CPE Catalog & Events
Advanced Negotiations: Never Split the Difference
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Online
2.00 Credits
Member Price: $89
Anytime someone says "I want," "I need," or "Will you," you are in a negotiation. For decades, the negotiation techniques described in Getting to Yes by Fisher and Ury of the Harvard Negotiations Project were the world's standard negotiation methods. These techniques involved collaborative methods for discovering how to make the "pie" bigger and then split it. More recent research on human psychology has revealed new methods that will allow you to do even better. Sometimes, you can't settle for getting half of what you want. Sometimes you have to have it all. This session explores negotiating's human side, to give you powerful people skills that will help you get more. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Appreciation Intelligence: The New AI Elevate Culture. Deepen Loyalty. Strengthen Performance.
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Online
1.00 Credits
Member Price: $39
Appreciation isn’t a soft skill—it’s a strategic advantage. In today's competitive professional landscape, your ability to express appreciation effectively can be the difference between retaining top talent, building strong client relationships, and creating a thriving team culture—or not. This course introduces a powerful, research-backed framework for understanding how appreciation works—and how to use it to fuel performance, loyalty, and engagement across your firm, practice, or department. Based on the work of Dr. Gary Chapman and Dr. Paul White, you’ll explore the four core "languages of appreciation" and learn how to recognize and use them in a way that resonates with clients, colleagues, and team members. The truth is, everyone wants to feel valued—but not everyone receives appreciation the same way. In this hands-on session, you’ll discover your own appreciation style, learn to spot others’, and develop practical tools to build a more energized, connected, and committed workplace. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Best-In-Class Recruiting Strategies
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Online
1.00 Credits
Member Price: $39
With over 4.3 employees leaving their jobs as of early 2022, The Great Resignation presents a huge challenge for companies as they attract and retain talent. During this course, you'll learn practical strategies you can implement immediately to ensure you have the right tools in your toolbox to win the war on talent. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
How to Audit Prepaid Expenses
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Online
2.00 Credits
Member Price: $89
Understanding how to effectively audit prepaid expenses is a key skill for audit staff. This course provides a comprehensive overview of the fundamentals, including the applicable audit assertions and common risks and threats associated with the prepaid expense balance. Participants will learn how to perform substantive auditing procedures to ensure accuracy and reliability, with guidance on applying these techniques to real-world scenarios. Designed to enhance practical knowledge, this session equips auditors with the tools and confidence needed to navigate prepaid expense audits with proficiency. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Stop Loss & Contract Review: Protecting Your Plan and Your Bottom Line
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Online
2.00 Credits
Member Price: $89
Go in-depth to understand the three main components of self-funded plans: Stop Loss, Third Party Administrators (TPA), and Pharmacy Benefit Managers (PBM). This section will review both Specific and Aggregate Stop Loss as a concept while also providing in-depth knowledge of contract terms and risk management. It will discuss the key components of a TPAs/PBMS and show examples of admin agreements. The instructor will also use real world examples to show how to avoid common pitfalls and use cost savings tools to ensure that waste, fraud, and abuse are eliminated from your plan structures. The end of this unit will also introduce point solutions and how they can be used to ensure peak plan performance and claims savings. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Critical Thinking Skills: Prevent Mistakes Now
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Online
2.00 Credits
Member Price: $89
What were they thinking? Why do some people make horrible decisions that severely damage themselves and their organizations? It is tempting to assume that a poor choice must be due to a leader’s incompetence, inexperience, bad character, or low intelligence – but such easily attributed factors generally aren’t the true cause when leaders blunder. In such situations, many turn to finance and accounting professionals for evaluation, answers, remedies, and solutions for improved decision-making. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
K2's AI: Real Tools, Real Results
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Online
2.00 Credits
Member Price: $89
This session teaches professionals how to move beyond theory and start using AI to work smarter, faster, and more accurately. This hands-on session explores how public accounting and industry finance teams can use AI tools for tasks like reporting, forecasting, audit analytics, and client service. Participants will see real-world examples of automation, gain practical implementation tips, and learn how to balance innovation with professional responsibility. Discover how to measure your AI ROI, enhance productivity, and position your firm or department for success in the AI-driven accounting era. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
K2’s NextGen Document Management, Workflows, And Portals
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Online
2.00 Credits
Member Price: $89
The next generation of paperless technology has arrived. This session explores how firms are modernizing document management, client collaboration, and internal workflows using AI-enhanced systems and integrated portals. Learn how new-generation (“NextGen or NGX”) paperless ecosystems combine security, automation, and accessibility to streamline client communications and approvals. The session will review leading document management and workflow tools, portal features, and how integration across accounting, tax, and client service platforms drives productivity and compliance. Attendees will leave equipped to evaluate and implement modern document systems that enhance client experience while maintaining robust security and compliance controls. Delivery Method: Individual webcast CPE Credit: 2Program Level: Update
K2's Tech Tuneup Tips
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Online
2.00 Credits
Member Price: $89
Technology issues rarely come from major failures-they come from small inefficiencies that compound over time. This practical session focuses on high-impact, low-effort technology tuneups that accounting professionals can apply immediately. Participants will learn proven tips for improving workstation performance, tightening security, streamlining workflows, reducing digital friction, and extending the life and value of existing technology investments. The emphasis is on practical configuration changes, overlooked features, and operational habits that deliver measurable productivity gains without requiring major system replacements. Delivery Method: Individual webcast CPE Credit: 2Program Level: Update
AI Risk Fundamentals: Understanding Emerging Tech Threats
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Online
1.00 Credits
Member Price: $39
