CPE Catalog
Note
AICPA On-Demand & Self-Study courses take up to 24 hours to process.
K2's 2023 Using OneNote More And Email Less
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Online
2.00 Credits
OneNote is a fantastic application included in your Microsoft 365 subscription. Yet, it is underutilized and misunderstood most of the time. If you genuinely want to change how you work, embrace OneNote. Stop using Outlook as a filing cabinet for essential emails and move them to OneNote instead. If you share a OneNote notebook with others, you can stop emailing altogether within your group and use OneNote as your collaboration and reference platform.
Mastering Charitable Remainder Trusts and Form 5227Compliance
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Online
2.00 Credits
Join us for an in-depth webcast on Charitable Remainder Trusts (CRTs) and the essential aspects of preparing Form 5227. This course will provide a comprehensive overview of CRTs, including their purpose, benefits, and practical considerations. Moreover, we will delve into the intricacies of Form 5227, the informational return for charitable remainder trusts, ensuring you have the necessary knowledge to accurately complete and file this crucial document. During this webcast, Art Werner will guide you through the fundamental concepts of Charitable Remainder Trusts, illustrating how they can be utilized as a strategic tool for tax planning. We will explore various types of CRTs, their formation, and the different scenarios in which they are most beneficial. A significant portion of the webcast will be dedicated to Form 5227, the reporting requirement for charitable remainder trusts. We will provide an in-depth analysis of the form's components, line by line, ensuring you gain a comprehensive understanding of the information it requires. From trust assets and income to distributions and charitable beneficiaries, we will cover each section, discussing common pitfalls and best practices for accurate reporting. Mr. Werner will address the recent updates and changes to Form 5227, enabling you to stay up to date with the latest compliance requirements.
Cybersecurity 101 for CPAs
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Online
2.00 Credits
This course provides an overview of cybersecurity from the CPA perspective. We will discuss the components of an IT environment that need to be considered in audits - e.g. network, operating systems, database, and application layers. Additionally, we will discuss an overview of cybersecurity frameworks under the influence of the AICPA and/or ISACA - e.g. SOC2, COBIT, COSO, SOX IT controls, etc. and key cybersecurity controls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Communication Miracles At Work and In Life - Part 1
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Online
4.00 Credits
Communication is the glue that connects people, but it doesn’t come easy for many of us. If you want to quickly and effectively handle problems with co-workers or clients, and you want people to do what you want without a lot of hassle, this seminar is for you. The bottom line will be better client and co-worker relationships, leading to increased enjoyment and productivity at work.
Forensic Accounting: Court Approved Methods of Proof
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Online
4.00 Credits
How does a forensic accountant calculate financial losses? Federal courts have approved various ways to calculate losses ranging from net worth method of proof to the expenditures method. Each method of proof depends on the available facts to the forensic accountant. This presentation will focus on the various court approved methods of proof, when to use them, and how to calculate the total loss. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Business Tax Update: Recent Developments
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Online
2.00 Credits
A discussion of the latest 2021/222 tax developments impacting business taxpayers, with a focus on important provisions, rules and concepts. 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
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Online
2.00 Credits
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.
Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers
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Online
4.00 Credits
All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. We know change is occurring at an exponential rate, and that has proven to be the case in all areas of finance, management, and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year. Become the "financial hero" of your organization and make a positive impact on the bottom-line.
2024 Reference Rate Reform
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Online
1.00 Credits
At its height, LIBOR was the benchmark for over US $350 trillion in financial contracts worldwide. Yet, due to concerns over the manipulation of the rate, standard setters determined that LIBOR should be discontinued. The global response to reference rate reform required financial reporting standard setters to provide practical expedients and exceptions to current modification guidance. This course will provide an overview of the standards issued (including amendments) from both the FASB and GASB to address the transition away from LIBOR.
Audit 206: Analytical Procedures - Audit Fundamentals
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Online
2.00 Credits
Analytical Procedures - Comprehending Financial Statement Audit Fundamentals will provide the tips and techniques necessary to gather sufficient appropriate audit evidence to support conclusions using analytic procedures common to financial statement audits. Properly designing, documenting and evaluating results of analytic review procedures is critical for performing an effective and efficient audit engagement. Note: This course is recommended as a part of a 16-hour audit skills curriculum for experienced staff auditors, while it is also appropriate for anyone who has responsibilities for performing financial statement audit analytics. 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 2024 Excel Best Practices And Features
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Online
2.00 Credits
Excel remains a staple tool for virtually all accounting and financial professionals. In this session learn about many of the newer features in Excel, along with some you may have overlooked in the past…truly “must-see CPE!”
Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals
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Online
2.00 Credits
According to a recent study, over 70% of accounting professionals suffer from burnout, leading to feelings of exhaustion, inefficiency, and dissatisfaction with their careers. Recurring challenges for accounting and finance professionals include long hours, repetitive work, pressing client demands, and changing rules and regulations. Together, these conditions contribute to chronic workplace stress. Burnout is real, and firms that ignore this common problem pay a high price. Nearly three out of five employees in accounting and finance professions report psychological harm from work-related stress, including an overall feeling of lack of interest, motivation, or energy. Fortunately, individuals and organizations are beginning to take career burnout more seriously, especially in the post-pandemic era. This course looks at the causes of accounting burnout and examines strategies organizations are implementing to address and reduce a well-known but often overlooked problem.
