CPE & Event Calendar
For details about the CPE and event categories below, please click here.
A/R and A/P: Effective Management Techniques
Monday, March 27
9:00am - 11:00am
TBD
2.00 Credits
Member Price: $79
Our responsibility to safeguard our organization's assets has not changed in the 21st Century, but our tools have. New tools now allow us to more efficiently and effectively manage and control all the aspects of accounts receivable and payables. This session will help you save time on routine tasks. We can use the time saved to become better business partners. This session will discuss how we can leverage our A/R and A/P skills to add value and help our organization succeed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Surgent's Financial Reporting Update for Tax Practitioners
Monday, March 27
9:00am - 5:00pm
TBD
8.00 Credits
Member Price: $279
Designed for all tax practitioners, including those who just prepare returns and those who assist on financial statement engagements, this course will replenish your accounting and reporting tank with an update of recent standard-setting activities at the FASB and AICPA. To start, the course will review the significant new financial accounting, auditing, accounting services and ethics guidance issued by standard setters over the past few years. The course will also focus on the unique income tax reporting implications of recently issued accounting standards, such as revenue recognition (ASC 606) and leases (ASC 842). The course then discusses the preparation of tax-basis financial statements. Lastly, the course will dive into the unique income tax accounting considerations which arise from certain types of transactions, such as stock-based compensation, and review the presentation and disclosure requirements of ASC 740.
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
Monday, March 27
9:30am - 11:30am
TBD
2.00 Credits
Member Price: $79
This course provides a concise overview of recent IRS criminal investigations and what practitioners can learn from these cases to help fight economic crime and even avoid personal criminal prosecution. While accountants are numbers people by training (not detectives per se with the exception of forensic accountants), practitioners are increasingly being called upon by governments and economic organizations at all levels to step up and help law enforcement battle financial impropriety. The stakes are huge. In the United States alone, the OECD estimates that 5% to 10% of the annual budget of the US health care programs, Medicare and Medicaid, is wasted as a result of corruption. Every dollar lost to monetary malfeasance has a crippling effect that ripples through countries, industries, companies, communities and individual lives. Government resources are wasted, public services are compromised, companies are financially destabilized, shareholders are cheated, employers are swindled, charities are undermined and much more. By increasing their awareness of what and how the IRS investigates and prosecutes, accountants can heighten their "spidey sense" of what doesn't look right in financial records. This includes honing skills to more readily notice -- and report -- ledger anomalies and irregularities, and even rethink a "silence is always safer" mindset. As technology disrupts and automates many fundamental accounting functions, practitioners can add value by more diligently scanning for "creative accounting" red flags on the frontlines. Prioritizing transparency and behaving ethically -- the core of the profession -- not only helps society and the economy as a whole, it can help accountants boost their reputation as highly trusted business advisors and even supercharge their bottom line. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
PowerPoint Fundamentals - Create Engaging Presentations
Monday, March 27
9:30am - 11:30am
TBD
2.00 Credits
Member Price: $79
In this course you will learn how to create presentations that look professional and clearly deliver your message to your audience. You'll benefit from a step-by-step guide for building a presentation, including understanding the PowerPoint interface. We will also dive into topics such as using themes and layouts; adding graphics, photos and other objects to engage the viewer; and tips & tricks for delivering your PowerPoint presentation. 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 Advanced Excel
Monday, March 27
9:30am - 5:00pm
TBD
8.00 Credits
Member Price: $299
If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2's Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information.
K2's Excel Power Query - Ten Things You Need to Know
Monday, March 27
10:00am - 11:48am
TBD
2.00 Credits
Member Price: $79
Microsoft has updated Excel’s Power Query tool – first released in 2010 – with many new features. Power Query now provides users with the ability to access, link, and clean data to prepare it for reporting. In this session you will learn ten things every Power Query user should know to make it easier for you to create powerful reports in less time from any data source. Participate in this session to learn how you can put Power Query to work for you.
K2's Microsoft Word Tips & Tricks
Monday, March 27
10:00am - 11:57am
TBD
2.00 Credits
Member Price: $79
Like most Microsoft Word users, you can get through the basics of creating a document and applying some formatting characteristics without issue. But, do you use Word Styles or Quick Parts? Do you know how to generate a Table of Contents automatically from a document? Can you insert Excel-like formulas into Word Tables? If your answer to any one of these questions is “no,” then don’t miss this opportunity to improve your knowledge, skill, and productivity in using Microsoft Word.
K2's Excel Best Practices
Monday, March 27
10:00am - 5:40pm
TBD
8.00 Credits
Member Price: $225
As spreadsheets continue to evolve, so too must your practices for creating, editing, and auditing them. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained inExcel.Today’s best practices for Excel differ significantly from those used in the past,and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Participate in this program to help ensure that you utilize Excel to its fullest potential. This course covers features found in Excel versions2013and newer.
K2's Business Continuity - Best Practices for Managing the Risks
Monday, March 27
10:00am - 5:43pm
TBD
8.00 Credits
Member Price: $225
Are you and your team members prepared for a business disruption? Natural disasters, technology glitches, human failures, and even sabotage and terrorism threaten businesses of all sizes today. In this course, you will learn how to develop and implement a business continuity plan (BCP) to help manage the risks associated with business interruptions. In addition, you will learn how to address critical issues related to staffing, how virtualization can speed recovery times, and how Cloud-based storage, synchronization, and mirrored databases can help ensure that you always have access to your critical data and applications. Most importantly, you will learn how to identify your organization’s significant risks and create an effective plan to address these contingencies. Today’s technology-dependent organizations must have a plan for how they will operate when facilities, power, communications, or technology fail or become compromised. Unfortunately, many companies learn about critical weaknesses in their infrastructure only after experiencing a critical outage. Participate in this course and learn how to identify, understand, and develop strategies for mitigating business interruption risks.
Walter Haig's SSARS Prep, Comp and Review Update
Monday, March 27
10:00am - 6:00pm
TBD
8.00 Credits
Member Price: $229
This course includes an analysis of all of the relevant authoritative pronouncements that a CPA must have an understanding of in order to properly perform preparation, compilation and review engagements. Troublesome areas as identified in peer reviews and litigation will be addressed. Participants who take this course will enjoy a smooth sailing in their peer reviews...guaranteed! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Emerging Trends in Auditing, SSARS & Attestation Engagements
Monday, March 27
10:30am - 2:30pm
TBD
4.00 Credits
Member Price: $139
Discuss recently issued standards from standard-setters, including the AICPA Auditing Standards Board, Public Company Accounting Oversight Board, and International Auditing and Assurance Standards Board, and explore emerging trends. Get the latest findings from the AICPA's Enhancing Audit Quality initiative and review standard-setting activity designed to improve practice quality. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event
Monthly Federal Tax Update - March 2023
Monday, March 27
11:00am - 1:00pm
TBD
2.00 Credits
Member Price: $79
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two-hour monthly program in order to stay abreast of these developments. Approximately one-half of the program is devoted to individual tax issues, and the remaining time is spent on business entity taxation, IRS procedure, tax legislation and other issues. This course provides a concise look at the hottest topics affecting every tax practitioner. Due to the changing nature of the topic, learning objectives, course descriptions and program content will vary. The first presentation of this course each month will be delivered live. Subsequent presentations during the month will be a rebroadcast of the live presentation.
Forensic Accounting: When The Office Is A Crime Scene
Monday, March 27
11:00am - 3:00pm
TBD
4.00 Credits
Member Price: $139
Embezzlement happens often to many small businesses. Unfortunately, the lack of internal controls allow the embezzlement to remain undetected for years. But when it is discovered, the small business owner will most likely contact their CPA for advice. What should you do when your client contacts you about their employee embezzling money from their business? What options should you present to your client? How can your client protect themselves, while investigating the embezzlement? What steps need to be taken about preserving any documents, emails, texts, or phone calls? This course teaches how to engage the client, properly identify the evidence needed to prove the crime, how to write the report for civil and criminal trial, and best practices in preserving electronic and paper evidence. 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 Advanced Excel
Monday, March 27
11:00am - 6:30pm
TBD
8.00 Credits
Member Price: $299
If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2's Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information.
Multi-Task Role of the CFO/Controller
Monday, March 27
11:00am - 6:30pm
TBD
8.00 Credits
Member Price: $299
Explore real-life CFO/controller scenarios, in highly complex environments, to improve management and personal skills. Examine management skills and techniques; banking and finance; business law; risk management; and human resource issues. The CFO/controller's role as an internal team trainer. Learn how the CFO/controller can gain economies of scale through time management, negotiation skills and personal planning.
Long-Term Care Insurance: Make the Switch
Monday, March 27
11:30am - 12:30pm
TBD
1.00 Credits
Member Price: $39
How to pay for the cost of long-term care remains a primary concern for most clients over the age of 50. Explore clients' motivations, misconceptions and objections to purchasing long-term care insurance, and a look at the latest long-term care solutions, including hybrids. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
CPA Ethics in a Crisis World: Tales From the Front
Monday, March 27
11:30am - 1:30pm
TBD
2.00 Credits
Member Price: $79
Based on real life experiences! This program addresses the many issues impacting CPA practice with a world in crisis. The unique challenges facing practitioners are related through actual practice situations - and then analyzed for their ethical implications. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The How's and Why's of Creating User Defined Functions in Excel
Monday, March 27
12:00pm - 1:48pm
TBD
2.00 Credits
Member Price: $79
With approximately 500 functions already present, Excel seemingly has a function for every need. But sometimes the function YOU need just simply isn’t available. For example, Excel does not have functions to calculate income tax expense or, in many cases, depreciation expense. To solve these shortcomings, you can create User Defined Functions (UDFs). UDFs provide you with the opportunity to create functions for use in any of your formulas and automate your most complex calculations. Join us to learn how to put the power of UDFs to work to simplify and automate even your most complex calculations.
K2's Excel Tips & Tools for Better Budgets
Monday, March 27
12:00pm - 1:53pm
TBD
2.00 Credits
Member Price: $79
Excel is the de facto budgeting and forecasting tool for most professionals, yet many don't leverage its numerous built-in tools. Learn Excel features such as FORECAST, FORECAST.ETS, TREND, Forecast Sheets, XNPV, and XIRR. Additionally, techniques to manage what-if analysis using Scenario Manager, Solver, and the value of performing Monte Carlo simulations. If you use Excel for budgeting and forecasting, you can't afford to miss this session.
Reporting the Results of a Fraud Investigation
Monday, March 27
12:30pm - 2:30pm
TBD
2.00 Credits
Member Price: $89
This course focuses on concluding a fraud examination and participating in court activity. You will learn how to draft an effective written report on a fraud investigation, including exhibits and visual aids that will help make your case. We will discuss common questions asked of financial experts and techniques for successfully testifying at deposition and trial. This is the most practical fraud investigation course you will ever take. Rather than learning only the theory of fraud, you will learn how a forensic accountant actually investigates fraud from the beginning to the end. We focus on forensic accounting techniques used in the field to prove what happened, who was involved, how much money was stolen, and where the money went. Reporting the Results of a Fraud Investigation is Part 4 of a series of four courses on fraud investigations. Each course is a stand-alone class that may be taken individually. For comprehensive instruction on completing a fraud investigation from start to finish, take all four. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.