CPE & Event Calendar
For details about the CPE and event categories below, please click here.
Current Issues in Performing Yellow Book Audits
Wednesday, March 22
11:00am - 1:00pm
TBD
2.00 Credits
Member Price: $79
Staying current on significant changes in Government Audit Standards can be difficult. This course covers the most important issues and changes relevant to Yellow Book financial statement audits. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Digital Currency Revolutions: Bitcoin and Cryptocurrencies
Wednesday, March 22
11:00am - 2:30pm
TBD
4.00 Credits
Member Price: $159
Understand why digital currencies matter and how best to advise clients. A $100 investment in Bitcoins in 2010 would be worth over $75 million today. What created this unfathomable explosion in value? Each day over 1,000,000 unique Bitcoin transactions are processed. Companies of all sizes now accept Bitcoins as payment. Auditors, tax preparers and advisors must understand the changes orchestrated by Bitcoins and their digital currency cousins.
K2's Testing and Auditing Excel Workbooks
Wednesday, March 22
11:00am - 2:30pm
TBD
4.00 Credits
Member Price: $159
Excel errors continue to plague organizations of all sizes and as spreadsheets become ever-more common, the effects of these errors will continue to impact virtually every Excel user and those who rely on Excel-based data and analyses. Fortunately, that need not be the case because many options exist to prevent, identify, and correct spreadsheet errors before they adversely affect reports and decision-making processes. In this session you will learn how to apply best practices to reduce the error rate in workbooks that you and others on your team create and edit. Equally important, you will learn how to take advantage of add-ins for Excel that can programmatically scan and audit your spreadsheets to identify potentially disastrous errors while there is still time to correct them. You do not want to miss this opportunity to learn how tools such as PerfectXL, ClusterSeven, and ActiveData can help you and your team to identify and correct potentially disastrous spreadsheet errors.
Government OPEB Accounting and Financial Reporting
Wednesday, March 22
11:00am - 6:30pm
TBD
4.00 Credits
Member Price: $159
Get an update on GASB New OPEB Standards regarding accounting and financial reporting. Understand the OPEB Standards. Compare with prior standards for historical context. Work through exercises to review a city's CAFR and actuarial valuation and another class exercise to review the financial reporting of Net OPEB Liability and related note disclosures. The New OPEB Standards are GASB Statements Nos. 74, 75 and 92.
Peer Reviews of SSARS Engagements
Wednesday, March 22
11:30am - 1:30pm
TBD
2.00 Credits
Member Price: $79
Cover the basic requirements of a peer review performed in accordance with AICPA's Peer Review Standards for firms that perform preparation, compilation, and review engagements. Topics include the documents reviewed by peer reviewers, the evaluation of the engagements, types of matters and peer review reports, the administrative process, peer review committee involvement, and requirements of the state boards of accountancy. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Program Services & Governance: Form 990 Parts III & VI
Wednesday, March 22
11:30am - 2:00pm
TBD
2.50 Credits
Member Price: $89
Session 6 of Borenstein's Form 990 Foundational Series: The Form 990 Parts addressed in this session are two `legs' of the 990's non-financial disclosure-driven three-legged stool. Stakeholders, donors, competitors, and naysayers use both the Program Service Accomplishments Part's disclosures and the filer's responses to Part VI's "Governance" inquiries to assess the organization's credibility and have a sense of management's capacity. Part III not only details Program Services' output with great specificity, but also updates the Form's readers both as to the filer's largest arenas of activities and how conducted activities have changed. And Part VI, the infamous "Governance Part," provides information as to the composition of those "legally in charge," as well as how both the Board of Directors/Trustees and its delegated officials employ policies in favor of maintaining internal controls. Preparers need to appreciate the importance of these two key parts and ensure that filers put their "best foot forward" properly here. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2'S How To Run Microsoft Office From The Cloud
Wednesday, March 22
12:00pm - 1:00pm
TBD
1.00 Credits
Member Price: $39
Cloud-based options of familiar Microsoft Office applications have been available for over a decade. Moreover, these tools have matured to the point where their functionality rivals desktop-based options. Further, the ease of deploying, accessing, and using these tools is striking. In this session, you will learn about Cloud-based alternatives to everyday desktop applications and why you should consider adding them to your toolbox. You will also learn about the relative strengths of competitive services available from Zoho and Google and why you should consider these tools. Knowing all your options is imperative in the new cloud-connected world!