Measuring Audit Risks
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Online
3.00 Credits
In order not to perform an excessive number of audit procedures (over audit) auditors must perform procedures in order to determine in what areas are there weak internal controls that could result in a risk that the financial statements would be materially misstated and not be detected. SAS No. 122, AU 300 – 499, Measuring Audit Risk provides guidance as well as required procedures that must be performed in every audit in order to determine the risk of material misstatement. No longer can the auditor state that they assess the risk of material misstatement at maximum without having a basis for making such assessment. As a result, the standards now require that the auditor make such an assessment of a material misstatement of the financial statement on every audit in order to have a basis for such assessment. This program is an overview of the statement documentation requirements in assessing such a risk.
Payroll Essentials: Payroll Returns Done Right
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Online
2.00 Credits
Payroll is among the most common tasks an employer undertakes in the course of running their business. At its most basic level, payroll consists of an agreement between an employer and employee related to compensation for services. Once you look under the hood, there is so much more to payroll, including various kinds of compensation, payroll taxes and required reporting on government forms. This course will provide a general introduction to the workings of the payroll returns an employer is required to file. We will cover the various types of federal and state payroll taxes, what various payroll returns an employer may need to file, how to complete the most common types of payroll returns accurately, and real-life illustrations for reconciling at year end and ensuring your payroll returns are correct. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Triple Your Memory, Prevent Dementia and Halve Your Stress - Part 2
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Online
4.00 Credits
This is not your average CPE course--Part 2! In this second part course (which is equally fun and engaging), you will learn how to feel confident--even in highly stressful situations. You will learn new secrets to great health that take under 10 minutes per week, and you will learn how to know what is most important to you--so you can be happier and healthier in the long run. Tune in for techniques to relieve stress and tips on incorpating meditation into your daily routine. All of which will help improve your memory and overall mental health and wellbeing. In addition, you'll learn an unsurpassed method for making sure you stay consistent with actually implementing these methods in your daily life.
K2's 2023 Accessing And Managing Data In Excel
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Online
4.00 Credits
For many business professionals, accessing and managing data in Excel is one of the biggest stumbling blocks when creating reports and analyses. Common practices include far too many manual processes and formulas, including never-ending manual processes needed to update your data and related reports. Make plans now to join us in this session to learn best practices for accessing and managing data using Excel. In this session, you will learn how you can use Power Query and other Excel tools to quickly access and manipulate your data and generate reports in record time! This is a “must-see” session for any business professional working with Excel!
The Ethics of Care in the Workplace
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Online
2.00 Credits
Ethics involve relationship to self, others, and the world in which we live. In the busyness of our world we often act out of habit without realizing that what we do truly matters. We matter! This session explores ethical values and principles as they apply to creating an Ethic of Care in the workplace with specific emphasis on compassion, accountability and respect. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Accommodation Requests - Substance Abuse - Contagious Infections
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Online
1.00 Credits
Good judgment works well in handling most employee relations matters. However, there are special situations where legal requirements dictate specific handling to avoid significant personal and employer liability. This course provides practical knowledge and scripts for responding to requests for accommodations regarding religious practices or disabilities, confronting employees in substance abuse situations, and handling disclosures of contagious infections so that individual is properly helped, and the health of your workforce is protected.
Walkin', Talkin', Lookin' & Listenin' - Or Things Most of Us Don't Do Well
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Online
2.00 Credits
You often can perform an audit in accordance with all of the standards, and still have a substandard audit IF you did not get out among the clients employees (let them know you are there and where you located), talk to as many people as you can regardless as to whether you may think that they may have any helpful information; constantly observe your surrounding where ever you are at (you never now what you might see) and lastly, listen to not only what people are saying to you but are also saying around you. This presentation is designed to illustrate the importance of making yourself available to your client’s employees, let them know that you are there and where you can be found. Talk with them because if there is a problem, somebody knows and they will often tell you all about it IF you just ask them. Look at your surrounding everywhere you go. What are you looking for? I don’t know but I’ll know it when I see it. Lastly, listen to what they have to say. Every word is important because they may say something that you had not asked about. Remember, you never want to discover something and go to an individual who you determined knew about it and ask, why didn’t you tell me about this and their response was, you never asked me!
Ethics: How to Ensure Zombie Ethics Won't Kill Your Business
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Online
2.00 Credits
The walking dead aren't the only threat to your business. So are several dangerous, even terrifying myths about what ethical leadership is and is not. This fun and distinctive webinar will present what Forbes contributor Bruce Weinstein, The Ethics Guy, calls "zombie ethics"-myths about accounting that hinder your ability to serve your clients and enjoy a thriving business. Taking a page from Nobel laureate Paul Krugman's recent work, zombie ethics are ideas about ethical leadership that deserve to remain buried but keep resurfacing from time to time. They walk the earth and wreak havoc. In this engaging webinar, The Ethics Guy will show you how to send them back to the cemetery for good. You can then fearlessly bring in new business--and watch your practice soar! This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.