CPE & Event Calendar
For details about the CPE and event categories below, please click here.
Surgent's Data Security: Best Practices to Protect Your Business and Yourself
Monday, March 27
1:00pm - 2:00pm
TBD
1.00 Credits
Member Price: $59
Data security is a front-of-mind topic for most businesses because the risk and cost statistics are sobering. Each of us is in the crosshairs because a typical internet-connected computer faces a cyberattack every 39 seconds. Businesses of all sizes should be cognizant of the ethical issues that must be considered when planning their approach to privacy and data security. In this webinar, we will explore both the risks we have traditionally faced in the workplace personally, as well as the novel set of data privacy threats and compliance challenge issues employers face with a remote and mobile workforce.
Whistleblowers and the Law
Monday, March 27
1:00pm - 3:00pm
TBD
2.00 Credits
Member Price: $79
Honest people face real challenges when working in an unethical environment. Business owners may be at risk if team members feel as though policies and practices within the business violate rules, regulations, or laws. Some of those employees may contact authorities. Perhaps they work in an undercover capacity, exposing the business owner and other people that work with the business, or align with the business, to both government investigations and potentially criminal prosecutions. Participants will learn from a real story which led to criminal prosecution for Medicare Fraud. 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 Coaching Skills for Managers and Supervisors
Monday, March 27
1:30pm - 5:00pm
TBD
4.00 Credits
Member Price: $159
This one-day course will teach effective skills for coaching and training employees. You'll learn how to identify the characteristics of effective coaches and develop coaching strategies to support and assist your team, with the goal of helping them improve morale, productivity and quality. And, you'll learn a five-step approach for giving constructive criticism while managing defensive reactions.
K2's Implementing Security and Privacy Policies
Monday, March 27
2:00pm - 3:49pm
TBD
2.00 Credits
Member Price: $79
How do you communicate the security needed in your organization to your IT team? When was the last time you updated your security policies? Are you compliant with the current regulatory environment, and is your business using best practices that reflect the threats of today? Attend this session to receive a suggested security strategy and checklist, as well as sample documents to use as models to update your own policies.
K2's Understanding Workflow and Automation Essentials
Monday, March 27
2:00pm - 3:49pm
TBD
2.00 Credits
Member Price: $79
Proper workflow optimizes a business for profitability. Once your workflow is optimized you can automate it with a variety of software tools. In this session, you will learn how to setup workflow processes properly. You will also learn about a variety of tools that you can use to achieve automated workflow. We’ll review Zoho Flow, Power Automate, XCM, Automation Anywhere, as well as other robotic process automation (RPA) tools. This session will provide a road map on workflow technologies and choices you can implement now.
Power BI - Share Your Data Analysis using PowerBI.com
Monday, March 27
2:00pm - 4:00pm
TBD
2.00 Credits
Member Price: $79
* This course is #9 in the Microsoft Power BI series of webinars. Click button in Program Content section below to see suggested viewing order. * What good is data analysis if you can't share it? This course will focus on using Microsoft's cloud-based sharing/publishing platform, PowerBI.com. You will learn the interface as well as the benefits of using PowerBI.com. You will learn how to use PowerBI.com to leverage the work performed in Power Pivot or Power BI Desktop. Using PowerBI.com to create visuals is very similar to Power BI Desktop, so we will only review this feature. If you want detailed instructions on creating visualizations, please attend the Power BI Desktop course. This class can be taken with no Excel or Power BI Desktop knowledge, but some concepts will be a repeat from those classes and will serve as a knowledge reinforcement for experienced users. Many data analysts may create models in Power Pivot or Power BI Desktop, so we will spend time to learn how to share that data with PowerBI.com. This will ensure that everyone is looking at the same data, no matter the toolset. PowerBI.com adds the ability to create and share dashboards, so we will demonstrate how to create visualizations that can be turned into dashboards that allow users to customize their PowerBI.com with dashboards that are meaningful to them. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this course apply to all versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Breaking Free of the CPA Box