Navigate the rapidly evolving AI landscape and its emerging risks. Understand fundamental AI technologies including large language models, computer vision, and robotic process automation. Learn to identify AI-related security vulnerabilities, privacy concerns, and operational risks in emerging tech implementations. Explore basic AI risk mitigation strategies, technology assessment frameworks, and vendor evaluation criteria. Gain confidence in discussing AI capabilities, limitations, and risk implications with technical teams and stakeholders to make informed technology adoption decisions. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Private Company Simplified GAAP Alternatives
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Online
2.00 Credits
Member Price: $89
The FASB formed the Private Company Council to provide certain alternatives in U.S. GAAP that are only available to nonpublic business entities, with limited exceptions for certain nonprofits. This course will provide insight into when adopting the accounting and financial reporting alternatives would be to the advantage of private companies. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
The Essential Guide to Understanding Non-GAAP Financial Statements with Renee Rampulla
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Online
4.00 Credits
Member Price: $149
Many entities prepare their financial statements using non-GAAP frameworks, such as tax and cash basis. Participants who attend this course will learn the unique reporting and disclosure requirements when preparing non-GAAP financial statements commonly referred to as special purpose frameworks (SPFs) or other comprehensive basis of accounting (OCBOA) financial statements. Delivery Method: Individual webcast CPE Credit: 4Program Level: Basic
Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success
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Online
8.00 Credits
Member Price: $250
There are multiple tangible and intangible factors that can drive a CPA Firm's long-term success. Specifically, public accountants must place a priority on being both efficient and value-added business advisors when performing audit and other services. This course provides proven tips and techniques for ensuring your firm has the capacity to grow and expand your "business" from within in a healthy way, considering how to improve in three key areas: financial success, satisfaction of people, and outstanding client service. Delivery Method: Individual webcast CPE Credit: 8Program Level: Intermediate
Performance Management - Hiring to Retiring
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Online
1.20 Credits
Member Price: $39
How you onboard a new employee is critical in ensuring they understand your company culture and are immersed properly in your organization. On the flipside, in the event you are dealing with an employee termination, this too is critical in handling with care and sensitivity. Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Intermediate
Claims Management Essentials: Cost-Saving Strategies for Employees and Employers
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Online
2.00 Credits
Member Price: $89
Understand and master the various methods of medical claim reimbursements. This foundation is critical to understand health plan networks and how they function as the baseline for cost in fully insured and self-funded plans. This unit will expand on the previous unit's analysis of point solutions and how to build those into your plan design not only for the benefit if rate structures, but employees as well. The instructor will show you how to structure your medical plans to save the plan money by incentivizing the member through cost reduction programs. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Liquidity & Uncertainty Disclosures for Nonprofits
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Online
2.00 Credits
Member Price: $89
The current environment could be having an enormous impact on accounting and financial reporting for all entities, including nonprofits. This course will provide insights into the most critical disclosures related to liquidity, accounting uncertainty, and going concern for nonprofits. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 1
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Online
4.00 Credits
Member Price: $149
This is not your average CPE course! In this fun and practical course, you'll learn how to remember names, where you put things, what you read, or anything else 300% (or more) effectively than before. You will also learn how to prevent dementia, and halve your stress by using exercises that take under two minutes a day to do. Additionally, you'll receive information on ways to improve your memory by improving your overall health and wellness. This course will give you an overview of natural supplements to enhance your memory as well as share tips to improve your sleep. This course will change your life both now and in the future by making sure you know the best ways to remember information, handle stress and keep your mind sharp until the day you die. The information in this course to help increase your professional efficiency and improve your overall quality of life. Delivery Method: Individual webcast CPE Credit: 4Program Level: Basic
Let's Play The 90 Day Money Game!
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Online
4.00 Credits
Member Price: $149
The key to building a long-lasting relationship with your clients is to become more than just their accountant. Your clients already trust you with their tax and compliance work, but why not take it to the next level. By learning how to play the 90-day money game, you can help your clients elevate their income and take their earning power to the next level. Once you master the philosophy and practical tools for yourself, they can be easily shared with your own clients. Many clients silently suffer financially and are afraid to ask for help. By helping them play their own 90 day money game, you can support their financial wellbeing and turn good clients into GREAT ones! Here’s how it works: Take your money challenges and turn them into money confidences by playing the 90-day money game. We will address three areas: INCOME – creating and working toward a Bold Money Goal IMPACT – expanding your reach in the world with clients and contacts INNER PEACE – turning the stress around income creation into a fun, peaceful experience. Reclaim your personal power around this important topic! Don’t stay stuck in your story, waiting for the outside world to change before you claim your financial success. Action that is fueled by stress is inefficient and exhausting. Learn how to take action from inspiration. Discover a new way to think about money creation and nourish yourself in the process. Remember…You are you OWN economy. Learn how to create this reality now! The next 90 days will pass by one way or the other – let’s decide to use that time in a clear and direct way to create a Money Breakthrough! Learn this winning philosophy for yourself and then use these principles and tools in your work with clients. Delivery Method: Individual webcast CPE Credit: 4Program Level: Basic
Planning in an Uncertain World
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Online
2.00 Credits
Member Price: $89
We all make predictions in our personal and professional lives. We base our decisions to marry, buy a house, launch a new product or hire staff on expectations about the future. In the past few years, research into improving predictions has advanced. We will look at this research and current best practices in forecasting to help us prepare better budgets and projections. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate