $89
This course examines the foundational role of character and trust in building effective collaboration. While individuals are often hired for their skills and knowledge, they are frequently let go due to behavioral issues—highlighting the importance of character in professional success. Participants will explore key attributes of character and engage in a thought-provoking self-assessment exercise to increase self-awareness. The course also delves into the dynamics of trust, offering practical tools and frameworks to evaluate trustworthiness—both in oneself and in others, including managers, colleagues, and team members. Ideal for anyone seeking to strengthen professional relationships, this course provides actionable insights into how character and trust directly impact workplace performance and collaboration. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate