| 2023 Tax Legislation: The Secure Act 2.0 (Self-Study) (24SX-0001)24SX-0001 | *Implications for individuals
*Changes to the Saver's Credit
*Changing the required minimum distribution rules for Roth 401(k)s
*Changes to required beginning dates for required minimum distributions of retirement plans.
*Penalty-Free Withdrawals for Certain Emergency Expenses
*Special provisions for firefighters and military personnel spouses
*Increases in catch-up contributions
*Impact on 529 plans
*Opportunities for student loan payment matching
*Implications for Employers
*Starter Section 401(k) plans for small employers
*Requiring automatic 401(k) enrollment
*Improving worker access to emergency savings
*Increasing part-time workers' access to retirement accounts
*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans
*Multiple employer Section 403(b) plans
*Automatic portability provisions
*Other changes in the administration of company retirement plans | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Self-Study) (24SX-0002)24SX-0002 | *How accountant liability is a very real threat in today's litigious society *A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit *Pitfalls in which the accountant may find him- or her- self while dealing with clients *Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Accounting and Auditing for ESG (Self-Study) (24SX-0003)24SX-0003 | *ESG | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Professional Ethics: The American Institute of Certified Public Accountants' Comprehensive Course for Licensure (Self-Study) (24SI-0001)24SI-0001 | *AICPA Code of Professional Conduct and its conceptual framework
*Ethics and independence rules from the AICPA and other regulators, including the U.S. government
*Activities that discredit the profession
*Ethics interpretations issued by the AICPA Professional Ethics Executive Committee (PEEC)
*Non-compliance with laws and regulations (NOCLAR)
*AICPA Statements on Standards for Tax Services (SSTSs)
*U.S. Treasury Department’s Circular No. 230
*Internal Revenue Service (IRS) penalty provisions | |
| Self-Study | | On-Demand | 9 CPE (9 tech, 0 non-tech) | 9 Ethics |
| Advanced Excel: Hidden Secrets and Gems (Self-Study) (24SX-0005)24SX-0005 | *Awareness of advanced functions
*Creative methods for data manipulation
*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality
*Real-life examples of innovative ways to analyze and report data with Excel
*Using Excel to perform e-mail merges
*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox
*Enhance creativity in your approach to developing Excel models | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Advanced Planning: Balance Sheet and Cash Flow Projections (Self-Study) (24SX-0006)24SX-0006 | *Accounts Receivable
*Inventory
*Capital Budget
*Depreciation
*Accounts Payable
*Accrued Liabilities
*Working Capital Loans
*Debt
*Project interest expense more accurately
*Solving for Cash
*Projecting Covenant Calculations
*Create a Projected Statement of Cash Flow
*Choose your format
*How to make your Statement of Cash Flow maintenance free
*Debugging a statement of Cash Flow | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Aligning Budgets to Strategy (Self-Study) (24SX-0007)24SX-0007 | *A Proper Practical Planning Process (P4)
*The steps to planning
*The results of strategic planning
*Examples of budgets | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| An Exhaustive Look At Fraud & Ways To Control It (Part 1) (Self-Study) (24SX-0008)24SX-0008 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| An Exhaustive Look At Fraud & Ways To Control It (Part 2) (Self-Study) (24SX-0009)24SX-0009 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Assessing Independence Under the New Yellow Book (Self-Study) (24SX-0011)24SX-0011 | *Recall safeguards that can be used to reduce threats to an acceptable level*Identify threats to independence | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Attestation Update: SSAE 19-22 (Self-Study) (24SX-0012)24SX-0012 | *SSAEs 19-22*Changes to performance and reporting requirements | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Auditing Contingencies and Going Concern Uncertainty: Testing for Completeness and Proper Disclosure (Self-Study) (24SX-0013)24SX-0013 | *Overview of contingencies and related disclosures
*Identifying and determining proper accounting treatment for litigation, claims and assessments
*Evaluating the sufficiency of attorney's letter responses for audit evidence
*Evaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of time
*Auditing managements assumptions in making the going concern evaluation
*Proper application of the liquidation basis of accounting | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Building Security/Efficiency via Internal Control (Part 1) (Self-Study) (24SX-0015)24SX-0015 | *An overview of control frameworks and concepts*Strategic considerations that can be incorporated into control development*Understanding and controlling risk that arises when organizations change or choose not to*The COSO Internal Control Framework and the COSO ERM Framework | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Building Security/Efficiency via Internal Control (Part 2) (Self-Study) (24SX-0016)24SX-0016 | *An overview of control frameworks and concepts*Strategic considerations that can be incorporated into control development*Understanding and controlling risk that arises when organizations change or choose not to*The COSO Internal Control Framework and the COSO ERM Framework | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Cases in Corporate Ethics (Self-Study) (24SX-0017)24SX-0017 | *Can you protect the public interest without violating our profession's confidentiality rules?
*How can a corporate world CPA get in trouble with their board of accountancy?
*Is a culture of fear and intimidation particularly susceptible to corporate fraud?
*How can using the CPA credential get a corporate accountant in trouble?
*Is exaggerating your CPE hours a violation of our professional codes of conduct?
*What are your options when your employer is clearly breaking the law?
*Does any legislation provide effective Whistleblower protection? | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| CFO Career Upgrade with LinkedIn (Self-Study) (24SX-0018)24SX-0018 | *Essential elements of a compelling LinkedIn profile for a CFO
*How to build a strategic career network
*Five ways that CFOs can leverage LinkedIn as leaders of an organization
*How to get referred to new job opportunities
*Essential LinkedIn do's and don'ts for CFOs | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Combating Internal Fraud (Self-Study) (24SX-0019)24SX-0019 | *Recognize why internal fraud occurs*Policies, procedures, and control measures designed to fight fraud | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Communicating Financial Information to Non-Accountants (Self-Study) (24SX-0021)24SX-0021 | *The math literacy barrier
*The financial literacy barrier
*What to say and how to say it
*Communicating ideas graphically | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Compilations, Reviews and Audits: How They Differ (Self-Study) (24SX-0022)24SX-0022 | *Review of differences of compilation, review and audit engagements
*Compare and contrast major considerations of each type of engagement
*Provide practical tips and strategies
*Professional standards that govern each type of engagement | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Controls to Secure a Growing Digital Footprint (Self-Study) (24SX-0023)24SX-0023 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Coping With the Growth of Online Fraud (Self-Study) (24SX-0024)24SX-0024 | *The actuation of online and other cyber frauds
*Fraudulent acts that are initiated electronically
*Automated and employee driven methods that can reduce cyber-fraud risk
| |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Corporate Ethics: Cases in Diversity and Inclusion (Self-Study) (24SX-0025)24SX-0025 | *Everyone can experience discrimination or harassment
*What the AICPA Code of Professional Conduct says about harassment and discrimination
*Other sources of ethical guidance
*Recent EEOC Cases*Learning about each other | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| CPA Ethics in a Crisis World: Tales from the Front (Self-Study) (24SX-0026)24SX-0026 | *"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary times
*Review of AICPA Code of Professional Conduct
*Review of IRS Circular 230
*Review of client tax return disclosure rules (Sec. 6103)
*Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Defining Where & Why Internal Controls are Needed (Self-Study) (24SX-0029)24SX-0029 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Dream Wide Awake (Self-Study) (24SX-0030)24SX-0030 | *The three promises to live and achieve by
*A different way to approach goals that brings out what is really holding you back
*The five areas of wishful thinking and how to surpass with inspired action
*The six areas of fearful thinking and how to overcome with courageous intent | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Entertainment, Meals & Travel Expenses: Review & Update (Self-Study) (24SX-0031)24SX-0031 | *Definition of what qualifies as an entertainment expense
*Strategies to deduct business entertainment expenses
*Deductibility of meals
*Situations not subject to the 50% meals and entertainment reduction
*How to handle automobile issues related to employer-provided parking
*Proper accounting for deductible vs. non-deductible expenditures
*The four steps to analyze business expenses
*The latest federal legislation, cases and rulings | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: 10 Crucial Qualities of High-Character CPAs (Self-Study) (24SX-0032)24SX-0032 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success
*Learn how to evaluate these qualities in job candidates and why you must do so | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: Get Rich, Lose Weight, and Enjoy True Love (Self-Study) (24SX-0033)24SX-0033 | *"What would you do?" quiz with five challenging scenarios. You'll be asked to choose among several options in each situation (don't worry, we won't collect the results).
*Five principles of ethical intelligence: Do No Harm, Make Things Better, Respect Others, Be Fair, Care
*Complete a few fun writing exercises (optional) during the webinar. After which, Bruce shows how the principles of ethical intelligence reveal which option in each scenario is best.
*Call to Action so that some of the lessons from this webinar can be put into practice immediately. Even doing one of the things Bruce suggests will enrich your accounting practice and your life. | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: How to Build and Keep Your A-Team (Self-Study) (24SX-0034)24SX-0034 | *Advertise for character
*Hire for character
*Promote and fire for character
*Walk the talk | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Ethics: How to Ensure Zombie Ethics Won't Kill Your Business (Self-Study) (24SX-0035)24SX-0035 | *Examine several myths about ethical leadership that continue to plague businesses like yours
*Learn why these ideas deserve to be put to rest for good and what should take their place | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: Lead Like a Superstar and Build a Rocking Business (Self-Study) (24SX-0036)24SX-0036 | *Examine several superstars from movies, TV, music, sports, and business. What makes them so successful? What can you learn from their mistakes? | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Excel: Advanced Defined Names & Excel Tables (Self-Study) (24SX-0037)24SX-0037 | *Using the INDIRECT function with Defined Names*The importance of Consistent Column Calculations*Ways to create Consistent Column Calculations*Using Structured Table References in formulas | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Advanced Financial and Statistical Calculations (Self-Study) (24SX-0038)24SX-0038 | *Identifying and demonstrating financial functions "best practices" for creating amortization schedules and calculating annual interest payments*Calculating and summarizing data with SUMIF and SUBTOTAL functions*Using statistical functions to analyze data | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Advanced Formatting to Improve Your Spreadsheets (Self-Study) (24SX-0039)24SX-0039 | *Customizing cell formatting and cell styles*Using number and custom number formatting*Using Conditional Formatting to format cells based upon a defined criteria*Protecting a worksheet and workbook to prevent changes | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Advanced Spreadsheet Troubleshooting Techniques (Self-Study) (24SX-0040)24SX-0040 | *Exhibiting the value and the art of nesting formulas*Demonstrating different ways to troubleshoot complex formulas*Reviewing Excel's nine built-in error-checking options*Teaching different techniques for resolving rounding errors | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Auditing Your Spreadsheets for Maximum Accuracy (Self-Study) (24SX-0041)24SX-0041 | *Proofing methods*Excel Auditing Tools*Using the Data Validation feature*Techniques to cross-foot and validate your spreadsheets | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Building Powerful Lookup and Reference Formulas (Self-Study) (24SX-0042)24SX-0042 | *Performing advanced searching and data retrieval with LOOKUP, INDEX and MATCH functions*Speeding up worksheet creation with the INDIRECT function*Testing conditions with the LOGICAL functions (IF, AND, OR, NOT)*Using ERROR checking functions | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Create KPI Dashboards for Maximum Impact (Self-Study) (24SX-0043)24SX-0043 | *Dashboard design guidelines*Setting up a Data Model*Creating calculated fields and columns*Creating KPIs*Adding a linked table to the data model*Creating PivotTables and PivotCharts*Adding Power View visualizations*Reviewing the completed dashboard | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Feature Review in 100 minutes (Self-Study) (24SX-0044)24SX-0044 | *Review of Excel's features and functions*Walk-through of Excel's ribbons *What the Excel features and functions can do for you | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Formatting Spreadsheets for Beginners (Self-Study) (24SX-0045)24SX-0045 | *Cell formatting basics (fonts, fill, borders, alignment, numbers)*Using quick formatting tools (Cell Styles, copy & pasting, cell formats)*Printing your spreadsheets (page layout, printing to paper and PDF) *Creating and using templates*Create a Default layout (Workbook, sheets, settings) | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: From a Blank Sheet to a Finished Workbook (Self-Study) (24SX-0046)24SX-0046 | *Best practices for creating a report in Excel*Getting data into Excel*Techniques to efficiently create reports in Excel*Using PivotTables to create interactive reports in Excel | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Functions and Formula Shootout (Self-Study) (24SX-0047)24SX-0047 | *Review of formula creation best practices*Demonstration of various Excel functions to enhance calculations*Using Excel functions to perform advanced calculations | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Fundamentals, Data Entry and Basic Formulas (Self-Study) (24SX-0048)24SX-0048 | *Review of the Excel interface*Basic data entry tasks using the fill command, range selection and copy & paste*Basics to creating formulas (absolute/relative reference, auto-computer, functions) | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: New Features That Benefit Excel 2019 & O365 Users (Self-Study) (24SX-0049)24SX-0049 | *The new capabilities of Array Formulas*New formula functions, including XLOOKUP, XMATCH, SEQUENCE and more*Using the Ideas feature*Many more new features | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Two Must Know Features; Defined Name and Tables (Self-Study) (24SX-0050)24SX-0050 | *Using Defined Names in formula creation*Learning how Defined Names can lead to more accurate spreadsheets*Using the structured calculations in Excel Tables | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Using Charts for a Non-Financial Audience (Self-Study) (24SX-0051)24SX-0051 | *Selecting the right type of chart*Creating dynamic charts*Choosing what data to display as a chart*Customizing charts using various options*Printing and sharing charts | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Excel: Using PivotTables for Data Analysis (Self-Study) (24SX-0052)24SX-0052 | *The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Excel: Working With Text, Date and Time Functions and Formulas (Self-Study) (24SX-0053)24SX-0053 | *Using Text functions to join and separate text entries*Inserting Text functions to work with imported data*Performing date and time calculations with the Date and Time functions | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Exploring Internal Controls: That Could Have Prevented Frauds (Self-Study) (24SX-0054)24SX-0054 | *Examination of actual frauds
*Discussion of internal controls that could have prevented the frauds
*Contemplation of epiphanies for your own professional scenarios | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Financial Statement Shenanigans (Self-Study) (24SX-0057)24SX-0057 | *Factors that cause people to commit financial statement fraud
*The seven most common ways of "cooking the books"
*SpecifiC Corporate scandals which highlight "financial shenanigans"
*Increasing your awareness of possible techniques to detect financial statement irregularities and potential fraud | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Fixing Your Chart of Accounts (Self-Study) (24SX-0058)24SX-0058 | *Current Chart of Accounts Best Practices
*Why developing a chart of accounts begins with studying your organizational chart
*How to identify your account segments
*Determining the order of your account segments
*Best practices for numbering account bases
*How to avoid memorization
*Fixing Your Current Chart of Accounts
*How big company and small company software differs
*Two key approaches for preserving your historical data
*What to know when making major chart of accounts changes | |
| Self-Study | | On-Demand | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Fraud & Embezzlement: Case Studies from the Trenches (Self-Study) (24SX-0059)24SX-0059 | *How organizations can find themselves defrauded due to lax oversight and weak internal controls.
*How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.
*illustrations of the issues companies should look for in preventing fraud and embezzlement. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Fraud Trends: Applying Real-life Lessons to Small- and Mid-Size Entities (Self-Study) (24SX-0060)24SX-0060 | *Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and Abuse
*Real-life examples of fraud in nonpublic entity and nonprofit environments.
*Cyber-security risks of fraud | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Fundamentals of Income Taxation (Self-Study) (24SX-0061)24SX-0061 | *Standard Deductions v. Itemized Deductions
*Defining ordinary income, capital gains and qualified dividends.
*Cash v. Accrual methods
*Above- and Below- the Line deductions
*Extensions for filing a return
*Calculating the federal tax liability | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| GASB 87: Are You Ready? (Self-Study) (24SX-0063)24SX-0063 | *Leases*GASB 87*Financial reporting | |
| Self-Study | | On-Demand | 1.5 CPE (1.5 tech, 0 non-tech) | |
| How Fraud Can Affect Smaller Organizations (Self-Study) (24SX-0065)24SX-0065 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| If You Only Knew What Microsoft Word Could Do (Self-Study) (24SX-0067)24SX-0067 | *Best practices for those creating Word documents of all types*Using Word Styles to enhance and organize documents*Word features like PDF editing, automatic tables of contents, and cross-referencing that save time and add value | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Implementing and Maintaining an Internal Controls (Part 1) (Self-Study) (24SX-0068)24SX-0068 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Implementing and Maintaining an Internal Controls (Part 2) (Self-Study) (24SX-0069)24SX-0069 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Independence and Conflicts of Interest (Self-Study) (24SX-0070)24SX-0070 | *AICPA Code of Conduct: Independence, Conflicts of Interest
*Case Study: Olympus
*Case Study: Buca di Beppo | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Integrity, Objectivity and Judgment: Values in Action (Self-Study) (24SX-0071)24SX-0071 | *AICPA Code of Conduct: Integrity and Objectivity
*Case Study: Mortgage crisis of 2007-2010
*Case Study: World Com | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Internal Control Changes for Remote Workers (Self-Study) (24SX-0072)24SX-0072 | *The benefits and pitfalls of remote employees *How to maximize the value provided by distance workers *Policies, procedures, and control measures designed for a more geographically dispersed workforce. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Internal Controls to Mitigate Financial Reporting Risk (Self-Study) (24SX-0074)24SX-0074 | *Evolution of internal control concepts*Revamped 2013 COSO Internal Control - Integrated Framework*Designing an adequate "umbrella" of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or error*Specific internal control considerations and sample documentation for smaller entities*Additional responsibilities for audits in accordance with Sarbanes-Oxley Act, Government Auditing Standards, and Single Audit Act requirements | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Intro to Governmental Accounting (Self-Study) (24SX-0075)24SX-0075 | *Financial reporting*Fund accounting*MD&A*Annual Comprehensive Financial Report | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Intro to NFP Accounting (Self-Study) (24SX-0076)24SX-0076 | *Accounting for nonprofit organizations
*Net assets
*Agency transactions
*Contributions
*Endowments
*Programmatic investments
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Self-Study) (24SX-0077)24SX-0077 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties
*Rules on waiver of penalties and interests
*Various forms and procedures for requesting relief
*First Time Abatement: Requirements and procedures
*How an individual taxpayer qualifies for Reasonable Cause abatement
*Procedures for requesting refund of paid penalties
*Available administrative options | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Like-kind Exchanges in Real Estate Transactions (Self-Study) (24SX-0078)24SX-0078 | *Like-kind exchanges have been hailed as one of the few "legal tax shelters" still available for real property investments, but it is really a result of favored tax policy.
*These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability.
*These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| LinkedIn Profile Secrets for CPAs (Self-Study) (24SX-0079)24SX-0079 | *Effective branding and LinkedIn profile positioning for CPAs
*Best practices and tips for each profile feature
*Optimizing language and words to attract clients: Your headline, essay, descriptions, and keywords
*Sizzle elements: Your headshot, background banner, videos, and media
*Essential LinkedIn settings and privacy for CPAs | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Self-Study) (24SX-0080)24SX-0080 | *Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.
*New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.
*Common peer review findings.
*Practice tips for high-quality engagements.
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Auditing, SSARS and Attest Update (Self-Study) (24SX-0081)24SX-0081 | *Identify the most recent changes in auditing, reviews, compilations and other attestation engagements
*Select practice tips for achieving high quality engagements
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Common Findings in Single Audits (Self-Study) (24SX-0082)24SX-0082 | *Overview of Single Audit
*Consequences of Noncompliance
*Overview of findings and observations by compliance requirement
*Single Audit findings and observations from AICPA Peer Review and OIG
*Ways to prevent findings
| |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Self-Study) (24SX-0083)24SX-0083 | *CECL for nonfinancial institutions.
*Accounting for Paycheck Protection Program loans.
*Accounting for web-hosting services.
*Revenue recognition.
*Leases.
*FASB projects in progress.
| |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Peer Reviews of SSARS Engagements (Self-Study) (24SX-0084)24SX-0084 | *Basic requirements of an engagement review.
*Qualifications for serving as a peer reviewer.
*Involvement of peer review administrators and technical staff, peer review committees, AICPA, state boards of accountancy.
*Engagement selection criteria, information to be provided to the peer reviewer, the evaluation of engagements, the synthesis of matters, the nature of the reports, what happens if there is a nonconforming engagement, follow-up actions required by the committee.
*Common engagement review findings and tips for passing peer review.
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Self-Study) (24SX-0085)24SX-0085 | *The conceptual framework approach to independence
*Independence threats related to preparing financial statements and accounting records
*Consideration of specific non-audit services that would and would not impair independence
*Documentation necessary to support adequate consideration of auditor consideration
*Fundamentals of a compliance audit performed under the Uniform Guidance
*Schedule of expenditure of federal awards
*Determination of major programs
*Using the Compliance Supplement
*Uniform Guidance administrative requirements and cost principles
*Testing internal control over compliance
*Testing compliance
*Writing an audit finding
*Reporting requirements of a single audit
| |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| AICPA Audit Quality Update and Quality Management Standards (Self-Study) (24SX-0086)24SX-0086 | *Analysis of the AICPA's Enhancing Audit Quality Initiative
*Trends in audit quality
*Latest on the DOL's audit quality study
*Peer review findings and practice tips for achieving high practice quality
*AICPA's new SQMS - Overview, implementation considerations, timeline, and AICPA implementation resources
*PCAOB and IAASB quality management standards and the potential impact on AICPA standards
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| ASC 842, Leases: Implementation Issues and Lessons Learned (Self-Study) (24SX-0087)24SX-0087 | *FASB's Accounting Standard Update for Leases (ASC Topic 842)
*Key differences between ASC Topic 842 and ASC Topic 840
*Implementation options, entries, practical expedients, and remeasurement-triggering events
*FASB ASU 2023 - 01 - Leases (Topic 842): Common Control Arrangements
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| NFP Reporting and Presentation (Self-Study) (24SX-0088)24SX-0088 | *Presentation of NFP financial statements focusing on ASU 2016-14 and ASU 2016-18 with example disclosures
*Common pitfalls on functional expense reporting
*Tips to consider on functional expense reporting
*Ways to manage liquid resources
*Peer review findings relating to implementation of ASU 2016-14
*Items to consider when preparing for an audit and reviewing financial statements related to COVID-19 (underwater endowments, liquidity, going concern, subsequent events etc.)
*Key facts and impacts on current ASUs
*Cybersecurity issues
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Ethics and Technology for CPAs (Self-Study) (24SX-0089)24SX-0089 |
*The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.
*The profession's need to change to meet its ethics standard in a technology-centric environment.
*Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession.
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Creating a Culture of Trust in a Fraud-filled World (Self-Study) (24SX-0090)24SX-0090 | *Discuss why fraudsters are becoming more brazen, how you protect yourself and your organization.
*Consider the concept of trust and how can you establish real trust within your organization.
*Discuss the pressures that cause CPAs to cross the line. What are the ethical principles that CPAs are required to follow? Who is responsible for fraud prevention?
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethics - Regulatory and Standards Update (Self-Study) (24SX-0091)24SX-0091 | *Recent ethics standards changes that impact your practice.
*Key regulatory changes and initiatives affecting CPAs and the future of the profession.
*Emerging issues and standard-setting activity that could affect your practice.
*Practical applications of the standards and common practice issues and challenges. Examples include independence issues, serving clients in the cannabis industry, and reporting potential noncompliance with laws and regulations to third parties.
*How failure to follow the standards can result in unwanted regulatory actions and publicity.
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Online Fraud Targeting Individuals & Companies (Self-Study) (24SX-0093)24SX-0093 | *Types of fraud that targets individuals*How organizations can work to reduce risk for workers | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Operations Level Internal Control (Self-Study) (24SX-0094)24SX-0094 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Personality Styles: Adapting to Different Types of Personalities for Improved Relationships and Interactions (Self-Study) (24SX-0097)24SX-0097 | *Defining primary personality style characteristics
*Determining your own primary personality style and the style of others
*Effectively adapting for improving interactions with various personality styles
*Leveraging strengths and minimizing the negative impact of personality weaknesses
*Applying personality style analysis to real-life situations involving clients, staff, peers and superiors | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: Analyze Your Data with Excel PivotTables (Course 3) (Self-Study) (24SX-0098)24SX-0098 | *The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Power BI: Create Excel Dashboards for Maximum Impact (Course 4) (Self-Study) (24SX-0099)24SX-0099 | *Dashboard design guidelines*Using Excel features to create visuals*Using visuals to create dashboards*Introduce new Power BI tools that enhance visual and dashboard creation | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: Go Beyond PivotTables with Power Pivot (Course 6) (Self-Study) (24SX-0100)24SX-0100 | *Data modeling in Power Pivot*Using basic DAX to create calculations*What are and when to use calculated columns and measures*Using the data model in Power Pivot to create PivotTables*Hierarchies in Power Pivot | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Power BI: Introduction to MS Power BI Tools (Course 1) (Self-Study) (24SX-0101)24SX-0101 | *The challenge of using Excel for Data Analysis*An overview of the various Power BI Tools*An overview of when and why to use each Power BI Tool*A tour of each tools interface | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: OLAP Formulas & More Time Intelligent Functions (Self-Study) (24SX-0102)24SX-0102 | *OLAP functions to create custom calculations on an Excel worksheet*Measures that help determine the date of your refreshed data*Advanced time intelligent functions to create date-based measures | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: Prepare Your Data Efficiently for Excel Analysis (Course 2) (Self-Study) (24SX-0103)24SX-0103 | *Getting data into the correct structure*Data sources that you can access*Working with multiple tables and data sources*Steps to import data for analysis*Introduction to Power Query and Get and Transform | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: Share Your Data Analysis using PowerBI.com (Course 9) (Self-Study) (24SX-0104)24SX-0104 | *A tour of the PowerBI.com interface*Sharing data with Power Pivot and Power BI Desktop*Creating visualizations and turning them into dashboards*Sharing visualizations and dashboards with others | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: Use Advanced Calculations with DAX Formulas (Course 7) (Self-Study) (24SX-0105)24SX-0105 | *Review Power Pivot calculations (column calculations vs. measures)*Create advanced DAX formulas*Using a Date / Calendar table for data analysis*The DAX calculation process | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Power BI: Use PBI Desktop to Create Reports and Dashboards (Course 8) (Self-Study) (24SX-0106)24SX-0106 | *Tour of the Power BI Desktop interface*Using Power BI Desktop to connect to data sources*Available visualizations in Power BI Desktop*Building interactivity into visualizations | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Power BI: Use Power Query to Transform Your Data (Course 5) (Self-Study) (24SX-0107)24SX-0107 | *Append files Combine multiple files from a folder*Add custom columns*Unpivot a table*Create a lookup table from a table | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Reference Rate Reform (Self-Study) (24SX-0110)24SX-0110 | *LIBOR *Reference rate reform | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Risk Management in a Post-Covid World (Self-Study) (24SX-0111)24SX-0111 | *Black Swan Risks
*Role of Finance, Internal and External Auditors
*COSO's Risk Management Standards
*The COSO Cube
*The COSO Double Helix
*Risk Management Definitions
*Event Identification
*Expected Value Analysis
*The Heat Map
*The World Economic Forum Global Risk Reports
*Alternative Risk Responses
*Avoidance
*Reduce/Increase
*Share
*Accept
*Lessons from the Great by Choice Research
*Personal Risk Management | |
| Self-Study | | On-Demand | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Roadmap to Ethical Decision Making (Self-Study) (24SX-0112)24SX-0112 | *Review the AICPA's Code of Professional Conduct.
*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters.
*Discuss the principles of professional conduct.
*Address compliance with professional standards.
*Use case studies to address circumstances that may create threats to independence. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Schedule C of Form 1040 (Self-Study) (24SX-0114)24SX-0114 | *Schedule C
*Business Deductions
*Self-employment taxes
*Business use of a vehicle
*Section 179 and Bonus Depreciation | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Section 174: New Rules for Research & Experimentation (Self-Study) (24SX-0115)24SX-0115 | *Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs.
*Comparison of the Section 41 R&E credit to the Section 174 R&E deduction.
*Financial accounting for R&E costs.
*Required change of accounting method and Form 3115.
*Revised treatment of software development costs.
*Comprehensive case problems explaining implementation of the law changes. | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Secure Act 2.0: What You Need to Know (Self-Study) (24SX-0117)24SX-0117 | *Expanding Automatic Enrollment in Retirement Plans
*Increased Age for RMDs
*Higher Catch-up Contribution Limit
*Emergency Expense Penalty-Free Withdrawals
*"Starter" 401(k)s for Certain Employers
*Part-time Worker Improved Coverage
*Excise Tax Reduction for Certain Retirement Plan Accumulations
*Employee Plan Conflict Resolution Expansion
*Retroactive First Year Elective Deferrals For Sole Proprietors
*Change in Plan Requirements for Unrollees
*Surviving Spouse Election
*Reduced Tax on Excess Contributions
*Timely Plan Amendment Changes
*Elective Deferral Changes
*Employer Match as Roth Contribution | |
| Self-Study | | On-Demand | 1.5 CPE (1 tech, 0 non-tech) | |
| Shortcuts that Excel Users Love (Self-Study) (24SX-0119)24SX-0119 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Shorten Month-End Closing Best Practices (Self-Study) (24SX-0120)24SX-0120 | *Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close
*Review and discuss information systems' headaches that slow you down
*Work through examples of close cycle "time killers" and how to resolve them
*Get inventory and cost of sales under control
*Identify the improvement projects that will yield the biggest benefit
*Review what leading edge finance managers are doing to close more quickly | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Self-Study) (24SX-0121)24SX-0121 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Self-Study) (24SX-0122)24SX-0122 | *Pervasive best practices for effective communication
*Specific strategies for written materials
*Unique considerations for verbal presentations
*The importance of recursive revision
*Tips for success
*Pitfalls to avoid | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Taxation of Business Entities (Self-Study) (24SX-0123)24SX-0123 | *Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership)
*Considerations in choosing a business entity, including taxes, limited liability protection, management & control, funding options & opportunities, tax consequences for the owners and the business.
*Future tax considerations that will impact various business entities. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Taxation of Judgement and Settlements (Self-Study) (24SX-0124)24SX-0124 | *Types of damages or remedies that can be awarded or agreed upon pursuant to litigation.
*Review of the Internal Revenue Code and regulations governing the taxation of various types of litigation payments.
*Suggestions for drafting pleadings or settlement agreements. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Taxation of Non-fungible Tokens (NFTs) (Self-Study) (24SX-0125)24SX-0125 | *NFT basics
*Classification of NFTs
*Current Legislative and Policy Environment
*Tax implications of creation, sales and exchanges of NFTs. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| The Art of Discipline and Getting Things Done: Applying Better Time, Team and Project Management Techniques (Self-Study) (24SX-0126)24SX-0126 | *Creating a culture of discipline
*Project and time management best practices
*Avoiding common time wasters
*Tips for both getting, and staying, organized
*Managing stress for yourself and others
*Managing productive meetings | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| The Choice of Entity Decision: What is Best for Your Client? (Self-Study) (24SX-0127)24SX-0127 | *Recent tax legislation and developments related to various entities, including sole proprietorships, single member LLCs, partnership/LLCs, S Corporations, and C Corporations.
*Impact of the Section 199A deduction
*Ramifications of the C to S election and the S to C election
*Corporate tax rate to individual tax rate comparison examples
*Other related topics | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Treasury Circular 230 for EAs and Other Tax Preparers (Self-Study) (24SX-0132)24SX-0132 | *Circular 230
*Conflicts of interest
*Loving case
*RTRP | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Understanding Internal Control Constructs (Self-Study) (24SX-0133)24SX-0133 | *Underlying concepts of internal control*The importance of control measure interdependency | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Understanding/Creating Internal Control Systems (Part 1) (Self-Study) (24SX-0134)24SX-0134 | *Underlying concepts of internal control*Defining where and why controls, policies and procedures are needed*Legacy control measures that are still important for businesses today*Creating control measures that address the use and protection of technology | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Understanding/Creating Internal Control Systems (Part 2) (Self-Study) (24SX-0135)24SX-0135 | *Underlying concepts of internal control*Defining where and why controls, policies and procedures are needed*Legacy control measures that are still important for businesses today*Creating control measures that address the use and protection of technology | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| What You Can Learn from the Statement of Cash Flows (Self-Study) (24SX-0136)24SX-0136 | *Preparation of the statement of cash flows
*Importance of identifying sources and uses of cash in financial reporting
*Financial statement analysis
*Cash-related financial statement disclosures | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| What's New in Excel (Self-Study) (24SX-0137)24SX-0137 | *New features and tools in Excel*Updates to the Excel Function Library | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| You Don't Know What You Don't Know About Excel (Part 1) (Self-Study) (24SX-0138)24SX-0138 | *Excel shortcuts and time savers*Working with templates, formats, styles, and themes*Customizing and enhancing Excel*Protecting and securing workbooks*Formula building and the Excel function library | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| You Don't Know What You Don't Know About Excel (Part 2) (Self-Study) (24SX-0139)24SX-0139 | *Excel shortcuts and time savers*Working with templates, formats, styles, and themes*Customizing and enhancing Excel*Protecting and securing workbooks*Formula building and the Excel function library | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Self-Study) (24SS-0001)24SS-0001 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Effects of the CARES and Tax Relief Acts on trusts: Section 461(l) Excess Business Loss Limitation, NOL, Section 163(j) modifications, new employer credits*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms (Self-Study) (24SS-0002)24SS-0002 | *Classifying receipts between "income" and "corpus" under the Uniform Principal and Income Act*Calculation of DNI utilizing three different methods, a "forms" method (Schedule B), a "code" method, and a "shortcut" method, utilizing a worksheet of common income and expenses*Proper W-2 preparation and procedures in the year of death*Taxpayer passes before taking a required minimum distribution; what must be done?*Forgetful fiduciaries of simple trusts*Fluctuating trusts -- Simple one year, complex the next*Dividing income in the year of death*Overview of Subchapter J*Form preparation issues -- Filing requirements and line-by-line explanations of Form 1041*Taxable income of estates and trusts and expense allocation issues*Specific deductions and miscellaneous itemized deductions*Income in respect of a decedent*The income distribution deduction calculation*Relation of principal and income law to DNI*Understanding how to handle capital gains and losses*Allocating tax items to beneficiaries: another K-1*Other considerations: excess deductions on termination*Effects of the CARES and Tax Relief Acts on trusts: Section 461(l) Excess Business Loss Limitation, NOL, Section 163(j) modifications, new employer credits*Comprehensive DNI case study, with principal (cost and FMV) and income reconciliation*Comprehensive trust and estate case studies, with filled-in forms | |
| Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
| Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (Self-Study) (24SS-0003)24SS-0003 | *Coverage of the Inflation Reduction Act of 2022*Gain a thorough understanding of federal income tax laws for partnerships and LLCs, from formation to tax return preparation issues*Schedules K-2 and K-3 reporting requirements*Who files Form 1065, and who does not file Form 1065*Tax Basis Capital Account Reporting Requirements*Trade or Business income and expenses versus Separately Stated Items*The importance of Schedule M-1*Partnership distributions -- current or liquidating, cash or property*How to allocate recourse and nonrecourse debt*Self-employment tax issues; court cases and trends in tax audits of earnings subject to self-employment taxes*Complete coverage of any new legislation enacted before presentation*Section 163(j) limitations*Mastering two common tax forms, Depreciation (4562) and Sale of Assets (4797)*Final regulations on Section 168(k)*Partnership reporting oddities*Accurately preparing partnership returns and reconciling book income to taxable income*The Centralized Audit Regime under the Bipartisan Budget Act of 2015 | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (Self-Study) (24SS-0004)24SS-0004 | *Comprehensive coverage of the Inflation Reduction Act of 2022*Gain a thorough understanding of federal income tax laws for partnerships and LLCs, from formation to tax return preparation issues*Filing requirements for Schedules K-2 and K-3*Who files Form 1065, and who does not file Form 1065*Tax Basis Capital Account Reporting Requirements*Trade or Business income and expenses versus Separately Stated Items*The importance of Schedule M-1*Partnership distributions -- current or liquidating, cash or property*How to allocate recourse and nonrecourse debt*Self-employment tax issues; court cases and trends in tax audits of earnings subject to self-employment taxes*Complete coverage of any new legislation enacted before presentation*Section 163(j) limitations*Mastering two common tax forms, Depreciation (4562) and Sale of Assets (4797)*Final regulations on Section 168(k)*Partnership reporting oddities*Accurately preparing partnership returns and reconciling book income to taxable income*The Centralized Audit Regime under the Bipartisan Budget Act of 2015 | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Microsoft 365: Getting Started with Excel PivotTables and PivotCharts (Self-Study) (24SS-0005)24SS-0005 | *PivotTable button*Recommend PivotTables button*Quick Analysis feature*Summarize as PivotTable button with the Data Model*PivotTable values*PivotTable Design tab*Subtotals and grand totals*PivotTable style*PivotTable Analyze tab*Keyboard shortcuts*Filtering arrows*PivotTable structure using the Fields List*PivotTable using Slicers*A calculated field to a PivotTable using the PivotTable Analyze tab* Value Field Settings using a shortcut menu*PivotChart button to create an embedded PivotChart*Standard Excel charting buttons to create a PivotChart*Keyboard shortcut to create a PivotChart on its own chart sheet*PivotChart and linked PivotTable simultaneously*Chart elements using the Chart Elements button*Chart style and color scheme using the Chart Styles button*Chart layout using the PivotChart Design tab* Individual chart elements using the PivotChart Format tab*PivotChart using the Pivot Field buttons*Chart type and subtype using a shortcut menu*PivotChart fields using the Fields List*Row/column orientation using the PivotChart Design tab | |
| Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Microsoft 365: Exploring Useful Excel Functions (Self-Study) (24SS-0006)24SS-0006 | *Multiple ways to create a formula using one or more functions*Financial functions to calculate the internal rate of return, net present value, future value, present value, payment and depreciation*Date & Time functions to insert date and time components*Math & Trig functions to calculate the sum of a range of numbers; find a random number and the positive square root of a number; and round calculations to a specific number of places*Statistical functions to find the average, maximum, minimum, count, median and mode of a range of numbers plus the top five numbers*Lookup & Reference functions to find specific data and document worksheet formulas*Specific criteria and Database functions to calculate the sum, average, maximum value, minimum value and number of cells containing numbers in a database field*Text functions to improve worksheet appearance*Logical functions to perform calculations based on one or more tests | |
| Self-Study | | Downloadable PDF | 6 CPE (0 tech, 6 non-tech) | |
| Surgent's Review of Form 709: Gift Tax Return (Self-Study) (24SS-0007)24SS-0007 | *Form 709, gift tax reporting, and the effect of the lifetime exclusion*Present interest versus future interest*The annual exclusion -- what qualifies and how is it calculated*Situations in which consenting spouses are not required to file Form 709*Gifts excluded from gift tax reporting*Adequate disclosure requirements and the statute of limitations*Proper gift tax reporting of front-end loaded Section 529 qualified tuition plans*The inclusion of up-to-date revised forms and references*Calculation of unified credit and prior year credit recalculation*Calculation of additional credit for decedent spousal unused exemption (DSUE) | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Transitioning to the Accounting Profession (Self-Study) (24SS-0008)24SS-0008 | *The AICPACode of Professional Conduct*TheConceptual Framework for Independence*Safeguarding independence when performing both attest and non-attest services*How to handle ethical dilemmas commonly faced by new professionals*Role of accounting professionals in public accounting and in industry*Characteristics common to high performing accounting professionals | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Introduction to the Audit Process and Risk Assessment (Self-Study) (24SS-0009)24SS-0009 | *History of the financial statement audit*Objective of a financial statement audit*Audit Process and Linkage*Management and the Auditor's Responsibilities*Evaluating Audit Risk*Risk Assessment Process*Risk Assessment Procedures *Documentation | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fundamentals of Internal Controls (Self-Study) (24SS-0010)24SS-0010 | *Gaining an understanding of the evolution of internal controls *Components of the COSOInternal Control -- Integrated Framework*Approaches for documenting and evaluating the design and implementation of internal control over financial reporting*Critical elements of entity-level and transactional-level controls covering all assertions*Internal controls that are responsive to the risk of fraud*Case studies related to identifying deficiencies in internal control documentation | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Performing Preparation, Compilation, Review and Engagements (Self-Study) (24SS-0011)24SS-0011 | *Compare and contrast the basis and requirements of preparation, compilation, and review engagements*Identifying key reporting elements of compilation and review reports*Impact of special purpose accounting frameworks and other special issues | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Practical Guide to Auditing Cash and Cash Equivalents (Self-Study) (24SS-0012)24SS-0012 | *Explain typical audit risks and special considerations related to cash and cash equivalents*Identify the risk of fraud related to cash and cash equivalents*Describe designing a detailed audit plan, linking assessed risk to planned procedures*Techniques used to perform the audit procedures associated with auditing cash and cash equivalents*Obtaining evidence related to cash and cash equivalents*Case study and test yourself questions related to auditing cash and cash equivalents | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Auditing Property, Plant & Equipment (Self-Study) (24SS-0013)24SS-0013 | *Assessing risk*Internal control related to property and equipment*Audit procedures for property and equipment*Construction of assets including capitalizing interest*Lease accounting requirements and disclosure of right of use asset*Disclosure of property and equipment | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Auditing Accounts Payable, Accrued Expenses and Debt (Self-Study) (24SS-0014)24SS-0014 | *Accounting basics for accounts payable, accrued expenses and debt*Risk associated with accounts payable, accrued expenses and debt*Key controls related to accounts payable, accrued expenses and debt*Procedures commonly used to audit debt, including compliance with restrictive covenants | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Audit Documentation Requirements (Self-Study) (24SS-0015)24SS-0015 | *Proper documentation as a means of audit quality*Factors impacting the nature and extent of documentation*Illustrative workpapers and exercises*Use of practice aids and other mechanisms as means of audit documentation*Checklist for self-review of workpapers | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Auditing Accounts Receivable: An Overview (Self-Study) (24SS-0016)24SS-0016 | *Risks of material misstatement associated with auditing accounts receivable*Internal controls associated with accounts receivable*Substantive procedures used in auditing accounts receivable*External confirmation audit considerations, including evaluating responses for propriety*Evaluating the valuation of accounts receivable*The AICPA's new SAS on auditing estimates | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Performing Inventory Observations (Self-Study) (24SS-0017)24SS-0017 | *Inventory observation procedures *When attendance at the inventory observation is impractical*Inventory under the control of a third party*Consideration of the risk of fraud in inventory counts*Sampling related to inventory observations*Considerations related to retail inventories, multiple locations*Considerations for inventory observations | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Essentials of Audit Sampling (Self-Study) (24SS-0018)24SS-0018 | *Types of sampling and sampling risk*Attribute testing for tests of controls and compliance*Variable sampling for substantive assurance*Differentiating statistical and nonstatistical sampling approaches*Determining sample sizes in a compliance audit | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fraud Risk Assessment Basics (Self-Study) (24SS-0019)24SS-0019 | *Explain the expectation gap with financial statement users regarding the auditor's responsibilities for preventing and detecting fraud*Fraud inquiries and engagement team discussion points*Identifying and responding to fraud risk on an audit*Testing journal entries and other tests for management override*Fraud communications | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Guide to Auditing Common Investments (Self-Study) (24SS-0020)24SS-0020 | *Overview of common investment types*Typical audit risks and related audit procedures*Alternative Investments*Fair value disclosure, including applying the fair value hierarchy | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Preparing and Reviewing Client Prepared Financial Statements (Self-Study) (24SS-0021)24SS-0021 | *Objective of financial reporting*Inter-relationships of financial statements and disclosures*Accounting changes*Financial statement preparation and review process*Best practices for financial statement preparation and review | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Review and Attestation Engagements (Self-Study) (24SS-0022)24SS-0022 | *Frequently missed issues in compilation and review engagements as noted by peer reviewers*Understand how to comply with AR-C 100 on International Standards and AR-C 120, Compilations of Proforma Information*Introduction to attestation standards (AT)*Performing attestation examination engagements*Performing attestation review engagements*Performing Agreed Upon Procedures | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Performing Effective and Efficient Analytical Procedures (Self-Study) (24SS-0023)24SS-0023 | *Preliminary analytical procedures as risk assessment procedures*Performing final analytical procedures to assess the conclusions reached during the audit and evaluate the overall financial statement presentation.*When to use substantive analytical procedures for efficiency and effectiveness*Establishing expectations for substantive analytic procedures*Setting a threshold for differences *Following up on differences from expectations*Concluding on substantive analytical procedures | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Effective Techniques for Auditing Contingencies and Going Concern (Self-Study) (24SS-0024)24SS-0024 | *Overview of uncertainties, contingencies, litigation, claims and assessments and related disclosures*Auditing managements assumptions in making the going concern evaluation*Evaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of time as defined in professional standards. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Testing Internal Control and Reporting Deficiencies (Self-Study) (24SS-0025)24SS-0025 | *Refresher on understanding internal controls*When testing internal controls is required*When testing of internal controls is an effective strategy to reduce substantive testing*Designing tests of controls*Responses when deviations are discovered in the design or operating effectiveness of internal control | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting for and Auditing Inventory (Self-Study) (24SS-0026)24SS-0026 | *Elements of inventory cost and full-absorption costing*Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification*Obsolescence reserves*Retail inventory valuation basics*Physical inventory observation approach refresher*Accounting issues related to consigned inventory*Risk associated with and steps performed in auditing of inventories. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Reviewing Audit Workpapers (Self-Study) (24SS-0027)24SS-0027 | *Documentation as a means of audit quality*Responsibilities of the workpaper reviewer*Important tips for providing reviews notes that will promote an effective and efficient financial statement audit*Appropriate review considerations at various phases of the engagement, including before and after audit report date and report release | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting and Auditing Revenue (Self-Study) (24SS-0028)24SS-0028 | *Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance, including presentation and disclosure requirements*Performing an effective risk assessment related to revenue*Common internal controls and substantive audit procedures related to revenue | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting for and Auditing Leases (Self-Study) (24SS-0029)24SS-0029 | *ASU No. 2016-02, Leases (Topic 842)*Overall lease accounting guidance for both lessees and lessors*Detailed review of accounting by lessees *Transition guidance*Other operational issues*Control and risk considerations related to auditing leases*Common audit procedures related to auditing leases and the adoption of ASC 842 | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Successful Communication (Self-Study) (24SS-0030)24SS-0030 | *Barriers to communication, especially when working remotely*Modules and best practices for effective communication*Keys to effective non-verbal communication*Effective listening techniques | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Accounting for and Auditing Complex Investments (Self-Study) (24SS-0031)24SS-0031 | *The fair value measurement process*Derivative and hedge accounting under ASC 815*Accounting and auditing considerations related to the use of the equity method of accounting under ASC 323*Accounting and auditing considerations related to investments in cryptocurrency and digital assets | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Performing Effective Accounting Research (Self-Study) (24SS-0032)24SS-0032 | *Structure of the ASC codification*Content included and not included in the ASC*Other information contained in the codification*Best practices for performing effective and efficient accounting research | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Audit Quality Update (Self-Study) (24SS-0033)24SS-0033 | *2017-2020 peer review results*Common sources of peer review deficiencies*AICPA Peer Review Program areas of focus for peer reviews | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Auditing Accounting Estimates (Self-Study) (24SS-0034)24SS-0034 | *Common accounting estimates*Accounting guidance related to loss and gain contingencies*Audit guidance related to auditing accounting estimates*Overview of the requirements of SAS 143 | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's SAS 134 and Other Reporting Considerations (Self-Study) (24SS-0035)24SS-0035 | *Revised format of audit opinion under SAS 134*Additional responsibilities of both management and the auditors under SAS 134*Additional requirements related to SASs 135-140*Qualified auditor reports, their wording, and when the auditor would issue one of them*Circumstances requiring the addition of Emphasis of Matter and Other Matter paragraphs to the standard unqualified audit report | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Management Fundamentals (Self-Study) (24SS-0036)24SS-0036 | *What it takes to be effective as a manager*Exploring the challenges that get in the way*Looking at the driving forces that have evolved how managers engage with employees today*Motivating employees of multiple generations*Twelve practices that can be adopted to influence employees to become more engaged*Identifying what it takes to develop employees*Delegation and accountability | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Understanding and Testing General Information Technology Controls (Self-Study) (24SS-0037)24SS-0037 | *Defining GITC and application controls*Major categories of GITC*Understanding GITC*Testing GITC | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting Hot Topics (Self-Study) (24SS-0038)24SS-0038 | *Technology trends and hot topics*Fair value concepts*Accounting for business combinations*Asset impairment accounting | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Evaluating Sufficiency and Appropriateness of Audit Evidence (Self-Study) (24SS-0039)24SS-0039 | *SAS 142, Audit Evidence (recently issued)*Relevance and reliability of audit evidence*Sources of evidence*Audit procedures*Evaluation of tests of controls*Evaluation of sufficiency and appropriateness of evidence | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Effective Communications with Management and Those Charged with Governance (Self-Study) (24SS-0040)24SS-0040 | *Relevant literature
*Communications to those charged with governance.
*Internal controls communications to management and those charged with governance
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Coaching Skills for Managers and Supervisors (Self-Study) (24SS-0041)24SS-0041 | *The definition of "coaching" and the coaching process*Characteristics of effective coaches*Coaching strategies to support and assist others as they change ineffective behaviors*Conducting one-on-one coaching sessions for setting goals and improving performance | |
| Self-Study | | On-Demand | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Critical Conversations: Having the "Hard to Have" Discussions (Self-Study) (24SS-0042)24SS-0042 | *Identifying when issues need immediate resolution*Approaches for preparing for and having difficult conversations*Effective communication skills for challenging conversations | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Using the Work of a Specialist and Internal Audit (Self-Study) (24SS-0043)24SS-0043 | *Using the work of management's specialist
*Using the work of the auditor's specialist
*Using the work of internal audit
*Using the work of a pricing service
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting and Auditing Credit Losses Under ASC 326 (Self-Study) (24SS-0044)24SS-0044 | *Scope and overview of ASC 326*Applying ASC 326 and the CECL model*Transitioning to ASC 326*Presentation and disclosure requirements of ASC 326*Auditing accounting estimates*Key changes to auditing estimates due to the issuance of ASC 326 | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Quality Management and Peer Review (Self-Study) (24SS-0045)24SS-0045 | *AICPA's Engagement Quality Initiative*When peer reviews are required and how they work*Recent deficiencies noted by peer reviewers in audit, review and compilation engagements*System of Quality Control required by the Auditing Standards Board (ASB)*Changes to the system of Quality Control proposed by the ASB | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees (Self-Study) (24SS-0046)24SS-0046 | *Outcomes of the recent FASB and IASB Joint Project related to Leases*Differentiating between accounting and reporting requirements for operating and finance leases*Evaluating possible material misstatement related to lease recognition, measurement, presentation and disclosure | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Current Issues in Accounting and Auditing: An Annual Update (Self-Study) (24SS-0047)24SS-0047 | *Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB's Technical Agenda*Leases -- Topic 842*Review of SAS No. 142 -- Audit Evidence*Recently issued SASs and other AICPA activity*Detailed review of SAS No. 145*Other important A&A practice matters | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Current Issues in Accounting and Auditing: An Annual Update (Self-Study) (24SS-0048)24SS-0048 | *Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB's Technical Agenda*Leases -- Topic 842*Review of SAS No. 142 -- Audit Evidence*Recently issued SASs and other AICPA activity*Detailed review of SAS No. 145*Other important A&A practice matters | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Financial Reporting Update for Tax Practitioners (Self-Study) (24SS-0049)24SS-0049 | *Recent standard setting and consulting activities at the FASB*Proposed updates to income tax accounting and financial statement disclosures*Tax basis financial statements*Recently issued Statements on Auditing Standards and other audit-related hot topics | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Financial Reporting Update for Tax Practitioners (Self-Study) (24SS-0050)24SS-0050 | *Recent standard setting and consulting activities at the FASB*Proposed updates to income tax accounting and financial statement disclosures*Tax basis financial statements*Recently issued Statements on Auditing Standards and other audit-related hot topics | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Accounting Changes and Error Corrections (Self-Study) (24SS-0051)24SS-0051 | *FASB ASC Topic No 250,Accounting Changes and Error Corrections*Accounting changesand error corrections taking the shape of: Changes in accounting principle; Changes in accounting estimates; Changes in reporting entity; | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Self-Study) (24SS-0052)24SS-0052 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Self-Study) (24SS-0053)24SS-0053 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Limited Liability Companies: Losses, Liquidations, Terminations, Continuations and Sales (Self-Study) (24SS-0054)24SS-0054 | *When are distributions taxable? *Miscellaneous issues, including the critical difference between Section 736(a) and Section 736(b) payments*Sales of an LLC interest -- holding period and hot asset issues | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Self-Study) (24SS-0055)24SS-0055 | *Coverage of the Inflation Reduction Act of 2022*Single-member limited liability companies as an alternative to subsidiaries*Cancellation of indebtedness: rules and regulations*How the IRS views members or partners for Social Security purposes*Special problems when forming an LLC*Debt issues and problems in structuring LLCs and LLPs, including loan guarantee issues, recourse and nonrecourse debt, the at-risk basis rules, and new regulations restricting "bottom dollar" guarantees*Distributions: is it just a disguised sale? New regulations eliminate certain tax-deferred leveraged partnership transactions*Death or retirement of a member or partner -- Understanding the alternatives*Step-up in basis issues -- How to make the computations and elections*Property transactions between the LLC/LLP and its members or partners -- Inbound and outbound transactions: what to do with built-in gain or loss property*Partnership losses: when are they deductible? See, in particular, TCJA and CARES override*Material participation rules for LLC members and limited partners: how they affect passive loss issues*Continuation and termination of an LLC/partnership in the context of a merger or acquisition*Sales of an LLC Interest -- holding period, and hot asset issues*Impact of the tax on investment income on the sale of an interest in a partnership or LLC*Repeal of technical termination of partnership provision | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Critical Tax Issues for Limited Liability Companies and Partnerships (Self-Study) (24SS-0056)24SS-0056 | *Coverage of the Inflation Reduction Act of 2022*Single-member limited liability companies as an alternative to subsidiaries*Cancellation of indebtedness: rules and regulations*How the IRS views members or partners for Social Security purposes*Special problems when forming an LLC*Debt issues and problems in structuring LLCs and LLPs, including loan guarantee issues, recourse and nonrecourse debt, the at-risk basis rules, and new regulations restricting "bottom dollar" guarantees*Distributions: is it just a disguised sale? New regulations eliminate certain tax-deferred leveraged partnership transactions*Death or retirement of a member or partner -- Understanding the alternatives*Step-up in basis issues -- How to make the computations and elections*Property transactions between the LLC/LLP and its members or partners -- Inbound and outbound transactions: what to do with built-in gain or loss property*Partnership losses: when are they deductible? See, in particular, TCJA and CARES override*Material participation rules for LLC members and limited partners: how they affect passive loss issues*Continuation and termination of an LLC/partnership in the context of a merger or acquisition*Sales of an LLC Interest -- holding period, and hot asset issues*Impact of the tax on investment income on the sale of an interest in a partnership or LLC*Repeal of technical termination of partnership provision | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Advanced Critical Tax Issues for S Corporations (Self-Study) (24SS-0057)24SS-0057 | *Final regulations on "eligible terminated S Corporations" (ETSCs)*Cases, rulings, and tax law changes affecting S Corporations*Compensation planning in S Corporations, including limitations in a family-controlled business; self-employment tax issues, including IRS efforts to address underreporing of S Corporations officer compensation*Use of redemptions: still some advantages*Planning for the liquidation of an S Corporations*Tax issues for family ownership of S Corporations stock*Impact of the tax on net investment income on sales of S Corporations stock*Stock basis: Loss limitations, AAA, and distribution issues in depth*Debt basis: what the regulations on back-to-back loans mean to investors*Estate planning for S Corporations shareholders, including buy-sell agreements, QSubs, ESBTs, and uses of life insurance*Built-in gains: the 5-year recognition period*S Corporations structuring: one class of stock*Methods of accounting*Legislation on mortgage interest reporting, basis, statute of limitations, and tax return due dates | |
| Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
| Surgent's Advanced Critical Tax Issues for S Corporations (Self-Study) (24SS-0058)24SS-0058 | *Final regulations on "eligible terminated S Corporations" (ETSCs)*Cases, rulings, and tax law changes affecting S Corporations*Compensation planning in S Corporations, including limitations in a family-controlled business; self-employment tax issues, including IRS efforts to address underreporing of S Corporations officer compensation*Use of redemptions: still some advantages*Planning for the liquidation of an S Corporations*Tax issues for family ownership of S Corporations stock*Impact of the tax on net investment income on sales of S Corporations stock*Stock basis: Loss limitations, AAA, and distribution issues in depth*Debt basis: what the regulations on back-to-back loans mean to investors*Estate planning for S Corporations shareholders, including buy-sell agreements, QSubs, ESBTs, and uses of life insurance*Built-in gains: the 5-year recognition period*S Corporations structuring: one class of stock*Methods of accounting*Legislation on mortgage interest reporting, basis, statute of limitations, and tax return due dates | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Annual Accounting Update (Self-Study) (24SS-0059)24SS-0059 | *Private company standard setting activities*FASB Accounting Standards Updates*Revenue recognition*Leases*Credit losses | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Inflation Reduction Act's Changes to Auto and Energy-Related Tax Credits (Self-Study) (24SS-0060)24SS-0060 | *The Energy-Efficient Home Improvement Credit*Residential Clean Energy Credit*The Alternative Fuel Vehicle Refueling Property Credit*Comparison of Section 25C and Section 25D credits*Changes to the Section 179D deduction*Prevailing wage and apprenticeship requirements*The new Energy Efficient Home Credit*The Clean Vehicle Credit*The Previously Owned Clean Vehicle Credit*The Qualified Commercial Clean Vehicle Credit*Application of written binding contracts*Transfers of certain credits to an unrelated transferee*Increase in Research Credit against payroll tax for small businesses*What special rules apply to auto credits purchased after enactment*How a purchaser of an energy-efficient auto claims the credit*Transition rule for vehicles purchased before August 16, 2022 | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Data Analytics for Accountants and Financial Managers (Self-Study) (24SS-0061)24SS-0061 | *Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples*Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources*Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation*Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results*Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration*Lists of readings and next-level software for a participant's future reference | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting for Guarantees (Self-Study) (24SS-0062)24SS-0062 | *Overview of the accounting related to guarantees*Review of the reporting related to guarantees*Examination of the disclosure requirements related to guarantees | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Going Concern Considerations in the COVID-19 Environment (Self-Study) (24SS-0063)24SS-0063 | *FASB guidance in ASC 205-40 regarding required disclosures when substantial doubt about an entity's ability to continue as a going concern exists*Sample disclosures under ASC 205-40*Accountant's reporting considerations when substantial doubt exists | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Going Concern Accounting and Reporting Considerations (Self-Study) (24SS-0064)24SS-0064 | *Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15 *Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty *The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services *New requirements of SAS No. 132 and SSARS No. 24 related to an auditor's responsibility for considering going concern uncertainty? | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's AICPA Update (Self-Study) (24SS-0065)24SS-0065 | *New SAS Nos. 142-145*AICPA Code of Professional Conduct Updates*AICPA's proposed Statements on Quality Management Standards | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Section 199A: Applications and Challenges (Self-Study) (24SS-0066)24SS-0066 | *The latest guidance from the IRS provided through regulations or administrative announcements*Taxpayers that own multiple entities; aggregation rules*Calculating qualified business income*The latest guidance on specified trades or businesses*Taxable income limits on specified service trades or businesses*Maximizing the 20 percent deduction for pass-through entities and Schedule Cs*Accounting for negative QBI*Whether particular tax entities offer a greater Section 199A deduction*Whether the owner of a Schedule E with net rental income can claim the Section 199A deduction*A look to the future. Will Section 199A survive? | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Artificial Intelligence for Accounting and Finance Professionals (Self-Study) (24SS-0067)24SS-0067 | *What is artificial intelligence?*What are the different forms of artificial intelligence?*The difference between artificial intelligence and machine learning*The types of problems artificial intelligence can solve*The role of algorithms*How artificial intelligence will affect accounting and finance careers*Data governance, security, and privacy*How accounting firms are using AI today*The role of artificial intelligence in asset management | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Mastering Accounting for Income Taxes (Self-Study) (24SS-0068)24SS-0068 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*CARES Act accounting implications*Defining, analyzing, and reporting uncertain tax positions *Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering Accounting for Income Taxes (Self-Study) (24SS-0069)24SS-0069 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*CARES Act accounting implications*Defining, analyzing, and reporting uncertain tax positions *Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Recent Accounting Malpractice Actions (Self-Study) (24SS-0070)24SS-0070 | *Common instances of accounting malpractice *Current claim trends*Frequent defenses to claims*Statute of limitations*Damages*Claims by practice area | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 1 Ethics |
| Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (Self-Study) (24SS-0071)24SS-0071 | *Refining key planning and general auditing considerations to the not-for-profit environment *Characteristics of not-for-profit financial statements that require special attention *The auditor's consideration of fraud in auditing a not-for-profit entity*Audit procedures to become comfortable with management's recording and reporting of contributions and promises to give *Auditing how a not-for-profit entity gets from natural expenses to functional expenses *Auditing considerations and techniques related to net assets, compliance with tax laws and regulations, collections and split-interest agreements *Considerations related to Yellow Book and single audits | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit (Self-Study) (24SS-0072)24SS-0072 | *Refining key planning and general auditing considerations to the not-for-profit environment *Characteristics of not-for-profit financial statements that require special attention *The auditor's consideration of fraud in auditing a not-for-profit entity*Audit procedures to become comfortable with management's recording and reporting of contributions and promises to give *Auditing how a not-for-profit entity gets from natural expenses to functional expenses *Auditing considerations and techniques related to net assets, compliance with tax laws and regulations, collections and split-interest agreements *Considerations related to Yellow Book and single audits | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Accounting Principle Changes (Self-Study) (24SS-0073)24SS-0073 | *An overview of the accounting requirements with respect to accounting principle changes*Accounting changes that can take the shape of changes in accounting principle, changes in accounting estimates, and changes in reporting entity*The ASUs that have affected ASC topics over the last few years | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under Section 754 and Related Provisions (Self-Study) (24SS-0074)24SS-0074 | *Identifying when an election to adjust basis will be available *Determining when the basis adjustment must be made or may be made without an election *Learning how to make the calculations to determine a step-up and allocate that step-up among partnership assets *Examining practical examples dealing with a sale of a partnership interest and the effects of Section 734(b) *Exploring the alternatives to electing a basis adjustment *Understanding a distribution of property and when an inside basis adjustment can be considered *Studying examples dealing with sale of assets vs. sale of partnership interests and issues with hot assets *Finding out how to keep track of the "books" for tax preparers when the inside basis adjustment is made, and how to flow through adjustments through a tax return and K-1 | |
| Self-Study | | Downloadable PDF | 6 CPE (6 tech, 0 non-tech) | |
| Surgent's Anatomy of a Ransomware Event and Incident Response (Self-Study) (24SS-0075)24SS-0075 | *What is ransomware?*The growing threat of ransomware -- statistics*Remote working and COVID-19*Ransomware infection process*Incident response protocol*Business considerations*Legal considerations*Breach notification obligations*Steps to protect against malware*Tabletop exercise | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Avoiding the Top 10 Mistakes That Can Wipe Out Retirement Savings (Self-Study) (24SS-0076)24SS-0076 | *Coverage of applicable rules from SECURE Act 2.0 *The 10% penalty *Net unrealized appreciation of employer securities *Roth IRA conversions *Rollovers and the limitations*Direct rollovers vs indirect rollovers, and tax withholding *Beneficiary portability rules *When a Roth IRA distribution is qualified to be tax-free*Excess contributions and the 6% excise tax | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual Auditing Update (Self-Study) (24SS-0077)24SS-0077 | *AICPA hot topics and standard setting initiatives*Discussion of new standard on audit evidence, SAS 142, effective for years ended December 31, 2022*Discussion of new standards on auditing accounting estimates, use of specialists, and the risk assessment process, SASs 143-145, effective for years ended December 31, 2023*Recent updates to the AICPA's Code of Professional Conduct*Recently issued or proposed updates to other AICPA professional guidance | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Business Combinations: U.S. GAAP vs. IFRS (Self-Study) (24SS-0078)24SS-0078 | *Determining the acquisition date*Recognizing and measuring the identifiable assets acquired, the liabilities assumed, and any noncontrolling interest in the acquiree*Acquisition of contingencies*Noncontrolling interests*Recognizing and measuring goodwill or gain from a bargain purchase*Measurement period adjustments | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's S Corporations, Partnership and LLC Tax Update (Self-Study) (24SS-0079)24SS-0079 | *Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements, including the domestic filing exception and Form 1116 exemption*Form 7203, S Corporations Shareholder Stock and Debt Basis Limitations with examples of how to calculate stock basis*A review of like-kind exchange transactions under section 1031*Guidance on the impact of recent legislation on S Corporations and partnership entities*New Form 1099-K reporting requirements*Bonus depreciation in 2023*Section 163(j) in 2023*Section 174 Research and Experimental Expenditures*New FinCEN reporting requirements in 2024*Employee vs independent contractor considerations that companies should be aware of*A review of the key cases, rulings, and tax law changes affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| The Best S Corporations, Limited Liability, and Partnership Update Course by Surgent (Self-Study) (24SS-0080)24SS-0080 | *Comprehensive coverage of the Inflation Reduction Act, including:-The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, and Prevailing Wage and Apprenticeship Requirements-Principles and considerations for nonresident withholding, composite payments, and passthrough endity taxes*Comprehensive coverage of theSECURE 2.0 Act with a focus on provisions applicable to employers*Retirements and redemptions: considerations for partnerships and S Corporations*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements, including the 2022 domestic filing exception and Form 1116 exemption*Form 7203, S Corporations Shareholder Stock and Debt Basis Limitations, with examples of how to calculate stock basis*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*New Form 1099-K reporting requirements*Bonus depreciation in 2023*Section 163(j) in 2023*Section 174 Research & Experimental Expenditures*New FinCEN reporting requirements in 2024*Employee vs independent contractor considerations that companies should be aware of*A review of like-kind exchange transactions under Section 1031*Special basis adjustments, including comprehensive examples | |
| Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
| The Best S Corporations, Limited Liability and Partnership Update Course by Surgent (Self-Study) (24SS-0081)24SS-0081 | *Comprehensive coverage of the Inflation Reduction Act, including:-The Corporate Alternative Minimum Tax, The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, and Prevailing Wage and Apprenticeship Requirements-Principles and considerations for nonresident withholding, composite payments, and passthrough endity taxes*Comprehensive coverage of theSECURE 2.0 Act with a focus on provisions applicable to employers*Retirements and redemptions: considerations for partnerships and S Corporations*Timely coverage of breaking tax legislation*Schedules K-2 and K-3 reporting requirements, including the 2022 domestic filing exception and Form 1116 exemption*Form 7203, S Corporations Shareholder Stock and Debt Basis Limitations, with examples of how to calculate stock basis*Selected Practice and Reporting Issues: What's new?*A review of recent cases and tax law changes and IRS guidance affecting S Corporations, partnerships, limited liability companies, and limited liability partnerships*New Form 1099-K reporting requirements*Bonus depreciation in 2023*Section 163(j) in 2023*Section 174 Research & Experimental Expenditures*New FinCEN reporting requirements in 2024*Employee vs independent contractor considerations that companies should be aware of*A review of like-kind exchange transactions under Section 1031*Special basis adjustments, including comprehensive examples | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Business Development for Accounting and Other Professionals (Self-Study) (24SS-0082)24SS-0082 | *Marketing plans and how they provide direction and strategy for business growth*Fundamentals of an effective website*The growing importance of social media*Strategies for obtaining and cultivating referral sources*The benefits and challenges of networking organizations*Creating a niche in saturated industries*Using online publishing to meet your growth objectives | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Business Development: Referral Rally (Self-Study) (24SS-0083)24SS-0083 | *Networking organizations* Obtaining referral sources | |
| Self-Study | | Downloadable PDF | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Business Development: Time Management (Self-Study) (24SS-0084)24SS-0084 | *Managing interruptions* The role of to-do lists* Creating an effective time management plan* Staying on track of your time management plan* Blocking out time | |
| Self-Study | | Downloadable PDF | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Federal Tax Update (Self-Study) (24SS-0085)24SS-0085 | *Comprehensive coverage of the Inflation Reduction Act, including:- The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, and Prevailing Wage and Apprenticeship Requirements-Comprehensive coverage of theSECURE 2.0 Act, including: -Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Bonus depreciation in 2023*Section 174 Research and Experimental Expenditures*New FinCEN reporting requirements in 2024*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Federal Tax Update (Self-Study) (24SS-0086)24SS-0086 | *Comprehensive coverage of the Inflation Reduction Act, including:- The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, and Prevailing Wage and Apprenticeship Requirements-Comprehensive coverage of theSECURE 2.0 Act, including: -Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*Bonus depreciation in 2023*Section 174 Research and Experimental Expenditures*New FinCEN reporting requirements in 2024*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Self-Study) (24SS-0087)24SS-0087 | *Comprehensive coverage of the Inflation Reduction Act, including:-The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, and Prevailing Wage and Apprenticeship Requirements-Comprehensive coverage of theSECURE 2.0 Act, including:-Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Bonus Depreciation in 2023*Section 163(j) in 2023*Section 174 Research and Experimental Expenditures*Residency and Domicile*Selling a principal residence, including tax planning strategies*Virtual currency, including recent developments regarding NFTs, new Form 1099-DA, and recently released proposed regulations regarding new IIJA broker reporting requirements*New FinCEN reporting requirements in 2024*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
| The Best Federal Tax Update Course by Surgent (Self-Study) (24SS-0088)24SS-0088 | *Comprehensive coverage of the Inflation Reduction Act, including:-The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, and Prevailing Wage and Apprenticeship Requirements-Comprehensive coverage of theSECURE 2.0 Act, including:-Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Bonus Depreciation in 2023*Section 163(j) in 2023*Section 174 Research and Experimental Expenditures*Residency and Domicile*Selling a principal residence, including tax planning strategies*Virtual currency, including recent developments regarding NFTs, new Form 1099-DA, and recently released proposed regulations regarding new IIJA broker reporting requirements*New FinCEN reporting requirements in 2024*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Individual Income Tax Update (Self-Study) (24SS-0089)24SS-0089 | *Timely coverage of breaking tax legislation*Residency and domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*New Form 1099-K reporting requirements*Virtual currency, including recent developments regarding NFTs, new Form 1099-DA, and recently released proposed regulations regarding new IIJA broker reporting requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Self-Study) (24SS-0090)24SS-0090 | *Comprehensive coverage of the Inflation Reduction Act, including:-The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, and Prevailing Wage and Apprenticeship Requirements-Comprehensive coverage of theSECURE 2.0 Act, including:-Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Residency and Domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*Virtual currency, including recent developments regarding NFTs, new Form 1099-DA, and recently released proposed regulations regarding new IIJA broker reporting requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
| The Best Individual Income Tax Update Course by Surgent (Self-Study) (24SS-0091)24SS-0091 | *Comprehensive coverage of the Inflation Reduction Act, including:-The Clean Vehicle Credit, Credit for Previously Owned Clean Vehicles, Credit for Qualified Commercial Clean Vehicles, Residential Clean Energy Credit, Energy Efficient Home Improvement Credit, Premium Tax Credit, and Prevailing Wage and Apprenticeship Requirements-Comprehensive coverage of theSECURE 2.0 Act, including:-Expanding Enrollment in Retirement Plans, Increase in Age for Required Beginning Date for Mandatory Distributions, New Exceptions to Penalty-Free Withdrawal from Retirement Plans, and recent IRS guidance*Timely coverage of breaking tax legislation*New Form 1099-K reporting requirements*Detailed analysis and examples of Sale of Passthrough Entity Interest and Net Investment Income Tax*Residency and Domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*Virtual currency, including recent developments regarding NFTs, new Form 1099-DA, and recently released proposed regulations regarding new IIJA broker reporting requirements*Review of pertinent cases and rulings affecting taxpayers*Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Self-Study) (24SS-0092)24SS-0092 | *Commencement of a bankruptcy proceeding*Protections provided to debtors under the Bankruptcy Code*Key procedural aspects of bankruptcy*The automatic stay*Differences between Chapters 7, 11, and 13 bankruptcy cases*The bankruptcy discharge*Proofs of claim*Plans of reorganization*Litigation that can arise during bankruptcy *Creditor committees*Bankruptcy trustees*Avoidable preferences and fraudulent transfers*Special rights afforded to landlords and secured creditors | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Self-Study) (24SS-0093)24SS-0093 | *The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Best Practices in Not-for-Profit Accounting and Reporting (Self-Study) (24SS-0094)24SS-0094 | *The key requirements, options, and best practices seen in each of the basic financial statements*Today's core accounting and reporting requirements related to contributions and how to effectively and efficiently apply them*How to analyze and incorporate the needs of financial statement users into a not-for-profit's financial statements and disclosures | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Build Professional Relationships to Enhance Your Career-Authentic Networking (Self-Study) (24SS-0095)24SS-0095 | *The psychology of perception*Preparation checklist for networking*Presenting your best self*Perception management*Preparing oneself for networking*Setting expectations and limits *Seamless self-introductions *How to introduce others*Overcoming anxiety*How to start conversations*Situational questions *The art of conversation flow*Listening skills *Topics to avoid *Graceful exits*Body language*Navigating large events/conferences*One-on-one meetings*Cocktail party etiquette*Remembering names*Strategies for introverts*Follow up recommendations*How to maintain and sustain relationships long term | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Top Business Tax Planning Strategies (Self-Study) (24SS-0096)24SS-0096 | *Electronic filing requirements for information returns*Form 1099 E-File Portal*Prevailing wage and registered apprenticeship requirements*Monetizing energy credits*Amortization of research and experimental expenditures*New rules impacting required minimum distributions *Contributions to Roth "catch-up" plans*Compliance issues regarding the Employee Retention Tax Credit *Preparing for the implementation of the Corporate Transparency Act*Section 179 and bonus depreciation | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Key Partnership and S Corporations Tax Planning Strategies (Self-Study) (24SS-0097)24SS-0097 | *Timely coverage of breaking tax legislation*Tax consequences of retiring partners seeking liquidating distributions/redemptions and S Corporations shareholders seeking the redemption of their shares*At-risk and passive activity loss considerations*Basis planning*Related party transactions: making them work*Income splitting and shifting with family can create considerable benefits*Sale of ownership interest and NIIT considerations | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Key Partnership and S Corporations Tax Planning Strategies (Self-Study) (24SS-0098)24SS-0098 | *Timely coverage of breaking tax legislation*Tax consequences of retiring partners seeking liquidating distributions/redemptions and S Corporations shareholders seeking the redemption of their shares*At-risk and passive activity loss considerations*Basis planning*Related party transactions: making them work*Income splitting and shifting with family can create considerable benefits*Sale of ownership interest and NIIT considerations | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding and Managing Burnout Among Accounting and Finance Professionals (Self-Study) (24SS-0099)24SS-0099 | *The causes of burnout in the accounting profession *Effects of burnout on employee well-being*Strategies to protect employee well-being in a highly demanding profession*Organizational costs associated with employee burnout *Tools used to measure employee well-being | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Adapting to Today's Changing Accounting Landscape (Self-Study) (24SS-0101)24SS-0101 | *Evolving accounting landscape *Data complexity in accounting and tax *Value-added billing*Artificial Intelligence *Shifting client expectations *Navigating regulatory uncertainty *The impact of accountants on society *Embracing change and innovation *Pipeline challenges | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Client Advisory Services (CAS): A Guide to the Variety of Offerings Professionals Can Provide (Self-Study) (24SS-0102)24SS-0102 | *Details on CAS: new services or rebranding?*Review the value of timely accurate automated accounting *Review the three levels of service*Discuss technology options*Assess your client base for who would benefit most from CAS*Staffing requirements for CAS *The value of servicinga niche | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Self-Study) (24SS-0103)24SS-0103 | *Why customer service is not just having nice people; it is truly serving the customer*Analysis of the value of the customer to compare it to various costs creating an ROI*How to develop a compliance program that adds value to the customer*A hard look at several companies and industries that have mastered the dual objectives*How COVID-19 has affected compliance and customer service | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Achieving High Levels of Compliance and Customer Service in Your Organization (Self-Study) (24SS-0104)24SS-0104 | *Why customer service is not just having nice people; it is truly serving the customer*Analysis of the value of the customer to compare it to various costs creating an ROI*How to develop a compliance program that adds value to the customer*A hard look at several companies and industries that have mastered the dual objectives*How COVID-19 has affected compliance and customer service | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (Self-Study) (24SS-0105)24SS-0105 | *Factors business owners should take into account when choosing a retirement plan*SIMPLE plans*Simplified employee pension plans*401(k) plans*Defined benefit plans*Ensuring eligible employees are covered*Employees' impact on choice of plan*Ongoing compliance requirements*Establishing a plan after the tax year end*Changes to safe harbor 401(k) plans*Pooled employer plans | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Choosing the Right Business Entity (Self-Study) (24SS-0106)24SS-0106 | *Why businesses operate as C Corporations*Why businesses operate as pass-through entities*Converting to a C Corporation in 2022*How and why to adopt S Corporations status*Tax and business situations that impact entity selection | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Microsoft Excel 2016: Creating and Formatting Charts (Self-Study) (24SS-0107)24SS-0107 | *Identify chart elements*Select an embedded Pie chart using Recommended Charts; select formatting options for the chart*Select a Clustered Column chart using the Quick Analysis feature; select formatting options for the chart *Recognize how to preview and print charts*Select methods to change the chart type and subtype*Identify how to apply a predefined chart layout and chart style*Recognize ways to add, select, and format individual chart elements*Select methods to add and remove data and change data orientation*Select Line with Markers, Stacked Area, exploded 3-D Pie, Pie of Pie, and Clustered Column-Line on Secondary Axis, Treemap, Sunburst, and Waterfall charts; identify ways to format the charts *Recognize a Sparklines chart; identify formatting options for the chart*Identify ways to insert and format a picture and draw and format a shape on a chart | |
| Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Winning the Fraud Battle in the Digital Age: Prevention and Detection (Self-Study) (24SS-0108)24SS-0108 | *The price of fraud -- ACFE'sReport to the Nations and ancillary costs*The current economy -- microeconomics and analysis*COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments)*Power of morale -- shrinking the fraud triangle and employee motivation*Deviant workplace behavior*Historic schemes*Why good folks go bad -- interesting findings and red flags*Combating fraud with controls*Controls used by fraud victim organizations and suggestions for better implementation*Fraud's new frontier*Corporate social, environmental, governance, and equity/inclusion reports and audits | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Winning the Fraud Battle in the Digital Age: Prevention and Detection (Self-Study) (24SS-0109)24SS-0109 | *The price of fraud -- ACFE'sReport to the Nations and ancillary costs*The current economy -- microeconomics and analysis*COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments)*Power of morale -- shrinking the fraud triangle and employee motivation*Deviant workplace behavior*Historic schemes*Why good folks go bad -- interesting findings and red flags*Combating fraud with controls*Controls used by fraud victim organizations and suggestions for better implementation*Fraud's new frontier*Corporate social, environmental, governance, and equity/inclusion reports and audits | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Self-Study) (24SS-0110)24SS-0110 | *Lessons learned (and lessons remaining) from the implementation of GASB No. 87, Leases*How governments can prepare for and implement GASB No. 96, Subscription-Based Information Technology Arrangements*Additional recently issued GASB standards | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Governmental Accounting Today (Self-Study) (24SS-0111)24SS-0111 | *Lessons learned (and lessons remaining) from the implementation of GASB No. 87, Leases*How governments can prepare for and implement GASB No. 96, Subscription-Based Information Technology Arrangements*Additional recently issued GASB standards | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Complete Guide to Liquidation of Business Entities (Self-Study) (24SS-0112)24SS-0112 | *Impact of recent legislation*The unique planning opportunities and tax traps involved in the liquidation of a business entity*Understanding installment sales and the big hurdles to favorable tax treatment in liquidation *Filing Form 966: it's more important than you think *An analysis of when liquidation is advisable -- now or later? *Strategies to pursue in light of the tax rates on dividends and capital gains *The special problems of liquidating Subchapter S Corporations *Key planning issues and benefits in liquidating partnerships and limited liability companies *An expansion of the "carried interest" provisions of Rev. Proc. 93-27 | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Self-Study) (24SS-0113)24SS-0113 | *Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips*Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates*Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding*Statutory employees, independent contractors, and possible changes to Section 530 relief*Penalties -- Who is a responsible person?*Expenses and gross-up calculations*Pension issues and payroll taxes including SIMPLE plans, and Section 401(k) and pension distributions*The Electronic Federal Tax Payment System (EFTPS)*Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940*Understanding payroll tax responsibilities in the gig economy | |
| Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
| Surgent's The Complete Guide to Payroll Taxes and 1099 Issues (Self-Study) (24SS-0114)24SS-0114 | *Payroll tax requirements for wages, including wages subject to the .9 percent tax, employee benefits and reimbursements, nonqualified deferred compensation, stock options, and tips*Fringe benefits issues, such as health insurance, life insurance, cafeteria plan benefits, accountable and non-accountable plans, standard mileage rates, and per diem rates*Special issues -- Using a common paymaster, how to file W-2s after a takeover, merger, or acquisition, and state and local tax withholding*Statutory employees, independent contractors, and possible changes to Section 530 relief*Penalties -- Who is a responsible person?*Expenses and gross-up calculations*Pension issues and payroll taxes including SIMPLE plans, and Section 401(k) and pension distributions*The Electronic Federal Tax Payment System (EFTPS)*Forms I-9, W-9, W-2, 1099, 1099-NEC, SS-8, and 940*Understanding payroll tax responsibilities in the gig economy | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's A Complete Guide to the Yellow Book (Self-Study) (24SS-0115)24SS-0115 | *When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)?*How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements*The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform*The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more)*The Yellow Book requirements related to the performance of and reporting on a financial audit*The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's A Complete Guide to the Yellow Book (Self-Study) (24SS-0116)24SS-0116 | *When is the auditor required to follow the Yellow Book (aka Government Auditing Standards or GAGAS)?*How the Yellow Book requirements relate to generally accepted auditing standards and the single audit requirements*The different types of Yellow Book audit and attestation engagements that auditors may be called upon to perform*The Yellow Book standards related to the qualifications of the auditor (i.e., requirements related to independence, CPE, peer review, and more)*The Yellow Book requirements related to the performance of and reporting on a financial audit*The Yellow Book requirements related to attestation engagements (i.e., examinations, reviews, and agreed-upon procedures engagements) and performance audits | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Self-Study) (24SS-0117)24SS-0117 | *What are AI tools?*Where are we with AI tool development?*What is ChatGPT?*ChatGPT -- what kind of queries are possible?*Copyright and intellectual property issues*Benefits of AI tools*Concerns with AI tools*Impact on business use of AI*Policy on AI tools | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Contract Law for Accounting and Finance Professionals (Self-Study) (24SS-0118)24SS-0118 | *Contract formation *The necessary components of an enforceable contract*Common defenses to enforcement *Legal capacity requirements *Contract interpretation | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Non-GAAP Financial Statement Options: Cash, Modified Cash and Tax Basis (Self-Study) (24SS-0119)24SS-0119 | *An introduction to special purpose frameworks*Authoritative and non-authoritative guidance used to prepare SPF financial statements *Common issues in preparing SPF financial statements *Cash basis and modified cash basis financial statements *Income tax basis financial statements*The AICPA's special purpose framework -- FRF for SMEs | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (Self-Study) (24SS-0120)24SS-0120 | *Preparing for the implementation of the new requirements related to contributions of nonfinanciual assets (i.e., ASU No. 2020-07)*Developing a deeper understanding of the requirements in FASB ASC 842, Leases, and how not-for-profit entities will implement the standard*Additional issues in not-for-profit financial reporting | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Most Critical Challenges in Not-for-Profit Accounting Today (Self-Study) (24SS-0121)24SS-0121 | *Preparing for the implementation of the new requirements related to contributions of nonfinanciual assets (i.e., ASU No. 2020-07)*Developing a deeper understanding of the requirements in FASB ASC 842, Leases, and how not-for-profit entities will implement the standard*Additional issues in not-for-profit financial reporting | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Current Survival Skills (Self-Study) (24SS-0122)24SS-0122 | *Changing Role of Financial Professionals: -Priorities-Change in mission-Valued-added actions*Strategic Measurements: -Common errors and guidelines for improvement-Balanced scorecard-Strategy development and implementation-Budgeting basics and next steps *Risk Management: -Recent lessons, including Black Swan events-Defining Enterprise Risk Management (ERM)-Implementation *Developing a Financial Leadership Pipeline: -Changing employment environment-Retaining the right employees-Compensation-Hiring process*Capital Projects: -Types of projects-Factors affecting capacity-Valuation techniques-Cash management*M&A Activity: -Current environment-Controller's role-Strategic questions-Sample transactions-Due diligence-Implementation*Introducing Improvements/Innovation: -Getting started-Establishing an environment-Potential first projects-Organizational structure | |
| Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Controllership Skills Update: Budgeting, Forecasting and Big Data (Self-Study) (24SS-0123)24SS-0123 | *Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques*Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements*Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements*Big data: definition, challenges, goals, current uses/examples, sources of information*Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards | |
| Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Controllership Skills Update: Mergers, Acquisitions and Alliances (Self-Study) (24SS-0124)24SS-0124 | *Recent trends: M&A activity; contributing factors/reasons for current levels; examples of recent transactions; IPOs (Initial Public Offering) and SPACs (Special-Purpose Acquisition Company); strategic spin-offs/splits; internal venture capital activities; incubators*Expanded role of financial professionals: establishing strategy; valuation techniques; execution plan; due diligence; sources of industry information; goodwill; post-completion evaluations*Negotiations: Improving your communication skills; establishing an environment for success; list of dos and don'ts*Alliances and outsourcing: steps to forming an alliance; examples of recent alliances; determining if outsourcing (short and long-term) is correct for your organization; steps to improve results | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Construction Contractors: Critical Accounting, Auditing and Tax Issues (Self-Study) (24SS-0125)24SS-0125 | *Overall landscape of the construction industry *GAAP and recent changes affecting the construction industry *The new Revenue Recognition Standard and its impact on the construction industry*Unique audit and review issues with construction contractors *The unique relationship between the contractor and the surety *Tax compliance issues facing construction contractors *Tax opportunities created by the Inflation Reduction Act of 2022*Going concern disclosures and their importance to the construction industry*The new lease FASB ASC and its impact on the construction industry | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Risk Management (Self-Study) (24SS-0126)24SS-0126 | *Rethinking Risk Management: -Historic view-Challenges-Rules-Recent lessons-Required skills*Sources of Risk: -Economy-Competitors-Operations-Investments-Strategy-Compensation-Routine practices-Unethical behavior*Enterprise Risk Management (ERM): -Defining ERM-Areas of focus-Implementation-Planning for disasters-Business continuity-Contingencies *Analytical Tools: -Post-completion evaluations-Simulation-Z-score-Hedging-Brainstorming-Mind mapping-Delphi technique | |
| Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Service Organization Control Reports: A User Auditor View (Self-Study) (24SS-0127)24SS-0127 | *Types of SOC reports *Uses of SOC reports by user auditors *Characteristics of SOC reports *Format of a SOC1 report *Using a SOC1 report on a financial statement audit | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fraud Environment (Self-Study) (24SS-0128)24SS-0128 | *Statistics compiled by the ACFE related to fraud* Professional responsibilities to identity, respond to and report fraudulent activity*The current fraud landscape, including who commits fraud, how and why they commit it and how they are detected | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Technology Trends and Risks of Interest to CPAs (Self-Study) (24SS-0129)24SS-0129 | *Data-driven decision making processes*Top technology trends and related risks, including cloud computing, AI, RPA, and blockchain applications*Common IT security risks and controls*Requirements of SAS 142*Use of analytical procedures on professional engagements | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Audit Quality and Peer Review Update (Self-Study) (24SS-0130)24SS-0130 | *AICPA's Enhancing Audit Quality initiative *Feedback from peer reviews, including areas driving deficiencies in audit *Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Best practices in documentation | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Capital Planning in Light of COVID-19 (Self-Study) (24SS-0131)24SS-0131 | *Formal and informal capital planning systems*Capital expenditure and nimbleness*Why a low average cost is not necessarily the best measurement*Looking at capital expenditure in light of bank requirements*Exempting certain assets from the need for analysis*Exploring the best way of project and capital analysis | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Introducing Partner Capital Account Reporting (Self-Study) (24SS-0132)24SS-0132 | *How a partner's outside basis and capital account differ*Reconciling Schedule M-2 Form 1065 with Partnership K-1 Schedule L*IRS requirement to report partner tax basis on the transactional approach*Implications if a capital account is negative*Deficit restoration accounts and qualified income offsets*Modified outside basis method and modified previously taxed capital method*Determining a partner's beginning capital account for 2021*Beginning capital account for partnerships and partners consistently reporting on the tax basis | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Self-Study) (24SS-0133)24SS-0133 | *SSARS No. 21,Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23,Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22,Compilation of Pro Forma Financial Information*SSARS No. 24,Omnibus Statement on Standards for Accounting and Review Services - 2018*SSARS No. 25,Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26,Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Compilations, Reviews and Preparations: Engagement Performance and Annual Update (Self-Study) (24SS-0134)24SS-0134 | *SSARS No. 21,Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23,Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22,Compilation of Pro Forma Financial Information*SSARS No. 24,Omnibus Statement on Standards for Accounting and Review Services - 2018*SSARS No. 25,Materiality in a Review of Financial Statements and Adverse Conclusions*SSARS No. 26,Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Sample comprehensive engagement work programs for preparation, compilation and review engagements*Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations*Other communication requirements, such as sample engagement letters and management representation letters | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent'S Corporate Bankruptcy Basics: Understanding the Reorganization and Liquidation Process (Self-Study) (24SS-0135)24SS-0135 | *Commencement of a corporate bankruptcy proceeding*Protections provided to Chapter 11 and 7 debtors under the Bankruptcy Code*Key procedural aspects of bankruptcy*The automatic stay*Differences between Chapters 7 and 11 bankruptcy cases*How a debtor liquidates under Chapter 7*Proofs of claim*Chapter 11 plans of reorganization*Litigation that can arise during bankruptcy *Creditor committees*Bankruptcy trustees*Avoidable preferences and fraudulent transfers*Special rights afforded to landlords and secured creditors | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Crowdfunding: A General Overview (Self-Study) (24SS-0136)24SS-0136 | *How crowdfunding works*The different types of crowdfunding programs*Popular crowdfunding platforms*Strategies for building a crowdfunding community*Creating a crowdfunding campaign*Running a crowdfunding campaign | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Compilation and Review Overview (Self-Study) (24SS-0137)24SS-0137 | *Objectives of financial statement preparation, compilation, and review engagements*SSARS No. 21,Clarification and Recodification*Components and characteristics of financial statement preparation, compilation, and review engagements*Accepting and planning financial statement preparation, compilation, and review engagements*Overview of SSARS No. 22--25 | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Self-Study) (24SS-0138)24SS-0138 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services - 2018*SSARS No. 22, Compilation of Pro Forma Financial Information*Comprehensive sample engagement work programs for every level of SSARS No. 21 service*Complete illustrations of engagement letters, management representation letter, reporting and other required communications for every level of SSARS No. 21 service*Quality issues related to SSARS No. 21 engagements*Proposed changes to the SSARS | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Self-Study) (24SS-0139)24SS-0139 | *SSARS No. 21,Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23,Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22,Compilation of Pro Forma Financial Information*SSARS No. 24,Omnibus Statement on Standards for Accounting and Review Services - 2018*SSARS No. 25,Materiality in a Review of Financial Statements and Adverse Conclusions*Sample comprehensive engagement work programs for preparation, compilation, and review engagements | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Bankruptcy Basics: Understanding the Consumer Bankruptcy Process (Self-Study) (24SS-0140)24SS-0140 | *Commencement of a bankruptcy proceeding*Protections provided to debtors under the Bankruptcy Code*Key procedural aspects of bankruptcy*The automatic stay*Differences between Chapters 7, 11, and 13 bankruptcy cases*The bankruptcy discharge*Proofs of claim*Bankruptcy trustees*Special rights afforded to secured creditors | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Guide to Calculating S Corporations Shareholder Stock and Loan Basis (Self-Study) (24SS-0141)24SS-0141 | *Introduction to Form 7203*Introduction to the calculation of stock basis*Introduction to the calculation of loan basis*Taxable and nontaxable S Corporations distributions to shareholders*The election to reduce basis by deductible losses and expenses before reducing basis by nondeductible expenses | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Self-Study) (24SS-0142)24SS-0142 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*The new Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The new lease FASB ASC and its impact on the construction industry | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Construction Contractors: Accounting and Financial Reporting Issues (Self-Study) (24SS-0143)24SS-0143 | *Overall landscape of the construction industry*GAAP and recent changes affecting the construction industry*The new Revenue Recognition Standard and its impact on the construction industry*The unique relationship between the contractor and the surety*The new lease FASB ASC and its impact on the construction industry | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to the Corporate Transparency Act for Accounting and Finance Professionals (Self-Study) (24SS-0144)24SS-0144 | *Updates on legislative challenges*The Corporate Transparency Act and its goals*Which entities need to file reports and which entities are exempt?*Deep dive into the definitions of beneficial owner and substantial control*Information that needs to be reported*Logistics on how and when to file the forms | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Data Analytics Readiness Series: Visualizations and Reporting (Self-Study) (24SS-0145)24SS-0145 | *Visualization tools in Excel (camera, slicers, and timelines)*Data view- why it went away. Power BI is the visualization tool to use*All concepts learned in course are brought together in this last class to create a dashboard:-Power Query- to extract transform and load data for the dashboard-Power Pivot -to create the data model for the dashboard-DAX formulas- for pivot tables to calculate values needed for model-Pivot tables and charts- to create visualizations-Camera tool to create dashboard*Exercise- Using the data analytics workflow introduced in first class of series- to create dashboard for JE testing-Journal entry by month and income statement accounts-Descriptive statistics of journal entries-Number of journal entry by month-Journal entries by day of week-Round journal entries*Evaluate output of journal entry analytic-Other approaches-What are the false positives (noise)?*Next steps in data analytics journey | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Analytics Readiness Series: Data Extraction and Data Sources (Self-Study) (24SS-0146)24SS-0146 | *Introduction to a Data Analytics Workflow (will be re-introduced in final class to bring all concepts together)*Overview of various definitions of data analytics*Data analytics needs multiple sources of data*Introduction to Power Query (Get & Transform)- on data tab in Excel*Exercise- connecting to various Data Sources*Importing Excel workbook into Power Query*Connecting to a website in Power Query | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Analytics Readiness Series: Data Preparation Using Get and Transform (Self-Study) (24SS-0147)24SS-0147 | *An ETL tool -- Extract Transform and Load*How Power Query ups your game in data analytics*Interface components of Power Query*Column level and table actions*Power Query is a sequential macro recorder*What is M Code?*Exercise -- cleaning and transforming a general ledger | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Analytics Readiness Series: Formulas, Named Ranges and Formula Auditing (Self-Study) (24SS-0148)24SS-0148 | *Named ranges- how they help in creating formulas*Naming conventions and why they are important*What you need to know to master formulas*How to audit your formulas to limit errors*Exercises- formulas*Named ranges*How to enter a formula- best practices to improve skill levels | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Analytics Readiness Series: Excel Tables (Self-Study) (24SS-0149)24SS-0149 | *Creating a table*Parts to a table*Benefits of an Excel table*Structured references-How it helps to create formulas-Formulas are column based not cell based*Tables are data sources for Power Query*Exercises- tables-Creating a table-Resizing a table-Removing duplicates-Descriptive Statistics using the Total Row-Inserting a slicer-Creating formulas using structured references | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Analytics Readiness Series: PivotTables (Self-Study) (24SS-0150)24SS-0150 | *Fields in a PivotTable*Benefits of PivotTable*Contextual tabs for a PivotTable*Field setting dialog box*Value field setting dialog box*Pivot table options*Exercises- PivotTables-Creating a PivotTable-Grouping by date-Sorting a PivotTable-Filtering a PivotTable-Calculations in a PivotTable-Slicers and timelines-Introduces OLAP (Online Analytical Processing) pivot tables in Power Pivot | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Analytics Readiness Series: Data Modeling (Self-Study) (24SS-0151)24SS-0151 | *How to join tables using-VLOOKUP-Power Query- append queries and merge queries-Power Pivot- Creating a relationship via diagram view*Types of relationships*Data integrity*Normalization*Facts vs dimension tables*Exercises- data modeling-VLOOKUP and index match formula-Appending data in Power Query-Merging data in Power Query-Connection only queries-Creating a relationship in Power Pivot | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Analytics Readiness Series: Calculated Columns and Dimensions (Self-Study) (24SS-0152)24SS-0152 | *Where can you create a calculated column?*Understanding evaluation context- row and filter context*When does evaluation of the formula occur (before, as, or after the data is loaded?)*Understanding storage requirements of calculated columns*Understanding the analytical data model of the Star Schema-Dimensions-Facts*Exercises- calculated columns-Adding a calculated column in a table in Excel-Creating a dimension table in Power Query-Creating a hierarchy in Excel with calculated columns-Adding a calculated column in Power Query-JE testing with calculated columns-Other test- opening balances | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Analytics Readiness Series: Advanced Formulas -- Array Formulas and DAX Formulas (Self-Study) (24SS-0153)24SS-0153 | *Key to understanding array formulas is Implicit Intersection*How to enter and evaluate an array formula*Examples- array and DAX formulas -Array formulas: Implicit Intersection*Understanding DAX formulas-Calculated columns and measures-Evaluation context-Context transition-Implicit vs explicit measures*Examples- DAX formulas-Creating a calculated column in Power Pivot | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Analytics Readiness Series: Artificial Intelligence -- Basic Concepts in Excel (Self-Study) (24SS-0154)24SS-0154 | *Understanding difference between supervised and unsupervised learning*Formulas in Excel (Correl and Trend and Forecast)*Linear regression*What is artificial intelligence?*Examples- artificial intelligence-Forecast function-Trend function-Regression in Excel with the data analysis ToolPak-Creating a prediction model | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Analytics Toolkit: Tools and Applications (Self-Study) (24SS-0155)24SS-0155 | *Definition of Data Analytics*Assessing your organization's current status and establishing an environment for success*Financial staff's core activities*Common uses of analytics and current examples*Behavioral forces that impact decisions*Examples of inaccurate forecasts*Identifying strategic measurements (KPIs)*Improving budgeting and forecasting and addressing Black Swan events*Collecting and using data from traditional and non-traditional data sources*Statistical tools, including Median, Mode, Moving average, Ratio analysis, Pareto analysis, Rolling forecast, Mission-based budgeting, Trend analysis, Regression, Z-Score (public and private organizations), and Simulation*Analytical techniques, including Brainstorming, Mind mapping, and Delphi technique*Software tools that are readily available and can assist in visually exploring data; expanding the scope of available data, as well as collecting, analyzing and presenting results (including Dashboards).*Specific ideas for using Data Analytics, including immediate opportunities and areas for further consideration*Expanded lists of readings and next level software for a participants' future reference | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Did I Pick the Right Major? Selecting Major Programs in a Single Audit (Self-Study) (24SS-0156)24SS-0156 | *Understanding the risk-based program selection approach to identifying major programs*The four-step major program determination process*How to identify "not low-risk type A programs" and "high-risk type B programs" | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Establishing State Residency and Saving Your Clients Money (Self-Study) (24SS-0157)24SS-0157 | *Typical provisions in state statutes regarding domicile and residency*In depth analysis of domicile and residency definitions *Issues regarding one's permanent abode*Analysis of jurisdiction where taxpayer has the greatest connections*Detailed discussion of criteria used to establish domicile and residency | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Depreciation Rules for Bonus and Section 179 Expensing (Self-Study) (24SS-0158)24SS-0158 | *Bonus depreciation for acquisitions and construction*History of qualified property categories and QIP*The CARES Act and related Rev. Procs.*Section 179 expensing*Energy incentives*The tangible property regulations*1031 exchanges*Strategic hierarchy | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fraud Basics: Protecting the Company Till (Self-Study) (24SS-0159)24SS-0159 | *The price of fraud -- ACFE'sReport to the Nations and ancillary costs*The current economy -- microeconomics and analysis*COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments)*Power of morale -- shrinking the fraud triangle and employee motivation*Why good folks go bad -- interesting findings and red flags | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fraud Basics: Protecting the Company Till (Self-Study) (24SS-0160)24SS-0160 | *The price of fraud -- ACFE'sReport to the Nations and ancillary costs*The current economy -- microeconomics and analysis*COSO internal control framework, particularly Principle 1 (integrity/ethics) and Principle 8 (fraud risk assessments)*Power of morale -- shrinking the fraud triangle and employee motivation*Why good folks go bad -- interesting findings and red flags | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Disclosure Requirements for SEC Form 8-K (Self-Study) (24SS-0161)24SS-0161 | *The overall purpose of the Form 8-K*Triggering events for filing the Form 8-K*Filing deadline for the Form 8-K | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Disclosures of Risks and Uncertainties (Self-Study) (24SS-0162)24SS-0162 | *Recall the general disclosure requirements relating to risks and uncertainties*Be aware of the additional disclosure requirements required by Regulation S-K for public business entities that file reports with the SEC | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Analytics: Planning and Implementation Strategies (Self-Study) (24SS-0163)24SS-0163 | *Why have companies struggled to implement data analytics?*What are the barriers you face in becoming a data-driven organization?*How does self-service business intelligence help in developing a data-driven organization?*Why is Power BI the self-service business intelligence application you should use?*Why should everyone in your company be assigned a data role? | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Excel: The Data Tools for Analysis -- Power Query and Power Pivot (Self-Study) (24SS-0164)24SS-0164 | *Demonstration in Excel: where to locate the data tools of Power Query and Power Pivot*Data skills demonstrated: data preparation and data modeling*Demonstrations in Power Query -- the Extract Transform and Load tool for data preparation of the Power BI ecosystem, including data sources Power Query can connect to; transformations; load options; operations; and sample of use cases*Demonstrations in Power Pivot, the data modeling tool of the Power BI ecosystem, including query organization; custom columns; parameters; and database capabilities | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power BI Desktop: DAX Formulas, Reporting and Visualizations (Self-Study) (24SS-0165)24SS-0165 | *Demonstration in Power BI Desktop of the following data tools: Power Query, Power Pivot, and Power View*Skills demonstrated: DAX, data visualizations including AI visuals, and data storytelling*Demonstration of DAX function types: Aggregation, Iterator, CALCULATE, CALCULATE Modifiers, Time Intelligence, Ranking, and Percentages*Demonstration of how to curate a visual in PBI Desktop with a variety of formatting tools; visuals for exploratory analysis; and AI visuals for exploratory analysis | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power BI.com: Empowering Collaborative Data Analytics in Your Organization (Self-Study) (24SS-0166)24SS-0166 | *Demonstration of publishing from the desktop to the service*Demonstration of workspaces -- who has access, and what can they do?*Demonstration of pinning tiles to a dashboard: quick insights, questions and answers, and what you can pin*Demonstration of sharing content: analyze in Excel, apps, and dataflows*Demonstration of administrative settings in the service: security, data access, and data quality | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Self-Study) (24SS-0167)24SS-0167 | *Ethical duty to safeguard employee, client, and litigant data*Common threats, including phishing, ransomware, and bad password management*Security management of business and personal electronic devices*Best practices for creating and securing passwords*Insight into how our personal information is exploited in our daily lives | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for CPAs (Self-Study) (24SS-0168)24SS-0168 | *Auditor independence and its importance to the public accounting profession*Common threats to auditor independence*AICPA's framework for assessing conflicts of interest*Unique threats related to non-attest services to attest clients*Common safeguards to help assure compliance with relevant rules and regulations | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Engagement and Client Retention Best Practices (Self-Study) (24SS-0169)24SS-0169 | *Managing client expectations *How automation improves client engagement*Understanding the role of feedback systems*Seeking referrals*Building client loyalty*Customer retention marketing *Expanding services offered to clients*Knowing when it is appropriate to enter new markets | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Ethics for Tax Professionals (Self-Study) (24SS-0170)24SS-0170 | *What does practicing before the IRS mean?*Who may practice before the IRS?*What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?*May a tax preparer rely on the work of other tax return preparers?*May a tax preparer rely on and use client-provided information?*Standards associated with giving advice to clients*Abolition of the disclaimer requirement*When must a tax preparer examine a client's books and records? | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Food, Beverage and Entertainment Expensing (Self-Study) (24SS-0171)24SS-0171 | *Special rules for 2021 and 2022 allow 100% deductibility for meals*IRS rules relating to the nondeductibility of activities considered entertainment or amusement*What constitutes entertainment for tax purposes?*When are meals deductible and at what rate once the special rules applicable to 2021 and 2022 no longer apply*When employers may deduct food and beverages provided to employees*Special rules for per diem meal payments for 2021 and 2022 | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employee vs. Independent Contractor: Achieving Success in a Worker Classification Audit (Self-Study) (24SS-0172)24SS-0172 | *The 20 common law factors in a worker classification audit that are used to distinguish an employee from an independent contractor*How disgruntled independent contractors can use IRS Form 8919 against a former employer*When and how to use Section 530 as a defense in worker classification audits*What is "industry practice" for Section 530 purposes*Common sense steps that will avoid the recharacterization of workers treated as independent contractors to employees*The IRS's Voluntary Classification Settlement Program -- advantages and disadvantages | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Self-Study) (24SS-0173)24SS-0173 | *The key requirements, options, and disclosures related to each of the basic financial statements*How the reporting of functional and natural expense information has changed*The new requirements related to providing liquidity and availability of financial assets information*The implementation of ASU No. 2018-08 and its effect on the accounting for grants and contracts as well as contributions in general*How the new lease requirements (ASU No. 2016-02, Leases) impact not-for-profits*Core not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Self-Study) (24SS-0174)24SS-0174 | *The key requirements, options, and disclosures related to each of the basic financial statements*How the reporting of functional and natural expense information has changed*The new requirements related to providing liquidity and availability of financial assets information*The implementation of ASU No. 2018-08 and its effect on the accounting for grants and contracts as well as contributions in general*How the new lease requirements (ASU No. 2016-02, Leases) impact not-for-profits*Core not-for-profit accounting requirements related to contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Self-Study) (24SS-0175)24SS-0175 | *AICPA's Enhancing Audit Quality initiative *Recent revisions to Quality Management standards*Feedback from peer reviews, including areas driving deficiencies in audit *Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Best practices in documentation | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality (Self-Study) (24SS-0176)24SS-0176 | *AICPA's Enhancing Audit Quality initiative *Recent revisions to Quality Management standards*Feedback from peer reviews, including areas driving deficiencies in audit *Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Best practices in documentation | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Focus on Engagement Quality: How to Avoid Deficiencies in Peer Reviews (Self-Study) (24SS-0177)24SS-0177 | *AICPA's Enhancing Audit Quality initiative *Recent revisions to Quality Management standards*Feedback from peer reviews, including areas driving deficiencies in audit *Elements of an effective risk assessment and how to link to audit procedures performed*Understanding internal controls and making the decision whether or not to test them*Issues related to compilations and reviews*Issues related to employee benefit plans*Issues related to Government Auditing Standards/Single Audits*Best practices in documentation | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Update on the AICPA's Enhancing Audit Quality Initiative (Self-Study) (24SS-0178)24SS-0178 | *Status of the AICPA's Enhancing Engagement Quality initiative*Recent Peer Review results*Common peer review findings | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (Self-Study) (24SS-0179)24SS-0179 | *Overview of ERM and how it affects all organizations*What COVID-19 has taught us about risk management*Risk tolerance and developing a plan*Risk identification*Risk analysis*Risk responses*Strategy risk | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Companies (Self-Study) (24SS-0180)24SS-0180 | *Overview of ERM and how it affects all organizations*What COVID-19 has taught us about risk management*Risk tolerance and developing a plan*Risk identification*Risk analysis*Risk responses*Strategy risk | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Enterprise Risk Management for Small and Medium-Sized Companies (Self-Study) (24SS-0181)24SS-0181 | *The nature of risk in any size or type of organization*What COVID-19 has taught us about risk management*Risk tolerance and developing a risk plan*Risk identification*Risk evaluation*Risk response*Strategy risk*Financial risk*Marketing risk*Compliance and liability risk*Operational risk*Environmental risk*Cyber risk | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Self-Study) (24SS-0182)24SS-0182 | *Review an error-prone "staff-prepared" Form 1040 from client-provided information.Were do you start? Get to know your client and ask the questions*Several new reporting issues for the reviewer to consider, including new and enhanced clean energy credits under the Inflation Reduction Act (IRA)*What are common errors preparers make and what are the areas generating malpractice claims?*The importance of engagement letters, questionnaires, and Section 7216 permission statement*Initial administrative groundwork*Identifying organizing issues in the tax return to be reviewed*Avoiding "willful blindness"; handling ethical and moral dilemmas*Efficient review of certain advanced issues for income, adjustments, deductions, and credits*Effective procedures for delinquent clients, filing past-due tax returns*First-time client issues requiring extra scrutiny*Multiple checklists of efficient procedures to identify potential issues on a 1040 return*Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients*Reconciling time pressure with thoroughness and quality control*Professionals acting professionally | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Form 1040 Return Review Boot Camp for New and Experienced Reviewers (Self-Study) (24SS-0183)24SS-0183 | *Review an error-prone "staff-prepared" Form 1040 from client-provided information.Were do you start? Get to know your client and ask the questions*Several new reporting issues for the reviewer to consider, including new and enhanced clean energy credits under the Inflation Reduction Act (IRA)*What are common errors preparers make and what are the areas generating malpractice claims?*The importance of engagement letters, questionnaires, and Section 7216 permission statement*Initial administrative groundwork*Identifying organizing issues in the tax return to be reviewed*Avoiding "willful blindness"; handling ethical and moral dilemmas*Efficient review of certain advanced issues for income, adjustments, deductions, and credits*Effective procedures for delinquent clients, filing past-due tax returns*First-time client issues requiring extra scrutiny*Multiple checklists of efficient procedures to identify potential issues on a 1040 return*Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients*Reconciling time pressure with thoroughness and quality control*Professionals acting professionally | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for CPAs (Self-Study) (24SS-0184)24SS-0184 | *The CPA's role in today's economy *The similarities and differences between individual and business ethics *The link between ethics, integrity and scruples*The basic attributes of ethics and professional conduct*The history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct*The AICPA's Code of Professional Conduct and a CPA's responsibility to the public, clients, and colleagues*The common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers | |
| Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Surgent's Ethical Considerations for the CPA (Self-Study) (24SS-0185)24SS-0185 | * Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers*Review CPA Independence violations by current legal case examples | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Ethics for the Industry Accountant (Self-Study) (24SS-0186)24SS-0186 | *What are ethics?*Why study ethics?*Ethical responsibilities of CPAs*Professional code of ethics and conduct*AICPA Codification -- updated*Ethical dilemmas*CPA vision*Real disciplinary cases to illustrate critical points | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's General Ethics for Tax Practitioners (Self-Study) (24SS-0187)24SS-0187 | * Who is a tax practitioner? * What responsibilities does the Office of Professional Responsibility regulate? * What limitations does the IRS place on fee arrangements? * What duties does the practitioner have with respect to client records? *What limitations apply with respect to a written tax opinion?* What sanctions may be applied for violations of Service imposed standards of conduct? | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Microsoft Excel 2016: Getting Started (Self-Study) (24SS-0188)24SS-0188 | *Describe the Excel application and explain how it is used*Start Excel, describe the Start screen, and create a new workbook*Describe Excel window elements*Open an existing workbook*Navigate in a worksheet*Select in a worksheet*Change Excel options*Access Excel help and use Key Tips*Close a workbook and close Excel*Save a workbook*Insert, reposition, select, delete and rename worksheets*Enter, edit and format cell contents*Create formulas*Use functions*Apply Accounting and Percent Style formatting*Use Flash Fill for data entry*Show and hide worksheet elements*Undo and redo an action*Work in Normal view, Page Layout view and Page Break Preview*Set page setup options, preview, and print a worksheet | |
| Self-Study | | Downloadable PDF | 6 CPE (0 tech, 6 non-tech) | |
| Surgent's Microsoft Excel 365 and Excel 2019: Getting Started with Excel (Self-Study) (24SS-0189)24SS-0189 | *Lesson 1: identify ways to start Excel,recognize Excel Start screen elements including the Blank Workbook template, recognize Excel window elements,select Backstage view to open an existing workbook,identify worksheet navigation methods,select worksheet cells, rows, and columns,identify and select Excel user preferences, identify ways to get help in Excel, select methods to save and close a workbook, select methods to create a new workbook, select methods to close one or more workbooks, and select methods to close Excel*Lesson 2: identify ways to insert, reposition, select, delete, and rename worksheets,recognize ways to enter, edit, and format cell contents,select ways to create formulas, identify functions, identify ways to apply Accounting and Percent Style formatting, and select Flash Fill for data entry*Lesson 3: identify ways to show and hide worksheet elements,select methods to undo and redo an action,recognize ways to switch between Normal view, Page Layout view and Page Break Preview, andselect page setup options, preview and print options | |
| Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Self-Study) (24SS-0190)24SS-0190 | *Criteria that the IRS uses to select returns for examination*Vehicles, meals, and virtual currency considerations*Worker classification determinations on who is an employee and who is an independent contractor*S Corporations officer's reasonable compensation issues*Responsibilities to pay the employment taxes when the business defaults*Tax-related identity theft procedures | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IRS Tax Examinations and Hot Issues (Self-Study) (24SS-0191)24SS-0191 | *Coverage of the Inflation Reduction Act of 2022*Criteria that the IRS uses to select returns for examination*Vehicles, meals, and virtual currency considerations*Worker classification determinations on who is an employee and who is an independent contractor*S Corporations officer's reasonable compensation issues*Responsibilities to pay the employment taxes when the business defaults*Tax-related identity theft procedures | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Hot IRS Tax Examination Issues for Individuals and Businesses (Self-Study) (24SS-0192)24SS-0192 | *Prepare now and protect yourself from new audit examinations, and what to do when there is identity theft*Understanding substantiation requirements for travel, charitable contributions,vehicles, meals, and virtual currency considerations*Gain an in-depth understanding of IRS hot examination issues including passive loss rules, real estate professional status, and the Section 199A provisions as they pertain to rental real estate*Identify how the IRS holds persons other than an employer liable for unpaid payroll taxes,a.k.a.,the trust fund recovery penalty*Understanding IRS Audit Techniques Guides and Compliance Campaigns*Recognizing the 30-day letter and the 90-day letter, including what the taxpayer's responsibilities are | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's A Complete Tax Guide to Exit Planning (Self-Study) (24SS-0193)24SS-0193 | *Gain exclusion and tax-free reorganization planning*Gain exclusion with sales of C Corporation stock -- Section 1202*Deferral of gain with installment reporting*Gain planning with partnerships*Basis planning -- basis step-up at death, gifts of interests to family*Restructuring the business entity -- C vs. S Corporations, partnerships, LLCs*Real estate planning -- retention vs sales, like-kind exchanges*Employee stock ownership plans -- special tax incentives*Employee benefit planning with ownership change*Taxes other than the federal income tax -- state tax, estate, gift and generation-skipping taxes, and property taxes*Prospects for tax law change | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Microsoft Excel 2019: Exploring Useful Excel Functions (Self-Study) (24SS-0194)24SS-0194 | *IRR, NPV, FV, PV, PMT, SLN, SYD, and DB Financial functions*NOW, TODAY, DATE, MONTH, DAY, YEAR, TIME, HOUR, MINUTE, SECOND, WEEKDAY, and NETWORKDAYS Date & Time functions*SUM, RAND, SQRT, and ROUND Math & Trig functions*AVERAGE, MAX, MIN, COUNT, MEDIAN, MODE.SNGL, and LARGE Statistical functions*VLOOKUP, HLOOKUP, and FORMULATEXT Lookup & Reference functions*DSUM, DCOUNT, DAVERAGE, DMIN, and DMAX Database functions*PROPER, SUBSTITUTE, and LOWER Text functions*IF, AND, and IFNA Logical functions*Quick Analysis feature | |
| Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Everything You Want to Know and Not Know About Yellow Book Independence (Self-Study) (24SS-0195)24SS-0195 | *The Yellow Book's general requirements and application guidance related to independence*The conceptual framework used for making independence determinations*Requirements and guidance for auditors providing nonaudit services*The Yellow Book documentation requirements related to independence | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Fundamentals of Public Charity Taxation and Form 990 (Self-Study) (24SS-0196)24SS-0196 | *Organization and structure of Form 990*Form 990 and its various schedules*Form 990 filing requirements*The public support tests *Taxation of unrelated business income*Compensation-related reporting issues | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's FASB Accounting Standards Update (Self-Study) (24SS-0197)24SS-0197 | *FASB Accounting Standards Updates issued in 2020 and 2021 to date*Items on which the PCC is consulting*Projects on the FASB's Technical Agenda | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's FASB Update for Small and Medium-Sized Businesses: A Practical Implementation Guide (Self-Study) (24SS-0198)24SS-0198 | *Private company standard setting activities*FASB Accounting Standards Updates (ASUs) relevant to smaller businesses*Lease accounting implementation guidance*ASC 326, Credit Losses*Accounting for income taxes*Accounting for debt instruments | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Fraud 101: Understanding Basic Fraud Schemes (Self-Study) (24SS-0199)24SS-0199 | *Common embezzlement schemes*Common financial statement fraud schemes*Commonly missed red flags | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's How Can I Spot Fraud? A Review of Fraud Detection and Prevention Techniques (Self-Study) (24SS-0200)24SS-0200 | *Common fraud prevention strategies*Common fraud detection methods | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Why Do They Do It? The Psychology of Fraud (Self-Study) (24SS-0201)24SS-0201 | *The fraud triangle*The truth default theory*The concept of cognitive dissonance*Confirmation bias*Availability | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Lessons Learned: What a $53 Million Fraud Can Teach Us (Self-Study) (24SS-0202)24SS-0202 | *Background of the Dixon, IL fraud case*Internal control weaknesses related to the $53 million fraud*Lessons learned from this case | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Role of the Whistle-Blower (Self-Study) (24SS-0203)24SS-0203 | *Understanding whistle-blowing*When should you blow the whistle?*Types of whistle-blower channels*The whistle-blower's dilemma*Successful whistle-blower letters*When is whistle-blowing unethical?*Laws to protect whistle-blowers*Ten whistle-blowing myths | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Self-Study) (24SS-0204)24SS-0204 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Consider and develop controls to stop fraud*Tailor controls to the size and fit of the government or nonprofit | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Self-Study) (24SS-0205)24SS-0205 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Consider and develop controls to stop fraud*Tailor controls to the size and fit of the government or nonprofit | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Proven Controls to Steer You Clear of Fraud (Self-Study) (24SS-0206)24SS-0206 | *The price of fraud -- ACFE'sReport to the Nations*Deviant workplace behavior*Combating fraud with controls*Controls used by fraud victim organizations and suggestions for better implementation*Fraud's new frontier*Corporate social, environmental, governance, and equity/inclusion reports and audits | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Proven Controls to Steer You Clear of Fraud (Self-Study) (24SS-0207)24SS-0207 | *The price of fraud -- ACFE'sReport to the Nations*Deviant workplace behavior*Combating fraud with controls*Controls used by fraud victim organizations and suggestions for better implementation*Fraud's new frontier*Corporate social, environmental, governance, and equity/inclusion reports and audits | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Found It! Reporting Findings in Yellow Book and Single Audits (Self-Study) (24SS-0208)24SS-0208 | *The types of findings reported in Yellow Book and single audits*The Yellow Book and Uniform Guidance requirements for reporting findings*How to really think through the elements of a finding to assist report users | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Fraud Case Studies: Schemes and Controls (Self-Study) (24SS-0209)24SS-0209 | *Recent fraud cases*Common fraud schemes perpetrated by those within and outside victim organizations*Consider the lessons learned*Best practices to further our fraud prevention | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Fraud Case Studies: Schemes and Controls (Self-Study) (24SS-0210)24SS-0210 | *Recent fraud cases*Common fraud schemes perpetrated by those within and outside victim organizations*Consider the lessons learned*Best practices to further our fraud prevention | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Self-Study) (24SS-0211)24SS-0211 | *The Inflation Reduction Act of 2022*Tier 1: Basis limitations for S Corporations shareholders and partners*Tier 2: Section 465 at-risk limitations for S Corporations shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)), American Rescue Plan Act, and Inflation Reduction Act | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities (Self-Study) (24SS-0212)24SS-0212 | *The Inflation Reduction Act of 2022*Tier 1: Basis limitations for S Corporations shareholders and partners*Tier 2: Section 465 at-risk limitations for S Corporations shareholders and partners, including the impact of debt, indemnities, guarantees, and shareholder/partner agreements*Tier 3: Section 469 passive loss limitations and exceptions to the limitations*Tier 4: The excess business loss limitation of the Tax Cuts and Jobs Act of 2017 (new Section 461(l)), American Rescue Plan Act, and Inflation Reduction Act | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's FASB Update: New and Recent Accounting Standards Updates (Self-Study) (24SS-0213)24SS-0213 | *Recently issued FASB Accounting Standards Updates*Implementation issues related to ASC Topic 842, Leases | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Annual FASB Update and Review (Self-Study) (24SS-0214)24SS-0214 | *Private company standard setting activities*Recent FASB Accounting Standards Updates (ASUs)*Topic 842,Leases*ASC 326: CECL | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Annual FASB Update and Review (Self-Study) (24SS-0215)24SS-0215 | *Private company standard setting activities*Recent FASB Accounting Standards Updates (ASUs)*Topic 842,Leases*ASC 326: CECL | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Self-Study) (24SS-0217)24SS-0217 | *Latest state of the economy*Expense control that works*Understanding our changing workforce and working environment*Financial risk analysis*Enterprise risk management*Improving bank relationships | |
| Self-Study | | Downloadable PDF | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Self-Study) (24SS-0218)24SS-0218 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of governments and nonprofits (including implementation of SAS No. 145 on risk assessment)*Recent GASB activities directed toward state and local governments with an emphasis on the implementation of GASB No. 87,Leases*The changes that occurred in NFP presentation and disclosure as a result of ASU No. 2020-07*The effects of FASB ASC 842,Leases, on nonprofits | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Latest Developments in Government and Nonprofit Accounting and Auditing (Self-Study) (24SS-0219)24SS-0219 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of governments and nonprofits (including implementation of SAS No. 145 on risk assessment)*Recent GASB activities directed toward state and local governments with an emphasis on the implementation of GASB No. 87,Leases*The changes that occurred in NFP presentation and disclosure as a result of ASU No. 2020-07*The effects of FASB ASC 842,Leases, on nonprofits | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's GAAP Hot Topics: What You Need to Know (Self-Study) (24SS-0220)24SS-0220 | *An overview of key accounting and reporting topics within U.S. GAAP*A discussion of accounting for business combinations, revenue recognition principles, and leasing transfers*Goodwill impairment, segment reporting, and how to account for software*Requirements related to accounting changes and error corrections | |
| Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
| Surgent's Guide to Payroll Taxes and 1099 Issues (Self-Study) (24SS-0221)24SS-0221 | *Statutory employees, independent contractors, and possible changes to Section 530 relief*Using SS-8*Payroll Tax Penalties-- Who is a responsible person?*Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates*Understanding payroll tax responsibilities in the gig economy | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to Payroll Taxes and 1099 Issues (Self-Study) (24SS-0222)24SS-0222 | *Statutory employees, independent contractors, and possible changes to Section 530 relief*Using SS-8*Payroll Tax Penalties-- Who is a responsible person?*Forms W-2, 1099, 1099-NEC, SS-8, W-4, 941, and Form 940 reporting/deposit requirements and due dates*Understanding payroll tax responsibilities in the gig economy | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (Self-Study) (24SS-0223)24SS-0223 | *Financial statement disclosures for small and medium-sized businesses*Balance sheet, income statement, and statement of cash flows presentation and disclosure issues*Disclosure examples from all sized entities which you can use to base your disclosures on*Developing disclosure issues, including disclosures related to the adoption of Topic 606 | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses (Self-Study) (24SS-0224)24SS-0224 | *Financial statement disclosures for small and medium-sized businesses*Balance sheet, income statement, and statement of cash flows presentation and disclosure issues*Disclosure examples from all sized entities which you can use to base your disclosures on*Developing disclosure issues, including disclosures related to the adoption of Topic 606 | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Microsoft Word 365 and Word 2019: Getting Started (Self-Study) (24SS-0225)24SS-0225 | *Identify ways to start Word; create a new Word document; add and remove text,*Identify ways to save, close, and reopen a document,*Select methods to work with multiple documents, change the document view and use different methods to navigate a document,*Recognize how to preview and print a document,*Select and modify Word options; get help in Word, *Identify ways to select text,*Recognize ways to format text characters,*Select cut, copy, and paste techniques,*Identify ways to find and replace text and formatting,*Select the proofing tools,*Identify how to change page orientation and margins,*Select line spacing, paragraph alignment, and paragraph indentation options,*Recognize ways to create bulleted and numbered lists,*Select ways to insert page numbers, headers and footers, and manual page breaks*Identify how to apply styles and how to change the document theme and style set | |
| Self-Study | | Downloadable PDF | 6 CPE (0 tech, 6 non-tech) | |
| Surgent's The CMA's Guide to Project Management (Self-Study) (24SS-0226)24SS-0226 | *Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA*Necessary first steps: set a framework for the project's activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets*Project evaluation: analytical tools, strategic evaluation; sources of risk*Maintaining focus: monitoring and measuring results; keeping to the project's scope*Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team's work internally and/or the final project with the remaining organization *Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations | |
| Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Latest Developments in Governmental Accounting and Auditing (Self-Study) (24SS-0227)24SS-0227 | *Implementing the new Yellow Book*Developing issues related to performing single audits under the OMB's Uniform Guidance for Federal Awards*Key AICPA developments affecting audits of governments including SAS No. 134, Auditor Reporting and Amendments, Including Amendments Addressing Disclosures in the Audit of Financial Statements, and SAS 135, Omnibus Statement on Auditing Standards - 2019*Recent GASB activities directed towards state and local governments with an emphasis on the implementation of GASB No. 84, Fiduciary Activities and GASB No. 87, Leases | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Goodwill Impairment Basics (Self-Study) (24SS-0228)24SS-0228 | *Goodwill impairment testing*FASB accounting and reporting requirements related to goodwill*ASC Topic 350-20*Goodwill disclosure requirements | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Goodwill Impairment Testing (Self-Study) (24SS-0229)24SS-0229 | *Initial recognition of goodwill*Subsequent measurement requirements including the accounting alternative allowed for certain eligible entities*Disclosure requirements for goodwill | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Self-Study) (24SS-0230)24SS-0230 | *ERISA compliance: employee welfare plans and qualified plans*Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care*Health care plans: HRAs, HSAs, and other employer-sponsored plans*Qualified plan requirements: eligibility, coverage, and vesting | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Hiring and Firing of Employees: What You Can and Cannot Do (Self-Study) (24SS-0231)24SS-0231 | *Employment at will--what this means in a practical sense*Implied employment contracts *What a prospective employer can ask about, and test for, during employment interviews *Federal anti-discrimination rules applicable to hiring and firing *How to fire an employee and not get sued | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Mastering Basis Issues for S Corporations, Partnerships and LLCs (Self-Study) (24SS-0232)24SS-0232 | *Applicable coverage of any basis considerations within any recent tax legislation enacted before the presentation*Discuss new pass-through basis calculations required as attachments to certain individual returns*Excess business losses and NOLs*Tax Basis Capital Account Reporting Requirements*How Section 179 limitations affect basis and how the "tax-benefit" rule is applied*S Corporations: Beware of final IRS regulations regarding "open debt" of S Corporations; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or does not apply to certain S Corporations; learn to apply the complex ordering rules and special elections that can have a big tax result; become aware of when you can have a taxable dividend in an S Corporations; understand distributions of cash and property and post-termination transition rules, and temporary post-termination rules for eligible corporations*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; determine how to calculate basis under both Section 704 and for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; review Section 754 step-up in basis rules; and learn how legislation cleans up the basis treatment of charitable contributions and foreign taxes paid | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Handbook for Mastering Basis, Distributions and Loss Limitation Issues for S Corporations, LLCs and Partnerships (Self-Study) (24SS-0233)24SS-0233 | *Timely coverage of breaking tax legislation*Applicable coverage of any basis considerations within any recent tax legislation*Passthrough basis calculations required as attachments to certain individual returns*Executor's form for disclosing basis in certain distributed property; what about the basis of a property distribution from a trust?*How Section 179 limitations affect basis and how tax-benefit rule is applied*Basis implications of personal assets converted to business use*How to calculate basis of inherited qualified and joint tenancy property*Tax basis capital account reporting requirements*S Corporations: Beware of final IRS regulations regarding "open debt"; determine how to calculate basis; worksheets are included; understand the effect of stock basis and debt basis and IRS's recent focus on "at-risk basis" for shareholders; recognize how AAA applies or doesn't apply to S Corporations; learn to apply the complex basis ordering rules and special elections that can have a big tax result; discuss loss limitation rules in depth; when you can have a taxable dividend in an S Corporations; understand distributions of cash and property; understand the post-termination transition rules, and temporary post-termination rules for eligible corporations, which will be important for S Corps returning to C Corps*LLCs and partnerships: Learn the detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members; learn to calculate basis under Section 704 & for "at-risk" under Section 465; recognize how recourse, nonrecourse, and qualified nonrecourse debt can create significantly different tax results; learn the difference between basis and "at-risk basis"; review Section 754 step-up in basis rules; the economic effect equivalence test or "dumb-but-lucky" rule; learn to apply the complex rules of distribution of cash vs. property, and the basis treatment of charitable contributions and foreign taxes paid | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's How Not-for-Profits Account for Grants and Contracts Under ASU No. 2018-08 (Self-Study) (24SS-0234)24SS-0234 | *Evaluating whether transactions should be accounted for as contributions or as exchange transactions*Determining whether a contribution is conditional or unconditional*Become comfortable with the new barrier and right of return/right of release terminology | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Tax Aspects of Home Offices and Vacation Homes (Self-Study) (24SS-0235)24SS-0235 | *Mixed use of a residence: how deductions are limited in rental situations*Home office: qualification and calculation*Strategies and planning for renting a principal residence instead of selling it*Why buying a vacation home can be a very smart investment*Should you rent or use your vacation home? Opportunities and pitfalls*Rules for using like-kind exchanges on principal residences and vacation homes*Understanding the tax rules for acquisition indebtedness and home equity indebtedness*Maximizing your interest expense deduction in light of limitations in the tax code | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's HIPAA: What Accountants and Other Practitioners Need to Know (Self-Study) (24SS-0236)24SS-0236 | *A basic overview of the requirements imposed by HIPAA on professionals*What businesses and individuals are subject to HIPAA*Best practices for HIPAA compliance*Issues unique to accounting and finance professionals concerning HIPAA*Recognize common areas of liability under HIPAA | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's How to Settle an Estate: An Overview (Self-Study) (24SS-0237)24SS-0237 | *Process of estate administration, including the basics of creating the estate, the role of the executor, and how to probate a will*Steps to take immediately upon the death of the decedent and the importance of inventorying the estate assets*Problems associated with the distribution of estate assets*Utilizing family settlement agreements | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding the High-Stakes Mega Issues in A&A Today (Self-Study) (24SS-0239)24SS-0239 | *Accounting and operational impacts of adopting Topic 606*Accounting and operational impacts of adopting ASU No. 2016-02*Impairment of both financial and non-financial assets*Accounting for debt restructurings | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding the High-Stakes Mega Issues in A&A Today (Self-Study) (24SS-0240)24SS-0240 | *Technology trends impacting the accounting profession*Going concern accounting and reporting issues*ASC Topic 842, Leases, implementation challenges, and ongoing accounting*Engagement quality update | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 1 -- Gateway to Excellence in Internal Auditing: A Vital Introduction and Orientation to the Profession (Self-Study) (24SS-0241)24SS-0241 | *Introduction to the Internal Audit Profession*Institute of Internal Auditors (IIA) Overview *International Professional Practices Framework (IPPF) *The Vital Mission of Internal Auditing*Essential Internal Audit Guidance / Standards Primer | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 2 -- Strategic Roles, Positioning and Attributes of High Impact Audit Groups (Self-Study) (24SS-0242)24SS-0242 | *Independence / objectivity and the internal audit function*Internal audit organizational reporting structure(s)*Major roles and responsibilities of the internal audit activity and its members *Effective oversight of the internal audit group*Clarity and alignment of internal audit organizational governance/ documentation and messaging (including its charter, reporting lines/ structure, and policies/ procedures) *Required knowledge, skills, and competencies of a high-quality internal audit group*Orientation and ongoing training / development needs of internal auditors (at all levels) | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 3 -- Critical Knowledge Foundations for Internal Auditors: Governance, Risk Management and Control (GRC) (Self-Study) (24SS-0243)24SS-0243 | *Governance, Risk Management, and Compliance/Control (GRC) -- Internal Auditor's positioning, roles, and responsibilities *IIA GRC guidance overview*COSO (Committee of Sponsoring Organizations) history, guidance, and frameworks overviews*Critical knowledge foundations and fundamentals:-Governance-Risk Management/Enterprise Risk Management (ERM)-Internal Control-Compliance-Fraud Deterrence/Fraud Risk Management*IT/Cyber security risks/controls*Effective GRC coverage related alignment/integration opportunities and strategies for IAs*Industry specific guidance/ considerations | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 4 -- Maximizing Internal Audit (IA) Value, Coverage, Assurance and Reliance (Self-Study) (24SS-0244)24SS-0244 | *IAs' unique and vital value-adding propositions*SOX (Sarbanes Oxley Act) impact on the (Internal and External) auditing profession*Key IA assurance coverage roles and responsibilities regarding:-Strategic and entity-level controls and objectives-Internal Control over Financial Reporting (ICFR)-Operations efficiency and effectiveness-Compliance with laws and regulations *Optimizing Internal/External Audit (and other Independent Assurance Activities) coordination and reliance (for SOX and non-SOX engagements): *Maximizing assurance coverage efficiencies and effectiveness *Achieving excellence in stakeholder servicing and value adding | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 5 -- Internal Audit (IA) Risk Assessment and Planning (Self-Study) (24SS-0245)24SS-0245 | *IA program foundation(s): IA risk assessment and planning *IA Risk Assessment and Planning Standards review*Enterprise (macro) level internal audit risk assessment and planning including entity level/ wide audit scope, frequency and objectives determinations*Process and engagement (micro) level risk assessment and planning, including the alignment and integration with enterprise risk assessment, planning and engagement level scope and objectives determinations*Engagement level scope and objectives determinations*Internal control design and documentation fundamentals*Audit program development and updating | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 6 -- Internal Audit (IA) Fieldwork Fundamentals and Documentation Essentials (Self-Study) (24SS-0246)24SS-0246 | *Types and nature of fieldwork*Technical skills development*Compliance testing of internal controls*Substantive testing of accounts/balances*IT/Cyber Security control reviews/testing*Audit sampling fundamentals: Statistical/Non-Statistical*Audit evidence and evidence gathering techniques*Analytical/problem-solving skills development: Identification and analysis of control deficiencies/issues*Time management, organization, and communication skills development*Workpaper preparation and documentation basics, including best practice techniques, and workpaper self-review | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 7 -- Internal Audit (IA) Engagement Management and Administration (Self-Study) (24SS-0247)24SS-0247 | *IA activity and engagement level management overview*The fundamentals of highly effective IA engagement management *Engagement planning, supervision, administration, and monitoring*Time and resource management, including scheduling, budgeting, status updating, tracking and follow up*Audit reporting and report writing*Engagement team and stakeholder/partner communications, meetings, and relationship dynamics and development | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's IA Module 8 -- The Internal Audit (IA) Activity Quality/Excellence Continuum! (Self-Study) (24SS-0248)24SS-0248 | *Defining "Quality" and "Excellence" for an IA activity: your "Defining Moments"!*Quality Assurance and Improvement Program (QAIP): an overview*QAIP Standards review*Requirements of the QAIP: Internal/External Assessments*Moving beyond standards compliance to highest-level quality and impact internal auditing*It's all about stakeholders and maximizing stakeholder value*Advanced skills/leadership development for Internal Auditors*The IA "Success Quadrant" and Never-Ending Quality/Excellence Continuum | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Internal Controls, COSO and COVID-19 (Self-Study) (24SS-0249)24SS-0249 | *ACFE'sReport to the Nations and the most commonly found controls in fraud victim organizations*Internal controls in relation to COSO principles*How to employ controls to cut losses*How to modify controls in the post-COVID era*The potential impact of increased enforcement of laws and regulations to replenish government coffers*Remote work circumstances and considerations | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Internal Controls and COSO in a Post-COVID Landscape (Self-Study) (24SS-0250)24SS-0250 | *ACFE'sOccupational Fraud 2022:AReport to the Nations and the most commonly found controls in fraud victim organizations*Internal controls in relation to COSO principles*How to employ controls to cut losses*How to modify controls in the post-COVID era*Remote work circumstances and considerations | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's This Year's Top Tax and Financial-Planning Ideas (Self-Study) (24SS-0251)24SS-0251 | *Timely coverage of breaking tax legislation, includingthe SECURE 2.0 Act andInflation Reduction Act provisions applicable to individuals*Changes to the lifetime estate tax exemption in light of proposed regulations*Considerations when selling a principal residence*Tax benefits of HSAs*An overview of the mechanics and practical considerations of Donor Advised Funds*Virtual currency, including new Notices 2023-34 and 2023-27*An update on income tax and estate-planning ideas, including any recent changes*Tax ideas for the current year*Miscellaneous tax-planning techniques that can add up to significant tax savings*How to use the whole family for tax savings*Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's This Year's Best Income Tax, Estate Tax and Financial Planning Ideas (Self-Study) (24SS-0252)24SS-0252 | *Timely coverage of breaking tax legislation, includingthe SECURE 2.0 Act andInflation Reduction Act provisions applicable to individuals*Changes to the lifetime estate tax exemption in light of proposed regulations*Considerations when selling a principal residence*Tax benefits of HSAs*An overview of the mechanics and practical considerations of Donor Advised Funds*Virtual currency, including new Notices 2023-34 and 2023-27*The best new income tax and estate-planning ideas*The changing Social Security landscape: long-term solvency issues and what it means for retirement planning*Creative charitable giving strategies*Financial planning strategies*Maximizing retirement plan benefits*Using intentionally defective grantor trusts*Miscellaneous tax-planning techniques that can add up to significant tax savings*How to use the whole family for tax savings*Life insurance*Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings | |
| Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
| Surgent's Increase the Efficiency of Your Organization (Self-Study) (24SS-0253)24SS-0253 | *Proven ways to measure costs in relation to objectives*Develop methods to measure company and department objectives*Use ratios to measure and improve efficiency*Develop an incentive system that rewards efficiency | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (Self-Study) (24SS-0254)24SS-0254 | *Building change into the planning process*Sales/income plan *Intermediate planning *Technology plan *Capital equipment planning *One-year operating plan *Monthly planning *Cash plan *Risk plan | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Self-Study) (24SS-0255)24SS-0255 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged acccounts*Recent case law, as applicable*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Individual and Financial Planning Tax Camp (Self-Study) (24SS-0256)24SS-0256 | *Comprehensive coverage of the SECURE Act 2.0*Understanding the environment: what's new, what's expired or expiring, and what's likely to change*Reading a tax return for developing client-specific tax strategies*Will there be more changes in the individual tax laws?*Changes to the lifetime estate tax exemption in light of proposed regulations*The net investment income tax: planning for compliance*Family income-splitting strategies that need to be considered*Income tax issues: impact on timing of other income*Selling a principal residence*Two principal residences at the same time*Use of life insurance to protect families*Using Roth IRAs and Roth contribution programs to best advantage*Conversions: do they still make sense?*Taking distributions: matching timing to client requirements*Qualified plan contributions to reduce current income and Social Security tax: implications for business owners and self-employed*Social Security solvency issues*Incentive Stock Options and Employee Stock Purchase Plan considerations*What to do about itemized deductions*Trans-generational planning: conversions, income, and gain-splitting*Tax benefits of HSAs and other tax-advantaged acccounts*Recent case law, as applicable*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Planning for middle-income taxpayers: financial planning for the young, the working, and those approaching or in retirement | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Individual Income Tax Fundamentals (Self-Study) (24SS-0257)24SS-0257 | *Effects of recent legislation, including the recently enacted Inflation Reduction Act and the SECURE Act 2.0*The Qualified Business Income deduction*Filing information, filing status, personal exemptions, dependents, the standard deduction, etc.*Wages and salaries*Interest income, dividend income, mutual funds, Social Security*Figuring tax*Basic income tax preparation, Form 1040, and Schedules 1 - 3*Capital gains and losses*Medical and dental expenses, charitable contributions*IRA contributions and distributions*Distributions from qualified retirement plans, pensions, and annuities*Profit and loss from business or profession and self-employment tax*Depreciation*Rental income and expenses*Preparation of Schedules A, B, C, D, E, and Forms 4562, 4797, and more | |
| Self-Study | | Downloadable PDF | 20 CPE (20 tech, 0 non-tech) | |
| Surgent's Individual Income Tax Return Preparation for the Non-Credentialed Tax Preparer (Self-Study) (24SS-0258)24SS-0258 | *Effects of recent legislation, including the recently enacted Inflation Reduction Act and the SECURE Act 2.0*Filing information, filing status, personal exemptions, dependents, the standard deduction, etc.*Dependents and income*Wages and salaries*Credits, withholding, estimated tax, and basic return preparation*Capital gains and losses*Itemized deductions | |
| Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales (Self-Study) (24SS-0259)24SS-0259 | *How does the IRC define an installment sale under IRC Sec 453?*When can a taxpayer utilize the provisions of IRC Sec 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided?*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method? *Reporting an installment sale when related parties are involved*Calculating an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the installment sale method? | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales (Self-Study) (24SS-0260)24SS-0260 | *How does the IRC define an installment sale under IRC Sec 453?*When can a taxpayer utilize the provisions of IRC Sec 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided?*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method? *Reporting an installment sale when related parties are involved*Calculating an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the installment sale method? | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Summary and Analysis of the Inflation Reduction Act of 2022 (Self-Study) (24SS-0261)24SS-0261 | *The 15% corporate tax*1% tax on the repurchase of corporate stock*Enhancement of IRS services*Prescription drug pricing reform, including drug price negotiation*Maximum out-of-pocket cap for Medicare beneficiaries*Extension of Affordable Care Act subsidies for certain individuals whose household income exceeds 400% of the poverty line *Clean energy and efficiency incentives for individuals*Energy Efficient Home Improvement Credit*Energy efficient commercial buildings deduction (Section 179D)*Extensions, increases, and modifications of the New Energy Efficient Home Credit*Clean Vehicle Credit - now available at point of sale - and credit for previously owned clean vehicles*Qualified commercial clean vehicles*Transfers of certain credits to an unrelated transferee*Increase in Research Credit against payroll tax for small businesses | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's 2023 Tax Update (Self-Study) (24SS-0262)24SS-0262 | *Timely coverage of breaking tax legislation*Residency and domicile*Selling a principal residence, including tax planning strategies*Real Estate professional requirements*New Form 1099-K reporting requirements*Virtual currency, including recent developments regarding NFTs*Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas | |
| Self-Study | | Downloadable PDF | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Self-Study) (24SS-0263)24SS-0263 | *How does the IRC define an installment sale under Section 453?*When can a taxpayer utilize the provisions of IRC Section 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided?*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method?*Reporting an installment sale when related parties are involved*Calculating an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the installment sale method?*What is a like-kind exchange as defined by IRC Section 1031?*When can a taxpayer utilize the provisions of IRC Section 1031?*What types of real property are eligible for like-kind exchange treatment and what types are not*What is "boot" and how does it impact the like-kind exchange deferral?*Calculating a like-kind exchange including any taxable portion*How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges?*Recent changes to like-kind exchanges as the result of IRS final regulations*Changes that may be on the horizon regarding like-kind exchanges | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Installment Sales and Like-Kind Exchanges (Self-Study) (24SS-0264)24SS-0264 | *How does the IRC define an installment sale under Section 453?*When can a taxpayer utilize the provisions of IRC Section 453?*When should a taxpayer utilize the provisions of an installment sale and when should it be avoided*How does the issue of a "dealer" vs. a "non-dealer" impact the use of the installment sale method*How to report an installment sale when related parties are involved*How to calculate an installment sale*How has the Tax Cuts and Jobs Act impacted the use of the Installment Sale Method*What is a like-kind exchange as defined by IRC Section 1031*When can a taxpayer utilize the provisions of IRC Section 1031*What types of real property are eligible for like-kind exchange treatment and what types are not*What is "boot" and how does it impact the like-kind exchange deferral*How to calculate a like-kind exchange including any taxable portion*How has the Tax Cuts and Jobs Act impacted the use of like-kind exchanges | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Increase Success by Understanding People (Self-Study) (24SS-0265)24SS-0265 | *How to analyze others through simple observation*A proven model to understand and predict behavior*Why assertiveness is neither good nor bad*What behaviors to expect from different personality types*Why do I act like I do?*Correcting employee issues in a new and better way | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Self-Study) (24SS-0266)24SS-0266 | *Review of the different aspects of forensic accounting*The civil litigation process as it relates to forensic accounting*Litigation services provided by forensic accountants*Fraud detection and prevention*Various types of fraud*Training and certifications in forensic accounting*Forensic accounting in bankruptcy proceedings*Forensic accounting in family law proceedings*Calculating damages for use in litigation*Valuations*Ethical issues pertinent to forensic accounting | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Getting Ready for Busy Season: Review Individual Tax Form Changes (Self-Study) (24SS-0267)24SS-0267 | *Major 2023 tax form changes as they relate to individual taxpayers*Key new tax developments as they relate to 2023 and how they impact the 2023 tax forms | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Individual Tax Planning Ideas (Self-Study) (24SS-0268)24SS-0268 | *Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0*Timely coverage of breaking tax legislation*Retirement planning in light of IRA and RMD changes*Review of pertinent changes from recent legislation*Reading a tax return for developing client-specific tax strategies*Identifying tax opportunities: reviewing the prior-year return to develop a plan for the future*Compensation and fringe benefit issues*Identify clients with net investment income tax problems and the potential ways to reduce or eliminate them*All in the family: Tax tactics for spouses, children, and parents*Understanding the environment: what's new, what's expired or expiring, and what's likely to change | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Top Individual Tax Planning Strategies (Self-Study) (24SS-0269)24SS-0269 | *Impact of higher interest rates on individual income taxpayers*Using a health savings account as a retirement account*Making use of net Section 1231 losses to offset ordinary income*When individuals can take casualty losses, including loss on a personal residence due to casualty*Avoiding or limiting gain on sale of a personal residence*Taking advantage of the mortgage interest deduction *Avoiding the individual alternative minimum tax *Business loss limitation provisions impacting individuals*Broker basis reporting of digital assets*New IRS guidance on transfer of clean vehicle credits*Residential clean energy credits | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Accounting for Software: Internal Use and External Sales (Self-Study) (24SS-0270)24SS-0270 | *The accounting, reporting, and disclosure requirementsrelated to software*Internal-use software arrangements*Cloud and non-cloud based arrangements*Software for resale*Software sold to third parties*ASC Topic 350-40*ASC Topic 985-20 | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's How to Account for Internal-Use Software Arrangements (Self-Study) (24SS-0271)24SS-0271 | *Development costs that should and should not be capitalized*How these costs are amortized and how they are tested for impairment*Presentation and disclosure requirements | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Filing Requirements (Self-Study) (24SS-0272)24SS-0272 | *IRS goals in requiring these schedules*Detailed discussion of the domestic filing exception for 2023 tax year*Filing requirements and exceptions for every part of Schedules K-2 and K-3*Examples based on client situations encountered in practice | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Schedules K-2 and K-3: Preparation of Forms (Self-Study) (24SS-0273)24SS-0273 | *How to read and complete Parts II and III for Foreign Tax Credit*Practical tips on how to tackle Parts IV and IX for corporate partners*How to correctly fill out Parts X and XIII for foreign partners*Comprehensive examples for operating, real estate rental, and investment partnerships with filled-in sample forms | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Lease Accounting: Exploring the New Standard (Self-Study) (24SS-0274)24SS-0274 | * Leases (Topic 842) *Overall lease accounting guidance *Lessor Accounting 101 *Lessee Accounting 101*Detailed review of accounting by lessees*Sale and leaseback transactions*Transition guidance*Recently released ASUs impacting Topic 842 | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Liquidation of Flow-Through Entities for LLCs and Partnerships (Self-Study) (24SS-0275)24SS-0275 | *Tax rules governing liquidation of a partnership or S Corporations*Tax treatment of the shareholder/partner/member receiving a liquidating distribution in an S Corporations liquidation/partnership liquidation*Tax impact on the pass-through entity when the entity is liquidated*Receipt of corporate liabilities in an S Corporations distribution*Proportionate, liquidating partnership distributions to partners, and gains and losses to a partner on a liquidating partnership distribution*Tax issues associated with a partnership distribution of noncash properties in a liquidation*Compliance requirements on the occasion of a liquidation of a corporation or a partnership | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Like-Kind Exchanges (Self-Study) (24SS-0276)24SS-0276 | *Understanding the history of IRC Sec 1031*Who does and does not qualify for utilizing the like-kind provisions*Which properties do and do not qualify for like-kind exchanges*The differences between a "dealer" and a "non-dealer" regarding like-kind exchanges*How to complete a like-kind exchange*The different types of like-kind exchanges*The definition of "boot" and how it applies to like-kind exchanges*Rules concerning Revenue Ruling 72-456, and*Form 8824 | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taking Advantage of Like-Kind Exchanges (Self-Study) (24SS-0277)24SS-0277 | *Understanding the history of IRC Sec 1031*Who does and does not qualify for utilizing the like-kind provisions*Which properties do and do not qualify for like-kind exchanges*The differences between a "dealer" and a "non-dealer" regarding like-kind exchanges*How to complete a like-kind exchange*The different types of like-kind exchanges*The definition of "boot" and how it applies to like-kind exchanges*Rules concerning Revenue Ruling 72-456, and*Form 8824 | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Applying Lessons Learned to Assure a Successful ASC 842 Adoption (Self-Study) (24SS-0278)24SS-0278 | *ASU No. 2016-02,Leases (Topic 842)*Implementation challenges in adopting ASC 842*Common pitfalls and errors in applying ASC 842*Best practices in implementing ASC 842*Use of lease accounting software for successful implementation and ongoing accounting | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Loss Limitations: A Mechanical Review (Self-Study) (24SS-0279)24SS-0279 | *Limitation 1: Basis limitations will be reviewed in detail with computational examples and include insights into similarities and differences between calculations for partnership interests and S Corporations stock*Limitation 2: Detailed at-risk limitation computational examples will be reviewed, and the mechanical features of partnerships and S Corporations activities will be compared and contrasted*Limitation 3: Passive loss limitation mechanics will be outlined in detail and discuss computations where there are a mix of entity structures owned by a taxpayer*Limitation 4: Excess business losses will be presented from a mechanical perspective | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Lessons Learned From Successful Companies (Self-Study) (24SS-0280)24SS-0280 | *Creating a visionary company*Traits of successful, visionary companies *Goal setting to create a successful organization*The role of experimentation and failure in achieving success*How successful organizations emphasize learning new skills*The role of effective communication in achieving corporate success*The importance of emotional intelligence in building corporate culture*How leadership can direct a company toward success | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's The Top Five Tax Issues in Dealing with LLCs and Partnerships (Self-Study) (24SS-0281)24SS-0281 | *Coverage of important provisions of The SECURE 2.0 Act and Inflation Reduction Act*Self-employment tax issues: what you can and cannot do*Capital accounts: book vs. tax issues*Determining basis: key issues and technical analysis in calculating basis*Dealing with debt: recourse, nonrecourse, and why it matters*Guaranteed payments, distributive shares, and draws: understanding the difference | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Revenue Recognition for Long-Term Construction and Similar Contracts: Topic 606 Implementation Challenges (Self-Study) (24SS-0282)24SS-0282 | *Topic 606's five-step revenue recognition model*Determining whether to recognize revenue over time or at a point in time under Topic 606*Other unique considerations in applying the five-step model for entities currently using SOP 81-1*Lessons learned and best practices from entities already adopting Topic 606 | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Metrics, Benchmarking and Measurement (Self-Study) (24SS-0283)24SS-0283 | *Using metrics that correctly measure the goals of the organization*How metrics will differ for non-profits and governments*Using metrics to balance cost and benefit*Internal and external benchmarking for comparison*Having a set of balanced metrics | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Management's Discussion and Analysis: What You Need to Know (Self-Study) (24SS-0284)24SS-0284 | *The overall importance of the rules and regulations with respect to the Management's Discussion and Analysis (MD&A) section of an entity's consolidated financial statements filed with the U.S. Securities and Exchange Commission (SEC)*An overview of the SEC requirements in this area*Best practices offered by the SEC*Comment letter examples pertaining to this area | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's What Tax Practitioners Need to Know About Medicare (Self-Study) (24SS-0285)24SS-0285 | *Eligibility for Medicare *How to apply for Medicare *Introduction to Parts A, B, C, and D of Medicare *Payments for Parts B and D of Medicare: the higher costs imposed on higher income beneficiaries *Late enrollment penalties *Medicare Advantage in lieu of original Medicare *The Affordable Care Act's impact on Medicare*Current and late breaking legislative and regulatory developments | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Multistate Income Tax Issues (Self-Study) (24SS-0286)24SS-0286 | *Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*When to consider voluntary compliance even though the laws do not dictate a sales tax responsibility | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Managing Millennials (Self-Study) (24SS-0287)24SS-0287 | *Understanding who millennials are and what distinguishes them from other sectors of the workforce*Changes millennials seek in the workplace* Suggestions on engaging and developing millennials*Best practices by organizations who have successfully integrated millennials*Expectations as to learning, development and training*Work environments and schedules*School to work transitions* Views on salary, benefits and corporate ethics*Whether millennials' expectations are significantly different from any other generation*Strengths millennials offer which set them apart from others* Common myths pertaining to millennials*Definitions of success | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Marijuana: A Generalized Business Viewpoint (Self-Study) (24SS-0288)24SS-0288 | *An overview of current state and federal laws governing marijuana*A review of state boards of accountancy regarding marijuana*How some financial professionals are capitalizing on the marijuana industry*Providing auditing and tax services within the marijuana industry*How accountants and other financial professionals can manage risk within this industry*IRC Section 280E's prohibition of deductions involving controlled substances*A summary of various state taxation laws on marijuana*Ethical issues for accountants who work in the marijuana industry*Relevant banking regulations*Growth projections | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Essential Multistate Tax Update (Self-Study) (24SS-0289)24SS-0289 | *Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*Pass-through problems: Nexus issues for interest owners *Treatment of the 199A deduction for pass through entities by states: Withholding issues*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires *When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Essential Multistate Tax Update (Self-Study) (24SS-0290)24SS-0290 | *Employees working in multiple states: Withholding issues (when to start and where to withhold) special issues depending on type of tax assessed in the state or locality*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: presence of intangible property; is P.L. 86-272 still valid?*Pass-through problems: Nexus issues for interest owners *Treatment of the 199A deduction for pass through entities by states: Withholding issues*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires *When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Multistate Tax Update (Self-Study) (24SS-0291)24SS-0291 | *The domicile dilemma: Issues for individuals with homes in multiple states; traveling employees; where to withhold?*Emerging sales tax topics: Elimination of the physical presence standard in determining nexus (Wayfair case); economic nexus for remote sellers; assisting remote sellers in determining a plan of action in states that enforce economic nexus*Emerging compliance issues in the new sales tax economy*Income Tax (and other forms of tax): Economic nexus (taxation without physical presence)*Will states shift away from income tax and increase reliance on sales tax after Wayfair?*Treatment of Tax Cuts and Jobs Act by the states: Attributional and agency nexus; presence of intangible property; is P.L. 86-272 still valid?*Income-tax apportionment issues: Prevalence of the single sales factor; determining the type of property being sold; sourcing of income from intangible property and services; sourcing of service income; Market Based versus Cost of Performance*Pass-through problems: Nexus issues for interest owners *Treatment of the 199A deduction for pass through entities by states: Withholding issues; sourcing of income; taxation at the entity level*Practical considerations in dealing with multistate taxation: Dealing with state nexus questionnaires *When to consider voluntary compliance: Responsibility of officers, members, partners, and shareholders; planning ideas and opportunities; updates on pending federal legislation relative to state tax | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Opportunities in the Metaverse for Accounting and Other Professionals (Self-Study) (24SS-0292)24SS-0292 | *Understanding what the metaverse is and what it is not*How to access the metaverse*Why accounting and other professionals should use the metaverse*Where accountants can find their space in the metaverse*How the metaverse is changing the way we work*Ownership opportunities in the metaverse*Work and taxation in the metaverse | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Max the Tax: Crowdfunding (Self-Study) (24SS-0293)24SS-0293 | *How crowdfunding works*The different types of crowdfunding programs*Strategies for building a crowdfunding campaign | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Common Deductions (Self-Study) (24SS-0295)24SS-0295 | *Home office deduction *Alimony payments *Charitable contributions*Medical expense deduction*Home mortgage interest deduction*State and local income tax (SALT) deduction*Gambling winnings and losses | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Schedule C (Self-Study) (24SS-0296)24SS-0296 | *Tips and tricks to prepare the Schedule C*Income and expenses*Tax invoice preparation*Legal invoice*Entertainment invoice*Education invoice | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Schedule E (Self-Study) (24SS-0297)24SS-0297 | *Business development*Types of properties*Rental property use* Rental expenses*Deductible expenses*Repairs and maintenance*Capitalization of expenses*Depreciation*Accounting methods*Treatment of security deposits | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Crypto Craze (Self-Study) (24SS-0298)24SS-0298 | *Introduction to cryptocurrency and key terms *Chronology of cryptocurrency *Virtual currency taxation *Information on any updated guidance | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Section 754 (Self-Study) (24SS-0299)24SS-0299 | *How and why a partnership makes a 754 election *The effect of the 754 election when an interest in a partnership is sold or inherited *How the 754 election applies when a partnership makes a distribution of property to one or more of its partners *How to make the 754 basis adjustment | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Metaverse (Self-Study) (24SS-0300)24SS-0300 | *Why accounting and other professionals should use the metaverse *Where accountants and other professionals can find their space in the metaverse *How the metaverse is changing the way we work | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Equity Compensation (Self-Study) (24SS-0301)24SS-0301 | *Stock grants, including Restricted Stock Awards (RSAs), Restricted Stock Units (RSUs), and Performance Share Units (PSUs) *Stock options and rights, including Incentive Stock Options (ISOs), Non-Qualified Stock Options (NQSOs), Stock Appreciation Rights (SARs), and phantom awards*Employee Stock Purchase Plans (ESPPs)*Equity awards and partnerships / S Corporations | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Max the Tax: Entity Selection (Self-Study) (24SS-0302)24SS-0302 | *Choice of entity decisions*Client consultation questions regarding entity selection | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Navigating Your Client Through the IRS Appeals Process (Self-Study) (24SS-0303)24SS-0303 | *Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less*Writing and filing a Formal Protest, including required information*Alternative Dispute Resolution options available to clients*Negotiation and time limitations*Preparing and submitting a Tax Court petition to preserve a client's rights | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Navigating Your Client Through the IRS Appeals Process (Self-Study) (24SS-0304)24SS-0304 | *Preparing a valid Appeals Protest for small case requests when tax, penalties, and interest for each period are $25,000 or less*Writing and filing a Formal Protest, including required information*Alternative Dispute Resolution options available to clients*Negotiation and time limitations*Preparing and submitting a Tax Court petition to preserve a client's rights | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Nuts & Bolts of Cryptocurrency Taxation (Self-Study) (24SS-0305)24SS-0305 | *What is blockchain technology?*How do you buy crypto?*How do you store crypto?*Use cases of cryptocurrency*Blockchain technology*Use cases of cryptocurrency*Tax overview*How taxes work for cryptocurrency investors*How taxes work for cryptocurrency mining*Taxation of other transactions*Foreign reporting requirements and crypto*How to use a tool like CoinTracker to calculate capital gains and losses*New developments in the space*Tax planning opportunities*Why do accountants need to care? | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Skills to Enhance Personal and Professional Networks (Self-Study) (24SS-0306)24SS-0306 | *The value of strategic networking*Quality vs. quantity in networking*Networking for professional opportunities*Person-to-person networking*Maintaining and expanding your current connections*Networking for introverts*Long-term networking strategies | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Self-Study) (24SS-0307)24SS-0307 | *Timely coverage of breaking tax legislation*Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation*Hot developments affecting the upcoming tax season*Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season*Key new tax and practice developments and how they impact the current-year tax forms for individuals | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know (Self-Study) (24SS-0308)24SS-0308 | *Timely coverage of breaking tax legislation*Comprehensive coverage of the Inflation Reduction Act of 2022 and SECURE Act 2.0*A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on recent tax legislation*Hot developments affecting the upcoming tax season*Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season*Key new tax and practice developments and how they impact the current-year tax forms for individuals | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Non-GAAP Financial Measures: What You Need to Know (Self-Study) (24SS-0309)24SS-0309 | *Comment letter analysis from several Big Four accounting firms*Non-GAAP financial measures*Comments from the SEC and FASB | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's What You Need to Know About ASC 842, Leases (Self-Study) (24SS-0310)24SS-0310 | *ASU No. 2016-02,Leases (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Detailed review of accounting by lessees*Transition guidance*Recently issued updates to the lease accounting guidance | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Self-Study) (24SS-0311)24SS-0311 | *ASU No. 2016-02,Leases (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Lessee Accounting 101*Detailed review of accounting by lessees and lessors*Sale and leaseback transactions*Transition guidance*Other operational issues*Recently issued updates to the lease accounting guidance*FASB guidance on accounting for COVID-19-related rent concessions*Feedback from the public company adoption of Topic 842 | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Self-Study) (24SS-0312)24SS-0312 | *ASU No. 2016-02,Leases (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Lessee Accounting 101*Detailed review of accounting by lessees and lessors*Sale and leaseback transactions*Transition guidance*Other operational issues*Recently issued updates to the lease accounting guidance*FASB guidance on accounting for COVID-19-related rent concessions*Feedback from the public company adoption of Topic 842 | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Latest Developments in Nonprofit Accounting and Auditing (Self-Study) (24SS-0313)24SS-0313 | *Developing issues related to Yellow Book audits and single audits*Key AICPA developments affecting audits of nonprofits (including the implementation of SAS No. 145 on risk assessment)*How ASU No. 2020-07 affected the reporting and disclosure of contributed nonfinancial assets through the lens of three implementers*Understanding FASB ASC 842, Leases, and how nonprofits will implement the standard (including a look at early implementers and year two leasing issues) | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (Self-Study) (24SS-0314)24SS-0314 | *ASC Topic 606,Revenue from Contracts with Customers*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements and examples*Industry-specific implementation issues and guidance*Best practices, lessons learned and opportunities to improve on the reporting of revenue under Topic 606 going forward*Accounting considerations related to COVID-19-driven changes to revenue recognition processes | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (Self-Study) (24SS-0315)24SS-0315 | *ASC Topic 606,Revenue from Contracts with Customers*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements and examples*Industry-specific implementation issues and guidance*Best practices, lessons learned and opportunities to improve on the reporting of revenue under Topic 606 going forward*Accounting considerations related to COVID-19-driven changes to revenue recognition processes | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Organizational Culture and the Finance Professional (Self-Study) (24SS-0316)24SS-0316 | *The three primary organizational cultures*The best cultural fit for certain types of businesses*How the finance professional affects culture*How to choose the culture you want, and how to get it*Greatest things that affect the culture of an organization | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's A Complete Guide to Offers in Compromise (Self-Study) (24SS-0317)24SS-0317 | *Legislative history*American Jobs Creation Act of 2004 and changes to IRC Section 6159*Comprehensive coverage of the three main types of OIC*Doubts as to collectability (DATC)*Doubts as to liability (DATL)*Effective tax administration (ETA)*Hybrid of DATC*Detailed walk-through of the process and key terms*Practical solutions and success rates*Various scams | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Performing a Compilation Engagement Under AR-C Section 80 (Self-Study) (24SS-0318)24SS-0318 | *Relevant sections of SSARS No. 21, Clarification and Recodification*Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22-25*Review of AR-C Section 60 requirements for all SSARS engagements*Detailed guidance on performing compilation engagements under AR-C Section 80 | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Preparation and Compilation Engagements Under the SSARS (Self-Study) (24SS-0319)24SS-0319 | *Relevant sections of SSARS No. 21,Clarification and Recodification*SSARS No. 21,Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23,Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22,Compilation of Pro Forma Financial Information*SSARS No. 24,Omnibus Statement on Standards for Accounting and Review Services - 2018*SSARS No. 26,Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Proposed changes to the SSARS guidance*Comprehensive sample engagement work programs for preparation and compilation engagements*Prescribed form, specified line item, pro forma, and other engagement variations*Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Preparation and Compilation Engagements Under the SSARS (Self-Study) (24SS-0320)24SS-0320 | *Relevant sections of SSARS No. 21,Clarification and Recodification*SSARS No. 21,Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23,Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22,Compilation of Pro Forma Financial Information*SSARS No. 24,Omnibus Statement on Standards for Accounting and Review Services - 2018*SSARS No. 26,Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services*Proposed changes to the SSARS guidance*Comprehensive sample engagement work programs for preparation and compilation engagements*Prescribed form, specified line item, pro forma, and other engagement variations*Complete illustrations of relevant engagement letters, reporting and other required communications for preparation and compilation engagements | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Self-Study) (24SS-0321)24SS-0321 | *Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed return*The importance of Schedule M-1, including many adjustments in reconciling book income to tax income, and items preparation staff may look for on all business returns. Learn to self-review*New tax-planning strategies for depreciation deductions, including changes to Section 179 and first-year depreciation (Section 168(k)) as a result of recent tax legislation*Methods of accounting -- Application and choices*In-depth analysis of Form 4797 dealing with depreciation recapture*Deductible expenses -- including rules on meals and entertainment*Section 163(j)*Computation of tax liability*Overview of many common business deductions; which are deductible and which are M-1 items?*How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern*And much more | |
| Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
| Surgent's Preparing C Corporation Tax Returns for New Staff and Paraprofessionals (Self-Study) (24SS-0322)24SS-0322 | *Preparation by hand of a reasonably complicated Form 1120 U.S. corporate income tax return from trial balance to completed return*The importance of Schedule M-1, including many adjustments in reconciling book income to tax income, and items preparation staff may look for on all business returns. Learn to self-review*New tax-planning strategies for depreciation deductions, including changes to Section 179 and first-year depreciation (Section 168(k)) as a result of recent tax legislation*Methods of accounting -- Application and choices*In-depth analysis of Form 4797 dealing with depreciation recapture*Deductible expenses -- including rules on meals and entertainment*Section 163(j)*Computation of tax liability*Overview of many common business deductions; which are deductible and which are M-1 items?*How to practically handle uniform capitalization and inventory accounting for a small manufacturing concern*And much more | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Taxation of Partnership Distributions and Sales of Partnership Interests (Self-Study) (24SS-0323)24SS-0323 | *Types of partnership distributions*Liquidating partnership distributions*Basis of property distributed by a partnership*Special basis adjustments under Section 732(d)*Abandoned and worthless partnership interests*Section 751(a) exchange*Transactions between partners and their partnerships*Disguised sales*Section 736(a) and (b) payments | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Principles of Financial Statement Presentation (Self-Study) (24SS-0324)24SS-0324 | *The key presentation requirements with respect to an entity's financial statements*ASC topics related to presentation requirements, with a focus on ASC Topic 205, ASC Topic 210, ASC Topic 220, ASC Topic 225, ASC Topic 230, ASC Topic 235, and ASC Topic 250*Considerations around changes in accounting principles | |
| Self-Study | | Downloadable PDF | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Self-Study) (24SS-0325)24SS-0325 | *New and expanded energy credits under the Inflation Reduction Act (IRA)*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms*Coverage of Form 7203*Coverage of Section 199A qualified business income, its calculation, limitations, and examples*Dividends and interest -- Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.*Security transactions -- From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues*Self-employed person issues*Schedule C deductions including depreciation*Sale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gains*A working understanding of passive losses -- How to handle rental property and how the passive loss rules flow to the tax forms*Itemized deductions -- A thorough understanding of what's deductible and what's not*Interest deductions -- Limitations and timing problems*Charitable contributions substituting for taxes, IRS says -- No!*Retirement contributions and education credits and deductions*Tax computations -- The Kiddie Tax, AMT, regular tax, tax credits*Individual problems illustrated by form preparation for various items, with numerous "practice tips"*Impact of recent legislation and forms changes on the 1040 | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (Self-Study) (24SS-0326)24SS-0326 | *New and expanded energy credits under the Inflation Reduction Act (IRA)*Preparation of various Form 1040 individual tax returns and schedules; provided answers include "filled-in" forms*Coverage of Form 7203*Coverage of Section 199A qualified business income, its calculation, limitations, and examples*Dividends and interest -- Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.*Security transactions -- From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues*Self-employed person issues*Schedule C deductions including depreciation*Sale and exchange of property -- Understanding Form 4797 and depreciation recapture; capital gains*A working understanding of passive losses -- How to handle rental property and how the passive loss rules flow to the tax forms*Itemized deductions -- A thorough understanding of what's deductible and what's not*Interest deductions -- Limitations and timing problems*Charitable contributions substituting for taxes, IRS says -- No!*Retirement contributions and education credits and deductions*Tax computations -- The Kiddie Tax, AMT, regular tax, tax credits*Individual problems illustrated by form preparation for various items, with numerous "practice tips"*Impact of recent legislation and forms changes on the 1040 | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Self-Study) (24SS-0327)24SS-0327 | *The keys that develop a plan into an actionable document*The major difference between planning and budgeting*Strategic planning*The business plan*The people plan*The marketing plan*Capital and technology plans | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Self-Study) (24SS-0328)24SS-0328 | *Differences between planning and budgeting*The business model*Strategic plan, marketing plan, and technology plan*Financial forecasting and financial risk analysis*Five-year operating plan and the sales/income plan*Intermediate planning and capital equipment planning*One-year operating plan and monthly planning*Cash plan and risk plan | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting and Budgeting (Self-Study) (24SS-0329)24SS-0329 | *Differences between planning and budgeting*Building change into the planning process*The business model*Strategic plan, marketing plan, and technology plan*Financial forecasting and financial risk analysis*Five-year operating plan and the sales/income plan*Intermediate planning and capital equipment planning*One-year operating plan and monthly planning*Cash plan and risk plan | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Partnership and LLC Core Tax Issues From Formation Through Liquidation (Self-Study) (24SS-0331)24SS-0331 | *Reporting requirements forSchedules K-2 and K-3*Capital account reporting requirements*Schedule K-1 reporting forSection 743 adjustments*Schedule K-1 reporting forSection 704 gains and losses*Comprehensive case on partnership/partner application of the business interest deduction*When to use "704(b) basis" for capital accounts versus "tax basis"*Detailed rules of Section 704 for preventing the shifting of tax consequences among partners or members*Unreasonable uses of the traditional & curative allocation methods*Multiple layers of Section 704(c) allocations*Treatment of recourse versus nonrecourse debt basis*How to calculate basis limitations and its implication on each partner's own tax return*How Section 179 limitations affect partnership/LLC basis*Regulations for handling basis step-ups under Section 754 elections, and mandatory adjustments under Section 743 and Section 734 for partnerships who have NOT made the Section 754 election*Subsequent contributions of property with Section 754 adjusted basis to another partnership or corporation*Capital account adjustments in connection with admission of new member*Special allocations require "substantial economic effect"; what are the requirements?*LLCs and self-employment tax to the members*Distributions -- current or liquidating, cash or property including the substituted basis rule*Termination/liquidation of an LLC | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Project Management for Finance Professionals (Self-Study) (24SS-0332)24SS-0332 | *Project management is a way of thinking and managing*Identifying projects, needs, objectives, and deliverables*Project feasibility evaluation*Life cycle of a project*What causes projects to fail*Establishing the project scope and preventing "project creep"*Defining and managing stakeholders*Organizational politics and conflict management*Establishing the detailed schedule*Introduction to project management software | |
| Self-Study | | Downloadable PDF | 6 CPE (6 tech, 0 non-tech) | |
| Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (24SS-0333)24SS-0333 | *Changes to the lifetime estate tax exemption in light of proposed regulations*SECURE 2.0 updates*More than 20 documents that should be reviewed that are neither a will nor trust*Provisions you need in a will*Trusts and other arrangements for children*Durable powers of attorney for healthcare and for financial matters*Realistic retirement goals*Developments relative to estate tax, and the implications for planning | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Select Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (24SS-0334)24SS-0334 | *Changes to the lifetime estate tax exemption in light of proposed regulations*SECURE 2.0 updates*More than 20 documents that should be reviewed that are neither a will nor trust*Provisions you need in a will*Trusts and other arrangements for children*Durable powers of attorney for healthcare and for financial matters*Realistic retirement goals*Developments relative to estate tax, and the implications for planning | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Estate and Life Planning Issues for the Middle-Income Client (Self-Study) (24SS-0335)24SS-0335 | *Changes to the lifetime estate tax exemption in light of proposed regulations*SECURE 2.0 updates*More than 20 documents that should be reviewed that are neither a will nor trust*Applicable rates, and tactics that may be used to minimize them*Reducing the impact of ancillary administration*Provisions you need in a will*When a trust is needed for children*Durable powers of attorney, for financial matters and for healthcare*Realistic retirement goals*Management of insurance: liability, disability, and life*Dealing with marriage and divorce*Titling assets effectively*Developments relative to estate tax, and the implications for planning | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Project Management: Tips, Tricks and Traps (Self-Study) (24SS-0336)24SS-0336 | *Contrasting project management with operations management*Reviewing organizational culture and how it applies to project management*The various types of project management including Agile, Scrum, Waterfall, Critical path, and others*Looking at risk management software and its application in different types of project management*Managing and leading project management stakeholders | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Project Management: Tips, Tricks and Traps (Self-Study) (24SS-0337)24SS-0337 | *Contrasting project management with operations management*Reviewing organizational culture and how it applies to project management*The various types of project management including Agile, Scrum, Waterfall, Critical path, and others*Looking at risk management software and its application in different types of project management*Managing and leading project management stakeholders | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Microsoft PowerPoint 2016: Getting Started (Self-Study) (24SS-0338)24SS-0338 | *Identify elements of the PowerPoint Start screen; select a template to create a new presentation*Identify PowerPoint window elements*Recognize ways to insert slides, apply a theme, and add slide content*Recognize how to switch between views; then preview, and print a presentation*Select PowerPoint options; identify ways to get Help in PowerPoint*Recognize ways to delete and reposition slides*Select options to spell check a presentation*Recognize ways to insert and format slide objects*Identify how to add transition and animation effects*Select options to set up a slide show*Identify how to create, save, and use a custom theme and custom template*Recognize techniques for integrating Excel data and charts with PowerPoint slides*Identify how to insert the date, slide numbers, and footer text*Select the slide show controls*Select Presenter view to run a slide show | |
| Self-Study | | Downloadable PDF | 6 CPE (0 tech, 6 non-tech) | |
| Surgent's Performing a Preparation Engagement Under AR-C Section 70 (Self-Study) (24SS-0339)24SS-0339 | *Relevant sections of SSARS No. 21, Clarification and Recodification*Updates to SSARS No. 21 guidance due to issuance of SSARS Nos. 22-25*Review of AR-C Section 60 requirements for all SSARS engagements*Detailed guidance on performing preparation engagements under AR-C Section 70 | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Use Cases (Self-Study) (24SS-0340)24SS-0340 | *Removing unwanted characters from a data set*All data appears in one column*Two categories appear in one column*Extracting useful information from inconsistent data (Text Analytics)*Have a sub-header that is in a row and should be in a column*Hands-on examples | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Formulas, M Language and Error Handling (Self-Study) (24SS-0341)24SS-0341 | *Learning formulas in Power Query*Introduction to the "M" language*Types of structured values in Power Query*Other types of values in Power Query*Types of errors in Power Query*Custom columns*Hands-on examples | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Data Modeling and Next Steps (Self-Study) (24SS-0342)24SS-0342 | *Functions and parameters*Demonstration of invoking a function*Basics of data modeling*Power Query is everywhere*Power BI preview features*Hands-on examples: creating a data model from a flat file; transferring an Excel data model to Power BI desktop; preview feature: using text by examples in Power BI desktop | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Introduction and First Connection (Self-Study) (24SS-0343)24SS-0343 | *What is Power Query?*Why should I learn Power Query?*What are the benefits of using Power Query?*Power Query is not just for Excel*Power Query versions are not the same*What version of Power Query do I have?*How to get Power Query*Making your first connection in Power Query*Hands-on examples: connection query, editing a query, duplicating a query | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Making a Connection (Self-Study) (24SS-0344)24SS-0344 | *Workflow of making a connection* Get data*Navigator dialog box*Query options*Global and current workbook*Data load options*Queries and connections*Data source settings*Hands-on examples: importing files and databases | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Editor -- The User Interface of Power Query (Self-Study) (24SS-0345)24SS-0345 | *What is the Power Query Editor?*How can I launch the Power Query Editor?*Review of the components of the Power Query Editor-Preview pane-Ribbon-Queries pane-Query settings pane-Applied steps-Formula bar | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Data Transformations (Self-Study) (24SS-0346)24SS-0346 | *Workflow of a data transformation, including data cleaning, data enrichment, and data shaping*How to perform data transformations*Hands-on example: flattening a general ledger | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Adding Columns for Data Enrichment (Self-Study) (24SS-0347)24SS-0347 | *Create a new column from existing columns*Adding columns is determined by the data type of the column*Adding new columns*Hands-on examples: column from examples, merging columns, duplicate columns, custom columns, conditional column, index column | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: More Transformations and Load Options (Self-Study) (24SS-0348)24SS-0348 | *Workflow of the data transformation for a general ledger with sub-accounts*Loading a query*Loading options for a query*Changing the load destination of a query*Hands-on examples: flattening a general ledger with sub-accounts; making a connection to the data source; reviewing and documenting the steps created by Power Query | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Append Queries (Self-Study) (24SS-0349)24SS-0349 | *What is an append query?*What are the data requirements for an append query?*Hands-on examples: combining worksheets in the same workbook, listing all objects in a workbook, combining files in a folder | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Merge Queries (Self-Study) (24SS-0350)24SS-0350 | *What is a merge query?*What are the data requirements for a merge query?*What are the types of joins for a merge query?*Hands-on examples: creating merge queries, creating a full anti-join using an append query, grouping queries | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Power Query Series: Useful Transformations (Self-Study) (24SS-0351)24SS-0351 | *Data before and after transformation: unpivoting, pivoting, split to column by delimiter (by columns or rows)*Filtering and grouping*Fuzzy matching*Hands-on examples | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Public Speaking and Presentation Skills (Self-Study) (24SS-0352)24SS-0352 | *How experienced speakers manage presentation anxiety*The elements of effective persuasion*The three styles of speech*Strategies to improve speech pace*The importance of volume when presenting*The art of the pause*Methods for using visual aids*Best practices for preparing for a presentation*Components of an effective presentation | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Microsoft Excel 2019: Getting Started with PivotTables and PivotCharts (Self-Study) (24SS-0353)24SS-0353 | *Use the PivotTable button to create a PivotTable *Use the Recommend PivotTables button to create a PivotTable *Use the Quick Analysis feature to create a PivotTable *Use the Summarize as PivotTable button with the Data Model to create a PivotTable *Format the PivotTable values using a shortcut menu *Change the PivotTable layout using the PivotTable Tools Design tab *Rearrange, hide and show subtotals and grand totals using the PivotTable Tools Design tab *Apply a PivotTable style using the PivotTable Tools Design tab *Refresh a PivotTable using the PivotTable Tools Analyze tab or keyboard shortcut *Filter a PivotTable using the filtering arrows *Modify the PivotTable structure using the Field List *Filter a PivotTable using slicers *Add a calculated field to a PivotTable using the PivotTable Tools Analyze tab *Modify the Value Field Settings using a shortcut menu *Use the PivotChart button to create an embedded PivotChart *Use the standard Excel charting buttons to create a PivotChart *Use a keyboard shortcut to create a PivotChart on its own chart sheet *Create a PivotChart and linked PivotTable simultaneously *Add or remove chart elements using the Chart Elements button *Change the chart style and color scheme using the Chart Styles button *Change the chart layout using the PivotChart Tools Design tab *Select and format individual chart elements using the PivotChart Tools Format tab *Filter the PivotChart using the Pivot Field buttons *Change the chart type and subtype using a shortcut men *Add, remove, and reposition the PivotChart fields using the Field List *Switch the row/column orientation using the PivotChart Tools Design tab | |
| Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Firm Quality Control Standards and Best Practices (Self-Study) (24SS-0354)24SS-0354 | *The major requirements of QC Section 10, A Firm's System of Quality Control*Elements of an effective system of quality control*Considerations for sole practitioners and smaller firms when implementing QC Section 10*Guidance in implementing an effective firm-wide system of quality control across its six components | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Applying the Yellow Book to a Financial Statement Audit (Self-Study) (24SS-0355)24SS-0355 | *Critical concepts related to applying the new Yellow Book including when the standards are applicable; the types of engagements involved; and the relationship between the Yellow Book and other standards*The new Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality control; and peer review*The new Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal control | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Applying the Yellow Book to a Financial Statement Audit (Self-Study) (24SS-0356)24SS-0356 | *Critical concepts related to applying the new Yellow Book including when the standards are applicable; the types of engagements involved; and the relationship between the Yellow Book and other standards*The new Yellow Book standards related to ethics; independence; professional judgment; competence and CPE; quality control; and peer review*The new Yellow Book requirements related to performing and reporting on financial audits and how those requirements affect the audit in areas like internal control | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Implementing the New Risk Assessment Standard (Self-Study) (24SS-0357)24SS-0357 | *The performance of risk assessment procedures to attain the knowledge needed to assess risk*How the auditor identifies and assesses the risks of material misstatement*The new "stand-back" requirements related to risk assessment | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Self-Study) (24SS-0358)24SS-0358 | *The impact of recent tax legislation on the real estate industry*Depreciation and recapture*Determining the basis when acquiring real estate*Passive activity losses*Calculation of gain or loss on sale of real estate*Rental operations*Installment sales | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Real Estate Taxation: Critical Considerations (Self-Study) (24SS-0359)24SS-0359 | *The impact of recent tax legislation on the real estate industry*Depreciation and recapture*Determining the basis when acquiring real estate*Passive activity losses*Calculation of gain or loss on sale of real estate*Rental operations*Installment sales | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Real Estate Tax Boot Camp (Self-Study) (24SS-0360)24SS-0360 | *Coverage of recent tax legislation pertaining to real estate*Installment sales*Rental operations*Depreciation and recapture*Determination of basis*Passive activity losses*At-risk rules*The qualified business income (QBI) deduction as it relates to rental real estate*Like-kind exchanges*Calculation of gain or loss on sale of real estate | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Self-Study) (24SS-0361)24SS-0361 | *Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements*Accounting considerations related to COVID-19-driven changes to revenue recognition processes*Lessons learned and best practices for improving business processes related to revenue recognition going forward | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to the Topic 606 Revenue Recognition Model for All CPAs (Self-Study) (24SS-0362)24SS-0362 | *Topic 606, Revenue from Contracts with Customers, including recently issued ASUs impacting Topic 606*The FASB's new five-step revenue recognition model, including hands-on examples and illustrations of the new guidance*Presentation and disclosure requirements*Accounting considerations related to COVID-19-driven changes to revenue recognition processes*Lessons learned and best practices for improving business processes related to revenue recognition going forward | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Reducing a Business Owner Client's Exposure to Social Security and Self-Employment Taxes (Self-Study) (24SS-0363)24SS-0363 | *Section 1402(a)(1) exclusions from the definition of self-employment income*Application of the SE tax to members of limited liability companies*Taking a self-employed owner's health insurance deductions against self-employment tax*How using the S Corporations and the MMLLC treated as a partnership can help reduce an individual's exposure to self-employment tax*How hiring a spouse and/or child helps reduce self-employment tax*Differentiating between income treated as self- employment income and income that is not self-employment income | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Raising Financially Capable Children (Self-Study) (24SS-0364)24SS-0364 | *Discussion of the importance of a financial education for the next generation*Understanding a client's financial values*Determining a client's financial literacy*Helping clients develop a teaching roadmap*Using knowledge to protect against entitlement*Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play*Discussion of specific topics, including tips and tricks related to:-Allowances-Earning, work, and entrepreneurship-Spending, saving, and investing -Philanthropy-Taxes-Credit cards | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Reporting Internal Control Deficiencies Under the Yellow Book (Self-Study) (24SS-0365)24SS-0365 | *The Yellow Book performance and reporting requirements related to internal control deficiencies*Evaluating whether an internal control deficiency should be reported as a significant deficiency or a material weakness*How the auditor develops the criteria, condition, cause, and effect elements of a Yellow Book finding | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Real Estate for Accounting and Finance Professionals (Self-Study) (24SS-0366)24SS-0366 | *Rental income and expense calculation and reporting*Deciphering Schedule E (Form 1040)*Nuances of vacation home rules*Passive activity loss rules: foundations and implications*Active vs. material participation in rental activities*Tax reporting: how to group passive activities*Limitations on passive losses: at-risk rules and deductions*Classifying rental real estate activities*Navigating exceptions in rental real estate taxation | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Remote Leadership and Virtual Meeting Mastery (Self-Study) (24SS-0367)24SS-0367 | *Create an equipment/technology checklist before each meeting*Structure your environment for maximum effect*Manage and mitigate distractions*Handle and respond to technology issues*Present yourself with authority*Prepare to achieve the best outcomes*Establish an authentic and accessible professional presence*Navigate a group meeting as well as one on one discussions*Master audio only meetings and discussions | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the NEW Proposed RMD Regulations (Self-Study) (24SS-0368)24SS-0368 | *Coverage of applicable provisions of SECURE Act 2.0 *What is a required minimum distribution for an account owner?*What is a required minimum distribution for a beneficiary IRA?*Key explanations of RMD regulations*The types of accounts that are subject to the required minimum distribution rules *The parties that are subject to the required minimum distribution rules*Exceptions and special considerations for required minimum distributions*Rollover and transfer rules in an RMD year*The various responsibilities for interested parties*Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions *How the 10-year rule works for certain beneficiaries | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Risk Management for the Small Business (Self-Study) (24SS-0369)24SS-0369 | *Was COVID-19 a "black swan" or a "gray rhino"?*Monitor centrally but control decentrally*Establish specific plan for risk management*Risk recognition*Risk evaluation*Risk mitigation | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Recruiting and Retaining Next Gen Talent (Self-Study) (24SS-0370)24SS-0370 | *Who are Next Gen employees, and what are their career objectives?*How employers can align their values with Next Gen values*Establishing procedures and priorities that allow for attracting the best talent*Maintaining relationships with employees to reduce turnover and grow organizations | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's UiPath: Step into RPA (Self-Study) (24SS-0371)24SS-0371 | *Overview of RPA *Understanding UiPath platform components *Hands-on application through automation project | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Revenue Recognition: U.S. GAAP vs. IFRS (Self-Study) (24SS-0372)24SS-0372 | *Key principles of Revenue Recognition*Performance obligations in the Contract*Noncash considerations*Presentation of sales taxes*Impairment reversal of capitalized contract costs*Interim disclosures | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Hot Topics Related to ASC 606 (Self-Study) (24SS-0373)24SS-0373 | *New and proposed FASB ASUs related to ASC 606*ASC 606 disclosure requirements and examples for non-public business entities*Impact of applying ASC 606 due to COVID-19 | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships and LLCs (Self-Study) (24SS-0374)24SS-0374 | *How and why a partnership makes a 754 election*The effect of the 754 election when an interest in a partnership is sold or inherited*How the 754 election applies when a partnership makes a distribution of property to one or more of its partners*How to make the 754 basis adjustment | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's New SASs Effective for December 31, 2021 Audits (Self-Study) (24SS-0375)24SS-0375 | *New format of the auditor's opinion, including the inclusion of key audit matters*Significant unusual transactions*Determining materiality*Conforming changes to other reports issued under the SAS | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Surging Auditors: Wally's Warehouse (Self-Study) (24SS-0376)24SS-0376 | *Observation and professional skepticism*Interviewing the client*Performing test counts*Evaluating the results obtained | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Surging Auditors: Professional Skeptic (Self-Study) (24SS-0377)24SS-0377 | *Demonstrating professional skepticism*Assessing audit evidence*Responding to contradictory evidence*Assessing the sufficiency of audit evidence | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Surging Auditors: Daily Dilemmas (Self-Study) (24SS-0378)24SS-0378 | *The importance of proper documentation of workpapers*Meeting firm-mandated ethical requirements* Independence issues related to client relationships*Client engagement and entertainment*Accurate and complete reporting of time | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Surgent's Surging Auditors: Internal Out of Control (Self-Study) (24SS-0379)24SS-0379 | *Refresher on understanding internal controls*When testing internal controls is required*When testing of internal controls is an effective strategy to reduce substantive testing*Designing tests of controls*Responses when deviations are discovered in the design or operating effectiveness of internal control | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Surging Auditors: Revenue Rush (Self-Study) (24SS-0380)24SS-0380 | *Application of ASC 606 to contractual situations *Identifying key information necessary to apply ASC 606 *Assessing compliance with the guidance of ASC 606 | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Surging Auditors: Searching for Unrecorded Liabilities (Self-Study) (24SS-0381)24SS-0381 | *Optimal resource requests to support an appropriate search for unrecorded liabilities*Tracing transactions to the detail to identify whether liabilities are properly recorded*Evaluation of evidence to meet management's assertions | |
| Self-Study | | Downloadable PDF | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's S Corporations Taxation: Advanced Issues (Self-Study) (24SS-0382)24SS-0382 | *Detailed rules governing basis in the shareholder's debt and stock*AAA*Built-in gains incurred from the sale of assets*Redemptions and liquidations*Compensation planning for shareholders, including planning strategies under the SECURE Act*Tax Cuts and Jobs Act of 2017 and the various stimulus acts, as applicable | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's S Corporations Taxation: Advanced Issues (Self-Study) (24SS-0383)24SS-0383 | *Detailed rules governing basis in the shareholder's debt and stock*AAA*Built-in gains incurred from the sale of assets*Redemptions and liquidations*Compensation planning for shareholders, including planning strategies under the SECURE Act*Tax Cuts and Jobs Act of 2017 and the various stimulus acts, as applicable | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's SEC Hot Topics: MD&A and Non-GAAP Financial Measures (Self-Study) (24SS-0384)24SS-0384 | *The overall importance of the rules and regulations with respect to the Management's Discussion and Analysis (MD&A) section of an entity's consolidated financial statements filed with the U.S. Securities and Exchange Commission (SEC)*An overview of Non-GAAP Financial Measures | |
| Self-Study | | Downloadable PDF | 5 CPE (5 tech, 0 non-tech) | |
| Surgent's Securing a Comfortable Retirement (Self-Study) (24SS-0385)24SS-0385 | *Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs, and family needs to customize a retirement plan unique to the client*Using the residence and other real estate as retirement assets through equity and rent*Using the small business as a retirement resource through creative retirement plans, non-qualified deferred compensation, and converting the value of the business through sales within the family or to an outside party*An overview of portfolio management for retirees, including: sustainable portfolio withdrawal rates; balancing investments between income and equity, and taxable and nontaxable; and asset liquidation and distribution timing to minimize the tax impact of retirement distributions and maximize cash flow from retirement vehicles and Social Security*Developing a three-legged retirement stool of employer retirement, savings, and Social Security, and timing the use of the legs of the stool to maximize after tax retirement benefits*Analysis of the most current/important research on retirement planning and sustaining retirement income levels and lifestyles and the impact of the most recent tax laws, regulations, and rulings*Planning with the new retirement provisions of SECURE Act 2.0 | |
| Self-Study | | Downloadable PDF | 6 CPE (6 tech, 0 non-tech) | |
| Surgent's Securing a Comfortable Retirement in the Age of Spending (Self-Study) (24SS-0386)24SS-0386 | *Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs and family needs to customize a retirement plan unique to the client*Using the residence and other real estate as retirement assets through equity and rent*Using the small business as a retirement resource through creative retirement plans*Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement*The three-legged retirement stool of employer retirement, savings, and Social Security*Planning with the new retirement provisions of SECURE Act 2.0*Distribution/asset liquidation planning*Analysis of the most current/important research on retirement planning and sustaining retirement income levels | |
| Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
| Surgent's Securing a Comfortable Retirement in the Age of Spending (Self-Study) (24SS-0387)24SS-0387 | *Retirement planning using variables such as desired lifestyle, travel plans, housing plans, medical needs and family needs to customize a retirement plan unique to the client*Using the residence and other real estate as retirement assets through equity and rent*Using the small business as a retirement resource through creative retirement plans*Overview of asset allocation, portfolio management, portfolio rebalancing, and investment selection concepts, before and after retirement*The three-legged retirement stool of employer retirement, savings, and Social Security*Planning with the new retirement provisions of SECURE Act 2.0*Distribution/asset liquidation planning*Analysis of the most current/important research on retirement planning and sustaining retirement income levels | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's S Corporations Core Tax Issues From Formation Through Liquidation (Self-Study) (24SS-0388)24SS-0388 | *What exactly is terminating S Corporations, including recent rulings*Schedules K-2 and K-3 reporting requirements and filing exceptions*Form 7203, S Corporations Shareholder Stock and Debt Basis Limitations*Shareholder changes Living Trust and causes S termination*LLCs electing S status, changing agreement could terminate election*Inherited a new client with reporting errors? What are my options?*Debt vs. equity and Section 385; Federal Express battled and won, how do we?*Are we to expect SECA tax on pass-through entities?*Shareholders losing "substance over form" argument*Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses*Can I accrue expenses payable to a shareholder? Sure, but can I deduct them?*How Section 179 limitations affect S Corp. basis*Comparison of liquidation of a C Corporation vs. the liquidation of an S Corporations*Did not timely file Form 2553? A simple method to correct*Is there a "flexible standard of law" in regard to closely held entities? | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's S Corporations Core Tax Issues From Formation Through Liquidation (Self-Study) (24SS-0389)24SS-0389 | *What exactly is terminating S Corporations, including recent rulings*Schedules K-2 and K-3 reporting requirements and filing exceptions*Form 7203, S Corporations Shareholder Stock and Debt Basis Limitations*Shareholder changes Living Trust and causes S termination*LLCs electing S status, changing agreement could terminate election*Inherited a new client with reporting errors? What are my options?*Debt vs. equity and Section 385; Federal Express battled and won, how do we?*Are we to expect SECA tax on pass-through entities?*Shareholders losing "substance over form" argument*Basis neither increased by phantom income, nor reduced by non-deducted pass-through losses*Can I accrue expenses payable to a shareholder? Sure, but can I deduct them?*How Section 179 limitations affect S Corp. basis*Comparison of liquidation of a C Corporation vs. the liquidation of an S Corporations*Did not timely file Form 2553? A simple method to correct*Is there a "flexible standard of law" in regard to closely held entities? | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's How to Settle a Client's Estate (Self-Study) (24SS-0390)24SS-0390 | *Issues involved when settling an estate -- marshaling of assets, payment of creditors, & distribution and accounting to beneficiaries*Explaining the needs and limitations of durable powers of attorney, health care directives, and living wills*Why a will is probated, and on what grounds it may be challenged*Comprehensive checklists on how to read a will, duties of an executor and trustee, and much more*Identification and report of estate assets*What to do and what not to do as a fiduciary, executor, or trustee -- duty of care, investment, informing, payment of debts and taxes, & defending a will contest*How executors and trustees interact with beneficiaries*Elective shares, and when a spouse might make that choice*What a trustee needs to know about incompetents and minors*Rights of creditors, third parties, and beneficiaries*Key issues in transferring property to a trust and from a trust or estate to a beneficiary*Identifying income, estate, and inheritance taxes*Fiduciary accounting -- principal and income concepts*An introduction to drafting an account, and why it is relevant*Administration of revocable trusts*Estate basis reporting | |
| Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
| Surgent's Update on the SECURE 2.0 Act (Self-Study) (24SS-0391)24SS-0391 | *Automatic enrollment requirements for 401(k) plans*Change in the credit for small employer pension plan startup costs *$2,000 saver's match*Changes in pooled employer plans*Multiple employer 403(b) plans*Increase in age for required beginning date for mandatory distributions*Indexing IRA catch-up limit*Higher catch-up limit to apply at age 60, 61, 62, and 63*Treatment of student loan payments as elective deferrals for purposes of matching contributions*Application of credit for small employer pension startup costs to employers who join an existing plan*Small immediate financial incentives for contributing to a plan*Withdrawals for certain emergency expenses*Starter 401(k) plans for employers with no retirement plans*Improving coverage for part-time workers*Recovery of retirement plan overpayments*Tax treatment of IRAs involved in a prohibited transaction*Clarification of substantially equal periodic payment rule | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's SEC Form 8-K: When to File and What to Disclose (Self-Study) (24SS-0392)24SS-0392 | *The overall purpose of the Form 8-K*Triggering events for filing the Form 8-K*Filing deadline for the Form 8-K | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Buying and Selling a Business: Tax and Structuring Overview (Self-Study) (24SS-0393)24SS-0393 | *An overview of the beginning of the process and documents for preliminary tax planning*Recognizing the need for due diligence in acquisitions, including checklists of important points*Deemed asset sales -- Section 338 and Section 338(h)(10)*The impact of the Section 197 amortizable intangibles regulations on the acquisition and disposition of a business*Allocating purchase price for tax advantage*Planning to avoid double taxation under the repeal of the General Utilities doctrine*Special problems and opportunities when an S Corporations is the buyer or seller*Installment sale and interest issues*Avoiding tax pitfalls and recognizing tax planning opportunities*Unique issues in buying and selling LLC/partnership interests*Impact of the net investment income tax (NIIT) and the Section 199A pass-through deduction on the tax due on the sale of a pass-through entity*Individually owned goodwill | |
| Self-Study | | Downloadable PDF | 6 CPE (6 tech, 0 non-tech) | |
| Surgent's Buying and Selling a Business: Tax and Structuring Overview (Self-Study) (24SS-0394)24SS-0394 | *An overview of the beginning of the process and documents for preliminary tax planning*Recognizing the need for due diligence in acquisitions, including checklists of important points*Deemed asset sales -- Section 338 and Section 338(h)(10)*The impact of the Section 197 amortizable intangibles regulations on the acquisition and disposition of a business*Allocating purchase price for tax advantage*Planning to avoid double taxation under the repeal of the General Utilities doctrine*Special problems and opportunities when an S Corporations is the buyer or seller*Installment sale and interest issues*Avoiding tax pitfalls and recognizing tax planning opportunities*Unique issues in buying and selling LLC/partnership interests*Impact of the net investment income tax (NIIT) and the Section 199A pass-through deduction on the tax due on the sale of a pass-through entity*Individually owned goodwill | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Buying and Selling a Business: Critical Tax and Structuring Issues (Self-Study) (24SS-0395)24SS-0395 | *An overview of the business evaluation process*Negotiation points and goals from buyer and seller standpoints*An overview of confidentiality agreements, memorandums of understanding, and asset purchase agreements*Recognizing the need for due diligence in acquisitions, including checklists of important points*Deemed asset sales -- Section 338 and Section 338(h)(10)*The use of "F reorganizations" in lieu of Section 338(h)(10)*The impact of the Section 197 amortizable intangibles regulations on the acquisition and disposition of a business*Allocating purchase price for tax advantage*Impact of the net investment income tax (NIIT) and the Section 199A pass-through deduction on the tax due on the sale of a pass-through entity*Changes in strategy under the new tax laws*Liquidation as an alternative to the sale of a business*Planning to avoid double taxation*Special problems and opportunities when an S Corporations is the buyer or seller*Special problems and opportunities when a partnership is the buyer or seller*Installment sale and interest issues*Avoiding tax pitfalls and recognizing tax planning opportunities | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Selected Issues in Preparation of 1040 Individual Income Tax Returns (Self-Study) (24SS-0396)24SS-0396 | *Business income and expenses*IRAs, qualified retirement plans, and Social Security benefits*Depreciation and recapture*Rental income and expenses, income via Schedule K-1, and loss limitations*Alternative Minimum Tax*Casualty losses, moving expenses, sale of home, alimony, and penalties | |
| Self-Study | | Downloadable PDF | 10 CPE (10 tech, 0 non-tech) | |
| Surgent's Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (Self-Study) (24SS-0397)24SS-0397 | *Reviews of portions of error-prone "staff-prepared" Forms 1120-S and 1065 from client-provided information*What are common errors preparers make and what are the areas generating malpractice claims?*Initial administrative groundwork*The importance of Schedule M-1*Reporting requirements and filing exceptions for Schedules K-2 and K-3*Don't fall prey to reporting oddities*When can seemingly separately stated Schedule K items actually be trade or business items to report on Forms 1120-S or 1065, page 1?*Form 1120-S -- What exactly is terminating S elections today? How do I recognize a second class of stock? Maintaining shareholder basis schedules; beware of final IRS regulations regarding "open debt"; the default method of calculating basis versus the election under Section 1367; can an S Corporations distribute earnings and profits from C Corporation years?*Form 1065 -- Why use Section 704(b) to maintain capital accounts; Section 704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of Section 754 step-up in basis rules*Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers (Self-Study) (24SS-0398)24SS-0398 | *Reviews of portions of error-prone "staff-prepared" Forms 1120-S and 1065 from client-provided information*What are common errors preparers make and what are the areas generating malpractice claims?*Initial administrative groundwork*The importance of Schedule M-1*Reporting requirements and filing exceptions for Schedules K-2 and K-3*Don't fall prey to reporting oddities*When can seemingly separately stated Schedule K items actually be trade or business items to report on Forms 1120-S or 1065, page 1?*Form 1120-S -- What exactly is terminating S elections today? How do I recognize a second class of stock? Maintaining shareholder basis schedules; beware of final IRS regulations regarding "open debt"; the default method of calculating basis versus the election under Section 1367; can an S Corporations distribute earnings and profits from C Corporation years?*Form 1065 -- Why use Section 704(b) to maintain capital accounts; Section 704(c) regulations for preventing the shifting of tax consequences among partners or members; allocating recourse, nonrecourse, and qualified nonrecourse debt; a review of Section 754 step-up in basis rules*Multiple checklists of efficient procedures to identify potential issues on an 1120-S or 1065 tax return | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients (Self-Study) (24SS-0399)24SS-0399 | *Private company standard setting activities*Small and medium-sized business-related ASUs*Lease accounting update*Lessons adopted from the adoption of Topic 606*Special purpose frameworks -- Cash, modified cash, and tax basis*Common small and medium-sized business financial statement errors and deficiencies*Newly issued SSARS and SSAE standards*SASs effective for 2022 year-end audits | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Small-Business Accounting, Audit and Attest Update (Self-Study) (24SS-0400)24SS-0400 | *Small and medium-sized business-related ASUs, including recent PCC activities*Practice guidance on implementing ASC 842, Leases*Recently issued AICPA standards*Engagement quality update | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Social Security: Dispelling Common Myths with Essential Truths (Self-Study) (24SS-0401)24SS-0401 | *Will Social Security be there for me?*How is my benefit calculated?*Can I claim my benefit and work too?*When do I stop paying Social Security taxes?*Why does my government pension cause my benefits to be reduced?*Can I claim spousal benefits now and my own later?*What is my breakeven?*Can I claim benefits from my ex-spouse?*What do you mean I may pay taxes on my income benefits? | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Strategies for Maximizing Social Security Benefits (Self-Study) (24SS-0402)24SS-0402 | *When is a person eligible to take Social Security benefits?*Factors to consider when selecting an option for taking Social Security benefits*Is there a best age to start taking Social Security benefits?*How to maximize Social Security benefit payments for surviving spouses*How can a divorced spouse collect Social Security benefits based on the work record of a former spouse?*How minor children can collect Social Security benefits based on the work record of an older parent | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Implementing Subscription Pricing to Your Practice (Self-Study) (24SS-0403)24SS-0403 | *The basics of subscription pricing*Pricing strategies, with an eye toward a modern model for your business*How to implement subscription pricing*The need to look back and assess the financial impact of the implementation*How to manage customer retention*The optimum subscription pricing for your business | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Starting a Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know (Self-Study) (24SS-0404)24SS-0404 | *Understanding the time commitment required to start and run a business*Selecting a corporate structure to protect your personal assets*Building your product or service*Sales and marketing in your business*Establishing your owners, investors, managers, and employees*Accounting, recording-keeping, and other software programs*Leases, contracts, and employee agreements*Protecting intellectual property*Insurance*Business plans*Financing*Market position | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Maximizing Your Social Security Benefits (Self-Study) (24SS-0405)24SS-0405 | *Retirement benefits: What the amount of benefits is in various circumstances*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age, and 70*Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Looking forward: Are changes ahead? | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Social Security and Medicare: Planning for You and Your Clients (Self-Study) (24SS-0406)24SS-0406 | *Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit*Qualification: Has the client retired? How business entities may be used for Social Security advantage*Income taxation of Social Security: avoidance tactics*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits*When to start Social Security benefits: Advantages and disadvantages at ages 62, 66, and 70*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits*IRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Social Security and Medicare: Planning for You and Your Clients (Self-Study) (24SS-0407)24SS-0407 | *Legislative developments*A full chapter devoted to determining the best planning options for maximizing joint Social Security benefits*Retirement benefits: Amount of benefits in various circumstances; how the amounts are distributed within the family unit*Qualification: Has the client retired? How business entities may be used for Social Security advantage*Income taxation of Social Security: avoidance tactics*Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?*When can hiring the spouse increase overall benefits? Why should both spouses qualify for survivor benefits?*Disability benefits*When to start Social Security benefits: Advantages and disadvantages at ages 62, full retirement age, and 70*Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?*Pensions: Distribution strategies; how to use the minimum distribution rules in concert with Social Security benefits*IRAs: Is it time to convert to a Roth?*Medicare, Part D prescription drugs: what retirees need to know*Looking forward: Are changes ahead? | |
| Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
| Surgent's Advanced Individual Income Tax Return Issues (Self-Study) (24SS-0408)24SS-0408 | *New issues for the current year tax return and Section 199A*Installment sales -- understanding the complicated issues*Form 8582: Passive losses with carryovers -- Complicated case with filled-in forms*Puts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax return*Capital gain and loss issues -- The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless; and much more...*At-risk rules: What a return preparer really needs to know*Passive loss issues -- You cannot just trust your software. What to watch out for and the questions you need your clients to answer in order to do it right!*Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum tax*Alternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client*Form 6251: Detailed calculation example | |
| Self-Study | | Downloadable PDF | 12 CPE (12 tech, 0 non-tech) | |
| Surgent's Advanced Individual Income Tax Return Issues (Self-Study) (24SS-0409)24SS-0409 | *New issues for the current year tax return and Section 199A*Installment sales -- understanding the complicated issues*Form 8582: Passive losses with carryovers -- Complicated case with filled-in forms*Puts, calls, straddling, and unusual investments -- Understanding the tax laws and reporting them correctly on the tax return*Capital gain and loss issues -- The problem with proper reporting of installment sales issues; capital gains and losses; when is a stock worthless; and much more...*At-risk rules: What a return preparer really needs to know*Passive loss issues -- You cannot just trust your software. What to watch out for and the questions you need your clients to answer in order to do it right!*Incentive and nonqualified stock options -- Reporting; key strategies for planning; dealing with the alternative minimum tax*Alternative minimum tax -- Understanding it; planning strategies to avoid it; using the minimum tax credit; explaining it to a client*Form 6251: Detailed calculation example | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Form 1120-S Boot Camp: Step-by-Step Preparation With Completed Forms (Self-Study) (24SS-0410)24SS-0410 | *Federal income tax laws for S Corporations, from formation to tax return preparation issues*Key operational issues of separately stated versus non-separately stated income and expenses*The importance of Schedule M-1*Accurately accounting for basis, AAA, and distributions*Properly preparing and allocating items on Schedule K-1*Reporting requirements for Schedules K-2 and K-3, including 2023 filing exceptions*Form 7203, S Corporations Shareholder Stock and Debt Basis Limitations*Identification of eligible shareholders*Requirements to make a timely or late election*Involuntary S Corporations status terminations, cases and rulings, and other developing issues and hot topics*Mastering Forms 4562 ("Depreciation and Amortization") and 4797 ("Sales of Business Property")*S Corporations reporting oddities*Accurately preparing S Corporations returns and reconciling book income with taxable income | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Stock vs. Asset Acquisitions of C Corporations (Self-Study) (24SS-0411)24SS-0411 | *Advantages and disadvantages to buyer and seller of an asset acquisition and a stock acquisition*Tax treatment of consulting agreements and covenants not to compete*Sale of personal goodwill associated with an asset acquisition*Tax consequences associated with a stock acquisition and an asset acquisition*Acquisitive reorganizations*Non-tax issues that must be considered when a corporation is acquired | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Top Ten Questions From Partnership Clients Regarding the Section 754 Election (Self-Study) (24SS-0412)24SS-0412 | *How does a partner compute his or her basis in a partnership? *What is the difference between a partner's inside and outside basis?*What is the difference between a partner's capital account and partner's outside basis?*How does Section 732(d) impact the buyer of a partnership interest?*How does a partnership report a Section 754 election on the partnership's tax return?*How does a partnership make a Section 754 election?*How does a partnership make a Section 743(b) adjustment?*How does a partnership make a Section 734(b) adjustment?*How is a Section 743(b) adjustment or Section 734(b) adjustment allocated to the assets of a partnership?*How is a Section 743(b) adjustment allocated within the class of ordinary income property and capital gain property? | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Critical Issues Involving Taxation of Construction Contractors (Self-Study) (24SS-0413)24SS-0413 | *The impact of recent legislation on the construction industry*How to qualify for the "small contractor exemption" and its advantages to the taxpayer*Options available to the "small" contractor regarding taxation of long-term contracts*How the choice of entity impacts taxation of contractors*How AMT impacts the construction industry*IRC Section 460 and "large" contractors*How "uninstalled materials" impact taxation of contractors*How the "look-back" rules impact contractors*How the "10 percent method" can allow certain contractors to defer recognizing taxable income*Critical tax planning strategies for contractors | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Critical Issues Involving Taxation of Construction Contractors (Self-Study) (24SS-0414)24SS-0414 | *The impact of recent legislation on the construction industry*How to qualify for the "small contractor exemption" and its advantages to the taxpayer*Options available to the "small" contractor regarding taxation of long-term contracts*How the choice of entity impacts taxation of contractors*How AMT impacts the construction industry*IRC Section 460 and "large" contractors*How "uninstalled materials" impact taxation of contractors*How the "look-back" rules impact contractors*How the "10 percent method" can allow certain contractors to defer recognizing taxable income*Critical tax planning strategies for contractors | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Self-Study) (24SS-0415)24SS-0415 | *Economic update*Leadership and management changes as a result of the pandemic*Managing for productivity*Hiring the best people for the organization*New motivation techniques | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Self-Study) (24SS-0416)24SS-0416 | *Economic update*Leadership and management changes as a result of the pandemic*Managing for productivity*Hiring the best people for the organization*New motivation techniques | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Current Developments and Best Practices for Today's CFOs and Controllers (Self-Study) (24SS-0417)24SS-0417 | *Economic update*Leadership and management changes as a result of the pandemic*Expense control that works*Understanding our changing workforce and working environment*Financial risk analysis*Enterprise risk management*Metrics and benchmarking*Improving bank relationships and borrowing | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Top 10 Technology Risks and Trends Every CPA Should Know (Self-Study) (24SS-0418)24SS-0418 | *The benefits and challenges of implementing a data-driven decision making process*Significant tends in technology, including: -Cloud computing-Data analytics-Artificial intelligence*Workplace changes due to data disruption*The importance of securing client data*Common cyber-security threats | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's The Complete Trust Workshop (Self-Study) (24SS-0419)24SS-0419 | *Timely coverage of breaking tax legislation*Guide to legislative changes and their impact on trust planning*Introduction to trusts with emphasis on typical provisions*Revocable living trusts*Common testamentary trust arrangements -- Bypass trusts, QTIP trusts, and other marital trusts*Asset protection trusts*Sophisticated trusts for estate planning and asset transfer -- GRATs, GRUTs, and QPRTs*Charitable trusts -- Charitable remainder trusts, charitable lead trusts, and pooled income funds*Irrevocable life insurance trusts*Medicaid trusts: special needs and Miller*Trusts for minors -- Sections 2503(b) and 2503(c), and other trusts*Dynasty trusts*Section 461(l) as applied to trusts and estates*Trusts to hold S Corporations stock*Special problems of estates and trusts relating to the 3.8-percent tax on investment income and specific solutions | |
| Self-Study | | Downloadable PDF | 16 CPE (16 tech, 0 non-tech) | |
| Surgent's Comprehensive Guide to Tax Depreciation, Expensing and Property Transactions (Self-Study) (24SS-0420)24SS-0420 | *Final regulations -- bonus depreciation and Section 1031 exchanges*Technical correction in Rev. Proc. 2019-13 -- use it or stand to lose second-year depreciation deductions for luxury automobiles*Components for real estate depreciation*Depreciation alternatives*Rules for Section 179 depreciation*Sales of property and the depreciation recapture rules (Section 1245, Section 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*Amortization of research and experimentation costs*Depreciating like-kind exchange property*Applying Section 121 and Section 1031 to the same transfer of property*Reacquired installment sale property -- calculating potential gain and new basis*Understanding Section 197 amortization issues and handling intangible asset costs*Depreciation issues, tax-deferred exchanges, conversions of personal property into business property, and home sale exclusions*Compliance and planning issues*Cases and rulings of depreciation and amortization issues and how they impact clients, plus useful planning opportunities | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Planning and Strategy Formulation for Your Organization's Financial Success (Self-Study) (24SS-0421)24SS-0421 | *Differences between planning and budgeting*Building change into the planning process*The business model*Strategic plan*Marketing plan*Financial forecasting*Financial risk analysis*Five-year operating plan | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Essential Depreciation and Expensing Update (Self-Study) (24SS-0422)24SS-0422 | *Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- how to maximize them, definitions, limitations, qualified property, etc.*Sale of property and the depreciation recapture rules (Section 1245, Section 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*Listed property and the current limitations*Amortization of start-up, organization, and other expenditures*AMT depreciation adjustments and how to avoid them*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Essential Depreciation and Expensing Update (Self-Study) (24SS-0423)24SS-0423 | *Resolved technical glitches for qualified improvement property*Detailed coverage of Section 179 expense elections and Section 168(k) bonus or additional first-year depreciation -- maximizing deductions, definitions, limitations, and qualified property*Sales of property and the depreciation recapture rules (Section 1245, Section 1250, unrecaptured Section 1250 gain for real estate, Section 291 for corporations)*MACRS depreciation -- finding the proper method, convention, and recovery period*Listed property and the current limitations*Amortization of startup, organization, and other expenditures*AMT depreciation adjustments and how to avoid them*Examples, cases, and rulings of depreciation and amortization issues and how they impact clients, along with useful planning opportunities | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Self-Study) (24SS-0424)24SS-0424 | *Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S Corporations*Reporting requirements and filing exceptions for Schedules K-2 and K-3*Form 7203, S Corporations Shareholder Stock and Debt Basis Limitations*Gain a comprehensive understanding of income tax laws for S Corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S Corporations returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review the basics of partnership and LLC formation and basis calculation*Self-employment tax or NOT, for each entity*Filling in K-1s correctly for S Corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S Corporations forms and content*The most frequently used forms and schedules, including some form "oddities" | |
| Self-Study | | Downloadable PDF | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Self-Study) (24SS-0425)24SS-0425 | *Compare and contrast the tax consequences, opportunities, and pitfalls of operating a business as a partnership, LLC, or S Corporations*Reporting requirements and filing exceptions for Schedules K-2 and K-3*Form 7203, S Corporations Shareholder Stock and Debt Basis Limitations*Gain a comprehensive understanding of income tax laws for S Corporations from eligibility and election to tax return preparation, stock basis, and loss limitation issues*Recognize and properly handle special pass-through items of income and expense*Accurately prepare S Corporations returns and reconcile book income to taxable income*Accurately prepare partnership returns and reconcile book income to taxable income*What the transactional method entails and how to report partners' capital accounts under this method*Properly handle the tax treatment of distributions to shareholders, partners, or members*Understand the special restrictions and sanctions for tax year-end selection*Review the basics of partnership and LLC formation and basis calculation*Self-employment tax or NOT, for each entity*Filling in K-1s correctly for S Corporations, partnerships, and LLCs. Major changes in K-1 reporting on both partnership and S Corporations forms and content*The most frequently used forms and schedules, including some form "oddities" | |
| Self-Study | | On-Demand | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Self-Study) (24SS-0426)24SS-0426 | *Understand how to approach and analyze the U.S. taxation of foreign corporations*Using an example, calculate GILTI, Subpart F, and PFIC income inclusions for an individual and C Corporation*Determine how much foreign tax credit can be claimed against such income inclusions*Determine how subsequent dividend distributions from the foreign corporation are taxed*Calculate capital gain on the disposition of the foreign corporation*Discuss the impact of Section 962 election*Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations*Identify basic strategies for managing tax liabilities related to foreign corporations | |
| Self-Study | | On-Demand | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Technology Trends and Hot Topics Impacting the Accounting Profession (Self-Study) (24SS-0427)24SS-0427 | *Data-driven decision making processes*Top technology trends and related risks, including cloud computing, AI, RPA, and blockchain applications*Common IT security risks and controls*Requirements of SAS 142*Use of analytical procedures on professional engagements | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Time Management for Professionals (Self-Study) (24SS-0428)24SS-0428 | *Managing interruptions*The role of activity logs, to-do lists and a priority matrix*The psychology of time management*Staying on track of your time management plan*Controlling procrastination*Blocking out time*Creating an effective time management plan | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Taxation of the Mobile Workforce (Self-Study) (24SS-0429)24SS-0429 | *What states do not have an income tax? What is the relevance to employers?*Where does an employer have an obligation to withhold state taxes for an employee?*At what point does an employee become a resident?*Where is unemployment paid for an out of state employee? | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Taxation of the Mobile Workforce (Self-Study) (24SS-0430)24SS-0430 | *What states do not have an income tax? What is the relevance to employers?*Where does an employer have an obligation to withhold state taxes for an employee?*At what point does an employee become a resident?*Where is unemployment paid for an out of state employee? | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Nimble Business: How to Thrive in a Rapidly Changing World (Self-Study) (24SS-0431)24SS-0431 | *Old and new style of planning*The attitude and culture of being nimble*Planning at the department level*Planning and risk management*Technology planning*Reinventing the organization for speed | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Advanced Trust Issues: A Roadmap for Success in an Increasingly Complex Area (Self-Study) (24SS-0432)24SS-0432 | *Key concepts of trusts, including recent trends; best practices; jurisdiction; and ways to avoid pitfalls*Decanting*Federal estate tax exemption and remaining relevance of trusts*Irrevocable life insurance trusts*The role of family dynamics *Choice of trustee and other fiduciaries*State trust-friendly considerations*Charitable trusts*Delaware Statutory Trusts*Powers of attorney*Pet Trusts -- the emerging necessities*State, county, and local issues*Portability*QTIP issues*Creditor considerations*Potential IRA problems*Problems with re-titling assets | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to Understanding the At‑Risk Basis Rules and Forms 6198 and 7203 (Self-Study) (24SS-0433)24SS-0433 | *Basis and at-risk basis *How to calculate the amount of annual at-risk basis *Forms 6198 and 7203*When activities may be aggregated for at-risk purposes *Qualified nonrecourse financing | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Microsoft Excel 2016: Useful Functions for CPAs (Self-Study) (24SS-0434)24SS-0434 | *IRR, NPV, FV, PV, PMT, SLN, SYD, and DB Financial functions;*NOW, TODAY, DATE, MONTH, DAY, YEAR, TIME, HOUR, MINUTE, SECOND, WEEKDAY, and NETWORKDAYS Date & Time functions; *SUM, RAND, SQRT, and ROUND Math & Trig functions;*AVERAGE, MAX, MIN, COUNT, MEDIAN, MODE.SNGL, and LARGE Statistical functions;*VLOOKUP, HLOOKUP, and FORMULATEXT Lookup & Reference functions;*DSUM, DCOUNT, DAVERAGE, DMIN, and DMAX Database functions;*PROPER, SUBSTITUTE, and LOWER Text functions; and*IF, AND, and IFNA Logical functions. | |
| Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Understanding How the IRS Rewards Whistleblowers (Self-Study) (24SS-0435)24SS-0435 | *Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery*Review of the whistleblower claim process*Criteria for eligible claims*Case studies of significant claim recoveries paid by the IRS to whistleblowers*Issues underlying whether a practitioner should ever act as the whistleblower*Addressing delays inherent in the whistleblower claim process*The structure and role of the Whistleblower Office*Best practices for the submission of a good whistleblower claim*Working with other governmental divisions in processing whistleblower claims*A brief overview of other, non-IRS whistleblower claims | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Understanding Non-Compete Agreements (Self-Study) (24SS-0436)24SS-0436 | *Enforcement of non-compete agreements from the employer's perspective*Opposing enforcement of non-compete agreements from the employee's perspective*Understanding reasonable geographic scope and time limitations for non-compete agreements*Understanding key issues that arise during enforcement and opposition to enforcement of non-compete agreements. | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's U.S. GAAP vs. IFRS: Rev Rec & Business Combinations (Self-Study) (24SS-0437)24SS-0437 | *Determining the acquisition date*Recognizing and measuring the identifiable assets acquired, the liabilities assumed, and any noncontrolling interest in the acquiree*Acquisition of contingencies*Noncontrolling interests*Recognizing and measuring goodwill or gain from a bargain purchase*Measurement period adjustments*Performance obligations in the Contract*Noncash considerations*Presentation of sales taxes*Impairment reversal of capitalized contract costs*Interim disclosures | |
| Self-Study | | Downloadable PDF | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment (Self-Study) (24SS-0438)24SS-0438 | *AICPA hot topics and standard setting initiatives*Discussion of suite of nine integrated SASs effective for years ended December 31, 2021*Discussion of new standard on audit evidence effective for years ended December 31, 2022*Discussion of new standard on auditing accounting estimates and disclosures effective for years ended December 31, 2023*Discussion of two new standards on use of specialists and information from a pricing service, and the newly updated risk assessment standard effective for years ended December 31, 2023*Discussion of standards that are effective beginning in 2025 including those dealing with client acceptance and questions asked of the predecessor auditor, the partner's responsibility for engagement quality, group audits, conforming changes to compliance auditing, and more | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding and Testing Control and Compliance in a Single Audit (Self-Study) (24SS-0439)24SS-0439 | *The essential internal control concepts applied in a single audit*How the auditor obtains an understanding of controls over compliance and then tests the effectiveness of those controls in a single audit*How the auditor plans and performs tests of compliance in a single audit*The identification and reporting of control and compliance findings | |
| Self-Study | | Downloadable PDF | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Understanding and Testing Control and Compliance in a Single Audit (Self-Study) (24SS-0440)24SS-0440 | *The essential internal control concepts applied in a single audit*How the auditor obtains an understanding of controls over compliance and then tests the effectiveness of those controls in a single audit*How the auditor plans and performs tests of compliance in a single audit*The identification and reporting of control and compliance findings | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Workplace Etiquette for Young Professionals (Self-Study) (24SS-0441)24SS-0441 | *Projecting a professional presence*Verbal communication skills to elevate your message*Mastering non-verbal communication *Protocol for office settings*Building trust within the organization and with clients*Running an impactful meeting*Adding value as a meeting attendee*Executive dining etiquette strategies and tips | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Microsoft Excel 2019: Working with Formulas and Functions (Self-Study) (24SS-0442)24SS-0442 | *Identify basic formula and function syntax*Recognize formulas pasted with relative references*Select status bar options and sum (AutoSum) for quick calculations*Recognize formulas pasted with mixed or absolute references*Identify formula results pasted as values*Select worksheets for grouping and entering formulas*Identify ways to link worksheets and workbooks with 3D formulas*Select the insert function button or buttons from the function library to insert functions in formulas*Recognize defined names as function arguments*Apply conditional formatting to formulas' results*Identify and correct common errors using the trace error icon and the formula auditing tools*Identify and correct circular references*Select color-coded cell borders to correct a cell reference error in a formula*Identify how to step through a nested formula*Identify how to use the Watch Window and other tools to analyze, protect, and hide formulas | |
| Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's What in the FASB Were They Thinking! Not-for-Profits and Leases (Self-Study) (24SS-0443)24SS-0443 | *Evaluating whether a contract meets the definition of a lease*Properly calculating the lease term*Determinations and decisions to be made with regard to short-term leases*Distinguishing operating leases from finance leases | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's What in the GASB Were They Thinking! Governments and Leases (Self-Study) (24SS-0444)24SS-0444 | *Evaluating whether a contract meets the definition of a lease*Properly calculating the lease term*Determinations to be made with regard to short-term leases | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Working Remotely: Best Practices, Challenges and Opportunities (Self-Study) (24SS-0445)24SS-0445 | *Technology and workstation arrangements*Maximizing productivity*Establishing procedures that can be implemented throughout the organization*Understanding the relationship between remote work and employee retention*Effective communication strategies for staying connected with colleagues and clients*The productivity challenges unique to working from home*Time management*The importance of distinguishing between the "home office" and "home"*Data privacy concerns*Other ethical considerations that arise when working from home | |
| Self-Study | | On-Demand | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues (Self-Study) (24SS-0446)24SS-0446 | *Discuss how productivity strategies may improve work-life balance*Understand the state tax consequences that may arise when working from home*Identify and discuss challenges unique to financial professionals*Review how some organizations are providing support to improve work-life balance*Explore the role of alternative work arrangements*Examine challenges unique to auditors versus tax professionals*A comparison of work-life balance between public and industry accountants*How work-family conflict varies among financial professionals*Recommendations for improving work-life balance | |
| Self-Study | | On-Demand | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Professional Email Writing Basics (Self-Study) (24SS-0447)24SS-0447 | *Create clear and concise email communication and utilize protocols that support and enhance your professionalism*Best practices for excellent email etiquette*Types of subject lines to avoid*Subject line structure for maximum impact*Creating effective greetings and sign offs *When and how to use cc/bcc fields to avoid conflict and enhance connection*Elevated "out of office reply" messages*How to best convey the proper tone*Avoiding common pitfalls *How to handle misunderstandings and mishaps*Examination of when to use text, instant messaging, or phone call instead of email*Synthesizing ideas and using efficient methods of writing *Creating concise email strings | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Why People Quit: A Look at Accounting and Other Professionals (Self-Study) (24SS-0448)24SS-0448 | *Why employee retention matters*Management's thoughts on turnover*Techniques employers use to retain and grow their employees*Aspects of employment that matter most to employees*Factors that contribute to employee turnover in accounting and finance professions | |
| Self-Study | | On-Demand | 1 CPE (0 tech, 1 non-tech) | |
| Surgent's Microsoft Excel 365/Excel 2019: Working with Data Ranges and Tables (Self-Study) (24SS-0449)24SS-0449 | *Identify the guidelines for a well-organized data range*Enter, test, and copy validation rules*Use the Data Form for data entry*Sort and filter a data range*Select ways to add subtotals, a grand total, and data grouping to a data range*Identify data range and table differences*Define an Excel table using buttons on the Home and Insert tabs, the Quick Analysis feature, a keyboard shortcut, and by formatting a data range as a table*Enter data and formulas in a table*Change table formatting*Resize a table*Scroll, sort, filter, and summarize a table*Convert a table to a data range | |
| Self-Study | | Downloadable PDF | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (Self-Study) (24SS-0450)24SS-0450 | *What stock options are and why they are growing in popularity*How stock options work, including the process of conveyance and vesting*How to exercise stock options and the implications from doing so*The risks associated with stock options and how to manage exposure*Tax consequences and updates regarding stock options*Strategies for selecting the best time to exercise stock options*The difference between the two types of stock options: non-qualified and incentive*The basic terminology relevant to owning and exercising options | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Give Me a Little Credit: Understanding the Yellow Book CPE Requirements (Self-Study) (24SS-0451)24SS-0451 | *Understanding who is and is not subject to the 24-hour and 56-hour Yellow Book CPE requirements*Evaluating whether certain topics and training qualify or do not qualify toward the 24-hour and 56-hour Yellow Book CPE requirements*Recognizing how an audit team member's role affects the Yellow Book CPE requirements that apply | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's The Yellow Book Performance and Reporting Requirements for a Financial Audit (Self-Study) (24SS-0452)24SS-0452 | *How Yellow Book financial audits differ from GAAS audits and single audits*The Yellow Book performance and reporting requirements related to internal control and compliance*The requirements for reporting Yellow Book audit findings | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Yellow Book Performance and Reporting Requirements for Attestation Engagements (Self-Study) (24SS-0453)24SS-0453 | *How Yellow Book attestation engagements differ from engagements performed solely under the AICPA requirements*The Yellow Book performance and reporting requirements related to attestation engagements and reviews of financial statements | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Fraud in Governments and Nonprofits (Self-Study) (24SS-0454)24SS-0454 | *Common characteristics of fraud perpetrators *Frauds involving supplies, credit card programs, and overtime*Key controls to detect and prevent fraud | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's The Basics of Nonprofit Financial Reporting (Self-Study) (24SS-0455)24SS-0455 | *The basic financial statements that nonprofits prepare *Best practices for nonprofit reporting*Tailoring the financial statements to fit the nonprofit | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Yellow Book and Single Audits: How to Stay in Good Graces and Out of Bad Places with Your Peer Reviewer (Self-Study) (24SS-0456)24SS-0456 | *The key requirements and audit areas that peer reviewers hone in on when reviewing Yellow Book and single audit engagements*Avoiding common pitfalls seen in Yellow Book and single audits*How to improve your performance on Yellow Book and single audits while staying in good graces with your peer reviewer | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers (Webinar) (24WS-2041)24WS-2041 | *Latest state of the economy*Expense control that works*Understanding our changing workforce and working environment*Financial risk analysis*Enterprise risk management*Improving bank relationships | Pulis Arthur |
| 3/31/2025 | 12:30 - 4 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| Surgent's Controllership Skills Update: Budgeting, Forecasting and Big Data (Webinar) (25WS-0075)25WS-0075 | *Why forecasts and budgets are frequently wrong: behavioral finance; improper goal setting, games, continuing the status quo, traditional budgeting techniques*Incorporating strategy into budgets: improving measurement systems; common errors, developing strategies and appropriate measurements*Expanding the budgeting framework: rolling forecasts; mission-based budgeting, zero-based budgeting, post-completion evaluations, contingency planning, black swan events, identifying improvements*Big data: definition, challenges, goals, current uses/examples, sources of information*Analytical tools: ration analysis, benchmarking, Pareto analysis, trend analysis, regression, simulation, dashboards | |
| 4/24/2025 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Critical Conversations (Webinar) (25WS-0051)25WS-0051 | *High stakes conversations where the goal or outcome is paramount*A Critical Conversation Worksheet to use as a tool*Self-assessment of interpersonal approaches on a continuum from aggressive to silent*The stories: mine and yours -- are they the same?*Contrast statements for ensuring a shared understanding*Building confidence in conducting a Critical Conversation | |
| 4/17/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's U.S. Taxation of Foreign Corporations: A Case Study Approach (Webinar) (25WS-0053)25WS-0053 | *Understand how to approach and analyze the U.S. taxation of foreign corporations*Using an example, calculate GILTI, Subpart F, and PFIC income inclusions for an individual and C Corporation*Determine how much foreign tax credit can be claimed against such income inclusions*Determine how subsequent dividend distributions from the foreign corporation are taxed*Calculate capital gain on the disposition of the foreign corporation*Discuss the impact of Section 962 election*Compare different outcomes under GILTI, Subpart F, and PFIC regimes for individuals and corporations*Identify basic strategies for managing tax liabilities related to foreign corporations | |
| 4/17/2025 | 8 - 11 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's The Accountant as the Expert Witness (Webinar) (25WS-0078)25WS-0078 | *Becoming qualified as an expert witness*Best practices for testifying at trial*Understanding the different roles accountants can play in litigation*Working with attorneys to prepare and present a case at trial*The role of experts in commercial versus personal injury litigation*Confidentiality orders*Compensation for expert witnesses*Preparing for and attending depositions*Daubert challenges to experts*Expert reports*The role of experts in antitrust, securities litigation, and professional liability cases*Credibility as a witness | Cornell Jason |
| 4/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Establishing State Residency and Saving Your Clients Money (Webinar) (25WS-0038)25WS-0038 | *Typical provisions in state statutes regarding domicile and residency*In depth analysis of domicile and residency definitions *Issues regarding one's permanent abode*Analysis of jurisdiction where taxpayer has the greatest connections*Detailed discussion of criteria used to establish domicile and residency | |
| 4/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Applying ASC 820: The Basics of Fair Value Accounting (Webinar) (25WS-0009)25WS-0009 | *Applicability of the use of ASC 820*The "exit price" approach*Examples of market, cost and income approaches to estimating fair value*Use of Level 1, 2 and 3 inputs in determining fair value | |
| 4/4/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Mastering the Basics of Inventory Accounting (Webinar) (25WS-0036)25WS-0036 | *Elements of inventory cost and full-absorption costing*Valuation methodologies, including LIFO, FIFO, weighted average, and specific identification*Obsolescence reserves*LIFO accounting*Differences between book and tax cost capitalization and related income tax accounting*Retail inventory valuation methodology*Physical inventory observation approaches*Accounting issues related to consigned inventory*Other challenging issues related to inventory accounting | |
| 4/11/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Audits of 401(k) Plans: New Developments and Critical Issues (Webinar) (25WS-0015)25WS-0015 | *Proper planning of benefit plan audit engagements and developing audit strategy while improving overall efficiency*Common pitfalls in planning and detailed audit procedures*Changes affecting 401(k) plans, including SAS 136 implementation*Common mistakes as noted in peer reviews and DOL inspections | Critcher Melissa G |
| 4/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Industry Accountant Key Performance Metrics (Webinar) (25WS-0037)25WS-0037 | *Key tools used by businesses and financial professionals across the globe to measure performance*Detailed, real-world examples of businesses utilizing these tools | Ryan Francis X |
| 4/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Unconscious Bias for Managers, Supervisors and Executives (Webinar) (25WS-0060)25WS-0060 | *Unconscious bias, including the five defining characteristics of unconscious bias*The real-world impacts of unconscious biases, including impacts on racial minorities, women, and older workers*The concept of microaggressions, with examples*An effective strategy for adult learning that can be applied to change unconscious biases, which can also be used to learn other skills*A framework for handling mistakes and using them to build trust and respect in the workplace. We call this the "oops, did I just say that?" section. | Williams Ciana |
| 4/22/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Excel Tables and Conditional Summing (Webinar) (25WS-0041)25WS-0041 | * Using the Table object to store data * Using the conditional summing function to aggregate Table data * Using the Table object to create mapping tables | Lenning Jeff |
| 4/14/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Excel for Accountants: Using Excel to Cleanse and Prepare Data (Webinar) (25WS-0086)25WS-0086 | *Automation capabilities of Excel*The "Get & Transform" Tool*Using "Get & Transform" for flattening, splitting and combining data, unpivoting summarized data, and combining CSV exports | Lenning Jeff |
| 4/28/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Improving Your Profits: Identifying Cost Cutting Opportunities (Webinar) (25WS-0021)25WS-0021 | *What keeps companies from becoming streamlined?*Behavioral biases*Information processing biases*Emotional biases*How to deal with behavioral biases*Connecting behavioral biases to cost cutting*Creating a culture of cost cutting*Rules of thumb for cost cutting*Managing headcount*Post-COVID common areas of excess cost*Budgeting techniques*Budget variances*Benchmarking*Common size financial statements*Horizontal analysis*Negotiation and contracting techniques*Cash flow and the business cycle | Peters David R |
| 4/9/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Contract Law for Accounting and Finance Professionals (Webinar) (25WS-0073)25WS-0073 | *Contract formation *The necessary components of an enforceable contract*Common defenses to enforcement *Legal capacity requirements *Contract interpretation | Cornell Jason |
| 4/24/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Applying the CECL Credit Loss Standard to Non-Banking Situations (Webinar) (25WS-0088)25WS-0088 | *Overview of ASC 326, Credit Losses*Application of ASC 326 to non-lending institutions*CECL transition and disclosures*Audit considerations related to the adoption and ongoing accounting for CECL* | Daisley Richard |
| 4/29/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Ethics for the Industry Accountant (Webinar) (25WS-0071)25WS-0071 | *What are ethics?*Why study ethics?*Ethical responsibilities of CPAs*Professional code of ethics and conduct*AICPA Codification -- updated*Ethical dilemmas*CPA vision*Real disciplinary cases to illustrate critical points | Ryan Francis X |
| 4/23/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Accountability: Stop the Blame Game (Webinar) (25WS-0085)25WS-0085 | *Defining three critical elements: responsibility, empowerment and accountability, and how they work together to create results*Designing and using clear agreements that provide clarity*Skills for holding yourself and others accountable for results, no matter what*Knowing where you are in the accountability game...what you do/don't do well | |
| 4/28/2025 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (25WS-0056)25WS-0056 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets | Lenning Jeff |
| 4/21/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Excel Budgeting Ideas (Webinar) (25WS-0052)25WS-0052 | *Set up an in-cell drop-down list of budget methods*Change the calculations in the cells based on the selected budget method*Use names in worksheets | Lenning Jeff |
| 4/17/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Mastering Accounting for Income Taxes (Webinar) (25WS-0039)25WS-0039 | *The sources of deferred tax assets and liabilities*Calculating the deferred tax asset or liability*Reporting income-tax expense and balance sheet items*CARES Act accounting implications*Defining, analyzing, and reporting uncertain tax positions *Classification of deferred tax assets and liabilities*Disclosure requirements*Recent and proposed changes to the accounting and disclosure requirements for income taxes | Carney Jason W |
| 4/14/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Time Management for Professionals (Webinar) (25WS-0050)25WS-0050 | *Managing interruptions*The role of activity logs, to-do lists and a priority matrix*The psychology of time management*Staying on track of your time management plan*Controlling procrastination*Blocking out time*Creating an effective time management plan | Cornell Jason |
| 4/17/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Going Concern Accounting and Reporting Considerations (Webinar) (25WS-0084)25WS-0084 | *Current FASB accounting standards related to going concern, including the new requirements of ASU 2014-15 *Evaluating risk of material misstatement in financial reports related to improper presentation and disclosure of going concern uncertainty *The responsibility of an independent accountant for evaluating going concern uncertainty under various levels of engagement to perform attest and nonattest services *New requirements of SAS No. 132 and SSARS No. 24 related to an auditor's responsibility for considering going concern uncertainty? | Daisley Richard |
| 4/28/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel: Mastering PivotTables (Webinar) (25WS-0076)25WS-0076 | * Explore PivotTable capabilities and functionality * Retrieve data from a database and feed it into the PivotTable * Pull web tables from web pages into Excel | Lenning Jeff |
| 4/24/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Integrated Planning, Forecasting and Budgeting for Organizational Success (Webinar) (25WS-0024)25WS-0024 | *Differences between planning and budgeting*The business model*Strategic plan, marketing plan, and technology plan*Financial forecasting and financial risk analysis*Five-year operating plan and the sales/income plan*Intermediate planning and capital equipment planning*One-year operating plan and monthly planning*Cash plan and risk plan | Pulis Arthur |
| 4/9/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Successfully Completing a Gift Tax Return: Form 709 (Webinar) (25WS-0006)25WS-0006 | *Taxpayers who do not file gift tax returns but should*The annual exclusion rules for gifts to trusts including required Crummey notices*What should be disclosed on the return for purposes of running the statute of limitations*The reporting of installment sales and split-interest*Valuations and valuation discounts for gifts of closely held businesses*The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules*Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)*A line-by-line explanation of Form 709 | Keebler Robert S |
| 4/3/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Features and Benefits of SEP IRAs and SIMPLE IRAs (Webinar) (25WS-0002)25WS-0002 | *Applicable provisions of SECURE Act 2.0 *Key features for choosing a retirement plan for a small business*Key questions an advisor must ask a small business owner to help determine which retirement plan is suitable for their business*Key questions an advisor must ask a small business owner to help ensure compliance with a SEP IRA or a SIMPLE IRA*How SEP and SIMPLE IRAs benefit the small business owner*How SEP and SIMPLE IRAs benefit employees of small businesses*The tax benefits that help to offset the cost of employer contributions*How to determine which business is eligible to adopt a SIMPLE IRA*How to determine which employees must be covered | Appleby Denise |
| 4/2/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Government and Nonprofit Frauds and Controls to Stop Them (Webinar) (25WS-0019)25WS-0019 | *Examine real-world misappropriations of cash, check frauds, vendor scams, credit card abuse, grant frauds, benefit schemes, inventory thefts, and payroll frauds*Consider and develop controls to stop fraud*Tailor controls to the size and fit of the government or nonprofit | Blanton Charles |
| 4/8/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Art of Delegation: Strategies for Improving Your Skills (Webinar) (25WS-0030)25WS-0030 | *What is delegation?*Why is delegation important?*When and to whom should tasks be assigned?*How can you delegate effectively?*How do you deal with problems and issues when they arise? | |
| 4/10/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Make Resilience Work for You: An Accounting Leader's Guide to a Holistic Approach for Managing Teams (Webinar) (25WS-0018)25WS-0018 | *Bounce back from adversity and pressure*Avoid giving up too soon*Reframe challenges *Learn resilience and transform from mistakes | |
| 4/8/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (25WS-0047)25WS-0047 | *Ethical duty to safeguard employee, client, and litigant data*Common threats, including phishing, ransomware, and bad password management*Security management of business and personal electronic devices*Best practices for creating and securing passwords*Insight into how our personal information is exploited in our daily lives | |
| 4/16/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Artificial Intelligence for Accounting and Finance Professionals (Webinar) (25WS-0026)25WS-0026 | *What is artificial intelligence?*What are the different forms of artificial intelligence?*The difference between artificial intelligence and machine learning*The types of problems artificial intelligence can solve*The role of algorithms*How artificial intelligence will affect accounting and finance careers*Data governance, security, and privacy*How accounting firms are using AI today*The role of artificial intelligence in asset management | Cornell Jason |
| 4/9/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ethical Considerations for CPAs (Webinar) (25WS-0062)25WS-0062 | *Auditor independence and its importance to the public accounting profession*Common threats to auditor independence*AICPA's framework for assessing conflicts of interest*Unique threats related to non-attest services to attest clients*Common safeguards to help assure compliance with relevant rules and regulations | |
| 4/22/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Surgent's Predicting Future Financial Issues Facing the Financial Executive (Webinar) (25WS-0010)25WS-0010 | *CPA becoming attuned to broad based business knowledge, professional skepticism, and subordination of judgment*The future of medical care in the United States in a post COVID-19 environment*Future of social security and impact on retirement planning and employee retention*Impact on financial executive if the dollar is no longer the world currency*"Fate of the States" -- will the location of your business make you less competitive*Future of workmen's compensation and unemployment compensation*Future of interest rates*Impact of greater reliance on technology*AICPA top 10 trends and technologies*National infrastructure*ESG and DEI trends in the global economy*Impact of continuing uncertainty in markets | Ryan Francis X |
| 4/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Surgent's The Risks and Benefits of ChatGPT and Artificial Intelligence (Webinar) (25WS-0033)25WS-0033 | *What are AI tools?*Where are we with AI tool development?*What is ChatGPT?*ChatGPT -- what kind of queries are possible?*Copyright and intellectual property issues*Benefits of AI tools*Concerns with AI tools*Impact on business use of AI*Policy on AI tools | |
| 4/11/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act (Webinar) (25WS-0017)25WS-0017 | *Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition*Timing and types of leave under the FMLA*Calculating leave time under the FMLA*Employer and employee notice requirements *The definition of a "disability" under ADA*An employer's obligation to provide employees with a reasonable accommodation under the ADA*Guidance on engaging in the interactive process*Dos and don'ts of medical certifications*The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act | McAndrew Amy |
| 4/8/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Advising a Client Regarding the Tax Consequences Associated with Buying or Selling a Business (Webinar) (25WS-0055)25WS-0055 | *Asset sales and stock sales and their attendant results to buyers and sellers*Section 1060 and using the residual method*Consequences of making a Section 754 election with adjustments under Sections 743(b) and 734(b)*Section 338 and Section 338(h)(10) elections*Allocating some of the purchase price of a business to personal goodwill*Partnership distributions to retiring partners under Section 736(a) and 736(b)*Consulting agreements and employment agreements as between buyers and sellers*Advantages of a C Corporation having Section 1202 stock | Tucker Michael J |
| 4/21/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Top 20 Effective Strategies for Avoiding RMD Mistakes and Penalties: Updated for the Proposed RMD Regulations, SECURE Act 2.0 (Webinar) (25WS-0054)25WS-0054 | *Who qualifies for the waiver of the RMD excise tax for 2021, 2022, and 2023?*The rollover deadline for 2023 age 73 RMD*Coverage of applicable provisions of SECURE Act 2.0*What is the required minimum distribution for an account owner?*What is the required minimum distribution for a beneficiary IRA?*Key explanations of RMD regulations*The types of accounts that are subject to the required minimum distribution rules*The parties that are subject to the required minimum distribution rules*Exceptions and special considerations for required minimum distributions*Rollover and transfer rules in an RMD year*The various responsibilities for interested parties*Qualified charitable distributions and how they are coordinated with RMDs and IRA contributions*How the 10-year rule works for certain beneficiaries | Appleby Denise |
| 4/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Anatomy of a Ransomware Event and Incident Response (Webinar) (25WS-0064)25WS-0064 | *What is ransomware?*The growing threat of ransomware -- statistics*Remote working and COVID-19*Ransomware infection process*Incident response protocol*Business considerations*Legal considerations*Breach notification obligations*Steps to protect against malware*Tabletop exercise | |
| 4/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Current Issues in Accounting and Auditing: An Annual Update (Webinar) (25WS-0004)25WS-0004 | *Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB's Technical Agenda*Leases -- Topic 842*Review of SAS No. 142 -- Audit Evidence*Recently issued SASs and other AICPA activity*Detailed review of SAS No. 145*Other important A&A practice matters | Carney Jason W |
| 4/2/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's A Complete Tax Guide to Exit Planning (Webinar) (25WS-0031)25WS-0031 | *Gain exclusion and tax-free reorganization planning*Gain exclusion with sales of C Corporation stock -- Section 1202*Deferral of gain with installment reporting*Gain planning with partnerships*Basis planning -- basis step-up at death, gifts of interests to family*Restructuring the business entity -- C vs. S Corporation, partnerships, LLCs*Real estate planning -- retention vs sales, like-kind exchanges*Employee stock ownership plans -- special tax incentives*Employee benefit planning with ownership change*Taxes other than the federal income tax -- state tax, estate, gift and generation-skipping taxes, and property taxes*Prospects for tax law change | Lickwar Robert |
| 4/10/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel Shortcuts for Accountants (Webinar) (25WS-0068)25WS-0068 | * Explore the function that sums better than the SUM function * Discover a variety of time-saving features, functions, and techniques * Learn the workaround to a major Excel pitfall | Lenning Jeff |
| 4/23/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Getting Ahead: The Art of Marketing for CPAs (Webinar) (25WS-0001)25WS-0001 | *Challenges of marketing CPA firms*Developing marketing strategy*Elements of a marketing plan*Example: CPA firm marketing plan*Marketing regulatory/AICPA issues*Picking the right marketing channels*Marketing channel statistical analysis*Developing marketing metrics | Peters David R |
| 4/1/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Successfully Completing an Estate Tax Return: Form 706 (Webinar) (25WS-0079)25WS-0079 | *Changes to the IRS Form 706 *How to successfully navigate the form*The ins and outs of the "portability" rules, including how the rules actually work using common examples*Income tax consequences*How to avoid malpractice traps *Overlooked GST issues | Keebler Robert S |
| 4/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Marijuana: A Generalized Business Viewpoint (Webinar) (25WS-0034)25WS-0034 | *An overview of current state and federal laws governing marijuana*A review of state boards of accountancy regarding marijuana*How some financial professionals are capitalizing on the marijuana industry*Providing auditing and tax services within the marijuana industry*How accountants and other financial professionals can manage risk within this industry*IRC Section 280E's prohibition of deductions involving controlled substances*A summary of various state taxation laws on marijuana*Ethical issues for accountants who work in the marijuana industry*Relevant banking regulations*Growth projections | Cornell Jason |
| 4/11/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (24WS-2042)24WS-2042 | *Key requirements, options, and disclosures related to each of the basic financial statements*The reporting of functional and natural expense information*Requirements related to providing liquidity and availability of financial assets information*Core not-for-profit requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more*The impact of FASB ASC 842, Leases, on not-for-profits | Blanton Charles |
| 3/31/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Going Out on Your Own: Entity Types and Accounting Methods (Webinar) (25WS-0005)25WS-0005 | *Financial planning pyramid*What to consider when picking an entity*Single member LLC vs. sole proprietorship*Corporations -- S vs. C*Double taxation | Peters David R |
| 4/2/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (25WS-0070)25WS-0070 | *Economic update*Leadership and management changes as a result of the pandemic*Managing for productivity*Hiring the best people for the organization*New motivation techniques | Pulis Arthur |
| 4/23/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The CMA's Guide to Project Management (Webinar) (25WS-0040)25WS-0040 | *Establishing a system: identifying forces that support the status quo; setting milestones and goals; the role of the CMA*Necessary first steps: set a framework for the project's activities; identify needed resources; obtain support; decide on a structure; establish a team for a specific project; identify necessary team skill sets*Project evaluation: analytical tools, strategic evaluation; sources of risk*Maintaining focus: monitoring and measuring results; keeping to the project's scope*Avoiding frequent traps: sunk costs; financing pitfalls; project creep; tunnel vision; failure to integrate the team's work internally and/or the final project with the remaining organization *Introduction and examples of analytical tools throughout the session: mapping; CPM; Gantt charts; benchmarking; Pareto analysis; PESTLE analysis; valuation techniques; post-completion evaluations | |
| 4/14/2025 | 9 - 11 a.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Ethical Considerations for the CPA (Webinar) (25WS-0082)25WS-0082 | * Examine the CPA's role in today's economy * Compare similarities and differences between individual and business ethics * Explore the link between ethics, integrity and scruples * Discuss the basic attributes of ethics and professional conduct * Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct * Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues * Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers*Review CPA Independence violations by current legal case examples | Levine Kenneth L. |
| 4/28/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Surgent's Implementing Subscription Pricing to Your Practice (Webinar) (25WS-0074)25WS-0074 | *The basics of subscription pricing*Pricing strategies, with an eye toward a modern model for your business*How to implement subscription pricing*The need to look back and assess the financial impact of the implementation*How to manage customer retention*The optimum subscription pricing for your business | |
| 4/24/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Project Management: Tips, Tricks and Traps (Webinar) (25WS-0014)25WS-0014 | *Contrasting project management with operations management*Reviewing organizational culture and how it applies to project management*The various types of project management including Agile, Scrum, Waterfall, Critical path, and others*Looking at risk management software and its application in different types of project management*Managing and leading project management stakeholders | Pulis Arthur |
| 4/7/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Controllership Skills Update: Risk Management (Webinar) (25WS-0044)25WS-0044 | *Rethinking Risk Management: *Historic view*Challenges*Rules*Recent lessons*Required skills*Sources of Risk: *Economy*Competitors*Operations*Investments*Strategy*Compensation*Routine practices*Unethical behavior.*Enterprise Risk Management (ERM): *Defining ERM*Areas of focus*Implementation*Planning for disasters*Business continuity*Contingencies*Analytical Tools: *Post-completion evaluations*Simulation*Z-score*Hedging*Brainstorming*Mind mapping*Delphi technique | |
| 4/15/2025 | 2 - 4 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| Surgent's Data Security: Best Practices to Protect Your Business and Yourself (Webinar) (25WS-0013)25WS-0013 | *Ethical duty to safeguard employee, client, and litigant data*Common threats, including phishing, ransomware, and bad password management*Security management of business and personal electronic devices*Best practices for creating and securing passwords*Insight into how our personal information is exploited in our daily lives | |
| 4/7/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Management Fundamentals (Webinar) (25WS-0081)25WS-0081 | *What it takes to be effective as a manager*Exploring the challenges that get in the way*Looking at the driving forces that have evolved how managers engage with employees today*Motivating employees of multi-generations*Twelve practices that can be adopted to influence employees to become more engaged*Identifying what it takes to develop employees*Delegation and accountability | |
| 4/25/2025 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Tax Research (Webinar) (25WS-0080)25WS-0080 | *Tax code hierarchy*Organization of an Internal Revenue Code section*Special rules for IRC citation*Citing other primary authority*Private letter rulings*Primary vs. secondary authority*Secondary sources of authority*Steps in the tax research process*Research memoranda | Peters David R |
| 4/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Engagement and Client Retention Best Practices (Webinar) (25WS-0065)25WS-0065 | *Managing client expectations *How automation improves client engagement*Understanding the role of feedback systems*Seeking referrals*Building client loyalty*Customer retention marketing *Expanding services offered to clients*Knowing when it is appropriate to enter new markets | Cornell Jason |
| 4/23/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Handling Difficult People (Webinar) (25WS-0089)25WS-0089 | *Problem solving step process for handling difficult people*Effective communication techniques including active listening and phraseology*Scripting what you say to prepare to engage with a difficult person*Emotions and their impact: mine and theirs | |
| 4/29/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Representing a Client in an IRS Audit (Webinar) (25WS-0049)25WS-0049 | *Substantially increased IRS funding provided by the Inflation Reduction Act*IRS test program in 2024 to determine if it should prepare tax returns *Using improved data and analytics to tailor timely collections contacts *Auditing large corporations and partnerships*Audits of high income and high net worth individuals *Information Document Requests *What happens when a client agrees or disagrees with the IRS's audit findings*The Dirty Dozen: roadmap to IRS audit issues | Tucker Michael J |
| 4/17/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Tax Loss Limitations Imposed on Individuals and Pass-through Entities (Webinar) (25WS-0077)25WS-0077 | *How to calculate a partner or S Corporation shareholder's basis*Form 7203 and an S Corporation shareholder's basis*The at risk basis rules and Form 6198 *The passive activity loss limits *The Section 461(l) loss rule*The net operating loss limitation rules *The Section 163(j) business interest limitation | Tucker Michael J |
| 4/25/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Annual Accounting and Auditing Update (Webinar) (25WS-0011)25WS-0011 | *Recently issued FASB Accounting Standards Updates, PCC Update and items on the FASB's Technical Agenda*Leases -- Topic 842*ASC 326: CECL*Review of SAS 142 -- Focus on Audit Evidence*Recently issued SASs and other AICPA activity*SSARS No. 25 and other recently issued SSARS*Detailed review of SAS 145*Other important A&A practice matters | Carney Jason W |
| 4/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment (Webinar) (25WS-0069)25WS-0069 | *An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance*An overview of sexual harassment and workplace retaliation*The supervisor's (or manager's) role in preventing harassment and in reducing the company's potential liability through good faith efforts at compliance*Review a compliant procedure for handling harassment concerns | McAndrew Amy |
| 4/23/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Real Estate for Accounting and Finance Professionals (Webinar) (25WS-0059)25WS-0059 | *Rental income and expense calculation and reporting*Deciphering Schedule E (Form 1040)*Nuances of vacation home rules*Passive activity loss rules: foundations and implications*Active vs. material participation in rental activities*Tax reporting: how to group passive activities*Limitations on passive losses: at-risk rules and deductions*Classifying rental real estate activities*Navigating exceptions in rental real estate taxation | |
| 4/22/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Use the Data Model to Build More Powerful PivotTables (Webinar) (25WS-0072)25WS-0072 | *Creating a data model/Power Pivot*Building PivotTables from multiple tables*Creating Measures*Using named sets | Lenning Jeff |
| 4/24/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Lessons Learned from Successful Companies (Webinar) (25WS-0016)25WS-0016 | *Creating a visionary company*Traits of successful, visionary companies *Goal setting to create a successful organization*The role of experimentation and failure in achieving success*How successful organizations emphasize learning new skills*The role of effective communication in achieving corporate success*The importance of emotional intelligence in building corporate culture*How leadership can direct a company toward success | Cornell Jason |
| 4/8/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Engaging and Managing Young Professionals (Webinar) (25WS-0003)25WS-0003 | *Understanding who millennials are and what distinguishes them from other sectors of the workforce*Changes millennials seek in the workplace*Suggestions on engaging and developing millennials*Best practices by organizations who have successfully integrated millennials*Expectations as to learning, development and training*Work environments and schedules*School to work transitions*Views on salary, benefits and corporate ethics*Whether millennials' expectations are significantly different from any other generation*Strengths millennials offer which set them apart from others*Common myths pertaining to millennials*Definitions of success | Cornell Jason |
| 4/2/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Current Issues in Accounting and Auditing: An Annual Update (Webinar) (25WS-0063)25WS-0063 | *Recently issued FASB Accounting Standards Updates, the PCC Update, and items on the FASB's Technical Agenda*Leases -- Topic 842*Review of SAS No. 142 -- Audit Evidence*Recently issued SASs and other AICPA activity*Detailed review of SAS No. 145*Other important A&A practice matters | Carney Jason W |
| 4/22/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (25WS-0048)25WS-0048 | *Economic update*Leadership and management changes as a result of the pandemic*Managing for productivity*Hiring the best people for the organization*New motivation techniques | Pulis Arthur |
| 4/16/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's The Americans with Disabilities Act and the Family and Medical Leave Act (Webinar) (25WS-0087)25WS-0087 | *Definitions of key terms under the FMLA, including covered employer, eligible employee, and serious health condition*Timing and types of leave under the FMLA*Calculating leave time under the FMLA*Employer and employee notice requirements *The definition of a "disability" under ADA*An employer's obligation to provide employees with a reasonable accommodation under the ADA*Guidance on engaging in the interactive process*Dos and don'ts of medical certifications*The interplay between the Americans with Disabilities Act and the Family and Medical Leave Act | McAndrew Amy |
| 4/29/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Understanding How the IRS Rewards Whistleblowers (Webinar) (24WS-2040)24WS-2040 | *Overview of the law that authorizes the IRS to reward whistleblowers who submit information leading to recovery*Review of the whistleblower claim process*Criteria for eligible claims*Case studies of significant claim recoveries paid by the IRS to whistleblowers*Issues underlying whether a practitioner should ever act as the whistleblower*Addressing delays inherent in the whistleblower claim process*The structure and role of the Whistleblower Office*Best practices for the submission of a good whistleblower claim*Working with other governmental divisions in processing whistleblower claims*A brief overview of other, non-IRS whistleblower claims | Cornell Jason |
| 3/31/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Excel Lookups: Moving Beyond VLOOKUP Limitations (Webinar) (25WS-0058)25WS-0058 | * Using lookup functions as an alternative to direct cell references * Understand the limitations of the VLOOKUP function * Discover ways to move beyond these limitations | Lenning Jeff |
| 4/21/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Top 20 Questions Advisors Ask About the SECURE Acts and Other IRA Rules (Webinar) (25WS-0067)25WS-0067 | *SECURE Acts and the 10-year rule*Roth IRA beneficiary options*Where the stretch IRA really ends*The new limitations for spouse IRA beneficiaries *The new spouse options for spouse beneficiaries*New RMD rules for Roth 401(k)s*Overriding the 10-year rule for an eligible designated beneficiary *How the age of death affects beneficiary options*The new early distribution penalty exceptions *Rollovers vs. transfers for spouse beneficiaries *Qualified charitable distributions (QCDs) for owners and beneficiaries *The "at least as rapidly" (ALAR) rule *New reduced rate for excess accumulation penalty on RMD failures *How to avoid unlimited accrual of the 6% excise tax*How to avoid unlimited accrual of the 25% excise tax*Clarifying the definition of disability for an exception to the 10% additional tax *529 to Roth: who, what, when, and how*The new starting ages for RMDs*Designated vs. eligible designated beneficiaries and their options*Catch-up contributions for ages 50 and over*Catch-up contributions for ages 60 to 63*When the 60-day deadline is missed*When the one-per-year rollover limit is about to be broken*Retaining qualifications for exceptions to the 10% additional tax | Appleby Denise |
| 4/23/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Ensure Your Accounting Team Is Operating at Peak Performance Through Engagement and Motivation (Webinar) (25WS-0028)25WS-0028 | *Increase productivity and profitability *Communicate better and resolve conflict*Learn teamwork principles in today's changing accounting workplace*Motivate yourself and your team | |
| 4/10/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Examining ASC 842, Leases: More Than Meets the Eye (Webinar) (25WS-0008)25WS-0008 | *ASU No. 2016-02, Leases (Topic 842)*Overall lease accounting guidance*Lessor Accounting 101*Lessee Accounting 101*Detailed review of accounting by lessees and lessors*Sale and leaseback transactions*Transition guidance*Other operational issues*Recently issued updates to the lease accounting guidance*FASB guidance on accounting for COVID-19-related rent concessions*Feedback from the public company adoption of Topic 842 | |
| 4/3/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Managing People Through Motivation (Webinar) (25WS-0083)25WS-0083 | *What it means to engage people; discuss the meaning of motivation by getting to the core of what impacts your employees' productivity*Get your employees charged; find out what makes them tick through examining and understanding some of the classics in motivational theory*Learn how to drill down to what truly motivates your employees*Using the C.A.R.E. model to improve employee motivation through case studies | |
| 4/28/2025 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's A Complete Guide to Offers in Compromise (Webinar) (25WS-0022)25WS-0022 | *Legislative history*American Jobs Creation Act of 2004 and changes to IRC Section 6159*Comprehensive coverage of the three main types of OIC*Doubts as to collectability (DATC)*Doubts as to liability (DATL)*Effective tax administration (ETA)*Hybrid of DATC*Detailed walk-through of the process and key terms*Practical solutions and success rates*Various scams | |
| 4/9/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Coaching Skills for Managers and Supervisors (Webinar) (25WS-0020)25WS-0020 | *The definition of "coaching" and the coaching process*Characteristics of effective coaches*Coaching strategies to support and assist others as they change ineffective behaviors*Conducting one-on-one coaching sessions for setting goals and improving performance | |
| 4/8/2025 | 8 - 11:30 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Surgent's Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times (Webinar) (25WS-0042)25WS-0042 | *Commencement of a bankruptcy proceeding*Protections provided to debtors under the Bankruptcy Code*Key procedural aspects of bankruptcy*The automatic stay*Differences between Chapters 7, 11, and 13 bankruptcy cases*The bankruptcy discharge*Proofs of claim*Plans of reorganization*Litigation that can arise during bankruptcy*Creditor committees*Bankruptcy trustees*Avoidable preferences and fraudulent transfers*Special rights afforded to landlords and secured creditors | Cornell Jason |
| 4/15/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Mastering Client Management for Accounting and Finance Professionals (Webinar) (25WS-0029)25WS-0029 | *The evolving landscape of client expectations in the accounting profession*Building strong and lasting client relationships through effective communication, empathy, and proactive service*Implementing efficient client onboarding and engagement processes*Leveraging technology to streamline communication, enhance collaboration, and deliver personalized service*Effectively resolving client concerns and complaints*Utilizing client feedback to continually improve your practice | Cornell Jason |
| 4/10/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Workplace Harassment: How to Prevent Harassment and Reduce Liability Risks in Today's Changing Environment (Webinar) (25WS-0043)25WS-0043 | *An overview of workplace harassment and discrimination laws, including the intangible benefits that come with compliance*An overview of sexual harassment and workplace retaliation*The supervisor's (or manager's) role in preventing harassment and in reducing the company's potential liability through good faith efforts at compliance*Review a compliant procedure for handling harassment concerns | McAndrew Amy |
| 4/15/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Social Security: Dispelling Common Myths with Essential Truths (Webinar) (25WS-0066)25WS-0066 | *Will Social Security be there for me?*How is my benefit calculated?*Can I claim my benefit and work too?*When do I stop paying Social Security taxes?*Why does my government pension cause my benefits to be reduced?*Can I claim spousal benefits now and my own later?*What is my breakeven?*Can I claim benefits from my ex-spouse?*What do you mean I may pay taxes on my income benefits? | |
| 4/23/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 0 non-tech) | |
| Surgent's Opportunities in the Metaverse for Accounting and Other Professionals (Webinar) (25WS-0032)25WS-0032 | *Understanding what the metaverse is and what it is not*How to access the metaverse*Why accounting and other professionals should use the metaverse*Where accountants can find their space in the metaverse*How the metaverse is changing the way we work*Ownership opportunities in the metaverse*Work and taxation in the metaverse | Cornell Jason |
| 4/10/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Guide and Update to Compilations, Reviews and Preparations (Webinar) (25WS-0045)25WS-0045 | *SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services*SSARS No. 22, Compilation of Pro Forma Financial Information*SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018*SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions*Sample comprehensive engagement work programs for preparation, compilation, and review engagements | Levine Kenneth L. |
| 4/15/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's What Practitioners Need to Know About Estate Planning and Administering a Client's Estate (Webinar) (25WS-0046)25WS-0046 | *The federal transfer tax exemption for 2023 and 2024*What constitutes a valid will*Common trust vehicles often used to safeguard assets *Consequences of intestacy*How to transfer property outside of a will*Legal treatment of marital property*Transfer of IRAs and retirement plans*Probate generally and probate for property held outside of the state of decedent's residence*When an estate tax return should be filed*Portability of the Deceased Spousal Unused Exclusion (DSUE) amount | Tucker Michael J |
| 4/16/2025 | 1 - 4 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Surgent's Perplexing Financial and Economic Issues for the CFO/Controller (Webinar) (25WS-0057)25WS-0057 | *Regulatory, fiscal, and monetary policies impact on the organization*Dodd-Frank Bill and impact on financial reform*Health insurance reform and the impact on the employer*Managing risk in an uncertain economic climate | Ryan Francis X |
| 4/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Preparing Not-for-Profit Financial Statements (Webinar) (25WS-0025)25WS-0025 | *Key requirements, options, and disclosures related to each of the basic financial statements*The reporting of functional and natural expense information*Requirements related to providing liquidity and availability of financial assets information*Core not-for-profit requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more*The impact of FASB ASC 842, Leases, on not-for-profits | Blanton Charles |
| 4/9/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Surgent's Business Writing: Professional & Effective Emails (Webinar) (25WS-0061)25WS-0061 | *Preparing to write: what is my purpose and objective and who is my audience*When email is the appropriate communication methodology and when it's not*Common email mistakes and how to avoid them*Proven techniques for writing more efficient, readable, and outcome-focused emails | |
| 4/22/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's Basics of Employment Law for Non-HR Professionals (Webinar) (25WS-0007)25WS-0007 | *How the application of policies and employment laws within the workplace can reduce employee complaints, and protect your company from claims of discrimination or wrongful behavior*Examining wage and pay practices, FMLA examples, and other challenging workplace questions, to insure actions are consistent with laws/policies*Key functions of employment including recruitment, interviewing and selection | |
| 4/3/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Introduction to Forensic Accounting (Webinar) (25WS-0035)25WS-0035 | Review of the different aspects of forensic accounting*The civil litigation process as it relates to forensic accounting*Litigation services provided by forensic accountants*Fraud detection and prevention*Various types of fraud*Training and certifications in forensic accounting*Forensic accounting in bankruptcy proceedings*Forensic accounting in family law proceedings*Calculating damages for use in litigation*Valuations*Ethical issues pertinent to forensic accounting | Cornell Jason |
| 4/11/2025 | 12:30 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping (Webinar) (25WS-0012)25WS-0012 | *Obligations of confidentiality and safekeeping*Security best practices to apply beyond work*Likely causes and effects of a large-scale cyberattack*Email security best practices*Remote work security*Mobile device security*Internet of Things (IoT) risks*Public Wi-Fi risk and the importance of using a VPN*Recognizing and avoiding text message/phone call phishing*Data loss prevention (DLP) | |
| 4/4/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Data Analytics Toolkit: Tools and Applications (Webinar) (25WS-0027)25WS-0027 | *Definition of Data Analytics*Assessing your organization's current status and establishing an environment for success*Financial staff's core activities*Common uses of analytics and current examples*Behavioral forces that impact decisions*Examples of inaccurate forecasts*Identifying strategic measurements (KPIs)*Improving budgeting and forecasting and addressing Black Swan events*Collecting and using data from traditional and non-traditional data sources*Statistical tools, including Median, Mode, Moving average, Ratio analysis, Pareto analysis, Rolling forecast, Mission-based budgeting, Trend analysis, Regression, Z-Score (public and private organizations), and Simulation*Analytical techniques, including Brainstorming, Mind mapping, and Delphi technique*Software tools that are readily available and can assist in visually exploring data; expanding the scope of available data, as well as collecting, analyzing and presenting results (including Dashboards).*Specific ideas for using Data Analytics, including immediate opportunities and areas for further consideration*Expanded lists of readings and next level software for a participants' future reference | |
| 4/10/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Progressive Discipline and Termination (Webinar) (25WS-0023)25WS-0023 | *Defining progressive discipline, including typical steps in any progressive discipline process*The importance of a fair disciplinary process*When and how progressive discipline should be used, including using progressive discipline in the lead-up to termination*Documentation best practices*Limitations on at-will employment, including contracts and laws regarding discrimination and retaliation*Avoiding key risks in the termination process*Best practices for legally compliant termination procedures | McAndrew Amy |
| 4/9/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Safeguarding Taxpayer Data: A Guide for Your Required Security Plan (Webinar) (24WA-754C)24WA-754C | *Understand the need to protect client data*Learn about the required security and privacy standards*Leave with a sample plan to consider your tax practice | Johnston Randolph P |
| 3/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting and Attestation for ESG (Webinar) (24WA-768C)24WA-768C | *ESG*Sustainaibility | Galasso Melisa |
| 3/31/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Single Audit Update (Webinar) (24WA-746C)24WA-746C | *2024 Compliance Supplement*Uniform Guidance*Common Deficiencies | Galasso Melisa |
| 3/29/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communication Skills for CPAs (Webinar) (24WA-775C)24WA-775C | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | Harper Dr. Christopher |
| 3/31/2025 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Managing Your Money in Retirement (Webinar) (24WA-761C)24WA-761C | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 3/31/2025 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (24WA-780C)24WA-780C | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 3/31/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Internal Control Best Practices (Webinar) (24WA-742C)24WA-742C | *Internal Controls*Frameworks | Galasso Melisa |
| 3/29/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Deep Dive into Quality Management (Webinar) (24WA-740C)24WA-740C | *Quality Management*Risk Assessment*SQMS | Galasso Melisa |
| 3/29/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cash Management: Strategies for Long-Term Success (Webinar) (24WA-781C)24WA-781C | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 3/31/2025 | 11 p.m. - 1 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Case Studies in Fraud and Technology Controls - 8 Hrs (Webinar) (24WA-691C)24WA-691C | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim | Stephens Tommy G |
| 3/28/2025 | 10 p.m. - 5:40 a.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's 2023 Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (24WA-692C)24WA-692C | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies | Stephens Tommy G |
| 3/28/2025 | 4 - 7:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Resolving Ethical Conflicts (Webinar) (24WA-760C)24WA-760C | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails | Daly John L |
| 3/31/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Addressing Common Documentation Deficiencies (Webinar) (24WA-766C)24WA-766C | *Documentation*Deficiencies | Galasso Melisa |
| 3/31/2025 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Governmental GAAP Update (Webinar) (24WA-769C)24WA-769C | *Compensated Absences*Error Corrections*Accounting Changes | Galasso Melisa |
| 3/31/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Independence Requirements for Auditors (Webinar) (24WA-741C)24WA-741C | *Independence*Threats*Safeguards | Galasso Melisa |
| 3/29/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Form 1120S: Preparation and Analysis (Webinar) (24WA-744C)24WA-744C | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations | Werner Arthur J |
| 3/29/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Applying the New Expected Credit Loss Model (Webinar) (24WA-772C)24WA-772C | *Principles behind the new expectation credit loss model*Acceptable methods for evaluating expected credit loss for certain financial instruments*Enhanced disclosure requirements common for nonpublic entities | Louis Jennifer |
| 3/31/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Tax Season Update with Steve Dilley (Webinar) (24WA-778C)24WA-778C | *Update and integration of recent tax legislation impacting 2024 returns and significant individual and business tax developments related to cases and rulings*Individual tax changes including the earned income credit, child credit, and child and dependent care credit*Partnership and S corporation developments*Section 199A changes and reporting, losses and forms*Depreciation update: Section 179 and 168(k)*2025 tax rate schedule and other inflation adjusted items*Tax forms update: individual, S corporation, and partnerships | Dilley Steven C |
| 3/31/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Upholding Independence While Holding Your Client's Hand (Webinar) (24WA-776C)24WA-776C | *Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence*Review the AICPA's Code of Professional Conduct*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters | Harper Dr. Christopher |
| 3/31/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Excel Tips and Tricks for the Non-Accountant (Webinar) (24WA-774C)24WA-774C | *Understanding the workbook and worksheet environment*Obtaining and utilizing data*Editing and formatting*The "Insert" Menu*The "Page Layout" Menu*The "View" Menu*Selecting and using formulas*Shortcuts and tricks | Harper Dr. Christopher |
| 3/31/2025 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (24WA-756C)24WA-756C | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 3/31/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| S Corporations: How to Calculate Shareholder Basis (Webinar) (24WA-719C)24WA-719C | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*Discuss how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations | Dilley Steven C |
| 3/28/2025 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Deficiencies in SSARS Engagements (Webinar) (24WA-739C)24WA-739C | *Preparation*Compilation*Review | Galasso Melisa |
| 3/29/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Staff Retention Keep the Best People (Webinar) (24WA-762C)24WA-762C | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 3/31/2025 | 2 - 5 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| K2's Office Scripts: The New Macros (Webinar) (24WA-751C)24WA-751C | *Introduction to Office Scripts*Recording your first script*Integration with Power Automate | Stephens Tommy G |
| 3/29/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's 2023 Advanced Excel (Webinar) (24WA-736C)24WA-736C | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations | Stephens Tommy G |
| 3/29/2025 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Financial Statement Fraud (Webinar) (24WA-764C)24WA-764C | *Financial statement fraud | |
| 3/31/2025 | 3 - 4:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (24WA-757C)24WA-757C | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 3/31/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (24WA-743C)24WA-743C | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 3/29/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| K2's Ripped From the Headlines: Lessons From Interesting Tech Crimes (Webinar) (24WA-753C)24WA-753C | *Common security weaknesses that occur with hardware and software at home and in the office*Malware, ransomware, data breach, and incident response tips*Internal control failures which result in the theft of assets or unauthorized manipulation of data | Stephens Tommy G |
| 3/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Audit Expenses and Payables (Webinar) (24WA-747C)24WA-747C | *Introduction to Auditing*Expenses*Assertions*Risk Assessment | |
| 3/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Benefits and Best Practices for Telework (Webinar) (24WA-765C)24WA-765C | *Business Management*Hybrid work options | |
| 3/31/2025 | 9 - 10:45 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Optimizing Your Tech Stack For Efficiency and Cost-Effectiveness (Webinar) (24WA-752C)24WA-752C | *Conducting a tech stack assessment, including an inventory of current tools and applications*Identifying essential and redundant tools*Exploring cost-effective alternatives*Calculating your total cost of ownership | Stephens Tommy G |
| 3/29/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (24WA-771C)24WA-771C | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. | Lindell James T |
| 3/31/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (24WA-773C)24WA-773C | *Awareness of advanced functions*Creative methods for data manipulation*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox | Harper Dr. Christopher |
| 3/31/2025 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 2024 Annual Update for Accountants and Auditors (Webinar) (24WA-745C)24WA-745C | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits | Galasso Melisa |
| 3/29/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's 2023 Best Word, Outlook, And PowerPoint Features (Webinar) (24WA-738C)24WA-738C | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint | Stephens Tommy G |
| 3/29/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's 2023 Advanced QuickBooks Tips And Techniques (Webinar) (24WA-737C)24WA-737C | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online | Stephens Tommy G |
| 3/29/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (24WA-758C)24WA-758C | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 3/31/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (24WA-779C)24WA-779C | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 3/31/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controller Function: Elevating the Role (Webinar) (24WA-749C)24WA-749C | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 3/29/2025 | 10 - 11:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Internal Controls That Could Have Prevented Frauds (Webinar) (24WA-715C)24WA-715C | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | Harper Dr. Christopher |
| 3/28/2025 | 4 - 5:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Not-for-Profit GAAP Update (Webinar) (24WA-748C)24WA-748C | *NAC*CECL | Galasso Melisa |
| 3/29/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Accessing And Managing Data In Excel (Webinar) (24WA-734C)24WA-734C | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations | Stephens Tommy G |
| 3/29/2025 | 4 - 7:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| PowerPoint: Tips and Tricks for Today's Accountant (Webinar) (24WA-777C)24WA-777C | *Exploration of tabs within PowerPoint's ribbon*Initial creation of a slide deck*Using slide masters*Utilization of external content*SmartArt*Alignments and layouts*Tips and tricks for efficiency*Best practices for effective presentation delivery*Other creative uses for PowerPoint | Harper Dr. Christopher |
| 3/31/2025 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Controllership Series: The Controller's Role in Procurement Function (Webinar) (24WA-750C)24WA-750C | *Accounting*Finance*Procurement | Fountain Lynn |
| 3/29/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Cost and Pricing Models: Creating an Effective Tool (Webinar) (24WA-759C)24WA-759C | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit | Daly John L |
| 3/31/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Automating Your Tax Practice (Webinar) (24WA-735C)24WA-735C | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data | Stephens Tommy G |
| 3/29/2025 | 4 - 7:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 2024 Not-for-Profit Accounting and Auditing Update (Webinar) (24WA-770C)24WA-770C | *CECL*NAC*Independence | Galasso Melisa |
| 3/31/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Drive Results with Metrics (Webinar) (24WA-763C)24WA-763C | *Performance metrics*Budgets | Daly John L |
| 3/31/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Using OneNote More And Email Less (Webinar) (24WA-733C)24WA-733C | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email | Clark Connie |
| 3/29/2025 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Accounting and Auditing for Cryptocurrency (Webinar) (24WA-767C)24WA-767C | *Cryptocurrency*Ditigal assets | |
| 3/31/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Excel Best Practices And Features (Webinar) (24WA-755C)24WA-755C | *What to look for in Excel 2024*How to take advantage of new functions and features in Excel*Integrating Excel data with other applications*Improving Excel security | Stephens Tommy G |
| 3/29/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups (Webinar) (25WI-0042)25WI-0042 | *Improving the use of VLOOKUP with MATCH and VALUE/TEXT*The IFERROR and IF functions | Lenning Jeff |
| 4/28/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting (Webinar) (25WI-0010)25WI-0010 | *Data validation feature in Excel*Conditional formatting*Skinny rows*Summing options | Lenning Jeff |
| 4/8/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Power BI: Share Your Data Analysis using PowerBI.com (Webinar) (25WI-0024)25WI-0024 | *A tour of the PowerBI.com interface
*Sharing data with Power Pivot and Power BI Desktop
*Creating visualizations and turning them into dashboards
*Sharing visualizations and dashboards with others | Smith Bryan |
| 4/17/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation (Webinar) (25WI-0046)25WI-0046 | *Increasing efficiency using Excel*Different date functions in Excel | Lenning Jeff |
| 4/30/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Streamlined Excel Reporting Series Session 4: External Data and PivotCharts (Webinar) (25WI-0054)25WI-0054 | *Creating PivotCharts*Pulling data from other sources | Lenning Jeff |
| 5/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Performing a Single Audit Under the Uniform Guidance (Webinar) (25WI-0038)25WI-0038 | *Fundamentals of a compliance audit performed under the Uniform Guidance*Identifying federal awards*Pass-through entities and subrecipients*Schedule of expenditure of federal awards (SEFA)*Determining major programs*Using the compliance supplement*Uniform guidance administrative requirements and cost principles*Testing internal control over compliance*Testing compliance | Galasso Melisa |
| 4/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check (Webinar) (25WI-0049)25WI-0049 | *Creating reports and headers*Mapping tables*Error checking*Data validation | Lenning Jeff |
| 5/2/2025 | 1 - 4:30 p.m. | Online | 3.5 CPE (3.5 tech, 0 non-tech) | |
| Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization (Webinar) (25WI-0012)25WI-0012 | *Design principles for Excel workbooks*Hiding worksheets*Highlighting input cells*Nesting data | Lenning Jeff |
| 4/9/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Audit Environment and ASB Activity (Webinar) (25WI-0031)25WI-0031 | *Updates to auditing and attestation standards
*Recently issued exposure drafts
*Current environment and implication for audit planning | Oestriecher Anne Oestriecher Kurt G |
| 4/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (Webinar) (25WI-0029)25WI-0029 | *5-step process for recognizing revenue | Rampulla Renee |
| 4/24/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Power BI: Use Power Query to Transform Your Data (Webinar) (25WI-0015)25WI-0015 | *Append files
*Combine multiple files from a folder
*Add custom columns
*Unpivot a table
*Create a lookup table from a table | Smith Bryan |
| 4/11/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Applying the Uniform Guidance in Your Single Audits (Webinar) (25WI-0045)25WI-0045 | *Introduction to single audits*Preparation of the schedule of expenditures of federal awards and determining major programs*Understanding, assessing, and testing internal control*Testing compliance with federal statutes and regulations and applicable requirements*Auditor reporting in a Uniform Guidance compliance audit*Program-specific audits*Administrative requirements and cost principles in a single audit | Galasso Melisa |
| 5/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Power BI: Introduction to MS Power BI Tools (Webinar) (25WI-0003)25WI-0003 | *The challenge of using Excel for Data Analysis
*An overview of the various Power BI Tools
*An overview of when and why to use each Power BI Tool
*A tour of each tool's interface | Smith Bryan |
| 4/2/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data (Webinar) (25WI-0053)25WI-0053 | *Displaying, sorting and filtering PivotTables | Lenning Jeff |
| 5/21/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Performing Preparation, Compilation and Review Engagements (Webinar) (25WI-0035)25WI-0035 | *Definition of an engagement*Forms, checklists and other documentation for preparing, compiling and reviewing engagements*Explanation of the differences between compilation and preparation engagements*Criteria of a compilation engagement and the entities where compilations can be performed*Criteria of a review engagement*Changes in level of service | Krause Daryl G |
| 4/24/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparation, Compilation and Review Engagements: Update and Review (Webinar) (25WI-0023)25WI-0023 | *Overview of preparation, compilation, and review guidance
*Accounting and reporting issues
*Current practice issues
*Common deficiencies in peer reviews
*Current and future standard setting projects | Krause Daryl G |
| 4/17/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| PCAOB Updates (Webinar) (25WI-0041)25WI-0041 | *Revisions to AS 2501
*New requirements of AS 1210
*The audit with other auditors | Oestriecher Anne Oestriecher Kurt G |
| 5/13/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Auditing, Assurance and Ethics Update for Governments and Not-for-Profits (Webinar) (25WI-0016)25WI-0016 | *Auditor reporting standards
*Auditing Standards Board updates
*Ethics updates
*Common audit deficiencies
*SSARS and SSAE updates | Galasso Melisa |
| 4/14/2025 | 11 a.m. - 2:30 p.m. | Online | 3.5 CPE (3.5 tech, 0 non-tech) | |
| Power BI: Analyze Your Data With Excel Pivot Tables (Webinar) (25WI-0011)25WI-0011 | *The advantages of PivotTable for Data Analysis
*Step-by-Step PivotTable creation
*Creating PivotCharts | Smith Bryan |
| 4/9/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Power BI: Use Advanced Calculations with DAX Formulas (Webinar) (25WI-0018)25WI-0018 | *Review Power Pivot calculations (column calculations vs. measures)
*Create advanced DAX formulas
*Using a Date / Calendar table for data analysis
*The DAX calculation process | Smith Bryan |
| 4/15/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Auditing Financial Statements of ERISA Plans (Webinar) (25WI-0047)25WI-0047 | *Auditing the statement of net assets available for benefits
*Types and classification of common plan investments
*Plan investment audit procedures based upon type of audit and risk assessment
*Auditing the statement of changes in net assets available | Dummer Randy M |
| 5/16/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Excel: Advanced Spreadsheet Troubleshooting Techniques (Webinar) (25WI-0006)25WI-0006 | *The value and the art of nesting formulas
*Different ways to troubleshoot complex formulas
*Excel's nine built-in error-checking options | Smith Bryan |
| 4/4/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Documenting Your EBP Audit: What You Need to Know (Webinar) (25WI-0036)25WI-0036 | *Audit planning
*Risk assessment and control testing
*Documentation best practices for investments and notes receivable
*Key audit areas in the financial statements, such as contributions, benefit payments, and plan expense
*Participant data | Evans Alice |
| 4/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Excel: Building Powerful Lookup & Reference Formulas (Webinar) (25WI-0001)25WI-0001 | *Advanced search and data retrieval with LOOKUP, INDEX and MATCH functions
*Speeding up worksheet creation with the INDIRECT function
*Conditions with the LOGICAL functions (IF, AND, OR, NOT)
*ERROR checking functions | Smith Bryan |
| 4/2/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Conducting a Remote Audit (Webinar) (25WI-0025)25WI-0025 | *Leveraging the benefits of remote auditing
*Managing the team, client, and audit process remotely
*Identifying engagement-wide procedures from client acceptance through report issuance when remote auditing
*Understanding narrow-topic considerations when remote auditing | Krause Daryl G |
| 4/18/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Excel for Accounting Professionals Session 4: Conditional Summing and Lookups (Webinar) (25WI-0014)25WI-0014 | *Conditional summing*Removing duplicate values*VLOOKUP function | Lenning Jeff |
| 4/10/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Multi-State Taxation: Tax Staff Essentials (Webinar) (25WI-0051)25WI-0051 | *Constitutional limits and P.L. 86-272
*Interstate activity, nexus, UDITPA, MTC
*Calculation of state taxable income
*Filing methods for multistate taxpayers
*Apportionment and allocation
*Multistate income tax planning | |
| 5/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| PCAOB Updates (Webinar) (25WI-0030)25WI-0030 | *Revisions to AS 2501
*New requirements of AS 1210
*The audit with other auditors | Oestriecher Anne Oestriecher Kurt G |
| 4/24/2025 | 9:30 - 10:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Streamlined Excel Reporting Series Session 2: Working with PivotTables (Webinar) (25WI-0052)25WI-0052 | *PivotTable layouts*Structured table references*Calculated fields vs. calculated items | Lenning Jeff |
| 5/20/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Construction Contractors: Auditing Considerations (Webinar) (25WI-0026)25WI-0026 | *Auditing contractor accounting and revenue from contracts with customers
*Planning and risk assessment for construction contractors
*Key internal controls
*Substantive procedures for long-term contractors | Martin Joselin |
| 4/18/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Excel: Advanced Financial and Statistical Calculations (Webinar) (25WI-0005)25WI-0005 | *Best practices for creating amortization schedules and calculating annual interest payments
*Calculating and summarizing data with SUMIF and SUBTOTAL functions
*Using statistical functions to analyze data | Smith Bryan |
| 4/3/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Multi-State Taxation: Tax Staff Essentials (Webinar) (25WI-0028)25WI-0028 | *Constitutional limits and P.L. 86-272
*Interstate activity, nexus, UDITPA, MTC
*Calculation of state taxable income
*Filing methods for multistate taxpayers
*Apportionment and allocation
*Multistate income tax planning | |
| 4/23/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Revenue Recognition, Financial Instruments and Leases (Webinar) (25WI-0034)25WI-0034 | *FASB accounting standards updates in financial instruments and leases
*Current Expected Credit Loss (CECL) module
*Lease obligation | Oestriecher Anne Oestriecher Kurt G |
| 4/24/2025 | 10:30 - 11:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Power BI: Create Excel Dashboards for Maximum Impact (Webinar) (25WI-0013)25WI-0013 | *Dashboard design guidelines
*Using Excel features to create visuals
*Using visuals to create dashboards
*Introduce new Power BI tools that enhance visual and dashboard creation | Smith Bryan |
| 4/10/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Audits of Employee Benefit Plans Subject to ERISA (Webinar) (25WI-0043)25WI-0043 | *GAAP vs. ERISA reporting requirements*Audit planning *Risk assessment, including consideration of internal control*Auditing the statement of net assets available for benefits*Auditing the statement of changes in net assets available for benefits*Other auditing considerations, including prohibited transactions and tax compliance | Dummer Randy M |
| 5/14/2025 | 8 a.m. - 4 p.m. | Online | 8.5 CPE (8.5 tech, 0 non-tech) | |
| Governmental and Not-for-Profit Annual Update (Webinar) (25WI-0019)25WI-0019 | *GASB update
*Not-for-profit accounting update
*Revenue recognition in not-for-profits
*FASB's lease standard - FASB update
*Auditor's report and conforming changes
*Auditing Standards Board update
*SSARS and SSAE update
*Governmental audit | Galasso Melisa |
| 4/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Revenue Recognition, Financial Instruments and Leases (Webinar) (25WI-0040)25WI-0040 | *FASB accounting standards updates in financial instruments and leases
*Current Expected Credit Loss (CECL) module
*Lease obligation | Oestriecher Anne Oestriecher Kurt G |
| 5/13/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Excel for Accounting Professionals Session 6: List Comparisons and Indenting (Webinar) (25WI-0044)25WI-0044 | *List comparisons*ISERROR Function*COUNTIFS and SUMIFS*Increase indent command | Lenning Jeff |
| 4/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book: Staying Compliant With Government Auditing Standards (Webinar) (25WI-0039)25WI-0039 | *Foundation and principles for use and application of GAGAS*General requirements for complying with the Yellow Book*Ethics, independence, and professional judgment*Competence and CPE*Quality control and peer review*Standards for financial audits*Standards for attestation and review engagements*Fieldwork and reporting standards for performance audits | |
| 5/6/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Excel for Accounting Professionals Session 1: Tables and Named References (Webinar) (25WI-0009)25WI-0009 | *Using Tables to increase efficiency in Excel*Excel shortcuts | Lenning Jeff |
| 4/7/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book: Application of GAGAS Principles (Webinar) (25WI-0021)25WI-0021 | *Foundation and principles for the use and application of generally accepted government auditing standards (GAGAS)*General requirements for complying with the Yellow Book*Ethics, independence, and professional judgment*Competence and continuing professional education*Quality control and peer review | |
| 4/16/2025 | 8 a.m. - 1:30 p.m. | Online | 5.5 CPE (5.5 tech, 0 non-tech) | |
| The Bottom Line on the New Lease Accounting Requirements (Webinar) (25WI-0027)25WI-0027 | *Lease classification
*Amortization of the leased asset
*Derecognition of the underlying asset
*Recognition of lease receivables
*Lease modifications
*Sale and leaseback transactions | Krause Daryl G |
| 4/21/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Yellow Book: Application of GAGAS Principles (Webinar) (25WI-0055)25WI-0055 | *Foundation and principles for the use and application of generally accepted government auditing standards (GAGAS)*General requirements for complying with the Yellow Book*Ethics, independence, and professional judgment*Competence and continuing professional education*Quality control and peer review | |
| 6/12/2025 | 10:30 a.m. - 4 p.m. | Online | 5.5 CPE (5.5 tech, 0 non-tech) | |
| Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals (Webinar) (25WI-0050)25WI-0050 | *Creating PivotTables*PivotTable layouts and filters | Lenning Jeff |
| 5/19/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Taxation of Property Transactions: Tax Staff Essentials (Webinar) (25WI-0032)25WI-0032 | *Sections 1231, 1245, 1250
*Depreciation recapture
*Capital gains and losses
*Non-recognition transactions | |
| 4/24/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Power BI: Use PBI Desktop to Create Reports and Dashboards (Webinar) (25WI-0022)25WI-0022 | *Tour of the Power BI Desktop interface
*Using Power BI Desktop to connect to data sources
*Available visualizations in Power BI Desktop
*Building interactivity into visualizations | Smith Bryan |
| 4/16/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| SOC 2 Report Walkthrough (Webinar) (25WI-0007)25WI-0007 | *Sections within a SOC 2 report
*CUEC considerations
*Inclusive versus carve-out methods of reporting on controls at subservice organizations
*Report opinion types
*SOC 3 reporting
*Bridge letters | Cook Jeff |
| 4/4/2025 | 11 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Impact of GASB Activities on State and Local Government (Webinar) (25WI-0002)25WI-0002 | *GASB statements issued
*GASB projects | Galasso Melisa |
| 4/2/2025 | 11 a.m. - 2 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Power BI: Prepare Your Data Efficiently for Excel Analysis (Webinar) (25WI-0004)25WI-0004 | *Getting data into the correct structure
*Data sources that you can access
*Working with multiple tables and data sources
*Steps to import data for analysis
*Introduction to Power Query and Get and Transform | Smith Bryan |
| 4/3/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Power BI: Go Beyond PivotTables with Power Pivot (Webinar) (25WI-0017)25WI-0017 | *Data modeling in Power Pivot
*Using basic DAX to create calculations
*What are and when to use calculated columns and measures
*Using the data model in Power Pivot to create PivotTables
*Hierarchies in Power Pivot | Smith Bryan |
| 4/14/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Excel: Functions and Formula Shootout (Webinar) (25WI-0008)25WI-0008 | *Formula creation best practices
*Demonstration of various Excel functions to enhance calculations
*Using Excel functions to perform advanced calculations | Smith Bryan |
| 4/7/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Reviewing Individual Tax Returns: What Are You Missing? (Webinar) (25WI-0037)25WI-0037 | *Section 199A qualified business income deduction
*Home office
*Hobby losses
*Self-employment health insurance
*Business start-up costs
*Depreciation
*Unreported income
*Schedule C issues
*Like-kind exchanges
*Self-employment tax | |
| 4/30/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Leases: Mastering the New FASB Requirements (Webinar) (25WI-0020)25WI-0020 | *Lease classification
*Amortization of the lease asset
*Derecognition of the underlying asset
*Recognition of lease receivables
*Lease modifications
*Sale and leaseback transactions
*Presentation and disclosure requirements | Krause Daryl G |
| 4/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Current Audit Environment and ASB Activity (Webinar) (25WI-0048)25WI-0048 | *Updates to auditing and attestation standards
*Recently issued exposure drafts
*Current environment and implication for audit planning | Oestriecher Kurt G Oestriecher Anne |
| 5/16/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current and Upcoming FASB Issues (Webinar) (25WI-0033)25WI-0033 | *FASB recent accounting standards updates
*FASB conceptual framework projects
*FASB measurement projects
*FASB presentation and disclosure projects | Oestriecher Kurt G Oestriecher Anne |
| 4/24/2025 | 8 - 9:30 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's 2023 Implementing Internal Controls In Quickbooks Environments (Webinar) (25WA-0901)25WA-0901 | *Critical risks in QuickBooks environments*Internal control options that can mitigate risk to prudently acceptable levels*Enabling alternative control measures to improve internal controls in QuickBooks environments | Stephens Tommy G |
| 5/1/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (25WX-0331)25WX-0331 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | Egnatoff Karl W |
| 4/26/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (25WA-0117)25WA-0117 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 4/4/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (25WA-0712)25WA-0712 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity | |
| 4/25/2025 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Ethics: Regulatory and Standards Update (Webinar) (25WX-0179)25WX-0179 | *Recent ethics standards changes that impact your practice.*Key regulatory changes and initiatives affecting CPAs and the future of the profession.*Emerging issues and standard-setting activity that could affect your practice.*Practical applications of the standards and common practice issues and challenges. Examples include independence issues, serving clients in the cannabis industry, and reporting potential noncompliance with laws and regulations to third parties.*How failure to follow the standards can result in unwanted regulatory actions and publicity. | Henry Allison M. |
| 4/14/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (25WA-1143)25WA-1143 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program | Walden Vincent |
| 5/10/2025 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2'S 2023 Top Ten Outlook Tips (Webinar) (25WA-0082)25WA-0082 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead | Clark Connie |
| 4/3/2025 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers (Webinar) (25WA-1068)25WA-1068 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling in NSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | McLeod Allison M. |
| 5/7/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (25WA-1507)25WA-1507 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 5/28/2025 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (25WA-1220)25WA-1220 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation | Calabrese Paul H. |
| 5/14/2025 | 2 - 3:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Long-Term Care Insurance: Make the Switch (Webinar) (25WX-0311)25WX-0311 | *The need to fund for long-term care in America*Client's attitudes and misconceptions*Innovative long-term care solutions and funding | |
| 4/24/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-2034)25WA-2034 | *Communication*Leadership*Character*Behavior | |
| 6/19/2025 | 6 - 7:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| Practical Excel Topics for the Public Accountant (Webinar) (25WA-0058)25WA-0058 | *Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables | Harper Dr. Christopher |
| 4/2/2025 | 10 - 11:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (25WA-0675)25WA-0675 | *Technology*Cybersecurity | Melloy Jon |
| 4/24/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| What Does Fraud Look Like? (Webinar) (25WA-2243)25WA-2243 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 6/27/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The SECURE Act 2.0 - Planning Opportunities for Employers (Webinar) (25WA-1390)25WA-1390 | *Implications for employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans | McLeod Allison M. |
| 5/21/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Preparation of Form 706 and 709: Understanding the Law (Webinar) (25WA-2022)25WA-2022 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application | Werner Arthur J |
| 6/18/2025 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (25WA-1415)25WA-1415 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 5/23/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Fringe Benefit Planning: Today and Beyond (Webinar) (25WA-1683)25WA-1683 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC §132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules | Werner Arthur J |
| 6/5/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 1) (Webinar) (25WA-0224)25WA-0224 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project | |
| 4/8/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Audit Risk Assessment in Plain English (Webinar) (25WA-1357)25WA-1357 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment* | Pembrook Chris Crawford Frank W |
| 5/21/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Tax Update: Recent Developments (Webinar) (25WX-0069)25WX-0069 | *2024/2025 legislation impacting business taxpayers*Extenders legislation update*Meals and entertainment expense reporting*Partnership and S Corporation update*Income and deductions | Dilley Steven C |
| 4/4/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics for CPAs: The Practical and the Possible (Webinar) (25WA-2018)25WA-2018 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions | |
| 6/18/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The Controller Function: Inventory Part 1 (Webinar) (25WA-0964)25WA-0964 | *Accounting*Finance*Operations | Fountain Lynn |
| 5/3/2025 | 9 - 10:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (25WA-0033)25WA-0033 | *Benford's Law*Digital Analysis*Data analytics | Cotton David L |
| 4/2/2025 | 2 - 3:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| K2'S Artificial Intelligence For Accounting And Financial Professionals (Webinar) (25WA-0125)25WA-0125 | *Information Technology*Artificial Intelligence (AI) | Yoss Stephen M |
| 4/4/2025 | 10 a.m. - 2:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
| Monthly Federal Tax Updates - April 2025 (Webinar) (25WX-0168)25WX-0168 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 4/14/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Dashboard and Report Design Principles Using Excel (Webinar) (25WA-0006)25WA-0006 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel | |
| 4/1/2025 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controller Function: Elevating the Role (Webinar) (25WA-1674)25WA-1674 | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 6/5/2025 | 6 - 7:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's 2023 Advanced Excel (Webinar) (25WA-0198)25WA-0198 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations | Stephens Tommy G |
| 4/8/2025 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (25WA-1706)25WA-1706 | *Mental Health Awareness | Ayers Chad Sexton Andy |
| 6/6/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-2061)25WA-2061 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 6/20/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (25WA-1652)25WA-1652 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers | Werner Arthur J |
| 6/4/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-1083)25WA-1083 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 5/8/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2024 Tech Update (Webinar) (25WA-1043)25WA-1043 | *AI and machine learning trends*Quantum computing in finance*Understanding the growing impact of blockchain and digital currencies in accounting*Software and hardware innovations | Stephens Tommy G |
| 5/6/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: Plain Talk About IRS Ethics and Conduct (Webinar) (25WX-0051)25WX-0051 | *Introduction: What is the IRS "Plain Talk" Document?*Office of Government Ethics (OGE) Standards*Key Principles of Ethical Conduct*Gifts from Outside Sources*Gifts from Within the Agency*When Gifts Cannot be Accepted from Outside Sources*Conflicts of Interest*Outside Activities and Employment*Misuse Of Position*Using and Accounting for Office Time*Using Government Property*Matters Concerning Personal Activities*Rules Concerning Employee Conduct and Official Activities*Who Can Help Within IRS | Wasny Garrett |
| 4/3/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (25WA-0162)25WA-0162 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing | Daly John L |
| 4/7/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (25WA-1670)25WA-1670 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections | Mirarchi Michael |
| 6/5/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Safeguarding Taxpayer Data: A Guide for Your Required Security Plan (Webinar) (25WA-0222)25WA-0222 | *Understand the need to protect client data*Learn about the required security and privacy standards*Leave with a sample plan to consider your tax practice | Johnston Randolph P |
| 4/8/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fringe Benefit Planning: Today and Beyond (Webinar) (25WA-2082)25WA-2082 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC §132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules | Werner Arthur J |
| 6/20/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Excel for Staff Level 2: Getting More Out of Excel (Webinar) (25WX-0357)25WX-0357 | *Overview of setting up spreadsheets for data analysis and how Excel Tables can help*Learning the importance of Consistent Column Calculations*How to use Conditional Formatting to highlight important information*How to leverage Excel Tables by analyzing them in PivotTables*Learning to leverage array formulas | Smith Bryan |
| 4/29/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (25WA-0607)25WA-0607 | *Employee engagement*Values-based governance*Organizational culture*Employee relations | |
| 4/21/2025 | 8 - 9:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controllership Series: Financial Statement Preparation (Webinar) (25WA-1440)25WA-1440 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 5/24/2025 | 9 - 11:25 a.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Professional Skepticism (Webinar) (25WX-0039)25WX-0039 | *The Professional Skepticism "Mind Set"*Recent Pronouncements*Professional Skepticism as Diligence*Cases and Controversies*Conclusion | Spalding Albert D |
| 4/2/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Anti-Bullying and Sensitivity (Webinar) (25WA-0153)25WA-0153 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? | |
| 4/5/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (25WA-0544)25WA-0544 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating | Cokins Gary |
| 4/18/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-1134)25WA-1134 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 5/10/2025 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Imagining a World Without Non-Competes (Webinar) (25WA-0676)25WA-0676 | *Federal non-compete law*State non-compete law | Ackels Alana K. |
| 4/24/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (Webinar) (25WA-1880)25WA-1880 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/13/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (25WA-2148)25WA-2148 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives | Minges Don Karwic Richard A |
| 6/24/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Shortcuts that Excel Users Love (Webinar) (25WX-0250)25WX-0250 | *The power of keyboard shortcuts*Oft used features with more capability than meets the eye*New helpful features*Note: This session is taught using *Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor. | Egnatoff Karl W |
| 4/18/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Organizational Effectiveness and Communication (Webinar) (25WA-1914)25WA-1914 | *Communication | |
| 6/14/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Motives and Mystery of Ethics-Understanding the Why (Webinar) (25WA-0635)25WA-0635 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert |
| 4/22/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (25WA-0070)25WA-0070 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 4/3/2025 | 10 a.m. - 6:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethics for CPAs: The Practical and the Possible (Webinar) (25WA-0094)25WA-0094 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions | |
| 4/3/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (25WA-0421)25WA-0421 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 4/15/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (25WA-1921)25WA-1921 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation | Calabrese Paul H. |
| 6/14/2025 | 9 - 10:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (25WA-2156)25WA-2156 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Sexton Andy Ayers Chad |
| 6/24/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-0266)25WX-0266 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | Nordlander Robert |
| 4/21/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How Prevalent Is Retaliation Within Your Culture? (Webinar) (25WA-1656)25WA-1656 | *Retaliation protections*Speak up culture*Ethical culture | |
| 6/4/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (25WA-1202)25WA-1202 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 5/13/2025 | 12 - 3:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-1523)25WA-1523 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 5/29/2025 | 6 - 7:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-2186)25WA-2186 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 6/25/2025 | 9 - 10:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-0950)25WA-0950 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 5/3/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (25WA-2241)25WA-2241 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 6/27/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Small Business Accounting Shootout (Webinar) (25WA-0866)25WA-0866 | *Understanding the small business accounting landscape*Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues*Create investment estimates for acquiring and implementing a new small business accounting solution | Stephens Tommy G |
| 4/30/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Multistate Taxation: Issues and Planning Opportunities (Webinar) (25WA-0797)25WA-0797 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation | Werner Arthur J |
| 4/28/2025 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Stand Out: How to Create a Unique Employer Brand (Webinar) (25WA-1127)25WA-1127 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires | |
| 5/9/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (25WA-2323)25WA-2323 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. | Lindell James T |
| 6/30/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
| The Preparation of Form 706 and 709: Understanding the Law (Webinar) (25WA-0596)25WA-0596 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application | Werner Arthur J |
| 4/19/2025 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Listening to the Statement of Cash Flows (Webinar) (25WA-0481)25WA-0481 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures | Harper Dr. Christopher |
| 4/16/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Excel Tips and Tricks for the Non-Accountant (Webinar) (25WA-0142)25WA-0142 | *Understanding the workbook and worksheet environment*Obtaining and utilizing data*Editing and formatting*The "Insert" Menu*The "Page Layout" Menu*The "View" Menu*Selecting and using formulas*Shortcuts and tricks | Harper Dr. Christopher |
| 4/4/2025 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| CPA Ethics in a Crisis World: Tales From the Front (Webinar) (25WX-0229)25WX-0229 | *"Tales from the Front" - practice issues CPAs are dealing with in these extraordinary times*Review of AICPA Code of Professional Conduct*Review of IRS Circular 230*Review of client tax return disclosure rules (Sec. 6103)*Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections | Dilley Steven C |
| 4/17/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| White-Collar Crime: What Every CPA Should Know (Webinar) (25WA-1567)25WA-1567 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | Cotton David L |
| 6/2/2025 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2'S 2023 Top Ten Outlook Tips (Webinar) (25WA-1363)25WA-1363 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead | Clark Connie |
| 5/21/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| I want the TRUTH: Preparing to be an Expert Witness (Webinar) (25WA-1659)25WA-1659 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques | Cotton David L |
| 6/5/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (25WA-1036)25WA-1036 | *Accounting and Finance | Fountain Lynn |
| 5/6/2025 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (25WA-0360)25WA-0360 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls | Johnston Randolph P McClelland Lawrence A. Tankersley Brian F Yoss Stephen M Stephens Tommy G |
| 4/12/2025 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| A Practical Guide to Trusts (Webinar) (25WA-1987)25WA-1987 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of an estate plan*Advantages of an irrevocable life insurance trust*How to create a dynasty trust*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool*Trust options to provide security for older clients*Advantages, tax consequences, and limits on charitable contributions and private foundations*Charitable remainder and charitable lead trust issues*How trusts can serve as asset protection devices Business trust issues | Werner Arthur J |
| 6/17/2025 | 10 a.m. - 5:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-0939)25WA-0939 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 5/3/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (25WA-1315)25WA-1315 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls | Tankersley Brian F Yoss Stephen M Stephens Tommy G Johnston Randolph P McClelland Lawrence A. |
| 5/19/2025 | 2 - 9:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's 2023 QuickBooks for Accountants (Webinar) (25WA-0128)25WA-0128 | *New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies | Stephens Tommy G |
| 4/4/2025 | 3 - 10:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (25WA-1048)25WA-1048 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard | O'Brien William |
| 5/6/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Audit 102: Professional Skepticism - Finding Fraud and Error (Webinar) (25WX-0030)25WX-0030 | *The importance of professional skepticism, especially when performing audit or other attest services*Specific fraud responsibilities in a financial statement audit*The varying levels of persuasiveness of evidence to support assurance conclusions or opinions | Louis Jennifer |
| 4/1/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Consulting for CPAs (Webinar) (25WA-2150)25WA-2150 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 6/24/2025 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Employment Law 101 (Webinar) (25WA-1149)25WA-1149 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act *Family Medical Leave Act *Fair Labor Standards Act *Equal Pay Act *National Labor Relations Act *Fair Credit Reporting Act | Ackels Alana K. |
| 5/10/2025 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Monthly Federal Tax Updates - March 2025 (Webinar) (24WX-4507)24WX-4507 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 3/31/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-2182)25WA-2182 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 6/25/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Key Considerations For Setting Up a Crypto Payment System (Webinar) (25WX-0296)25WX-0296 | *Examine and walk through the primary considerations that any company seeking to implement a crypto payment system will need to keep in mind*Specific steps, the opportunities, and the challenges connected with implementing a crypto payment system*Documenting accounting implications*External resources will be provided in order additional context and information | Stein Smith Sean |
| 4/23/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Resolving Ethical Conflicts (Webinar) (25WA-1852)25WA-1852 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails | Daly John L |
| 6/12/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-0751)25WA-0751 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 4/26/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Resolving Ethical Conflicts (Webinar) (25WA-0039)25WA-0039 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails | Daly John L |
| 4/2/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Drive Results with Metrics (Webinar) (25WA-1855)25WA-1855 | *Performance metrics*Budgets | Daly John L |
| 6/12/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-1917)25WA-1917 | *Communication*Leadership*Character*Behavior | |
| 6/14/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Reference Rate Reform (Webinar) (25WA-0281)25WA-0281 | *Reference Rate Reform*LIBOR*SOFR | Galasso Melisa |
| 4/10/2025 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Financial Statement Analysis (Webinar) (25WA-0733)25WA-0733 | *Purposes of financial statement analysis*Trend analysis and vertical & horizontal analysis*Simple and multivariate regression; Analysis of metrics*Assessment of liquidity, solvency, and profitability*Using data visualizations*The role of qualitative factors | Harper Dr. Christopher |
| 4/25/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Assessing Independence Under the New Yellow Book (Webinar) (25WX-0093)25WX-0093 | *Threats and safeguards*Independence Rules*GAGAS | Galasso Melisa |
| 4/7/2025 | 10:30 - 11:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-1423)25WA-1423 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 5/23/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (25WA-1970)25WA-1970 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 6/17/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 1 (Webinar) (25WA-1416)25WA-1416 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 5/23/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (25WA-1510)25WA-1510 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 5/28/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Estate Planning for Today and Beyond (Webinar) (25WA-2117)25WA-2117 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships | Werner Arthur J |
| 6/21/2025 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's 2023 Excel Essentials For Staff Accountants (Webinar) (25WA-1029)25WA-1029 | *Best practices for creating and working with Excel workbooks*Effectively using Excel functions when creating formulas*The importance of PivotTables in modern reporting environments*Best practices for formatting your workbooks | Stephens Tommy G |
| 5/6/2025 | 6 p.m. - 1:40 a.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Imagining a World Without Non-Competes (Webinar) (25WA-0168)25WA-0168 | *Federal non-compete law*State non-compete law | Ackels Alana K. |
| 4/7/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Inventory, Expense and Payroll Fraud (Webinar) (25WA-1392)25WA-1392 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees | Dycus Dennis F |
| 5/22/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-0509)25WA-0509 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 4/17/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| AI and You (Webinar) (25WA-0698)25WA-0698 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign* | |
| 4/24/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Cash Management: Strategies for Long-Term Success (Webinar) (25WA-0454)25WA-0454 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 4/15/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Servant Leadership 101 (Webinar) (25WX-0016)25WX-0016 | *Assessing your organization's culture *The benefits of great cultures *The basics of what servant leadership is, and is not *How to coach using a servant leadership style | |
| 4/1/2025 | 10:30 - 11:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| When Leadership Fails (Webinar) (25WA-0495)25WA-0495 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 4/17/2025 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ProActive Response Group De-Escalation Training (Webinar) (25WA-0234)25WA-0234 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Sexton Andy Ayers Chad |
| 4/9/2025 | 10 - 10:55 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-1704)25WA-1704 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 6/6/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-2131)25WA-2131 | *Emotional Intelligence*Communication*Teamwork | |
| 6/23/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Forensic Accounting: Court Approved Methods of Proof (Webinar) (25WX-0295)25WX-0295 | *The role of methods of proof in forensic accounting.*The various types of methods of proof approved by the courts.*The weakness and strengths of the methods of proof.*The formulas in calculating methods of proof.*Applying the formulas in various circumstances. | Nordlander Robert |
| 4/23/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Optimize Your Staff's Performance (Webinar) (25WA-1463)25WA-1463 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment | O'Brien William |
| 5/26/2025 | 12 - 3:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (25WA-2257)25WA-2257 | *The basic benefits of why *The 5-15 report *Curiosity and creativity | O'Brien William |
| 6/27/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Productivity Hacks for Working Remote (Webinar) (25WA-1124)25WA-1124 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options | |
| 5/9/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Tax Power Ethics for Tax Professionals (Webinar) (25WA-2016)25WA-2016 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies* | |
| 6/18/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Moving Beyond the Basics of Excel (Webinar) (25WX-0206)25WX-0206 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis | Harper Chris |
| 4/16/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Payroll Essentials: Payroll Returns Done Right (Webinar) (25WX-0355)25WX-0355 | *Introduction to common payroll taxes and related payroll forms*Filing out, reconciling, and filing payroll returns*Due dates and filing requirements | Bystrom Elizabeth A |
| 4/29/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Six Essential Teams Features (Webinar) (25WA-0364)25WA-0364 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams | Clark Connie |
| 4/12/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-2089)25WA-2089 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 6/21/2025 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Enact Retaliation Abatement and Monitoring Measures (Webinar) (25WA-0541)25WA-0541 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture | |
| 4/17/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Moving Beyond the Basics of Excel (Webinar) (25WA-0528)25WA-0528 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables | Harper Dr. Christopher |
| 4/17/2025 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: Environmental, Social and Governance for Accountants (Webinar) (25WX-0194)25WX-0194 | *What is ESG?*Key Technology, Economic and Social Drivers of ESG*ESG Current Landscape*Issues in Shifting from Theory to Practice*COP26: Implications for the Accounting Profession*Technical Examples of ESG Reporting*The "S" in ESG: Social Metrics*The "G" in ESG: Governance Ethics*ESG as an Emerging Client Advisory Service*ESG Reporting Best Practices*ESG and Blockchain*Leading ESG Reporting Frameworks*ESG Certifications*Prominent ESG Software and Calculators*ESG Starter Strategy | Wasny Garrett |
| 4/15/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| K2's 2023 Next Generation Excel Reporting (Webinar) (25WA-0132)25WA-0132 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports | Stephens Tommy G |
| 4/4/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (25WA-1625)25WA-1625 | *Accounting*Finance*Procurement*Operations | Fountain Lynn |
| 6/3/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's 2023 Best Word, Outlook, And PowerPoint Features (Webinar) (25WA-0200)25WA-0200 | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint | Stephens Tommy G |
| 4/8/2025 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Contract and Procurement Fraud (Webinar) (25WA-1694)25WA-1694 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 6/6/2025 | 2 - 3:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (25WA-1938)25WA-1938 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard | O'Brien William |
| 6/14/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-2005)25WA-2005 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Pembrook Chris Crawford Frank W |
| 6/18/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Power BI: Advanced Data Analytics with Power Pivot (Webinar) (25WX-0184)25WX-0184 | *Introduction to Excel Power BI Tools*Loading data into Power Pivot using data modeling*Creating "measures" using DAX functions and formulas*Using a date table to create time-intelligent measures*The DAX calculation process*TO SEE OUR FULL PREREQUISITE RECOMMENDATIONS AND INSTRUCTIONS, CLICK HERE | Smith Bryan |
| 4/14/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (25WA-1527)25WA-1527 | *Technology*Cybersecurity | Melloy Jon |
| 5/29/2025 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (25WA-1459)25WA-1459 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years | Lindell James T |
| 5/26/2025 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
| Navigating Leaves of Absence (Webinar) (25WA-1147)25WA-1147 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act *Special rules for managers *Handling fraud, abuse, and performance issues in connection with a leave of absence | Ackels Alana K. |
| 5/10/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Consumer Electronics Show 2024: Navigating The Future of Technology (Webinar) (25WA-0380)25WA-0380 | *Smart Home Innovations: Discover the latest advancements in home automation and IoT devices*Wearable Technology Trends: Explore the future of health, fitness, and personal tech wearables*Augmented and Virtual Reality: Delve into immersive experiences and their impact on entertainment, education, and business*Sustainable Technology Solutions: Uncover new developments in eco-friendly and energy-efficient technologies | Stephens Tommy G |
| 4/12/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| A Review of the Uniform Guidance Requirements (Webinar) (25WX-0273)25WX-0273 | *Key auditor requirements in a Single Audit*Enhanced required reporting requirement in Single Audit related to internal control and compliance*Clarifications and examples of how to properly determine major federal programs*Key definitions related to Single Audit*Other important matters contained in the Uniform Guidance | Bradley Daniel W |
| 4/22/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's The ABCs of Automation With Microsoft's Power Platform (Webinar) (25WA-0728)25WA-0728 | *Overview of the Power Platform and its components*Review examples of business processes that may benefit the most from using automation*Discussion and demonstration of its low-code/no-code app development environment | Stephens Tommy G |
| 4/25/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (25WA-1585)25WA-1585 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations | Mims Robert |
| 6/2/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (25WA-1724)25WA-1724 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Minges Don Mims Robert |
| 6/7/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Deep Dive into Quality Management (Webinar) (25WA-0202)25WA-0202 | *Quality Management*Risk Assessment*SQMS | Galasso Melisa |
| 4/8/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering the Excel Lookup Functions (Webinar) (25WX-0148)25WX-0148 | *A review of the various lookup functions, beyond VLOOKUP*Learn which lookup works best for your situation*How to apply the many lookup functions*Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively*An in-depth review of the following functions:*VLOOKUP / HLOOKUP*XLOOKUP*MATCH / INDEX*XMATCH*INDIRECT*FILTER*SORT / SORTBY*UNIQUE*An overview of some newer functions | Smith Bryan |
| 4/11/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (25WA-0575)25WA-0575 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team | |
| 4/19/2025 | 10 a.m. - 2:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| Imagining a World Without Non-Competes (Webinar) (25WA-1340)25WA-1340 | *Federal non-compete law*State non-compete law | Ackels Alana K. |
| 5/20/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-0602)25WA-0602 | *Business Management*Organization | Lindell James T |
| 4/21/2025 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Financial Acumen for the HR Professional (Webinar) (25WA-1280)25WA-1280 | *Financial statement insight*Trend analysis*Financial benchmarks | Lindell James T |
| 5/17/2025 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| How to Audit Expenses and Payables (Webinar) (25WA-0793)25WA-0793 | *Introduction to Auditing*Expenses*Assertions*Risk Assessment | |
| 4/28/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Achieving Balance in Work and Life: Part 2 (Webinar) (25WA-0148)25WA-0148 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts | Robinson Jonathan |
| 4/5/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (25WA-1073)25WA-1073 | *Benford's Law*Digital Analysis*Data analytics | Cotton David L |
| 5/8/2025 | 2 - 3:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| K2's 2023 Six Essential Teams Features (Webinar) (25WA-0914)25WA-0914 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams | Clark Connie |
| 5/2/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Let's End Business Ethics (Webinar) (25WA-1731)25WA-1731 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 6/7/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Measuring Audit Risks (Webinar) (25WA-0784)25WA-0784 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 4/28/2025 | 11 a.m. - 1:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Ethics for CPAs: The Practical and the Possible (Webinar) (25WA-1119)25WA-1119 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions | |
| 5/9/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-0187)25WA-0187 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle | Robinson Jonathan |
| 4/8/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (25WA-1180)25WA-1180 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/12/2025 | 3 - 4:35 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| When Leadership Fails (Webinar) (25WA-1762)25WA-1762 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 6/9/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (25WA-0177)25WA-0177 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. | Werner Arthur J |
| 4/7/2025 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Expand Your Analytical Toolbox More Tools for Success (Webinar) (25WA-1426)25WA-1426 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full | O'Brien William |
| 5/23/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Contract and Procurement Fraud (Webinar) (25WA-2283)25WA-2283 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 6/28/2025 | 11 a.m. - 12:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRS Cybersecurity Checklist (Webinar) (25WA-2140)25WA-2140 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap | Werner Arthur J |
| 6/23/2025 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 OneDrive's Best Practices (Webinar) (25WA-0362)25WA-0362 | *Synchronizing your files to your desktop pc*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint | Clark Connie |
| 4/12/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Partnership Essentials: Tax Basis Capital Accounts (Webinar) (25WA-0529)25WA-0529 | *Importance of capital accounts*Reporting negative tax basis*Tax accounting for property contributed to a partnership*Pre-contribution appreciation*Effect of the Ceiling Rule*Allocation of depreciation to partners*Alternative and Remedial Methods*Effect on financial capital accounts*Form 1065, Schedule K-1*Tax basis capital accounts | Van Der Aa Douglas J |
| 4/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Crypto, Blockchain and Taxes (Webinar) (25WA-1258)25WA-1258 | *Understanding Blockchain and Cryptocurrency*Major Features, Benefits and Risks of Blockchain and Cryptocurrency*Tax Strategies for Cryptocurrency Transactions and Compliance*Implementing Blockchain in Business Accounting Systems*Navigating Estate Planning with Digital Assets | Werner Arthur J Yoss Stephen M |
| 5/15/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2'S 2023 Top Ten Outlook Tips (Webinar) (25WA-0984)25WA-0984 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead | Clark Connie |
| 5/5/2025 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Complete Guide to the Preparation for Form 1041 (Webinar) (25WA-1682)25WA-1682 | *Form 1041 Preparation*Decedent's Estate Issues*Trust-Specific Challenges*Subchapter J Fundamentals*Compliance Strategies*Case Study Analysis | Werner Arthur J |
| 6/5/2025 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-1483)25WA-1483 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 5/27/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (25WA-2165)25WA-2165 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations | Mims Robert |
| 6/24/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (25WA-2253)25WA-2253 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/27/2025 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Reasonable Compensation for S Corps (Webinar) (25WX-0269)25WX-0269 | *Explain the payroll tax advantage of taking distributions over wages*Review key court cases that shape todays reasonable compensation landscape*How to use court factors to stress test reasonable compensation*Best practices for determining reasonable compensation*Review of the IRS's enforcement on reasonable compensation; past, present and future | |
| 4/21/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Machines Are Coming Alive and Ruling the World (Webinar) (24WX-4519)24WX-4519 | *What is the Internet of Things (IoT)? *IoT In Action*IoT Economic Impacts*How IoT Will Impact Accountants*Structured vs. Unstructured Data: The New Accounting Frontier*Leading IoT Challenges and Risks*Emerging IoT Business Models for Accountants*How to Monetize IoT*IoT Starter Strategy*IoT Case Studies | Wasny Garrett |
| 3/31/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Valuation Fundamentals (Webinar) (25WA-1314)25WA-1314 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* | |
| 5/19/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Imagining a World Without Non-Competes (Webinar) (25WA-1078)25WA-1078 | *Federal non-compete law*State non-compete law | Ackels Alana K. |
| 5/8/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (25WA-1462)25WA-1462 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 5/26/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| State Tax Nexus: Frequently Awkward Questions (Webinar) (25WA-0093)25WA-0093 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources | |
| 4/3/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Productivity Hacks for Working Remote (Webinar) (25WA-0348)25WA-0348 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options | |
| 4/11/2025 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controllers Role in Data Analytics and Big Data (Webinar) (25WA-0919)25WA-0919 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 5/2/2025 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Emotional Intelligence (Webinar) (25WA-1712)25WA-1712 | *Emotions*Relationships | |
| 6/6/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's AI Confidential: Privacy And Artificial Intelligence (Webinar) (25WA-0927)25WA-0927 | *Tools for evaluating and summarizing licenses and privacy policies*Definitions of significant terms and concepts often used in software licenses*Review critical terms associated with services like Microsoft 365 or QuickBooks Online | Stephens Tommy G |
| 5/2/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-0613)25WA-0613 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 4/21/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Advanced Collaboration Solutions (Webinar) (25WA-0099)25WA-0099 | *Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration*Modern Payment Solutions: Understanding and integrating various payment options into your portal*Effective Use of eSignatures: Streamlining processes and ensuring compliance*Feature Checklist for Collaboration Tools: What to look for in the latest technology | Stephens Tommy G |
| 4/3/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Audit 305: Strengthening Substantive Analytic Procedures (Webinar) (25WX-0226)25WX-0226 | *How analytic procedures enhance audit quality*Elements of strong analytic procedures*Selecting the proper analytic, and altering the strength for the intended purpose*Disaggregating data to make more informed expectations*Evaluating the data used in generating expectations, including corroborating inquiry*Improving documentation, including evaluating sufficiency and appropriateness of the audit evidence obtained*Resolving significant differences resulting from analytic procedures and concluding on audit results | Louis Jennifer |
| 4/17/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2'S Artificial Intelligence For Accounting And Financial Professionals (Webinar) (25WA-0893)25WA-0893 | *Information Technology*Artificial Intelligence (AI) | Yoss Stephen M |
| 5/1/2025 | 6 - 10:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
| Partnerships and S Corporations: How to Calculate Basis (Webinar) (25WA-0030)25WA-0030 | *Calculation of basis when the entity is formed, including the impact of contributed property*How to calculate partnership tax basis capital accounts*Explains the use of both "inside" and "outside" basis determination*Clarifies the how partnerships and S corporations debt impacts tax basis*Discusses how distributions affect basis*Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest*Discusses how S corporation losses impact Form 1040 Schedule E reporting | Dilley Steven C |
| 4/1/2025 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting for and Auditing Cryptocurrency and Digital Assets (Webinar) (25WX-0008)25WX-0008 | *Common applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets*Feedback from the AICPA's Digital Assets Working Group intended to assist auditors with opining on these digital records | Louis Jennifer |
| 4/1/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (25WA-2292)25WA-2292 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team | |
| 6/28/2025 | 10 a.m. - 2:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| The Motives and Mystery of Ethics-Understanding the Why (Webinar) (25WA-2167)25WA-2167 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert |
| 6/24/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Minimizing Workplace Warfare (Webinar) (25WA-1107)25WA-1107 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques | |
| 5/9/2025 | 2 - 3:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-2163)25WA-2163 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 6/24/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (25WA-1057)25WA-1057 | *Mental Health Awareness | Ayers Chad Sexton Andy |
| 5/7/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (25WA-2003)25WA-2003 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Pembrook Chris Crawford Frank W |
| 6/18/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Individual Federal Tax Update (Webinar) (25WA-1651)25WA-1651 | *Form 1040: Precise Tax Submissions*Recent Tax Code Changes: Updated Filings*IRC Sections Analysis: Understanding Tax Regulations*Updates in Income Taxation: Compliance Assurance*New Credits and Deductions: Maximizing Benefits*Complex Income Issues: Tailored Strategies*Itemized Deductions: Informed Client Benefits*Health Considerations: Maximizing Financial Benefits*Regulatory Shifts: Implications on Tax Strategies*Tax Planning Strategies: Client Financial Success | Werner Arthur J |
| 6/4/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (25WA-1886)25WA-1886 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Sexton Andy Ayers Chad |
| 6/13/2025 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Audit 202: Applying Audit Risk to the Detailed Audit Plan (Webinar) (25WX-0105)25WX-0105 | *Overview of a risk-based audit process*How the individual elements of the audit risk formula interrelate*Emphasis on overall risk, fraud risk, and control risk*Linking the assessed risk of material misstatement to the detailed audit plan*Documenting risk assessment conclusions and responses | Louis Jennifer |
| 4/8/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Planning in an Uncertain World (Webinar) (25WA-0493)25WA-0493 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 4/17/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (25WA-0185)25WA-0185 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 4/8/2025 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Financial Acumen for the HR Professional (Webinar) (25WA-1997)25WA-1997 | *Financial statement insight*Trend analysis*Financial benchmarks | Lindell James T |
| 6/18/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Annual Update for Governmental Accountants and Auditors (Webinar) (25WX-0043)25WX-0043 | *GASB 100, Accounting Changes and Error Corrections.*GASB 101, Compensated Absences.*Yellow Book and Single Audit engagements.*Yellow Book independence requirements.*Changes to the Uniform Guidance.*2024 Compliance Supplement and the common deficiencies identified by the federal agencies and peer reviewers. | Galasso Melisa |