K2's Password Management Tools - Why And How You Should Use Them
Wednesday, March 22
12:00pm - 1:48pm
TBD
2.00 Credits
Member Price: $79
Correctly implemented passwords help protect valuable information. Both the complexity and the number of passwords required have multiplied. Further, it has been shown that using the same password for multiple sites or easy to guess passwords enable bad actors. Password management tools have emerged as a leading option for enhancing security to address these challenges. In this session, you will learn how password management tools can help you implement, update, and manage your passwords. You will also learn about the features of leading password management tools and why these tools are necessary to improve security. Finally, if you hope to implement a passwordless approach, we will spend time on the current options. If you are seeking to enhance security, this session is an absolute must!
K2's Amazing Accounting Add-Ons
Wednesday, March 22
12:00pm - 1:50pm
TBD
2.00 Credits
Member Price: $79
A complete accounting software solution almost always includes additional add-on products. For example, it is hard to accurately calculate sales tax, do budgeting, or have adequate reporting without third-party add-ons. This session provides guidance on some of the best add-ons in the market. If you have needs that your current solution does not meet, you may not need to change it. You may just need the right add-on! Attend this session to discover the best of best extensions for accounting software.
Leadership Skills for Peak Performance in 21st Century
Wednesday, March 22
12:00pm - 2:00pm
TBD
2.00 Credits
Member Price: $79
Your technical skills are strong. They got you to where you are today: leading teams, engagements, and client relationships. How do you focus your time and energy to be an effective leader? More importantly, how do you avoid the potholes that distract you from what you love to do? Join us to learn the key skills for peak performance in the 21st century. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Payroll Essentials: De-mystifying Form W-4
Wednesday, March 22
12:00pm - 2:00pm
TBD
2.00 Credits
Member Price: $79
With the roll out of a new Form W-4 in late 2019, the IRS made significant changes to employers' withholding and payroll reporting requirements. In addition to the myriad of changes brought about by COVID-19 legislation, carried out through the payroll function, the IRS fundamentally revamped Form W-4 for employee reporting, doing away with the concept of allowances and requiring changes to payroll administration and employee communications. Now more than ever, employers need to know that the W-4 they are working with is working to withhold income taxes correctly for their employees. In addition, it is the employer's responsibility to ensure Form W-4 is filled out correctly and accurately. Employers need to understand the nuances and requirements that come with this obligation. This course will review the Form W-4 in all its glory, including all the changes that were made to the format and substance of the form, understanding what an employer can and cannot do, and how to actually fill out the Form W-4. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Common Yellow Book & Single Audit Deficiencies
Wednesday, March 22
12:00pm - 3:39pm
TBD
4.00 Credits
Member Price: $129
This course will review focus areas for peer review for Single Audits and Yellow Book engagements. We will review the requirements for major program determination, testing compliance, testing internal controls over compliance, sampling, and reporting for Single Audits. We also address Yellow Book CPE and independence requirements. This course will provide an overview of common deficiencies found during peer review and how entities can effectively and efficiently avoid these issues when performing these procedures.
Accounting & Auditing Update
Wednesday, March 22
12:00pm - 3:50pm
TBD
4.00 Credits
Member Price: $129
This course will cover what's going on at both the FASB and AICPA by reviewing the standards effective this year. We'll start with a review of the Accounting Standards Updates (ASUs) issued by the FASB that will be effective this year including a deep dive into Topic 842, Leases. The course will address those standards that will be effective for both public and private entities in 2022. We'll then turn our attention to the audit side of the house with a focus on SAS 142 which is effective this year. This course is a great way to overview all the A&A standards effective this year.