Monday, March 27
2:30pm - 4:30pm
TBD
2.00 Credits
Member Price: $79
As the industry shifts from a compliance to advisory mindset the skills needed has changed. Learn the new entrepreneurial skills needed to succeed in today's CPA landscape. These are the critical skills people of all levels need to provide outstanding client service and power the transition to high value advisory services. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Implementing System Changes: Success Planning & Leadership
Monday, March 27
3:00pm - 5:00pm
TBD
2.00 Credits
Member Price: $79
What actions can financial professionals take to increase the odds of a successful system implementation? This session will show you how to be a key player on the team by focusing on specific areas in the project planning and delivery process that improve results. Learn how to use components of a project plan to transparently manage a project from the planning phase through embedment. These actions can be applied to small system changes, system upgrades, or large ERP systems. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Excel - Using Charts for a Non-Financial Audience
Monday, March 27
3:30pm - 5:30pm
TBD
2.00 Credits
Member Price: $79
This webinar will show you how to use Excel's charting and formatting features to present financial data to a non-financial audience. As the saying goes, "A picture is worth a thousand words." People tend to better understand your point when visuals are used. We will explore the many capabilities of presenting your data without showing rows and rows or columns and columns of data. Help your audience visualize the meaning of the data, whether it is a trend, an exception, a distribution or a good vs. bad relationship. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel. 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 Mastering The Excel Data Model
Monday, March 27
4:00pm - 5:49pm
TBD
2.00 Credits
Member Price: $79
The Excel Data Model is an in-memory multi-dimensional (OLAP) data engine available in all versions of Excel 2013 and newer. The Data Model is the core foundation of Power Pivot. With this feature, you can 1) relate multiple Excel tables, 2) build PivotTables on multiple data sources, 3) import data from external data sources, and 4) analyze PivotTable reports using Quick Explore, which allows users to drill up, down, and around in reports. This session will provide the knowledge and skill necessary to take full advantage of this amazing tool in Excel.
K2's Microsoft Power Bi - Power Reporting For Free
Monday, March 27
4:00pm - 5:49pm
TBD
2.00 Credits
Member Price: $79
Microsoft’s Power BI Desktop puts business intelligence in your hands! Offered as a free tool, Power BI allows you to create compelling reports in mere minutes. Participate in this session to embark upon a guided tour of linking data into Power BI, creating stunning and powerful visualizations, and building interactive reports, all with the free version of Power BI. Additionally, you will learn how you can extend these capabilities with a Power BI Pro subscription.
K2's Selecting And Vetting Technology Providers
Monday, March 27
4:00pm - 5:50pm
TBD
2.00 Credits
Member Price: $79
Managing Information Technology (IT) is difficult when team members, contractors, and others all sound alike. If you manage IT, wouldn’t it be nice to know the questions you should ask? Join us in this session to learn the questions to ask your technology providers and how to identify some warning flags. The session materials can serve as a starting point for your discussions with your providers. Attend this session and learn many of the things you need to know as you navigate your journey through the world of technology.
K2'S Excel Financial Modeling Best Practices
Monday, March 27
4:00pm - 5:52pm
TBD
2.00 Credits
Member Price: $79
Excel remains the tool of choice for many professionals to build financial models, including forecasted financial statements and budgets. Yet many have never received any training on best practices to create financial modeling spreadsheets. Join us to learn amazing techniques that will save valuable time and improve the accuracy and quality of your results.
Payroll Essentials: Fringe Benefits: Taxable or Not?
Monday, March 27
4:00pm - 6:00pm
TBD
2.00 Credits
Member Price: $79
Fringe benefits are just another way of paying your employees. Do you know how to correctly track fringe benefits, as well as apply and report the various withholding tax rules for those fringe benefits? The IRS says fringe benefits must be included in and reported as a part of employee pay, but with any good tax law, there are always exclusions to that rule. Knowing how to handle fringe benefits can be complicated, especially in an area that changes on an annual basis. Attendees will leave with an understanding of what the requirements are around fringe benefits, what constitutes a fringe benefit, and whether it is taxable or not. We will also explore the evergreen areas of reporting S-Corp Shareholder Health, HSA, and when cash is not taxable compensation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Communicating Financial Information to Non-Accountants
Tuesday, March 28
9:00am - 11:00am
TBD
2.00 Credits
Member Price: $79
Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about and are just pretending to understand! Learn how to connect with your CEO, board, fellow managers, and ordinary employees so they understand your message. Learn to motivate them to action. Come hear a veteran CFO tell you how. 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 Small Business Accounting Shootout
Tuesday, March 28
9:00am - 12:39pm
TBD
4.00 Credits
Member Price: $129
The market for accounting solutions designed for small businesses has never been better! From traditional desktop applications to newer Cloud-based solutions, small businesses have affordable options available today that were unthinkable for many just a few years ago. In this seminar, you will learn about these options and receive the benefit of an unbiased comparison of many of today’s leading solutions, helping you make an informed decision about the future direction of your accounting platform. Solutions from Intuit, Sage, Xero, Wave, and others will be reviewed and compared to help you decide whether you should remain with your current platform or perhaps switch to a different one. Additionally, you will learn about various third-party add-ins to help you make informed decisions about issues such as automated data entry, sales tax processing, reporting, and business intelligence. In sum, if you are the least bit curious about the accounting options available for smaller businesses, this is the most critical session in which you will participate this year.
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection
Tuesday, March 28
9:00am - 4:46pm
TBD
8.00 Credits
Member Price: $225
Internal controls are more important than ever, and their importance increases seemingly daily. However, internal controls present a challenge for many smaller organizations. In this program, you will learn how to evaluate, develop, and implement an effective internal control structure in a small business environment. You will identify how to assess risk in smaller organizations and implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even without proper segregation of duties. Additionally, by participating in this program, you will learn technology-focused techniques for preventing and detecting fraud and securing information systems and sensitive data. For small organizations, maintaining an effective system of internal controls presents a significant challenge. Implementing many of the theoretical concepts surrounding internal controls may not be possible in some cases. Consequently, many small businesses' current internal control structure fosters an environment in which too much risk is present. This factor, coupled with the presence of uncontrolled information systems, can often lead to disastrous results. Participate in this program to learn the necessary insights and tools to design, implement, and monitor effective internal controls, security, and anti-fraud measures in small organizations.
Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit
Tuesday, March 28
9:00am - 5:00pm
TBD
8.00 Credits
Member Price: $279
It's been said that you cannot fit a square peg into a round hole. The same principle holds true for audits of not-for-profit entities. You cannot simply apply a standard commercial audit approach to the audit of a not-for-profit entity and expect a good fit. Skilled auditors will instead adjust the audit approach to fit the not-for-profit entity. This course is designed to help you do just. It will equip you with the superior skills needed to excel in auditing not-for-profit entities. The course materials utilize a highly illustrative and innovative format. Over 25 focused exercises are included to provide an enhanced working knowledge of auditing not-for-profit entities.
Transform Your Organization With Office 365 and Teams
Tuesday, March 28
9:00am - 5:00pm
TBD
8.00 Credits
Member Price: $199
We are now officially in the era of digital communications, collaboration and knowledge sharing. Is your organization prepared to embrace it? This course will show you how to do just that by strategically deploying the Microsoft Office 365 ecosystem of applications with the Teams app at the core. Office 365 provides the tools to digitally transform your workflows to increase efficiency, as well as to provide the ability for your team to work from anywhere, at any time, on any device. We will review how you can leverage specific Office 365 apps to foster online communication, collaboration and knowledge sharing among your team members, as well as externally with clients, customers and service providers. You will leave this course with a solid understanding of how to tap into Office 365 to take your business digital. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Moving Beyond the Basics of Excel
Tuesday, March 28
9:30am - 11:30am
TBD
2.00 Credits
Member Price: $79
This course explores the increasingly complex features of Excel that facilitate efficient data analysis. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing, and reporting information. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.