| 4/2/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Giving Feedback that Delivers Results (Webinar) (25WA-0316)25WA-0316 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 4/11/2025 | 8 - 9:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Accounting for Leases (Webinar) (25WA-1112)25WA-1112 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 5/9/2025 | 9 - 11:25 a.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| The Successful Family Business (Webinar) (25WA-2300)25WA-2300 | *Business management*Organization | Lindell James T |
| 6/28/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Preparation of Form 706 and 709: Line-by-Line (Webinar) (25WA-0700)25WA-0700 | *Federal Form 706: Overview and Preparation*Federal Form 709: Understanding and Compliance*Portability in Estate Tax Planning*Coordinating Issues for Decedent's Final Income Tax Return*Postmortem Estate Planning Strategies*Recent Legislative Changes: Impact on Estate and Gift Taxation*Integrating Tax Planning into Client Services | Werner Arthur J |
| 4/24/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Form 1120S: Preparation and Analysis (Webinar) (25WA-1346)25WA-1346 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations | Werner Arthur J |
| 5/20/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Consumer Electronics Show 2024: Navigating The Future of Technology (Webinar) (25WA-0929)25WA-0929 | *Smart Home Innovations: Discover the latest advancements in home automation and IoT devices*Wearable Technology Trends: Explore the future of health, fitness, and personal tech wearables*Augmented and Virtual Reality: Delve into immersive experiences and their impact on entertainment, education, and business*Sustainable Technology Solutions: Uncover new developments in eco-friendly and energy-efficient technologies | Stephens Tommy G |
| 5/2/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Single Audit from Beginning to End Update (Webinar) (25WA-0322)25WA-0322 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence | Inzina J. Michael |
| 4/11/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Practical Ethics and Circular 230 Compliance for CPAs (Webinar) (25WA-0095)25WA-0095 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation | Werner Arthur J |
| 4/3/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Business Longevity: Is Your Business Wobbling? (Webinar) (25WA-1594)25WA-1594 | *Business Management *Organization | Lindell James T |
| 6/3/2025 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Imagining a World Without Non-Competes (Webinar) (25WA-1079)25WA-1079 | *Federal non-compete law*State non-compete law | Ackels Alana K. |
| 5/8/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| DEI in the Remote Work Era (Webinar) (25WA-0608)25WA-0608 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations | |
| 4/21/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Fraud and Embezzlement: Case Studies from the Trenches (Webinar) (25WX-0082)25WX-0082 | *How organizations can find themselves defrauded due to lax oversight and weak internal controls.*How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism.*Illustrations of the issues companies should look for in preventing fraud and embezzlement. | McLeod Allison M. |
| 4/7/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Partnerships/LLCs: Understanding Tax Basis Capital Accounts (Webinar) (25WA-0347)25WA-0347 | *Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account" -- how do the financial accounting and tax capital accounts differ from one another*How to determine a partner's share of the partnership's liabilities*Distinguishing "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Review of the Sec. 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting | Dilley Steven C |
| 4/11/2025 | 4 - 5:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Dashboard and Report Design Principles Using Excel (Webinar) (25WA-1536)25WA-1536 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel | |
| 5/30/2025 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (25WA-1761)25WA-1761 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 6/9/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Now Is The Time to Automate (Webinar) (25WA-1316)25WA-1316 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls | Stephens Tommy G |
| 5/19/2025 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Optimize Your Staff's Performance (Webinar) (25WA-1095)25WA-1095 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment | O'Brien William |
| 5/8/2025 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| A Better Way to Choose Your KPIs (Webinar) (25WA-1947)25WA-1947 | *KPIs*Performance measures*Metrics | |
| 6/16/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Crypto, Blockchain and Taxes (Webinar) (25WA-2144)25WA-2144 | *Understanding Blockchain and Cryptocurrency*Major Features, Benefits and Risks of Blockchain and Cryptocurrency*Tax Strategies for Cryptocurrency Transactions and Compliance*Implementing Blockchain in Business Accounting Systems*Navigating Estate Planning with Digital Assets | Yoss Stephen M Werner Arthur J |
| 6/23/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of HR in Business Sustainability (Webinar) (25WA-1061)25WA-1061 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk | |
| 5/7/2025 | 2 - 3:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's 2023 Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (25WA-0273)25WA-0273 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies | Stephens Tommy G |
| 4/10/2025 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's 2023 Shredding Your Servers And Going Virtual (Webinar) (25WA-0363)25WA-0363 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers | Tankersley Brian F |
| 4/12/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Much Are Your Ethics Worth? (Webinar) (25WX-0089)25WX-0089 | *Understanding ethics*Available tools to aid in ethical decision making*The role of bias in making ethical decisions*Application through case studies | Gohl Keely |
| 4/7/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Estate Planning for Today and Beyond (Webinar) (25WA-0334)25WA-0334 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships | Werner Arthur J |
| 4/11/2025 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (25WA-2075)25WA-2075 | *Accounting*Finance | Fountain Lynn |
| 6/20/2025 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Single Audit from Beginning to End Update (Webinar) (25WA-1109)25WA-1109 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence | Inzina J. Michael |
| 5/9/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Coaching the Next Generation of CPAs (Webinar) (25WX-0337)25WX-0337 | *Building a high-performing team comprised of multi-generational workers.*How to effectively communicate with the millennial worker.*Leveraging younger staff in business development opportunities.*Measuring the productivity of a millennial workforce. | Louis Jennifer |
| 4/28/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application - 8 Hour Version (Webinar) (25WA-1123)25WA-1123 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project*Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 5/9/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (25WA-0212)25WA-0212 | *Accounting*Finance | Fountain Lynn |
| 4/8/2025 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Stand Out: How to Create a Unique Employer Brand (Webinar) (25WA-0160)25WA-0160 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires | |
| 4/5/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (25WA-2244)25WA-2244 | *Technology*Cybersecurity | Melloy Jon |
| 6/27/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-1505)25WA-1505 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 5/28/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Office Scripts: The New Macros (Webinar) (25WA-1405)25WA-1405 | *Introduction to Office Scripts*Recording your first script*Integration with Power Automate | Stephens Tommy G |
| 5/22/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Introduction to Yellow Book: 8-Credit Boot Camp (Webinar) (25WX-0012)25WX-0012 | *The basics needed to understand what makes nonprofit and governmental accounting & auditing unique. *The key financial reporting differences for governmental and nonprofit entities.*The fundamentals of Yellow Book and Uniform Guidance audits. | Galasso Melisa |
| 4/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (25WA-2282)25WA-2282 | *Benford's Law*Digital Analysis*Data analytics | Cotton David L |
| 6/28/2025 | 8 - 9:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WX-0223)25WX-0223 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients | Harper Chris |
| 4/17/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Using e-Signature Software to Process Agreements (Webinar) (25WX-0310)25WX-0310 | *Review of the digital document signing process.*Key features to evaluate in selecting a solution.*Review and distinguish top selling e-signature applications.*Best practices for deploying e-signature software in your practice or business. | Higgins John H |
| 4/24/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Understanding and Preventing Budget Calamities (Webinar) (25WA-1879)25WA-1879 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/13/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (25WA-0617)25WA-0617 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers | Werner Arthur J |
| 4/21/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The ABCs of Advisory Services (Webinar) (25WA-2115)25WA-2115 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues | Werner Arthur J |
| 6/21/2025 | 8:30 - 10:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Role of the Controller in ESG (Webinar) (25WA-1932)25WA-1932 | *Accounting*Finance*SG*Operations | Fountain Lynn |
| 6/14/2025 | 10 - 11:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-1417)25WA-1417 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle | Robinson Jonathan |
| 5/23/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (25WA-0053)25WA-0053 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 4/2/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Taxation of Non-fungible Tokens (NFTs) (Webinar) (25WA-0802)25WA-0802 | *NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs | McLeod Allison M. |
| 4/28/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| State Tax Nexus: Frequently Awkward Questions (Webinar) (25WA-1375)25WA-1375 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources | |
| 5/21/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Inventory, Expense and Payroll Fraud (Webinar) (25WA-0806)25WA-0806 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees | Dycus Dennis F |
| 4/29/2025 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Introduction to Forensic Accounting (Webinar) (25WA-1813)25WA-1813 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/10/2025 | 3 - 4:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-0908)25WA-0908 | *Business Management*Organization | Lindell James T |
| 5/2/2025 | 11 a.m. - 2:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Audit 407: Auditing Contingencies and Going Concern (Webinar) (25WX-0316)25WX-0316 | *Overview of contingencies and related disclosures*Identifying and determining proper accounting treatment for litigation, claims and assessments*Evaluating the sufficiency of attorney's letter responses for audit evidence*Evaluating substantial doubt about an entity's ability to continue as a going concern for a reasonable period of time*Auditing managements assumptions in making the going concern evaluation*Proper application of the liquidation basis of accounting | Louis Jennifer |
| 4/25/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's The ABCs of Automation With Microsoft's Power Platform (Webinar) (25WA-1044)25WA-1044 | *Overview of the Power Platform and its components*Review examples of business processes that may benefit the most from using automation*Discussion and demonstration of its low-code/no-code app development environment | Stephens Tommy G |
| 5/6/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Case Studies in Fraud and Technology Controls- 4 Hrs (Webinar) (25WA-0271)25WA-0271 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim | Stephens Tommy G |
| 4/10/2025 | 6 - 9:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (25WA-1897)25WA-1897 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives | Minges Don Karwic Richard A |
| 6/14/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Analyzing Financial Statements (Webinar) (25WX-0210)25WX-0210 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | Gohl Keely |
| 4/16/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control Frameworks for Single Audit (Webinar) (25WA-0430)25WA-0430 | *Auditing*COSO 2013 Update | Galasso Melisa |
| 4/15/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Audit 208: Audit Reporting Basics - Report Issuance Process (Webinar) (25WX-0152)25WX-0152 | *Objective of financial reporting and Inter-relationships of financial statements and disclosures*Special purpose framework financial statements and the impact on audits*Types of audit reports, including reasons for modification*Financial statement drafting and issuance process*Performing a final quality control check before report release | Louis Jennifer |
| 4/11/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial and Tax Accounting for Partnerships and LLCs (Webinar) (25WA-0487)25WA-0487 | *Review of the Accounting Standards Codification and its application to partnerships and LLCs*Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs*Review of the AICPA financial reporting framework for small and medium-sized entities*Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs*Financial accounting issues arising from changes in ownership of partnership and LLCs*Financial vs. tax accounting for partnership/LLC capital accounts*Review of Section 704(b) substantial economic effect rules and their relation to financial accounting*The integration of financial accounting for partnerships/LLCs with the Form 1065*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests*Deferred tax accounting for partnerships/LLCs*Completion of the Form 1065 Schedule M-1*Financial accounting for the operations of a partnership/LLC | Dilley Steven C |
| 4/16/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Navigating Difficult Conversations with Clients (Webinar) (25WA-0313)25WA-0313 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service | |
| 4/11/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Fraud, Controls and Ethics: Best Practices and Case Studies (Webinar) (25WX-0061)25WX-0061 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios.*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards | Harper Chris |
| 4/4/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 2 Ethics |
| Microsoft 365 Digital Skills Series for CPAs Webinar Bundle (Webinar) (25WX-0026)25WX-0026 | *Course 1: Microsoft 365 Deployment Bootcamp for Your Practice | CPE: 4 | Description: Discover how to leverage the M365 suite of apps to unlock new efficiencies and opportunities within your firm. Don't miss this chance to supercharge your practice with cutting-edge tools! Whether you are a solo practitioner or larger firm, this "bootcamp" will provide you with an ROI many times greater than your investment to attend.*Course 2: Microsoft Teams Features Every User Should Know | CPE: 2 | Description: Microsoft Teams is one of the most widely used applications for communications, collaboration and knowledge sharing in business today. Most users are unaware of many time saving features available to help you manage your conversations, files and related content on a daily basis. John Higgins will teach you how to leverage all the functionality Teams has to offer to compose, organize and retrieve your conversations, files and related content for maximum effectiveness.*Course 3: Synchronize Your Files to the Cloud with SharePoint | CPE: 2 | Description: One of the most cost effective methods for storing your files safely and economically in the cloud is with Microsoft 365 OneDrive and SharePoint apps. If you use either or both of these cloud storage apps, this course is a "must take." There are often times when you want or need cloud based files to be stored on your local laptop or desktop PC. With the OneDrive Sync app, you can have the best of both worlds. You can have copies of a file stored locally and in the cloud simultaneously. The Synch app will update both copies of the file in real time for any changes that are made in the local or cloud copy of the file. A classic example is if you have a QuickBooks Desktop data file that you need to store locally to work with the files in QuickBooks. However, you also want the file stored in the cloud for anytime, anywhere access and enhanced security. The Sync app facilitates this scenario effortlessly. *Course 4: Simplify Outlook Meeting Scheduling with Office 365 Bookings | CPE: 1 | Description: Are you frustrated with sending emails back and forth to try and agree on a simple meeting time? If you use Microsoft 365 Outlook, you will want to attend this short course to learn everything you need to know to setup your Microsoft 365 Bookings App to streamline appointment setting. This easy-to-use app lets you provide your meeting guests with a link to a private web page that allows them to view your availability and use self-service to book the meeting in your Outlook calendar and their calendar app. The Booking app is totally integrated with the Outlook calendar, so your availability to schedule a meeting is always completely up to date for your guests to book an appointment based on your availability.* | Higgins John H |
| 4/1/2025 | 8 a.m. - 5 p.m. | Online | 9 CPE (0 tech, 9 non-tech) | |
| The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (25WA-1114)25WA-1114 | *Accounting*Finance*Procurement*Inventory | Fountain Lynn |
| 5/9/2025 | 11 p.m. - 12:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (25WA-1080)25WA-1080 | *arbitration agreements*confidentiality agreements *restrictive covenants *training *severance agreements | Ackels Alana K. |
| 5/8/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-1266)25WA-1266 | *Emotional Intelligence*Communication*Teamwork | |
| 5/16/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Integrity, Objectivity and Judgment: Values in Action (Webinar) (25WX-0205)25WX-0205 | *AICPA Code of Conduct: Integrity and Objectivity*Case Study: Mortgage crisis of 2007-2010*Case Study: World Com | McLeod Allison M. |
| 4/16/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (25WA-0962)25WA-0962 | *Accounting*Finance | Fountain Lynn |
| 5/3/2025 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Procurement Function (Webinar) (25WA-1618)25WA-1618 | *Accounting*Finance*Procurement | Fountain Lynn |
| 6/3/2025 | 10 - 11:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Microsoft Teams Features Every User Should Know (Webinar) (25WX-0280)25WX-0280 | *Overview of the key Teams apps*Everything there is to know about composing messages in Teams*Using Teams to manage files, email messages and other content*Best practices for structuring your teams and channels*How to use "private" channels*How to use Teams as your primary phone system*Managing your Teams settings*Establishing links to other Microsoft 365 applications*Hosting a Teams meeting from A to Z | Higgins John H |
| 4/22/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-2250)25WA-2250 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 6/27/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controller Function: Inventory Part 1 (Webinar) (25WA-1369)25WA-1369 | *Accounting*Finance*Operations | Fountain Lynn |
| 5/21/2025 | 11 p.m. - 12:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| K2's 2023 Excel Tips, Tricks, and Techniques for Accountants (Webinar) (25WA-0399)25WA-0399 | *Fundamental Excel techniques all accounting and financial professionals should know and use*Creating date-based calculations in Excel*How to create Excel templates*Key options you should enable in Excel*Linking data in Excel | Stephens Tommy G |
| 4/14/2025 | 4 - 11:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-0942)25WA-0942 | *Communication*Leadership*Character*Behavior | |
| 5/3/2025 | 11 a.m. - 12:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (25WA-2092)25WA-2092 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board | Minges Don Mims Robert |
| 6/21/2025 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Financial and Tax Accounting for S Corporations (Webinar) (25WA-0029)25WA-0029 | *Review of the Accounting Standards Codification and its relationship to financial accounting for S corporations*Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S corporations*Review of the AICPA "small" GAAP rules*The impact of the entity's tax status history on its financial accounting*Deferred tax accounting for S corporations*Required S status financial accounting disclosures*Financial accounting impact of the C to S election and the S to C election*The relationship of financial accounting and the Form 1120S*Financial and tax accounting for S corporation shareholder equity account | Dilley Steven C |
| 4/1/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Cash Management: Strategies for Long-Term Success (Webinar) (25WA-1872)25WA-1872 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 6/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-2071)25WA-2071 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 6/20/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Avoiding Budget People Issues: Managing Budgeting's Soft Side (Webinar) (25WA-1217)25WA-1217 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/14/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Financial Close Process (Webinar) (25WA-2261)25WA-2261 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 6/27/2025 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's 2023 Excel Tips, Tricks, and Techniques for Accountants (Webinar) (25WA-1085)25WA-1085 | *Fundamental Excel techniques all accounting and financial professionals should know and use*Creating date-based calculations in Excel*How to create Excel templates*Key options you should enable in Excel*Linking data in Excel | Stephens Tommy G |
| 5/8/2025 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Navigating Leaves of Absence (Webinar) (25WA-0016)25WA-0016 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act *Special rules for managers *Handling fraud, abuse, and performance issues in connection with a leave of absence | Ackels Alana K. |
| 4/1/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Individuals - 4 Hour (Webinar) (25WA-1511)25WA-1511 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 5/28/2025 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Achieving Balance in Work and Life: Part 2 (Webinar) (25WA-1700)25WA-1700 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts | Robinson Jonathan |
| 6/6/2025 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Payroll Essentials: Fringe Benefits: Taxable or Not? (Webinar) (25WX-0302)25WX-0302 | *What is and what is not a fringe benefit*Payroll tax withholding rules on taxable fringe benefits*Payroll reporting on employee checks, payroll returns, and W-2s*What to watch for at year end and where to go to get resources | Bystrom Elizabeth A |
| 4/24/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Not-for-Profit GAAP Update (Webinar) (25WA-0210)25WA-0210 | *NAC*CECL | Galasso Melisa |
| 4/8/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for Leases (Webinar) (25WA-1368)25WA-1368 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 5/21/2025 | 10 a.m. - 12:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Measuring Audit Risks (Webinar) (25WA-2319)25WA-2319 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 6/30/2025 | 1 - 3:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Anti-Bullying and Sensitivity (Webinar) (25WA-2126)25WA-2126 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? | |
| 6/23/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-0423)25WA-0423 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 4/15/2025 | 7 - 9 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (25WA-1460)25WA-1460 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. | Lindell James T |
| 5/26/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
| The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (25WA-0373)25WA-0373 | *Accounting*Finance*Procurement*Inventory | Fountain Lynn |
| 4/12/2025 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (25WA-1896)25WA-1896 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years | Lindell James T |
| 6/13/2025 | 12 - 3:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
| Business Longevity: Is Your Business Wobbling? (Webinar) (25WA-0352)25WA-0352 | *Business Management *Organization | Lindell James T |
| 4/12/2025 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Common Yellow Book and Single Audit Deficiencies: 2023 (Webinar) (25WA-0043)25WA-0043 | *ICOC*Compliance Testing*Major Program Determination | Galasso Melisa |
| 4/2/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (25WA-0884)25WA-0884 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives | Minges Don Karwic Richard A |
| 5/1/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Ethics Hour: Ethics in the Real World (Webinar) (25WA-0620)25WA-0620 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues | Karwic Richard A Minges Don |
| 4/22/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 1) (Webinar) (25WA-1047)25WA-1047 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project | |
| 5/6/2025 | 4 - 8 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Progressive Management Accounting (Webinar) (25WA-1516)25WA-1516 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change | Cokins Gary |
| 5/29/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How Machines Are Coming Alive and Ruling the World (Webinar) (25WX-0195)25WX-0195 | *What is the Internet of Things (IoT)? *IoT In Action*IoT Economic Impacts*How IoT Will Impact Accountants*Structured vs. Unstructured Data: The New Accounting Frontier*Leading IoT Challenges and Risks*Emerging IoT Business Models for Accountants*How to Monetize IoT*IoT Starter Strategy*IoT Case Studies | Wasny Garrett |
| 4/15/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (25WA-1444)25WA-1444 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 5/26/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-0166)25WA-0166 | *Technology*Cybersecurity | Melloy Jon |
| 4/7/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (25WA-1650)25WA-1650 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/4/2025 | 10 - 11:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Shorten Month-End: Closing Best Practices (Webinar) (25WX-0361)25WX-0361 | *Trends in financial statement closings including the Quick Close, Soft Close and Virtual Close*Review and discuss information systems' headaches that slow you down*Work through examples of close cycle "time killers" and how to resolve them*Get inventory and cost of sales under control*Identify the improvement projects that will yield the biggest benefit*Review what leading edge finance managers are doing to close more quickly | Daly John L |
| 4/29/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The ABCs of Advisory Services (Webinar) (25WA-1110)25WA-1110 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues | Werner Arthur J |
| 5/9/2025 | 1:30 - 3:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Auditing, SSARS and Attest Update (Webinar) (25WX-0200)25WX-0200 | *Recently issued standards from the AICPA Auditing Standards Board and AICPA Accounting and Review Services Committee*Recently issued New Quality Management Standards*Highlight of projects in progress at the Public Company Accounting Oversight Board and International Auditing and Assurance Standards Board*Recap of recent changes and present common peer review findings and best practices to improve practice quality | Henry Allison M. |
| 4/15/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Audit 408: Coaching Staff to Stay on the Right Track (Webinar) (25WX-0317)25WX-0317 | *Different ways to appropriately motivate others for performance, including nonmonetary awards*Modifying coaching style to the various specific situation, considering both task and relationship factors to give staff the support they need for success*Tips for engaging in difficult conversations with others, including staff, peers, supervisors and clients*Giving constructive negative feedback to staff, including creating an action plan for improvement | Louis Jennifer |
| 4/25/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (25WA-1965)25WA-1965 | *Benford's Law*Digital Analysis*Data analytics | Cotton David L |
| 6/17/2025 | 2 - 3:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 1065: Understanding Partnerships Tax Returns (Webinar) (25WA-0959)25WA-0959 | *Partnership taxation*Different types of partnerships*Tax obligations of partners *Role of the partnership agreement in tax reporting *Filing deadlines of Form 1065 | Werner Arthur J |
| 5/3/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Steps to Stop External Fraud (Webinar) (25WX-0251)25WX-0251 | *Types of external fraud*Considerations as organizations work to reduce fraud risk*External fraud and known parties/External fraud unknown perpetrators | Egnatoff Karl W |
| 4/18/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering Charitable Remainder Trusts and Form 5227 Compliance (Webinar) (25WA-1294)25WA-1294 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing | Werner Arthur J |
| 5/17/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best-In-Class Recruiting Strategies (Webinar) (25WA-1630)25WA-1630 | *Recruiting & Retention*Talent Management*Employee Engagement | |
| 6/3/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The SECURE Act 2.0 - Planning Opportunities for Employers (Webinar) (25WA-1006)25WA-1006 | *Implications for employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans | McLeod Allison M. |
| 5/5/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's 2023 Excel Tips, Tricks, and Techniques for Accountants (Webinar) (25WA-1556)25WA-1556 | *Fundamental Excel techniques all accounting and financial professionals should know and use*Creating date-based calculations in Excel*How to create Excel templates*Key options you should enable in Excel*Linking data in Excel | Stephens Tommy G |
| 5/31/2025 | 12 - 7:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-1081)25WA-1081 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 5/8/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Project Management: Making Ideas a Reality (Webinar) (25WX-0182)25WX-0182 | *Applying project management templates to a sample initiative*Leveraging project management tools for effective communication | Mansfield Samantha |
| 4/14/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-1554)25WA-1554 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 5/31/2025 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (25WA-0668)25WA-0668 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations | |
| 4/23/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| IRS Cybersecurity Checklist (Webinar) (25WA-1745)25WA-1745 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap | Werner Arthur J |
| 6/7/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Emotional Intelligence (Webinar) (25WA-1742)25WA-1742 | *Emotions*Relationships | |
| 6/7/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-0632)25WA-0632 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Pembrook Chris Crawford Frank W |
| 4/22/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controller Function: Cash and Investments (Webinar) (25WA-1253)25WA-1253 | *Accounting*Finance | Fountain Lynn |
| 5/15/2025 | 11 p.m. - 12:20 a.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-1829)25WA-1829 | *Communication*Teamwork*Collaboration | |
| 6/11/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Business Consulting for CPAs (Webinar) (25WA-1754)25WA-1754 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 6/9/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Listening to the Statement of Cash Flows (Webinar) (25WA-0026)25WA-0026 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures | Harper Dr. Christopher |
| 4/1/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (25WA-0174)25WA-0174 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations | Mims Robert |
| 4/7/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Motives and Mystery of Ethics-Understanding the Why (Webinar) (25WA-1156)25WA-1156 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert |
| 5/10/2025 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (25WA-1693)25WA-1693 | *Benford's Law*Digital Analysis*Data analytics | Cotton David L |
| 6/6/2025 | 11 a.m. - 12:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Inflation Reduction Act of 2022: Review and Update (Webinar) (25WA-0418)25WA-0418 | *Key provisions for individual taxpayers -- deductions and credits*Key provisions for business taxpayers -- new taxes, deductions, and credits*CHIPS Act provisions; Impacts on flow-through entities*New reporting requirements*Depreciation update: impact on bonus depreciation | Dilley Steven C |
| 4/14/2025 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-2179)25WA-2179 | *Communication*Leadership*Character*Behavior | |
| 6/25/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-1584)25WA-1584 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Pembrook Chris Crawford Frank W |
| 6/2/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft Teams Deployment Best Practices-Updated (Webinar) (24WX-4520)24WX-4520 | *Baseline review of Teams features and functions*Best practices for setting up your teams and channels*How to use "private" channels for communication and file exchange portals with clients, customers, suppliers and service providers*Review of the Teams administration settings*Deep dive into the Teams / SharePoint integration | Higgins John H |
| 3/31/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (25WA-2044)25WA-2044 | *Accounting and Finance | Fountain Lynn |
| 6/19/2025 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (25WA-2123)25WA-2123 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility | |
| 6/23/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Expand Your Analytical Toolbox More Tools for Success (Webinar) (25WA-0724)25WA-0724 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full | O'Brien William |
| 4/25/2025 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (25WA-2307)25WA-2307 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent | Berry Robert Mims Robert |
| 6/30/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-2153)25WA-2153 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 6/24/2025 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Achieving Balance in Work and Life: Part 2 (Webinar) (25WA-1168)25WA-1168 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts | Robinson Jonathan |
| 5/12/2025 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Audit 106: Internal Control Fundamentals - Evaluating Design (Webinar) (25WX-0058)25WX-0058 | *Responsibilities for gaining an understanding of the entity and its environment*The inter-relationship of the five foundational components of the COSO Internal Control - Integrated Framework*Various methods for documenting and evaluating the design and implementation of internal control over financial reporting*Identifying critical elements of entity-level and transactional-level controls*Case studies related to identifying deficiencies in internal control documentation | Louis Jennifer |
| 4/3/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-0785)25WA-0785 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 4/28/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Excel Essentials For Staff Accountants (Webinar) (25WA-1288)25WA-1288 | *Best practices for creating and working with Excel workbooks*Effectively using Excel functions when creating formulas*The importance of PivotTables in modern reporting environments*Best practices for formatting your workbooks | Stephens Tommy G |
| 5/17/2025 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Financial Acumen for the HR Professional (Webinar) (25WA-0312)25WA-0312 | *Financial statement insight*Trend analysis*Financial benchmarks | Lindell James T |
| 4/11/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Risk Assessment: A Common Deficiency (Webinar) (25WA-0773)25WA-0773 | *Risk Assessment*Common Deficiencies | Galasso Melisa |
| 4/26/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-1894)25WA-1894 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 6/13/2025 | 8 - 9 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controllers Role in Data Analytics and Big Data (Webinar) (25WA-1808)25WA-1808 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 6/10/2025 | 6 - 7:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-1798)25WA-1798 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 6/10/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Estate and Financial Planning for the Older Client (Webinar) (25WA-2087)25WA-2087 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients | Werner Arthur J |
| 6/20/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The SECURE Act 2.0 - Planning Opportunities for Employers (Webinar) (25WA-0182)25WA-0182 | *Implications for employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans | McLeod Allison M. |
| 4/7/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Building Security and Efficiency With Internal Control (Webinar) (25WX-0146)25WX-0146 | *An overview of control frameworks and concepts*Strategic considerations that can be incorporated into control development*Understanding and controlling risk that arises when organizations change or choose not to*The COSO Internal Control Framework and the COSO ERM Framework | Egnatoff Karl W |
| 4/10/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Key Tax Issues Facing Business and Industry (Webinar) (25WA-0736)25WA-0736 | *Update and review of recent and key tax developments impacting business and industry*Tax depreciation update and review*Research & Experimentation review and update*Interest expense deduction*Business losses*Travel and entertainment expense rules*Independent contractor vs. employee | Van Der Aa Douglas J |
| 4/25/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-1979)25WA-1979 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 6/17/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Data Visualization and Mapping Tools for Accountants (Webinar) (25WX-0231)25WX-0231 | *The new visually rich and post-literate world*Business case for data visualizations*Freely usable and stock imagery, animated GIFs, emojis, infographics, animations, logos, interactive images, word clouds*Excel Analytics Apps, Excel Dashboard Tips, PowerPoint Templates*Location Intelligence and Maps, sonification, synthetic media, leading software review portals*Video-conferencing and live broadcasting, screen and webcam recording, online presentation platforms*Image Editors, video apps, motion graphics and special effects, video creators, 3D design and simulation, data viz tutorials, design talent marketplaces*Mind maps, visual resumes, diagrams, charts, timelines, digital flipbooks, information dashboards | Wasny Garrett |
| 4/17/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's The ABCs of Automation With Microsoft's Power Platform (Webinar) (25WA-0289)25WA-0289 | *Overview of the Power Platform and its components*Review examples of business processes that may benefit the most from using automation*Discussion and demonstration of its low-code/no-code app development environment | Stephens Tommy G |
| 4/10/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-1446)25WA-1446 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 5/26/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Was it Fraud or Just Poor Audit Quality? (Webinar) (25WA-0457)25WA-0457 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | Cotton David L |
| 4/16/2025 | 11 a.m. - 12:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| KPI Bootcamp for Small Businesses (Webinar) (25WA-0005)25WA-0005 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live | |
| 4/1/2025 | 1 - 5:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (25WA-0666)25WA-0666 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes | |
| 4/23/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Taxation of Non-fungible Tokens (NFTs) (Webinar) (25WA-0225)25WA-0225 | *NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs | McLeod Allison M. |
| 4/8/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Control Fundamentals (Webinar) (25WA-0086)25WA-0086 | *Risk Assessment*Internal Controls*COSO | Galasso Melisa |
| 4/3/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Become a Data Analysis Expert (Webinar) (25WX-0119)25WX-0119 | *Data Analysis Process Flow: An introduction to the Data Analysis Process Flow and how it is your pathway to becoming a Data Analysis Expert.*Data Modeling: A comprehensive discussion of building a data model and calculating metrics.*Data Visualizations: An understanding how visualizations can present data in a more insightful and impactful manner. | Smith Bryan |
| 4/9/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Estate and Financial Planning for the Older Client (Webinar) (25WA-0257)25WA-0257 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients | Werner Arthur J |
| 4/9/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Navigating Difficult Conversations with Coworkers (Webinar) (25WA-1999)25WA-1999 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership | |
| 6/18/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Role of the Controller in ESG (Webinar) (25WA-1174)25WA-1174 | *Accounting*Finance*SG*Operations | Fountain Lynn |
| 5/12/2025 | 9 - 10:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 2024 Business Tax Update with Steve Dilley (Webinar) (25WA-0420)25WA-0420 | *Update on significant business tax developments related to cases and rulings*Business provisions of any recent legislation impacting business entities*Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation*Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S | Dilley Steven C |
| 4/14/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Measuring Audit Risks (Webinar) (25WA-1703)25WA-1703 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 6/6/2025 | 9 - 11:50 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (25WA-0689)25WA-0689 | *Forensic Accounting*Accounting*Finance*Auditing | Fountain Lynn |
| 4/24/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (25WA-0921)25WA-0921 | *Accounting*Finance | Fountain Lynn |
| 5/2/2025 | 4 - 5:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Was it Fraud or Just Poor Audit Quality? (Webinar) (25WA-1473)25WA-1473 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | Cotton David L |
| 5/27/2025 | 6 - 7:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (25WA-2218)25WA-2218 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes | |
| 6/26/2025 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 2) (Webinar) (25WA-0258)25WA-0258 | *Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 4/9/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Risk Assessment and Internal Control (Webinar) (25WA-0305)25WA-0305 | *Risk Assessment*Internal Controls*Common Deficiencies | Galasso Melisa |
| 4/10/2025 | 1 - 2:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| SAS 145: Modern Risk-Based Auditing (Webinar) (25WA-0412)25WA-0412 | *Introducing SAS 145*Revisiting audit risk*Risk assessment in the SAS 145 Era*Analyzing SAS 145*Documentation requirements | Harper Dr. Christopher |
| 4/14/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Kicking It Up A Notch With KPIs (Webinar) (25WA-0895)25WA-0895 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs | Tankersley Brian F |
| 5/1/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-0951)25WA-0951 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 5/3/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's 2023 Next Generation Excel Reporting (Webinar) (25WA-0761)25WA-0761 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports | Stephens Tommy G |
| 4/26/2025 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Public Speaking and Confident Communication in Business (Webinar) (25WA-2107)25WA-2107 | *Communication*Public Speaking*Presentation Skills | |
| 6/21/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Combating Internal Fraud (Webinar) (25WX-0349)25WX-0349 | *Recognize why internal fraud occurs*Policies, procedures, and control measures designed to fight fraud | Egnatoff Karl W |
| 4/28/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-2296)25WA-2296 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Crawford Frank W Pembrook Chris |
| 6/28/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Resolving Ethical Conflicts (Webinar) (25WA-1573)25WA-1573 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails | Daly John L |
| 6/2/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Audit Risk Assessment in Plain English (Webinar) (25WA-1581)25WA-1581 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment* | Pembrook Chris Crawford Frank W |
| 6/2/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 The Best Kept Secrets Of Microsoft 365 (Webinar) (25WA-0915)25WA-0915 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use | Tankersley Brian F |
| 5/2/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Ethics Hour: Ethics in the Real World (Webinar) (25WA-1721)25WA-1721 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues | Karwic Richard A Minges Don |
| 6/7/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| K2's Excel PivotTables for Accountants (Webinar) (25WA-0406)25WA-0406 | *PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables*Formatting PivotTables*Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot*Analytical techniques available in PivotTables | Stephens Tommy G |
| 4/14/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Modernized Bookkeeping for the CPA (Webinar) (25WA-0799)25WA-0799 | *How to structure/offer repeated services without stretching yourself thin*Types of Tech Stack you should include in your firm*Managing client expectations and building your workflows around them | |
| 4/28/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (25WA-2306)25WA-2306 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development | |
| 6/28/2025 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (25WA-1021)25WA-1021 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team | |
| 5/6/2025 | 8 a.m. - 12:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (25WA-2256)25WA-2256 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 6/27/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-1792)25WA-1792 | *Technology*Cybersecurity | Melloy Jon |
| 6/10/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Business Longevity: Is Your Business Wobbling? (Webinar) (25WA-1333)25WA-1333 | *Business Management *Organization | Lindell James T |
| 5/20/2025 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (25WA-0062)25WA-0062 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 4/2/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controller Function: Cash and Investments (Webinar) (25WA-0517)25WA-0517 | *Accounting*Finance | Fountain Lynn |
| 4/17/2025 | 3 - 4:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-1492)25WA-1492 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 5/28/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: How Successful CPAs Use AI The Right Way (Webinar) (25WX-0274)25WX-0274 | *Four key aspects of artificial intelligence that you need to know as a CPA: machine learning, generative AI, large language models, and GPT*The role that five powerful principles - the principles of ethical intelligence - play in using AI the right way*Short writing exercises (30 seconds each) that will deepen your understanding of the topic*Answers to several crucial questions about how to use artificial intelligence with ethical intelligence | Weinstein Bruce |
| 4/22/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Complete Guide to the Preparation for Form 1041 (Webinar) (25WA-2324)25WA-2324 | *Form 1041 Preparation*Decedent's Estate Issues*Trust-Specific Challenges*Subchapter J Fundamentals*Compliance Strategies*Case Study Analysis | Werner Arthur J |
| 6/30/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-1552)25WA-1552 | *Business Management*Organization | Lindell James T |
| 5/31/2025 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| KPI Bootcamp for Small Businesses (Webinar) (25WA-2220)25WA-2220 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live | |
| 6/26/2025 | 6 - 10:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| Personal Leadership Skills (Webinar) (25WA-1335)25WA-1335 | *Leadership*Personality Types*Communication*Memory | Lindell James T |
| 5/20/2025 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Ethics Hour: Ethics in the Real World (Webinar) (25WA-1276)25WA-1276 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues | Minges Don Karwic Richard A |
| 5/17/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (25WA-1542)25WA-1542 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program | Walden Vincent |
| 5/30/2025 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-2134)25WA-2134 | *Communication*Teamwork*Collaboration | |
| 6/23/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (25WA-1430)25WA-1430 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes | |
| 5/23/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| K2's Effective Automation and Outsourcing (Webinar) (25WA-0930)25WA-0930 | *Overview of how firms and businesses currently use automation and outsourcing*Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations*Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology*Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments | Stephens Tommy G |
| 5/2/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (25WA-0979)25WA-0979 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Pembrook Chris Crawford Frank W |
| 5/5/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching Skills That Improve Performance (Webinar) (25WA-0004)25WA-0004 | *Coaching*Effective Communication | Lindell James T |
| 4/1/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (25WA-0634)25WA-0634 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language | Mims Robert |
| 4/22/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Audit 402: Audit Quality Control - Avoid Peer Review Issues (Webinar) (25WX-0276)25WX-0276 | *Common peer review deficiencies that quality control reviewers should be alert to*Important considerations of second-level and other upper-level reviewers*Lessons learned from various regulatory oversight reviews*Statement of Quality Control Standards requirements specific to financial statement audits, and other regulatory oversight considerations | Louis Jennifer |
| 4/22/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-1414)25WA-1414 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 5/23/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Inflation Reduction Act of 2022: Explanation and Planning (Webinar) (25WX-0339)25WX-0339 | *Key provisions for individual taxpayers - deductions and credits*Key provisions for business taxpayers - new taxes, deductions, and credits*Impacts on flow-through entities*New reporting requirements*Depreciation update: impact on bonus depreciation | Dilley Steven C |
| 4/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Optimize Your Staff's Performance (Webinar) (25WA-0589)25WA-0589 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment | O'Brien William |
| 4/19/2025 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (25WA-1437)25WA-1437 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. | McLeod Allison M. Minges Don |
| 5/24/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (25WA-2312)25WA-2312 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 6/30/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 2024 Individual Federal Tax Update (Webinar) (25WA-1181)25WA-1181 | *Form 1040: Precise Tax Submissions*Recent Tax Code Changes: Updated Filings*IRC Sections Analysis: Understanding Tax Regulations*Updates in Income Taxation: Compliance Assurance*New Credits and Deductions: Maximizing Benefits*Complex Income Issues: Tailored Strategies*Itemized Deductions: Informed Client Benefits*Health Considerations: Maximizing Financial Benefits*Regulatory Shifts: Implications on Tax Strategies*Tax Planning Strategies: Client Financial Success | Werner Arthur J |
| 5/12/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Navigating Difficult Conversations with Clients (Webinar) (25WA-0625)25WA-0625 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service | |
| 4/22/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Forensic and Fraud Interviewing Techniques and Skills (Webinar) (25WA-1678)25WA-1678 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/5/2025 | 9 - 11 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Guide to Deducting Travel, Meals and Entertainment Expenses (Webinar) (25WA-0342)25WA-0342 | *Recent tax legislation, rules and developments impacting travel and meals expense reporting*Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses*Reporting travel expenses: travel status, simplified per diem*"Directly related to" and associated with" tests*Facility vs. activity expenses*9 exceptions to Section 274*Business meals: IRS Notice 2018-76; 2023 mileage and per diem rates | Van Der Aa Douglas J |
| 4/11/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Walter Haig's SSARS Prep, Comp and Review Update (Webinar) (25WX-0249)25WX-0249 | *Analysis of the ''Preparation of Financial Statements'' standards as amended by SSARS 26 with detailed implementation guidance.*Analysis of the ''Compilation'' standards as amended by SSARS 26 with implementation guidance.*Analysis of the ''Review'' standards as amended by SSARS 26 with detailed implementation guidance.*Common mistakes made in SSARS engagements as identified in peer reviews and in litigation. | Haig Walter J |
| 4/18/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-1975)25WA-1975 | *Technology*Cybersecurity | Melloy Jon |
| 6/17/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 2024 Yellow Book Update (Webinar) (25WA-0285)25WA-0285 | *Quality Management*Risk Assessment*SQMS*Independence | Galasso Melisa |
| 4/10/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (25WA-0384)25WA-0384 | *Accounting*Finance*Cash Investments | Fountain Lynn |
| 4/12/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Federal Tax Update: Partnership Updates (Webinar) (25WA-0110)25WA-0110 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS updates on Form K-2 and K-3*Criteria for using the Domestic Filing Exception | McLeod Allison M. |
| 4/3/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Successful Family Business (Webinar) (25WA-0768)25WA-0768 | *Business management*Organization | Lindell James T |
| 4/26/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 2024 Real Estate Tax Update (Webinar) (25WA-0298)25WA-0298 | *Recent tax legislation, rules and developments impacting real estate owners and investors*Section 179 for qualified real property*Section 179 for non-residential roofs, HVAC fire protection and security systems*Section 163(j) interest expense limitation, including electing out and ADS depreciation*Introduction to opportunity zones | Van Der Aa Douglas J |
| 4/10/2025 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (25WA-2333)25WA-2333 | *Employee Relations*Culture*Leadership*Employee Retention | |
| 6/30/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (25WA-1865)25WA-1865 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management | Gallagher Chuck |
| 6/12/2025 | 2 - 4:10 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT (Webinar) (25WA-2295)25WA-2295 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 6/28/2025 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Guide to Sampling: Part 2 (Webinar) (25WA-0821)25WA-0821 | *Sampling*ICFR*Single Audit Sampling | Galasso Melisa |
| 4/29/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Excel Best Practices (Webinar) (25WA-1027)25WA-1027 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel | Stephens Tommy G |
| 5/6/2025 | 5 p.m. - 12:40 a.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Talk This Way: Communication Skills for the CPA (Webinar) (25WX-0327)25WX-0327 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | Harper Chris |
| 4/26/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Take Command of Your Time (Webinar) (25WX-0265)25WX-0265 | *Identify time wasters and adopt strategies for eliminating them*Recognize the variety of causes of procrastination and apply techniques to overcome them*Use practical techniques for prioritizing work*Delegation strategies*Incorporate wellness and stress management into your day in short increments*Understand their energy cycles and use it to manage your schedule*Learn techniques to decrease stress in the moment (based on neuroscience) | |
| 4/21/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (25WA-0452)25WA-0452 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 4/15/2025 | 6 - 8 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Seeing Beyond the Numbers: Analysis for CFOs and Controllers (Webinar) (25WX-0268)25WX-0268 | *Purpose of Financial Statement Analysis*Comparing Actuals vs. Expectations & Benchmarking*Case Studies 1 & 2*Ratio Analysis*Case Study 3*Analysis of Statement of Cash Flows*Case Studies 4 & 5*Other Uses of Ratios | Peters David R. |
| 4/21/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| S Corporation Checkup: Key Tax Issues and Forms Reporting (Webinar) (25WA-0534)25WA-0534 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedules K-2 and K-3*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*S corporation losses and how they impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculation | Dilley Steven C |
| 4/17/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Navigating Difficult Conversations with Coworkers (Webinar) (25WA-1836)25WA-1836 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership | |
| 6/11/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-1481)25WA-1481 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 5/27/2025 | 6 - 7:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Let's Meet at the Intersection of Fraud and Ethics (Webinar) (25WA-0833)25WA-0833 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards | Harper Dr. Christopher |
| 4/29/2025 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 1 Ethics |
| Profitability Pricing: Boost your Bottom Line (Webinar) (25WA-0066)25WA-0066 | *Competitive bids*Achieving target profitability | Daly John L |
| 4/3/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cost and Pricing Models: Creating an Effective Tool (Webinar) (25WA-1727)25WA-1727 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit | Daly John L |
| 6/7/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Power of a Good Story! (Webinar) (25WA-1691)25WA-1691 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road | O'Brien William |
| 6/5/2025 | 6 - 9:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-0943)25WA-0943 | *Emotional Intelligence*Communication*Teamwork | |
| 5/3/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Personal Leadership Skills (Webinar) (25WA-0354)25WA-0354 | *Leadership*Personality Types*Communication*Memory | Lindell James T |
| 4/12/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Advanced Googling for Accountants (Webinar) (25WX-0309)25WX-0309 | *Getting Google Ready*Google Mobile Tools*Google Personalization and Optimization*Google Eyes and Ears: How Google Can Literally Read, Hear and See You.*Googling to Your Own Devices: How Results Vary By Computer *Hiding in Plain Sight: What You're Missing on the Google Results Page*Google Sweet Talk*Power Search Tools*Google Verticals*How to Be a Google Super Hero: Three Key Strategies | Wasny Garrett |
| 4/24/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WA-0296)25WA-0296 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Capitalization of tangible property, including materials and supplies, building and improvements*Small taxpayer safe harbor*Section 179, including 2020 inflation adjustment*Section 168(k) 100% bonus deduction | Van Der Aa Douglas J |
| 4/10/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Excel: Auditing Your Spreadsheets for Maximum Accuracy (Webinar) (25WX-0006)25WX-0006 | *Proofing techniques*Excel Auditing Tools*Using the Data Validation feature*Techniques to cross-foot and validate your spreadsheets | Smith Bryan |
| 4/1/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Controllership Series: The Financial Close Process (Webinar) (25WA-1177)25WA-1177 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 5/12/2025 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's Effective Automation and Outsourcing (Webinar) (25WA-0828)25WA-0828 | *Overview of how firms and businesses currently use automation and outsourcing*Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations*Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology*Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments | Stephens Tommy G |
| 4/29/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (25WA-1309)25WA-1309 | *Communication*Feedback*Management*Leadership | |
| 5/19/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Recruit. Retain. Engage. Mastering LinkedIn for HR Success (Webinar) (25WX-0201)25WX-0201 | *How to pro-actively find, identify, and connect with new candidates from various sources within LinkedIn.*Best practices for organically attracting candidates to your company and team.*Strategic talent networking opportunities.*Essential considerations of employee advocacy and brand building using LinkedIn.*Retention strategies such as promoting a positive work environment, and expanding employee recognition and engagement strategies. | |
| 4/15/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-2095)25WA-2095 | *Business Management*Organization | Lindell James T |
| 6/21/2025 | 1 - 4:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Avoiding Budget People Issues: Managing Budgeting's Soft Side (Webinar) (25WA-2212)25WA-2212 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/26/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Time To Advance Automation: Strategies and Tools for Efficiency (Webinar) (25WA-0729)25WA-0729 | *Advanced Automation Strategies: Best practices for starting or enhancing your automation journey*Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools*Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows*Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects | Stephens Tommy G |
| 4/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Using OneNote More And Email Less (Webinar) (25WA-1398)25WA-1398 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email | Clark Connie |
| 5/22/2025 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Controllership Series: Financial Statement Preparation (Webinar) (25WA-0438)25WA-0438 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 4/15/2025 | 1 - 3:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Social Media: The Bare Necessities (Webinar) (25WA-1355)25WA-1355 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy | |
| 5/21/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 2024 Accounting Update in a Post COVID-19 World (Webinar) (25WA-0480)25WA-0480 | *Risk assessment*Government assistance*Pandemic-related accounting pronouncements*Learning to be an auditor in a pandemic environment*Exploring liquidity options*Accounting tools and techniques for supporting managerial decisions*Engagement and workforce management | Harper Dr. Christopher |
| 4/16/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Data Extraction, Transformation, Validation the Right Data Sources for Analysis (Webinar) (25WA-1770)25WA-1770 | *Understand various data types *Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | Walden Vincent |
| 6/9/2025 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (25WA-1735)25WA-1735 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 6/7/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Small Business Accounting Solutions and Add-Ons (Webinar) (25WA-1042)25WA-1042 | *Current landscape of small business accounting software*Strengths and limitations of critical solutions*Effective add-ons and integrations*Implementation strategies | Stephens Tommy G |
| 5/6/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Fiduciary and Tax Accounting Guide for Estates and Trusts (Webinar) (25WA-0484)25WA-0484 | *Fundamentals of fiduciary accounting*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Estates & Trusts tax bracket*Form 1041 - Schedule I*Filing requirements*Section 645 Election*Estimated taxes | Van Der Aa Douglas J |
| 4/16/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Tax Season Update for Business with Steve Dilley (Webinar) (25WX-0009)25WX-0009 | *2024/25 legislative developments, cases and rulings impacting various business entity taxpayers*Detailed discussion of the partnership and S Corporation Schedule K-1 changes*Business income, deductions and credits*Travel expense reporting*Section 199A update and business losses*Depreciation update: Section 179 and 168(k)*S Corporation and partnership update | Dilley Steven C |
| 4/1/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Giving Feedback that Delivers Results (Webinar) (25WA-0977)25WA-0977 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 5/5/2025 | 12 - 1:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Beware the Tax Enforcers: How the US Prosecutes Tax Evaders (Webinar) (25WX-0380)25WX-0380 | *Overview of the Tax Division's role and responsibilities*Civil litigation and appellate cases in the Tax Division*Criminal investigations and prosecutions of tax law violations*Protecting the public fisc through affirmative civil litigation*Encouraging voluntary compliance with tax laws*Ensuring fair and uniform enforcement of tax laws*Collaboration with other federal agencies in tax law enforcement | Wasny Garrett |
| 4/30/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| ProActive Response Group De-Escalation Training (Webinar) (25WA-2160)25WA-2160 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Ayers Chad Sexton Andy |
| 6/24/2025 | 2 - 2:55 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Financial Acumen for the HR Professional (Webinar) (25WA-1056)25WA-1056 | *Financial statement insight*Trend analysis*Financial benchmarks | Lindell James T |
| 5/7/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Compilation, Preparation and Review Basics and Peer Reviews (Webinar) (25WX-0178)25WX-0178 | *Basic requirements included in AR-C Section 60, General Principles; AR-C Section 70, Preparation of Financial Statements; AR-C Section 80, Compilation Engagements; and AR-C Section 90, Review of Financial Statements.*New requirements included in SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions.*Common peer review findings.*Practice tips for high-quality engagements. | Henry Allison M. |
| 4/14/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Technology For CPAs: Don't Get Left Behind (Webinar) (25WA-0759)25WA-0759 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC | Stephens Tommy G |
| 4/26/2025 | 1 - 8:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (25WA-1224)25WA-1224 | *Accounting*Finance | Fountain Lynn |
| 5/14/2025 | 2 - 3:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (25WA-1994)25WA-1994 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? | Minges Don Gallagher Chuck |
| 6/18/2025 | 9 - 9:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (25WA-1329)25WA-1329 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics | Minges Don Karwic Richard A |
| 5/20/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Managing Your Money in Retirement (Webinar) (25WA-1243)25WA-1243 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 5/15/2025 | 3 - 6 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (25WA-2112)25WA-2112 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management | Gallagher Chuck |
| 6/21/2025 | 9 - 11:10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Financial Acumen for the HR Professional (Webinar) (25WA-0624)25WA-0624 | *Financial statement insight*Trend analysis*Financial benchmarks | Lindell James T |
| 4/22/2025 | 5 - 6:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-1522)25WA-1522 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/29/2025 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Now Is The Time to Automate (Webinar) (25WA-0911)25WA-0911 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls | Stephens Tommy G |
| 5/2/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: IRS Behavioral Insights for Accountants (Webinar) (25WX-0127)25WX-0127 | *Behavioral insights (BI) Primer*How and why BI are used by the IRS*IRS and individual decision-making*IRS and environmental and design considerations*IRS and social norms*IRS "top of mind" issues *BI and Implementation of tax reform legislation *BI and private debt collection*BI and online taxpayer accounts*BI and taxpayer rights in "real" vs. "unreal" audits*BI and the tax-exempt approval process*BI and passport renewal and revocation*How to use BI to more mindfully interact with the IRS to improve outcomes | Wasny Garrett |
| 4/9/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (Webinar) (25WA-0072)25WA-0072 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 4/3/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Year-End Tax Planning: Thinking Outside the Box (Webinar) (25WA-0299)25WA-0299 | *Discuss the most recent tax legislation, rulings and developments*Section 163(j) interest expense deduction*New 21% corporate tax rate*Medicare tax on high income wages and SE income*Tax provision and extensions*Timing income and deductions*Alternative minimum tax (AMT) issues | Van Der Aa Douglas J |
| 4/10/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Was it Fraud or Just Poor Audit Quality? (Webinar) (25WA-0113)25WA-0113 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | Cotton David L |
| 4/4/2025 | 8 - 9:30 a.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Ethical Tax Practice Strategies in a Crisis World (Webinar) (25WA-0741)25WA-0741 | *"Tales from the Front" -- practice issues CPAs are dealing with in these extraordinary times*Review of AICPA Code of Professional Conduct*Review of IRS Circular 230*Review of client tax return disclosure rules (Sec. 6103)*Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections | Dilley Steven C |
| 4/25/2025 | 10 - 11:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-0388)25WA-0388 | *Communication*Leadership*Character*Behavior | |