Sexual Harassment in Professional and Corporate Environments
Wednesday, March 22
12:30pm - 1:30pm
TBD
1.00 Credits
Member Price: $39
The #MeToo movement is an example of how cultural, and even legal, changes can be initiated and promoted by social media. This workshop considers the changing legal and ethical ramifications of sexual harassment in the wake of this movement. Financial and accounting professionals need to be aware of these changes and how they may be expected to be part of the solution rather than part of the problem. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Communication Skills for Introverts
Wednesday, March 22
1:30pm - 3:30pm
TBD
2.00 Credits
Member Price: $79
In today's technology-driven world, success in business depends upon your ability to translate data into information, communicate with anyone, and present ideas powerfully, whether it's one-on-one or in the boardroom. This fast-paced and interactive session covers specific techniques in three critical areas: listening, writing, and presenting. Learn about the hard skills involved in the softer side of leadership. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
K2'S Choosing Your Mid-Market Accounting Solution
Wednesday, March 22
2:00pm - 2:59pm
TBD
1.00 Credits
Member Price: $39
Many businesses are being held back by legacy solutions. The old way of doing things just doesn’t work anymore. Instead, Software as a Service (SaaS) has transformed many mid-market companies. In this new world of cloud-based, workflow-enabled, data-centric, and connected solutions, you can solve existing and future business problems in new ways without being bogged down by paper-centric environments. This session covers integrated and ERP solutions that should work for businesses in the $10 Million to $1 Billion range. If your existing system has been in place for seven or more years, it is time to consider upgrading or replacing it. Leverage your instructor’s knowledge of the market to minimize your risk.
K2'S Implementing Data Loss Prevention For Better Security And Privacy
Wednesday, March 22
2:00pm - 2:59pm
TBD
1.00 Credits
Member Price: $39
Data Loss Prevention (DLP) is a means of creating and enforcing security policies in an organization. For example, you can create DLP rules that programmatically block all outbound email messages containing Social Security or credit card numbers. Unfortunately, most business professionals have yet to discover DLP and how it improves security. In this session, you will learn the fundamentals of DLP and, through demonstrations, see how you can use DLP to enhance organizational security. You do not want to miss this chance to learn how to take advantage of one of the most innovative security options available to you!
K2'S The Best Small Business Accounting Tools
Wednesday, March 22
2:00pm - 3:49pm
TBD
2.00 Credits
Member Price: $79
Working with a small business, you know that keeping the company’s finances in order is critical to success. While numerous software programs and tools are available to help you do this, they vary substantially in many significant aspects. In addition to conventional options like QuickBooks and Sage 50, you can choose from Cloud-based tools such as Zoho Books, QuickBooks Online, Spire Systems, Xero, Accounting Suite, Accounting Power, and many more. In this session, we’ll look at the best accounting tools for small businesses and discuss the benefits of each one. This session covers accounting solutions that should work for startups and companies with up to $10 million in annual revenue. So, whether you work with a startup or an established small business, attend this session to find out which tools can help you achieve your financial goals.
K2's Formatting Excel Spreadsheets The Right Way
Wednesday, March 22
2:00pm - 3:50pm
TBD
2.00 Credits
Member Price: $79
Some estimates indicate that business professionals spend as much as half their time in Excel working on formatting. If you are interested in getting better formatting results in less time, participate in this session to learn the best practices for applying formats in Excel. In this session, you will learn the right way to apply formats in your workbooks. More specifically, you will learn about features such as Custom Format Codes, Templates, Styles, the Accounting Format, Precision as Displayed, date formats, and many others, all of which can save you substantial amounts of time when working in Excel.
Ethics: Human Capital Reporting and DEI for Accountants
Wednesday, March 22
2:30pm - 4:30pm
TBD
2.00 Credits
Member Price: $79
The course provides a concise overview of human capital reporting and Diversity, Equity and Inclusion (DEI) programs - an emerging system of disclosure standards and semi-standards in the United States and around the world. Diversity is the presence of differences within a given setting. Equity is the process of ensuring that processes and programs are impartial, fair and provide equal possible outcomes for every individual. Inclusion is the practice of ensuring that people feel a sense of belonging in the workplace. While individual accountants might differ in their opinions over the relative importance of or even the necessity for DEI initiatives, practitioners are under increasing pressure from regulators, consumers, investors, employees, and other stakeholders to measure and attest to all kinds of human capital data. Participants will walk away with an increased situational awareness of human capital and DEI reporting, and a social governance starter strategy. This can be used immediately to develop a more inclusive internal culture that values differences. It can also help bring together the perspectives of individuals from diverse backgrounds, life experiences, preferences, and beliefs, and improve outcomes for your clients, people, and communities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.