| 4/14/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Navigating Difficult Conversations with Coworkers (Webinar) (25WA-0626)25WA-0626 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership | |
| 4/22/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| A Guide to Sampling: Part 2 (Webinar) (25WA-0369)25WA-0369 | *Sampling*ICFR*Single Audit Sampling | Galasso Melisa |
| 4/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Avoiding Budget People Issues: Managing Budgeting's Soft Side (Webinar) (25WA-0073)25WA-0073 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 4/3/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (25WA-1847)25WA-1847 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. | Lindell James T |
| 6/11/2025 | 8 - 11:45 a.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
| Prevention and Detection of Fraud in Small Businesses (Webinar) (25WA-2068)25WA-2068 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management | Dycus Dennis F |
| 6/20/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Cash Management: Strategies for Long-Term Success (Webinar) (25WA-1262)25WA-1262 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 5/15/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Introduction to Forensic Accounting (Webinar) (25WA-0691)25WA-0691 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/24/2025 | 6 - 7:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-1263)25WA-1263 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 5/16/2025 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (25WA-0555)25WA-0555 | *Accounting*Sales*Collections | Fountain Lynn |
| 4/18/2025 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (25WA-2090)25WA-2090 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues | Mims Robert Minges Don |
| 6/21/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Introduction to Forensic Data Analytics (Webinar) (25WA-1949)25WA-1949 | *Data analytics*Key fraud risk management guidance documents *Data analytics frameworks *Leading techniques and innovations for preventing and detecting fraud | Walden Vincent |
| 6/16/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| PowerPoint: Tips and Tricks for Today's Accountant (Webinar) (25WA-0641)25WA-0641 | *Exploration of tabs within PowerPoint's ribbon*Initial creation of a slide deck*Using slide masters*Utilization of external content*SmartArt*Alignments and layouts*Tips and tricks for efficiency*Best practices for effective presentation delivery*Other creative uses for PowerPoint | Harper Dr. Christopher |
| 4/22/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Contract and Procurement Fraud (Webinar) (25WA-1966)25WA-1966 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 6/17/2025 | 8 - 9:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Governmental GAAP Update (Webinar) (25WX-0116)25WX-0116 | *New GASB standards:*GASB 100, Accounting Changes and Error Corrections.*GASB 101, Compensated Absences.*Practical case studies. | Galasso Melisa |
| 4/8/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-1438)25WA-1438 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 5/24/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (25WA-1184)25WA-1184 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/12/2025 | 9 - 10:30 a.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-2062)25WA-2062 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/20/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (25WA-1657)25WA-1657 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations | |
| 6/4/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (25WA-1616)25WA-1616 | *Accounting*Finance*Procurement*Inventory | Fountain Lynn |
| 6/3/2025 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Stand Out: How to Create a Unique Employer Brand (Webinar) (25WA-2121)25WA-2121 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires | |
| 6/21/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Electronic Audit Evidence in Employee Benefit Plans (Webinar) (25WA-1453)25WA-1453 | *Audit Evidence*Digital | Critcher Melissa G |
| 5/26/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-1826)25WA-1826 | *Emotional Intelligence*Communication*Teamwork | |
| 6/11/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Digging Deep with Excel Pivot Tables (Webinar) (25WX-0060)25WX-0060 | *Data preparation and cleansing*Pivot table creation*Pivot table customization*Navigating Excel's PivotTable Analyze tab | Harper Chris |
| 4/4/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Legal Planning for Care Giving of Elderly/Disabled Clients (Webinar) (25WX-0040)25WX-0040 | *Review legal and care giving options that are available to individuals and their families for when the individual can no longer live alone and needs some assistance.*Review caring for the individual at home by family caregivers, outside agencies and other, including household employee and homeowner's insurance issues, family caregiver respite care and adult day care.*When care is no longer feasible in the home, we go through various living arrangement and financing options, including assisted living facilities, adult foster care homes and nursing homes and review how to protect family assets in such situations. | |
| 4/2/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-1270)25WA-1270 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* | Mirarchi Michael |
| 5/16/2025 | 9 - 10:25 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (25WA-0330)25WA-0330 | *Forensic Accounting*Accounting*Finance*Auditing | Fountain Lynn |
| 4/11/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (25WA-0217)25WA-0217 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/8/2025 | 6 - 7:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (25WA-1385)25WA-1385 | *Accounting*Finance*Procurement*Operations | Fountain Lynn |
| 5/21/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (25WA-1214)25WA-1214 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/14/2025 | 8 a.m. - 4:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-0603)25WA-0603 | *Business Management*Organization | Lindell James T |
| 4/21/2025 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Fringe Benefit Planning: Today and Beyond (Webinar) (25WA-0696)25WA-0696 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC §132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules | Werner Arthur J |
| 4/24/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Season Update for Individuals with Steve Dilley (Webinar) (24WX-4515)24WX-4515 | *2024/25 legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits*Updated tax rate schedule and other inflation adjusted items*Implications for self-employed taxpayers of various legislation*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes | Dilley Steven C |
| 3/31/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Addressing Common Documentation Deficiencies (Webinar) (25WA-0122)25WA-0122 | *Documentation*Deficiencies | Galasso Melisa |
| 4/4/2025 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics for CPAs: The Practical and the Possible (Webinar) (25WA-1298)25WA-1298 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions | |
| 5/17/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (25WA-1737)25WA-1737 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility | |
| 6/7/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (25WA-1871)25WA-1871 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 6/12/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-0846)25WA-0846 | *Communication*Leadership*Character*Behavior | |
| 4/30/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (25WA-1121)25WA-1121 | *Accounting*Finance*Procurement*Operations | Fountain Lynn |
| 5/9/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Tax Practice Ethical Challenges and Circular 230 (Webinar) (25WA-0642)25WA-0642 | *Circular 230 (IRS) rules for conducting a "best" tax practice*How to avoid tax return preparation penalties*Recent developments impacting today's tax practice*Review of tax return preparer's registration rules*Explanation of the revised AICPA Code of Professional Conduct*Contingent fees | Van Der Aa Douglas J |
| 4/22/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| 2024 Business Federal Tax Update (Webinar) (25WA-0618)25WA-0618 | *Thorough exploration of essential IRC Sections pertinent to business income taxation*Comprehensive assessment of recent changes and updates in business taxation*Examination of business changes arising from significant legislative updates*Analysis of pertinent tax code sections, including Section 199A*Addressing tax considerations for various business schedules (C, F, and E)*Navigating partnership, corporation, and LLC taxation issues*Unpacking the complexities of COVID-19-related subsidies and their tax implications*Interaction of Code Section 461(l) with Section 382 and carryover rules*Understanding defaulted loans, bankruptcy implications, and their tax treatment*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation*Special rules governing the business use of a home*Reporting requirements for converting personal use property to business use | Werner Arthur J |
| 4/21/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Internal Controls That Could Have Prevented Frauds (Webinar) (25WA-0526)25WA-0526 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | Harper Dr. Christopher |
| 4/17/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (25WA-1797)25WA-1797 | *arbitration agreements*confidentiality agreements *restrictive covenants *training *severance agreements | Ackels Alana K. |
| 6/10/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Leverage PowerBI.com to Create Data Analysis for Others (Webinar) (25WX-0036)25WX-0036 | *Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.*PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.*Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.*Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.*Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.*Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.*Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption. | Smith Bryan |
| 4/2/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Partnership Checkup: Key Tax Issues and Forms Reporting (Webinar) (25WA-0031)25WA-0031 | *Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis; Impact of contributed property*Explain the use of both "inside" and "outside" basis determination*Explain the importance of shareholder loans to the entity*Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest*Comprehensive examples illustrate the mechanics of the basis determination process | Dilley Steven C |
| 4/1/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Omniverse and Metaverse for Accountants (Webinar) (25WX-0213)25WX-0213 | *Brief History of Experience-Sharing Technologies*Omniverse and Metaverse Basics*The Enterprise Metaverse*Leading Case Studies and Platforms to Date*Non-Fungible Tokens*Digital Twins*Immersive Learning*Remote Presence*Reality Editors and Product Experience*Visual Inspection*Synthetic Media*Immersive Experiences*Holodeck Technology*Universal Basic Reality*Metaverse Starter Strategy for Accountants | Wasny Garrett |
| 4/16/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Data Extraction, Transformation, Validation the Right Data Sources for Analysis (Webinar) (25WA-0011)25WA-0011 | *Understand various data types *Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | Walden Vincent |
| 4/1/2025 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-0392)25WA-0392 | *Change management*Leadership | |
| 4/14/2025 | 2 - 3:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| Audit Risk Assessment in Plain English (Webinar) (25WA-0978)25WA-0978 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment* | Pembrook Chris Crawford Frank W |
| 5/5/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Small Business Accounting Solutions and Add-Ons (Webinar) (25WA-0726)25WA-0726 | *Current landscape of small business accounting software*Strengths and limitations of critical solutions*Effective add-ons and integrations*Implementation strategies | Stephens Tommy G |
| 4/25/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (25WA-0623)25WA-0623 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Minges Don Mims Robert |
| 4/22/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Psychology of Fraud (Webinar) (25WA-1901)25WA-1901 | *Fraud*Fraud Triangle | Cotton David L |
| 6/14/2025 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (25WA-0518)25WA-0518 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/17/2025 | 4 - 5:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| GAAP Alternatives: The Perfect Storm of Accounting Updates (Webinar) (25WX-0085)25WX-0085 | *Review of special purpose frameworks*Discussion of non-GAAP options for financial reporting*U.S GAAP alternatives for certain entities | Harper Chris |
| 4/7/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Transforming Strategic and Financial Management with ChatGPT: Insights for CPAs, CFOs and Controllers (Webinar) (25WA-1367)25WA-1367 | *Recognize the variety of ChatGPT uses in accounting.*Determine how to use ChatGPT.*Identify how ChatGPT improves customer, vendor, and industry research.*Recognize how ChatGPT aids in financial benchmarking.*Identify how ChatGPT can assist in financial analysis, budgeting and forecasting. | Lindell James T |
| 5/21/2025 | 10 a.m. - 12 p.m. | Online | 2.2 CPE (1 tech, 1.2 non-tech) | |
| Benefits and Best Practices for Telework (Webinar) (25WA-0660)25WA-0660 | *Business Management*Hybrid work options | |
| 4/23/2025 | 1 - 2:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Stand Out: How to Create a Unique Employer Brand (Webinar) (25WA-0649)25WA-0649 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires | |
| 4/22/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Securing Your Data: Practical Tools For Protecting Information (Webinar) (25WA-0897)25WA-0897 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk | Stephens Tommy G |
| 5/1/2025 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (25WA-0991)25WA-0991 | *Accounting*Finance*Cashflow | Fountain Lynn |
| 5/5/2025 | 10 - 11:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-2151)25WA-2151 | *Business Management*Organization | Lindell James T |
| 6/24/2025 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (25WA-0245)25WA-0245 | *Accounting*Finance | Fountain Lynn |
| 4/9/2025 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| An Exhaustive Look At Fraud and Ways To Control It (Webinar) (25WX-0371)25WX-0371 | *Fraudulent acts initiated from outside organizations*Why internal fraud occurs*The importance of fighting cyber-fraud*Steps that verify anti-fraud activities are working | Egnatoff Karl W |
| 4/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-1308)25WA-1308 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 5/19/2025 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Multistate Taxation: Issues and Planning Opportunities (Webinar) (25WA-2191)25WA-2191 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation | Werner Arthur J |
| 6/25/2025 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Outlook: Manage Your Inbox With Maximum Efficiency (Webinar) (25WX-0029)25WX-0029 | *Orientation to the Outlook interface and navigation*Customizing your inbox display to meet your preferences*Using folders to organize your messages*Using QuickSteps and Rules to automate the processing of inbound emails*Tools for deleting and archiving your emails*Managing your junk mail settings*Understanding all email option settings | Higgins John H |
| 4/1/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (25WA-0333)25WA-0333 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/11/2025 | 11 a.m. - 12:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| K2's 2023 Mastering Advanced Excel Functions (Webinar) (25WA-0401)25WA-0401 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel | Stephens Tommy G |
| 4/14/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| There is NO Such Thing as 'Business Ethics' featuring John Levy and Don Minges (Webinar) (25WA-1332)25WA-1332 | *Should ethical behavior be something that we always do?*Is ethical behavior situational?*Why being ethical will help you succeed personally and professionally*Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives | Levy John F Minges Don |
| 5/20/2025 | 6 - 6:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-1418)25WA-1418 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 5/23/2025 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-0238)25WA-0238 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 4/9/2025 | 2 - 3 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application - 8 Hour Version (Webinar) (25WA-2023)25WA-2023 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project*Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 6/18/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-2060)25WA-2060 | *Business Management*Organization | Lindell James T |
| 6/20/2025 | 11 a.m. - 2:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| S Corporation Essentials: Stock and Loan Basis Reporting (Webinar) (25WA-0531)25WA-0531 | *Basis of stock and debt*Form 1040, Schedule E*Shareholder basis of indebtedness*Limitation of deduction of losses*AAA and distributions | Van Der Aa Douglas J |
| 4/17/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding and Preventing Budget Calamities (Webinar) (25WA-0548)25WA-0548 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 4/18/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Audit 201: Fraud Risk - Minimum Audit Requirements (Webinar) (25WX-0104)25WX-0104 | *The expectation gap with financial statement users regarding the auditor's responsibilities for preventing and detecting fraud*Fraud inquiries and engagement team discussion points*Fraud risk on an audit*Testing journal entries and other tests for management override*Required fraud and noncompliance communications by various auditing, including communications required by Government Auditing Standards, PCAOB Audit Standards, and International Standards on Auditing | Louis Jennifer |
| 4/8/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What's Changing in Risk Assessment (Webinar) (25WA-0818)25WA-0818 | *Risk Assessment*Internal Controls*SAS 145 | Galasso Melisa |
| 4/29/2025 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Best Word, Outlook, And PowerPoint Features (Webinar) (25WA-0503)25WA-0503 | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint | Stephens Tommy G |
| 4/17/2025 | 4 - 7:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controller Function: Cash and Investments (Webinar) (25WA-0215)25WA-0215 | *Accounting*Finance | Fountain Lynn |
| 4/8/2025 | 2 - 3:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Topic 842: Implementing Leases Workshop (Webinar) (25WA-0824)25WA-0824 | *Leases*Topic 842*Recognition & Measurement | Galasso Melisa |
| 4/29/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Motives and Mystery of Ethics-Understanding the Why (Webinar) (25WA-1587)25WA-1587 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert |
| 6/2/2025 | 1:30 - 3:20 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A (Webinar) (25WA-0535)25WA-0535 | *S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules; Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction*Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity), the flow-through entity grouping election, and "former passive activities" rules*A deep-dive look at the Section 199A flow-through entities deduction*Calculation of qualified business income*Application to rental real estate -- "safe harbor" rule and aggregation rules | Dilley Steven C |
| 4/17/2025 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Becoming Conflict Competent (Webinar) (25WX-0102)25WX-0102 | *Levels of conflict*Strategies to de-escalate conflict*Distinction between miscommunication and conflict*Responses to conflict*Tactics to address, rather than avoid, conflict | |
| 4/7/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Excel: From a Blank Sheet to a Finished Workbook (Webinar) (25WX-0303)25WX-0303 | *Best practices for creating a report in Excel*Getting data into Excel*Techniques to efficiently create reports in Excel*Using PivotTables to create interactive reports in Excel | Smith Bryan |
| 4/24/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 2024 FASB Update and Review (Webinar) (25WA-0478)25WA-0478 | *Review of FASB updates that will affect near-term reporting*Identify future topics that may soon be addressed by the FASB | Harper Dr. Christopher |
| 4/16/2025 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The ABCs of Advisory Services (Webinar) (25WA-0178)25WA-0178 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues | Werner Arthur J |
| 4/7/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Saving Time With Electronic Forms (Webinar) (25WA-1327)25WA-1327 | *Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool*The benefits and risks associated with using each approach*Examples of how tools can be used effectively, with examples | Stephens Tommy G |
| 5/19/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (25WA-0329)25WA-0329 | *Accounting*Finance | Fountain Lynn |
| 4/11/2025 | 12 - 1:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Planning in an Uncertain World (Webinar) (25WA-1760)25WA-1760 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 6/9/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Advanced Collaboration Solutions (Webinar) (25WA-0591)25WA-0591 | *Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration*Modern Payment Solutions: Understanding and integrating various payment options into your portal*Effective Use of eSignatures: Streamlining processes and ensuring compliance*Feature Checklist for Collaboration Tools: What to look for in the latest technology | Stephens Tommy G |
| 4/19/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-0191)25WA-0191 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 4/8/2025 | 3 - 5:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| ProActive Response Group De-Escalation Training (Webinar) (25WA-1502)25WA-1502 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Sexton Andy Ayers Chad |
| 5/28/2025 | 8 - 8:55 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's Ripped From the Headlines: Lessons From Interesting Tech Crimes (Webinar) (25WA-0522)25WA-0522 | *Common security weaknesses that occur with hardware and software at home and in the office*Malware, ransomware, data breach, and incident response tips*Internal control failures which result in the theft of assets or unauthorized manipulation of data | Stephens Tommy G |
| 4/17/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Data Analytics: Practical Insights for Today's Accountant (Webinar) (25WA-0055)25WA-0055 | *Explore new tools and client engagement techniques using data analytics; Introduction of popular software tools*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement | Harper Dr. Christopher |
| 4/2/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Staff Retention Keep the Best People (Webinar) (25WA-1904)25WA-1904 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 6/14/2025 | 9 a.m. - 12 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (25WA-0268)25WA-0268 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team | |
| 4/10/2025 | 6 - 10:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-1084)25WA-1084 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 5/8/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Preparation of Form 706 and 709: Understanding the Law (Webinar) (25WA-2194)25WA-2194 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application | Werner Arthur J |
| 6/25/2025 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Psychology of Fraud (Webinar) (25WA-1017)25WA-1017 | *Fraud*Fraud Triangle | Cotton David L |
| 5/6/2025 | 6 - 7:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-1273)25WA-1273 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 5/16/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (25WA-0986)25WA-0986 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. | Werner Arthur J |
| 5/5/2025 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Case Studies in Fraud and Technology Controls - 8 Hrs (Webinar) (25WA-0717)25WA-0717 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim | Stephens Tommy G |
| 4/25/2025 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethical Performance Management (Webinar) (25WX-0212)25WX-0212 | *Definition and Benefits of Ethical Performance Management*Setting Standards/Goal setting*Preparing and Conducting the Appraisal Interview*Legal Considerations in Performance Management*Avoiding Rater Bias*Feedback and Coaching | |
| 4/16/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Staff Retention Keep the Best People (Webinar) (25WA-1854)25WA-1854 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 6/12/2025 | 2 - 5 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| More Money: Strategic Ways to Improve Cash Flow (Webinar) (25WX-0099)25WX-0099 | *How do I optimize cash flow?*Qualitative Evaluations – Core Earnings & Sustainable Growth*Quantitative Evaluations – Liquidity Ratios*Increasing Customer Base vs. Payment Terms*Business Cycle & Cash*Investing Company Cash*What keeps companies from becoming streamlined?*Behavioral Finance Biases*Information Processing Biases*Emotional Biases*Dealing with Behavioral Biases | Peters David R. |
| 4/7/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (25WA-2072)25WA-2072 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections | Mirarchi Michael |
| 6/20/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Internal Controls Over Compliance vs. Compliance (Webinar) (25WA-0280)25WA-0280 | *Internal Controls Over Compliance*Compliance*Single Audits | Galasso Melisa |
| 4/10/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Let's End Business Ethics (Webinar) (25WA-1186)25WA-1186 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 5/13/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Staff Retention Keep the Best People (Webinar) (25WA-1244)25WA-1244 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 5/15/2025 | 2 - 5 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (25WA-1868)25WA-1868 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture | |
| 6/12/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (25WA-2045)25WA-2045 | *Accounting and Finance | Fountain Lynn |
| 6/19/2025 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Todd and Julie Chrisley Go to Prison (Webinar) (25WX-0256)25WX-0256 | *What is bank fraud?*What is wire fraud?*Role of financial service professionals in combating tax evasion and white-collar crime*Red flags indicating of white-collar crimes*Importance of knowing customers*Criminal justice proceedings*Relationship between victim impact and sentencing*Relationship between loss amounts and sentencing | Paperny Justin |
| 4/21/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| A Practical Guide to Trusts (Webinar) (25WA-2322)25WA-2322 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of an estate plan*Advantages of an irrevocable life insurance trust*How to create a dynasty trust*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool*Trust options to provide security for older clients*Advantages, tax consequences, and limits on charitable contributions and private foundations*Charitable remainder and charitable lead trust issues*How trusts can serve as asset protection devices Business trust issues | Werner Arthur J |
| 6/30/2025 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Navigating Difficult Conversations with Clients (Webinar) (25WA-1998)25WA-1998 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service | |
| 6/18/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controller Function: Elevating the Role (Webinar) (25WA-1439)25WA-1439 | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 5/24/2025 | 10 - 11:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (25WA-1655)25WA-1655 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes | |
| 6/4/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| How Prevalent Is Retaliation Within Your Culture? (Webinar) (25WA-0539)25WA-0539 | *Retaliation protections*Speak up culture*Ethical culture | |
| 4/17/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Employment Law 101 (Webinar) (25WA-0471)25WA-0471 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act *Family Medical Leave Act *Fair Labor Standards Act *Equal Pay Act *National Labor Relations Act *Fair Credit Reporting Act | Ackels Alana K. |
| 4/16/2025 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Emotional Intelligence (Webinar) (25WA-1063)25WA-1063 | *Emotions*Relationships | |
| 5/7/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-2287)25WA-2287 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/28/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Resolving Ethical Dilemmas: You Make the Call (Webinar) (25WA-2236)25WA-2236 | *Ethical frameworks*Threats and safeguards to objectivity and independence | Cotton David L |
| 6/27/2025 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-2183)25WA-2183 | *Change management*Leadership | |
| 6/25/2025 | 2 - 3:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| Cash Management: Strategies for Long-Term Success (Webinar) (25WA-2200)25WA-2200 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 6/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-0749)25WA-0749 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 4/26/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (25WA-2157)25WA-2157 | *Employee engagement*Values-based governance*Organizational culture*Employee relations | |
| 6/24/2025 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Fiduciary Accounting: Fundamentals and Rules (Webinar) (25WA-0643)25WA-0643 | *Fundamentals of fiduciary accounting*Uniform Principal and Income Act*Mandatory and discretionary allocations and adjustments*Address the trustees ability to override the fallback rules*Review the contents of a proper set of trust accounting statements | Van Der Aa Douglas J |
| 4/22/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Saving Time With Electronic Forms (Webinar) (25WA-0934)25WA-0934 | *Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool*The benefits and risks associated with using each approach*Examples of how tools can be used effectively, with examples | Stephens Tommy G |
| 5/2/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Creating a Culture of Trust in a Fraud-filled World (Webinar) (25WX-0163)25WX-0163 | *Discuss why fraudsters are becoming more brazen, how you protect yourself and your organization.*Consider the concept of trust and how can you establish real trust within your organization.*Discuss the pressures that cause CPAs to cross the line. What are the ethical principles that CPAs are required to follow? Who is responsible for fraud prevention? | Henry Allison M. |
| 4/11/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-1204)25WA-1204 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 5/13/2025 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| SECURE Act 2.0: What You Need to Know (Webinar) (25WA-0300)25WA-0300 | *Expanding Automatic Enrollment in Retirement Plans*Increased Age for RMDs*Higher Catch-up Contribution Limit*Emergency Expense Penalty-Free Withdrawals*"Starter" 401(k)s for Certain Employers*Part-time Worker Improved Coverage | Dilley Steven C |
| 4/10/2025 | 2 - 3:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Exploring the New Lease Accounting Standard (Webinar) (25WX-0301)25WX-0301 | *What is a lease?*Recognition and measurement of lease assets and liabilities Impact on lessors and lessees*Disclosures and transition rules*Effective dates | Harper Chris |
| 4/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Implementing System Changes: Success Planning and Leadership (Webinar) (25WX-0345)25WX-0345 | *Setting the stage for a successful implementation*Assigning the right resources*Creating and utilizing a project plan*Communicating effectively*Providing post implementation support*Recognizing the wins*Capturing lessons learned | Layton Anita |
| 4/28/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Estate and Financial Planning for the Older Client (Webinar) (25WA-0937)25WA-0937 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients | Werner Arthur J |
| 5/2/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (25WA-0922)25WA-0922 | *Forensic Accounting*Accounting*Finance*Auditing | Fountain Lynn |
| 5/2/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Performance Auditing Made Easy (Webinar) (25WA-1820)25WA-1820 | *Performance audit standards*Performance audit types*Performance audit objectives | Cotton David L |
| 6/11/2025 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| PCAOB and SEC Update (Webinar) (25WX-0186)25WX-0186 | *Developments at the PCAOB.*Recent trends in SEC comment letters.*Enforcement actions and administrative proceedings.*Conclusions and predictions for the future. | Louis Jennifer |
| 4/14/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Excel PivotTables for Accountants (Webinar) (25WA-0864)25WA-0864 | *PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables*Formatting PivotTables*Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot*Analytical techniques available in PivotTables | Stephens Tommy G |
| 4/30/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Inventory, Expense and Payroll Fraud (Webinar) (25WA-1911)25WA-1911 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees | Dycus Dennis F |
| 6/14/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Performance Targets That Deliver Results Without Burnout (Webinar) (25WA-0009)25WA-0009 | *Performance target design*Target testing | |
| 4/1/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Audit Risk Assessment in Plain English (Webinar) (25WA-0317)25WA-0317 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment* | Crawford Frank W Pembrook Chris |
| 4/11/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Inventory, Expense and Payroll Fraud (Webinar) (25WA-1662)25WA-1662 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees | Dycus Dennis F |
| 6/5/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Excel Best Practices And Features (Webinar) (25WA-0969)25WA-0969 | *What to look for in Excel 2024*How to take advantage of new functions and features in Excel*Integrating Excel data with other applications*Improving Excel security | Stephens Tommy G |
| 5/3/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-2181)25WA-2181 | *Emotional Intelligence*Communication*Teamwork | |
| 6/25/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Modernized Bookkeeping for the CPA (Webinar) (25WA-1160)25WA-1160 | *How to structure/offer repeated services without stretching yourself thin*Types of Tech Stack you should include in your firm*Managing client expectations and building your workflows around them | |
| 5/10/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 2024 Accounting Update in a Post COVID-19 World (Webinar) (25WA-0025)25WA-0025 | *Risk assessment*Government assistance*Pandemic-related accounting pronouncements*Learning to be an auditor in a pandemic environment*Exploring liquidity options*Accounting tools and techniques for supporting managerial decisions*Engagement and workforce management | Harper Dr. Christopher |
| 4/1/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (25WA-0318)25WA-0318 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Crawford Frank W Pembrook Chris |
| 4/11/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Providing Ethical Leadership: Learning to be the Best Version of Yourself (Webinar) (25WA-1389)25WA-1389 | *Examining the lives of ordinary people whose moral courage had a significant impact on those around them.*How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes.*Showing how even simple actions can outsized effect on a person's sphere of influence. | McLeod Allison M. |
| 5/21/2025 | 12 - 1:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Providing Ethical Leadership: Learning to be the Best Version of Yourself (Webinar) (25WA-0181)25WA-0181 | *Examining the lives of ordinary people whose moral courage had a significant impact on those around them.*How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes.*Showing how even simple actions can outsized effect on a person's sphere of influence. | McLeod Allison M. |
| 4/7/2025 | 4 - 5:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (25WA-1860)25WA-1860 | *Communication*Feedback*Management*Leadership | |
| 6/12/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (25WA-0020)25WA-0020 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims *Agency rulings curtailing confidentiality and non-disparagement clauses in agreements | Ackels Alana K. |
| 4/1/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-0845)25WA-0845 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 4/30/2025 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's Safeguarding Taxpayer Data: A Guide for Your Required Security Plan (Webinar) (25WA-1408)25WA-1408 | *Understand the need to protect client data*Learn about the required security and privacy standards*Leave with a sample plan to consider your tax practice | Johnston Randolph P |
| 5/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (25WA-0800)25WA-0800 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals | Werner Arthur J |
| 4/28/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Public Speaking and Confident Communication in Business (Webinar) (25WA-1019)25WA-1019 | *Communication*Public Speaking*Presentation Skills | |
| 5/6/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Internal Control Best Practices (Webinar) (25WA-0790)25WA-0790 | *Internal Controls*Frameworks | Galasso Melisa |
| 4/28/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Profitability Pricing: Boost your Bottom Line (Webinar) (25WA-2205)25WA-2205 | *Competitive bids*Achieving target profitability | Daly John L |
| 6/26/2025 | 5 - 7 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Electronic Audit Evidence in Employee Benefit Plans (Webinar) (25WA-1292)25WA-1292 | *Audit Evidence*Digital | Critcher Melissa G |
| 5/17/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Peer Reviews of SSARS Engagements (Webinar) (25WX-0347)25WX-0347 | *Basic requirements of an engagement review.*Qualifications for serving as a peer reviewer.*Involvement of peer review administrators and technical staff, peer review committees, AICPA, state boards of accountancy.*Engagement selection criteria, information to be provided to the peer reviewer, the evaluation of engagements, the synthesis of matters, the nature of the reports, what happens if there is a nonconforming engagement, follow-up actions required by the committee.*Common engagement review findings and tips for passing peer review. | Henry Allison M. |
| 4/28/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (25WA-1053)25WA-1053 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? | Minges Don Gallagher Chuck |
| 5/7/2025 | 9 - 9:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (25WA-1277)25WA-1277 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? | Minges Don Gallagher Chuck |
| 5/17/2025 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Real Estate Tax Issues: Passive Activity, Self-Rental and Section 199A (Webinar) (25WA-0061)25WA-0061 | *S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules; Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction*Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity), the flow-through entity grouping election, and "former passive activities" rules*A deep-dive look at the Section 199A flow-through entities deduction*Calculation of qualified business income*Application to rental real estate -- "safe harbor" rule and aggregation rules | Dilley Steven C |
| 4/2/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics for CPAs: The Practical and the Possible (Webinar) (25WA-0442)25WA-0442 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions | |
| 4/15/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-0849)25WA-0849 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 4/30/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Accounting Solutions Mid-Market (Webinar) (25WA-0894)25WA-0894 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions | Tankersley Brian F |
| 5/1/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-1714)25WA-1714 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 6/6/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| A Better Way to Choose Your KPIs (Webinar) (25WA-2219)25WA-2219 | *KPIs*Performance measures*Metrics | |
| 6/26/2025 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Consulting Services Secrets (Webinar) (25WA-0995)25WA-0995 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants | |
| 5/5/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Profitability Pricing: Boost your Bottom Line (Webinar) (25WA-1514)25WA-1514 | *Competitive bids*Achieving target profitability | Daly John L |
| 5/29/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Integrate ChatGPT into Your Client Advisory Services-Updated (Webinar) (25WX-0094)25WX-0094 | *ChatGPT and generative AI technology primer*Building your generative AI vocabulary*Dig deeper into your engagement research to develop a higher quality advisory service*Polish your client reporting with the help of ChatGPT*Developing your ChatGPT client advisory services*Start with client education. You don't need to be a technical expert to be an educator*Use AI to help your clients automate their workflows / business processes*Build better spreadsheets with ChatGPT and Excel*Help your clients identify, evaluate and select applications for their business | Higgins John H |
| 4/7/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Consulting for CPAs (Webinar) (25WA-0601)25WA-0601 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 4/21/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-1240)25WA-1240 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 5/15/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (25WA-1562)25WA-1562 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards | Stephens Tommy G |
| 5/31/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's 2023 Ten Must Know Features In Excel (Webinar) (25WA-0080)25WA-0080 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits | Stephens Tommy G |
| 4/3/2025 | 5 - 6:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Real Estate Professionals: Passive Activity Rules (Webinar) (25WA-0842)25WA-0842 | *Definition, pros and cons of being a real estate professional*Integration of the real estate professional rules with reporting on Form 1040, Schedule E*Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules*Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction | Dilley Steven C |
| 4/29/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 The Digital Home (Webinar) (25WA-0577)25WA-0577 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip | Tankersley Brian F |
| 4/19/2025 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Small Business Accounting Shootout (Webinar) (25WA-1565)25WA-1565 | *Understanding the small business accounting landscape*Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues*Create investment estimates for acquiring and implementing a new small business accounting solution | Stephens Tommy G |
| 5/31/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Excel: Feature Review in 100 minutes (Webinar) (25WX-0167)25WX-0167 | *Review of Excel's features and functions*Walk-through of Excel's ribbons *What the Excel features and functions can do for you | Smith Bryan |
| 4/11/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (25WA-1679)25WA-1679 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/5/2025 | 6 - 7:15 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Enact Retaliation Abatement and Monitoring Measures (Webinar) (25WA-2057)25WA-2057 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture | |
| 6/19/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (25WA-0230)25WA-0230 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Sexton Andy Ayers Chad |
| 4/9/2025 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (25WA-1649)25WA-1649 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/4/2025 | 12 - 1:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Planning in an Uncertain World (Webinar) (25WA-1493)25WA-1493 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 5/28/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Better Reporting With QuickBooks Online (Webinar) (25WA-1323)25WA-1323 | *The types of reports available in QuickBooks Online, by subscription level*Customizing reports to meet your needs*Spreadsheet Sync in QuickBooks Online Advanced | Stephens Tommy G |
| 5/19/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Power of a Good Story! (Webinar) (25WA-0745)25WA-0745 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road | O'Brien William |
| 4/25/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Retirement Planning Issues: Where We Stand Now (Webinar) (25WA-2143)25WA-2143 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) | Werner Arthur J |
| 6/23/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How to Create an ROI-Based Marketing Plan for Your Firm (Webinar) (24WX-4492)24WX-4492 | *Clarifying and communicating the unique value you provide to your chosen market.*Choosing the market(s) you will be successful serving.*Developing a successful go-to market and subsequent demand and lead gen strategy.*Creating an easy to maintain customer nurture, demand and lead generation system.*Determining your marketing budget, goals, objectives, and the right tactics to choose in order to support them. | |
| 3/28/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (25WA-1297)25WA-1297 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/17/2025 | 10 - 11:15 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (25WA-1733)25WA-1733 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 6/7/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Financial Accounting for Related Party Transactions (Webinar) (25WX-0173)25WX-0173 | *FASB codification provisions for transactions with related parties, including business owners and special purpose entities.*Compare and contrast those rules with the AICPA financial reporting framework for small and medium-sized entities.*Review the tax accounting related taxpayer standards.*Real-life examples applying the various authoritative standards. Consequences of failing to comply with the standards. | Dilley Steven C |
| 4/14/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| AI and You (Webinar) (25WA-2084)25WA-2084 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign* | |
| 6/20/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-1973)25WA-1973 | *Communication*Teamwork*Collaboration | |
| 6/17/2025 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-0852)25WA-0852 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* | Mirarchi Michael |
| 4/30/2025 | 11 a.m. - 12:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (25WA-0134)25WA-0134 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 4/4/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| K2's 2023 Introduction To Excel Macros (Webinar) (25WA-0400)25WA-0400 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions | Stephens Tommy G |
| 4/14/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| How Prevalent Is Retaliation Within Your Culture? (Webinar) (25WA-1431)25WA-1431 | *Retaliation protections*Speak up culture*Ethical culture | |
| 5/23/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Invest in Your Mental Health and Avoid Burnout (Webinar) (25WX-0385)25WX-0385 | *How to recognize burnout and evaluate where you are on the burnout scale.*How impostor syndrome drives coping reactions of overworking, over preparing and perfectionism.*How mindfulness can reduce stress and save time.*Silencing the critical inner voice.*Tools to help you become more attuned to your needs and emotions.*How attending to and regulating your nervous system impacts your mood and well-being. | |
| 4/30/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-2069)25WA-2069 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 6/20/2025 | 9 - 11:55 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-0944)25WA-0944 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 5/3/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Yellow Book: From Beginning to End (Webinar) (25WA-0474)25WA-0474 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements | Inzina J. Michael |
| 4/16/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Introduction to Forensic Data Analytics (Webinar) (25WA-1540)25WA-1540 | *Data analytics*Key fraud risk management guidance documents *Data analytics frameworks *Leading techniques and innovations for preventing and detecting fraud | Walden Vincent |
| 5/30/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Small Business Accounting Shootout (Webinar) (25WA-1099)25WA-1099 | *Understanding the small business accounting landscape*Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues*Create investment estimates for acquiring and implementing a new small business accounting solution | Stephens Tommy G |
| 5/8/2025 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Combatting Sexual Harassment in the Workplace (Webinar) (25WA-0017)25WA-0017 | *Sexual harassment prevention*Company culture | Ackels Alana K. |
| 4/1/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (25WA-1018)25WA-1018 | *Communication*Feedback*Management*Leadership | |
| 5/6/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: Ethics in the Real World (Webinar) (25WA-1993)25WA-1993 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues | Minges Don Karwic Richard A |
| 6/18/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| How Prevalent Is Retaliation Within Your Culture? (Webinar) (25WA-0667)25WA-0667 | *Retaliation protections*Speak up culture*Ethical culture | |
| 4/23/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Form 1120S: Preparation and Analysis (Webinar) (25WA-1845)25WA-1845 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations | Werner Arthur J |
| 6/11/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Power Ethics for Tax Professionals (Webinar) (25WA-0092)25WA-0092 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies* | |
| 4/3/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Securing Your Data: Practical Tools For Protecting Information (Webinar) (25WA-0758)25WA-0758 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk | Stephens Tommy G |
| 4/26/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Impact of ESG Matters on Financial Reporting and Audits (Webinar) (25WX-0228)25WX-0228 | *Overview of the impact environmental, social, and governance (ESG) matters have on the financial world*Evolving guidance from the AICPA and other stand-setters related to ESG matters*Risks of material misstatement in financial statements and related disclosures emerging from ESG matters | Louis Jennifer |
| 4/17/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Guide to Deducting Travel, Meals and Entertainment Expenses (Webinar) (25WA-0838)25WA-0838 | *Recent tax legislation, rules and developments impacting travel and meals expense reporting*Adequate accounting rules for reimbursements, including accountable plans, going paperless, reimbursement for non-deductible expenses*Reporting travel expenses: travel status, simplified per diem*"Directly related to" and associated with" tests*Facility vs. activity expenses*9 exceptions to Section 274*Business meals: IRS Notice 2018-76; 2023 mileage and per diem rates | Van Der Aa Douglas J |
| 4/29/2025 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Rewards and Recognition Strategies for Leaders (Webinar) (25WA-0598)25WA-0598 | *Leadership*Recognition*Total Rewards*Employee Engagement | |
| 4/19/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Diversity, Inclusion, Equity and Belonging (Webinar) (25WA-1104)25WA-1104 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? | |
| 5/9/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (25WA-1996)25WA-1996 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Minges Don Mims Robert |
| 6/18/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (25WA-1811)25WA-1811 | *Forensic Accounting*Accounting*Finance*Auditing | Fountain Lynn |
| 6/10/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controller Function: Strategic and Annual Planning (Webinar) (25WA-1033)25WA-1033 | *Accounting*Finance*Auditing | Fountain Lynn |
| 5/6/2025 | 3 - 4:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Financial Statement Presentation and Disclosure (Webinar) (25WA-0293)25WA-0293 | *U.S. GAAP and Special purpose frameworks*Form and content of financial statements: Balance sheets*Income statements; Statements of cash flows*Retained earnings and/or owners' equity statements*Comprehensive income*Supplementary information*Comparative vs. single-period financial statements*Sufficiency of disclosures*Illustrative disclosures frequently encountered in small-to-medium reporting entities*Industry-specific nuances | Harper Dr. Christopher |
| 4/10/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controllership Series: The Financial Close Process (Webinar) (25WA-0328)25WA-0328 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 4/11/2025 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's 2023 Top PDF Features You Should Know (Webinar) (25WA-1200)25WA-1200 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs | Stephens Tommy G |
| 5/13/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-1218)25WA-1218 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/14/2025 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of HR in Business Sustainability (Webinar) (25WA-0609)25WA-0609 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk | |
| 4/21/2025 | 12 - 1:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's Getting Started With Artificial Intelligence (Webinar) (25WA-1000)25WA-1000 | *Understanding AI tools available today*Creating accounts in AI platforms*Querying data from AI platforms*Customizing your AI subscriptions | Stephens Tommy G |
| 5/5/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-0171)25WA-0171 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 4/7/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (25WA-1054)25WA-1054 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations | Berry Robert Daly John L |
| 5/7/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-2285)25WA-2285 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 6/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 1) (Webinar) (25WA-2053)25WA-2053 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project | |
| 6/19/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Improve Design and Productivity with Excel Tables (Webinar) (25WX-0286)25WX-0286 | *What Excel Tables are and why they are important*Learn how to create Excel Tables from scratch*Master the art of sorting and filtering data within Excel tables to quickly identify patterns, trends, and outliers*Learn how Excel Tables uses structured reference formulas to create accurate calculations*How Excel Tables increase spreadsheet creation productivity | Smith Bryan |
| 4/23/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-1926)25WA-1926 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 6/14/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (25WA-0194)25WA-0194 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections | Mirarchi Michael |
| 4/8/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Successful Family Business (Webinar) (25WA-1067)25WA-1067 | *Business management*Organization | Lindell James T |
| 5/7/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (25WA-2264)25WA-2264 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/27/2025 | 11 a.m. - 12:35 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Assessing Independence Under the New Yellow Book (Webinar) (25WA-0077)25WA-0077 | *Independence*Threats*Safeguards | Galasso Melisa |
| 4/3/2025 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-0614)25WA-0614 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 4/21/2025 | 8 - 9 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| ChatGPT and Advanced Financial Analysis for Accountants (Webinar) (25WX-0342)25WX-0342 | *Financial Modeling with ChatGPT Integration*Advanced Ratio Analysis Techniques*Risk Assessment and Scenario Analysis*Valuation Methods and ChatGPT Applications*Utilizing Performance Metrics in Financial Analysis*Data Analysis and Interpretation with AI*Investment Analysis Enhanced by ChatGPT | Wasny Garrett |
| 4/28/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Was it Fraud or Just Poor Audit Quality? (Webinar) (25WA-1130)25WA-1130 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | Cotton David L |
| 5/10/2025 | 8 - 9:30 a.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (25WA-1146)25WA-1146 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | Walden Vincent |
| 5/10/2025 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Ethics Based Leadership for Women (Webinar) (25WX-0038)25WX-0038 | *The State of Women in Leadership in the United StatesLeadership DefinedVirtue EthicsInternal and External Challenges for Women in LeadershipCreating a Culture of Safety and Caring | |
| 4/2/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| DEI in the Remote Work Era (Webinar) (25WA-1709)25WA-1709 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations | |
| 6/6/2025 | 8 - 9:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Avoiding Budget People Issues: Managing Budgeting's Soft Side (Webinar) (25WA-0550)25WA-0550 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 4/18/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (25WA-1154)25WA-1154 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations | Mims Robert |
| 5/10/2025 | 8:30 - 10:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (25WA-1635)25WA-1635 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives | Minges Don Karwic Richard A |
| 6/4/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (25WA-0748)25WA-0748 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development | |
| 4/25/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's 2023 The Best Kept Secrets Of Microsoft 365 (Webinar) (25WA-0365)25WA-0365 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use | Tankersley Brian F |
| 4/12/2025 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Communication Miracles at Work and in Life: Part 1 (Webinar) (25WA-1165)25WA-1165 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 5/12/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Mail Fraud and Wire Fraud: Why Business Owners go to Prison (Webinar) (25WX-0272)25WX-0272 | *What is fraud?*How business owners become vulnerable to charges for mail fraud and wire fraud*What business leaders know about how communications can lead to criminal charges*Discussion of actual fraud cases involving business leaders that went to prison for wire fraud.*Federal sentencing guidelines*Sentencing for mail fraud and wire fraud convictions | Paperny Justin |
| 4/22/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (25WA-1784)25WA-1784 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent | Mims Robert Berry Robert |
| 6/10/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Drive Results with Metrics (Webinar) (25WA-0042)25WA-0042 | *Performance metrics*Budgets | Daly John L |
| 4/2/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How To Get Your Firm Highly Ranked on the Map and Search Pages in Your Area (Webinar) (25WA-0532)25WA-0532 | *Understanding how Local SEO works*Google Business Profile basics*The importance of reviews | |
| 4/17/2025 | 12:30 - 1:35 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 2) (Webinar) (25WA-1689)25WA-1689 | *Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 6/5/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (25WA-1774)25WA-1774 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | Walden Vincent |
| 6/9/2025 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Why Cybersecurity Matters to CPAs (Webinar) (25WX-0358)25WX-0358 | *Recent cybersecurity attacks, their implications, and how weak cybersecurity controls enabled their success*Specific cybersecurity controls that help prevent fraud and support data integrity of financial reports*How an effective cybersecurity program is needed to reduce losses, prevent fraud, avoid reputational damage, and protect critical data assets | |
| 4/29/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Managing Current Fraud Trends in a Shifting Environment (Webinar) (25WX-0338)25WX-0338 | *Summary of the impact of fraud on entities worldwide.*Common fraud schemes and typical median losses that result.*How smaller entity fraud risk differs from those of larger entities.*The statistical profile of the most common fraud perpetrator.*The most effective methods for preventing and detecting fraud.*Cybersecurity risk management trends and best practices. | Louis Jennifer |
| 4/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-2164)25WA-2164 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 6/24/2025 | 10 - 11 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (25WA-0586)25WA-0586 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) | Werner Arthur J |
| 4/19/2025 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fixing Your Chart of Accounts (Webinar) (25WX-0306)25WX-0306 | *Current Chart of Accounts Best Practices*Why developing a chart of accounts begins with studying your organizational chart*How to identify your account segments*Determining the order of your account segments*Best practices for numbering account bases*How to avoid memorization*Fixing Your Current Chart of Accounts*How big company and small company software differs*Two key approaches for preserving your historical data*What to know when making major chart of accounts changes | Daly John L |
| 4/24/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (25WA-0882)25WA-0882 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics | Minges Don Karwic Richard A |
| 5/1/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Communication Skills for CPAs (Webinar) (25WA-0639)25WA-0639 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | Harper Dr. Christopher |
| 4/22/2025 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Accessing Your Company's Data With Power Query And Power BI (Webinar) (25WA-0996)25WA-0996 | *Utilizing Power Query to access data from the web, spreadsheets, folders, and databases*Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel*Producing various reporting documents from data delivered from Power Query | Stephens Tommy G |
| 5/5/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-1611)25WA-1611 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 6/3/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Accounting and Auditing for Cryptocurrency (Webinar) (25WA-0662)25WA-0662 | *Cryptocurrency*Ditigal assets | |
| 4/23/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-1082)25WA-1082 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 5/8/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Advanced Budgeting: Balance Sheet and Cash Flow Projections (Webinar) (25WX-0066)25WX-0066 | *Create a Projected Balance Sheet:*Accounts Receivable*Inventory*Capital Budget*Depreciation*Accounts Payable*Accrued Liabilities*Working Capital Loans*Debt*Project interest expense more accurately*Solving for Cash*Projecting Covenant Calculations*Create a Projected Statement of Cash Flow*Choose your format*How to make your Statement of Cash Flow maintenance free*Debugging a statement of Cash Flow | Daly John L |
| 4/4/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-1359)25WA-1359 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Pembrook Chris Crawford Frank W |
| 5/21/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (25WA-2171)25WA-2171 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 6/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Is Activity-Based Costing the Right Tool for Your Organization? (Webinar) (25WA-0056)25WA-0056 | *ABC versus traditional costing*First-stage allocation*Determining predetermined overhead rates*Second-stage allocation*Activity-based reporting | Harper Dr. Christopher |
| 4/2/2025 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Starting a Fraud Investigation (Webinar) (25WX-0164)25WX-0164 | *Assembling the fraud investigation team*Managing and supervising staff*Obtaining and managing evidence*Background checks*Public records searches*Digital data analysis*Interviewing techniques | Coenen Tracy L. |
| 4/11/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Was it Fraud or Just Poor Audit Quality? (Webinar) (25WA-0973)25WA-0973 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | Cotton David L |
| 5/5/2025 | 2 - 3:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Individual Tax Update: Recent Developments (Webinar) (25WX-0106)25WX-0106 | *2024/2025 legislation impacting individual taxpayers*Extenders legislation update*Child tax and dependent care credits*Section 199A deduction*Capital gains and losses*Rental real estate*Other passive activities losses | Dilley Steven C |
| 4/8/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft 365 Deployment Bootcamp for Your Practice (Webinar) (25WX-0095)25WX-0095 | *Understanding the full potential of Microsoft 365 to drive efficiency in your practice*Best practices for deploying Microsoft 365 in accounting, tax and advisory firms*Design your Teams app setup to meet the unique attributes of your practice*Use SharePoint and OneDrive to organize your files and share them securely with your clients*Organize your thoughts, meeting notes and other content centrally in OneNote*Track your client engagements and internal projects efficiently and effectively with the Planner app*Use Microsoft 365 to document processes, improve client services and increase productivity*Step-by-step guide for deployment of Microsoft 365 in your firm based on best practices | Higgins John H |
| 4/7/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Payroll Essentials: The Payroll Cycle of Life (Webinar) (25WX-0258)25WX-0258 | *A general review of compensation and payroll taxes from a broad perspective*A walk through of the payroll process*Explanations and examples of payroll processing, payroll tax deposits, and payroll returns*Resources, recommendations, and guidance on compensation, payroll and payroll related topics | Bystrom Elizabeth A |
| 4/21/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Project Management: Enhancing Ongoing Client Engagements (Webinar) (25WX-0041)25WX-0041 | *Clarification between workflow and project management and the use of each*Leveraging the project charter to establish consistency and collaboration across teams for a quality client experience | Mansfield Samantha |
| 4/2/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's 2023 Kicking It Up A Notch With KPIs (Webinar) (25WA-0756)25WA-0756 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs | Tankersley Brian F |
| 4/26/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controller Function: Elevating the Role (Webinar) (25WA-2073)25WA-2073 | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 6/20/2025 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's Accessing Your Company's Data With Power Query And Power BI (Webinar) (25WA-0098)25WA-0098 | *Utilizing Power Query to access data from the web, spreadsheets, folders, and databases*Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel*Producing various reporting documents from data delivered from Power Query | Stephens Tommy G |
| 4/3/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-0909)25WA-0909 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 5/2/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Accounting for Leases (Webinar) (25WA-1614)25WA-1614 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 6/3/2025 | 6 - 8:25 a.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| AI and You (Webinar) (25WA-0254)25WA-0254 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign* | |
| 4/9/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Employment Law 101 (Webinar) (25WA-1957)25WA-1957 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act *Family Medical Leave Act *Fair Labor Standards Act *Equal Pay Act *National Labor Relations Act *Fair Credit Reporting Act | Ackels Alana K. |
| 6/16/2025 | 8 - 9:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Preparation of Form 706 and 709: Understanding the Law (Webinar) (25WA-1233)25WA-1233 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application | Werner Arthur J |
| 5/14/2025 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Progressive Management Accounting (Webinar) (25WA-2099)25WA-2099 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change | Cokins Gary |
| 6/21/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Defining Where and Why Internal Controls are Needed (Webinar) (25WX-0078)25WX-0078 | *Control design basics*Areas or segments of an enterprise to control*Controls to reduce risk*Controls to drive operations | Egnatoff Karl W |
| 4/4/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tactics to Find Work Life Balance in a Complex World (Webinar) (25WX-0188)25WX-0188 | *How to get more out of one's work*How to achieve greater balance between today's ever more demanding and complex demands of work without losing sight of what is important in daily routines*Example of how to develop and be challenged by your own personal bucket list | Seigneur Ronald L |
| 4/15/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-0542)25WA-0542 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 4/18/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Productivity Hacks for Working Remote (Webinar) (25WA-2331)25WA-2331 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options | |
| 6/30/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's 2023 Advanced QuickBooks Tips And Techniques (Webinar) (25WA-0199)25WA-0199 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online | Stephens Tommy G |
| 4/8/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| How Changes in Business Methods Affects Internal Control (Webinar) (25WX-0202)25WX-0202 | *How is business changing.*What is driving the change and how long will it last.*How specifically is an organizations control system important.*What steps are needed to “keep up” with the upheaval. | Egnatoff Karl W |
| 4/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-0679)25WA-0679 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 4/24/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (25WA-0460)25WA-0460 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes | |
| 4/16/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Achieving Balance in Work and Life: Part 2 (Webinar) (25WA-0781)25WA-0781 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts | Robinson Jonathan |
| 4/28/2025 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| A Culture of Regulatory Ethics: A Competitive Advantage (Webinar) (25WX-0323)25WX-0323 | *Does it pay for a company to have strong ethics?*Can you measure the financial impact of ethics?*Does ethics make a difference in financial performance?*Can ethics be used as a competitive advantage?*What sets the CPA designation apart?*AICPA Code of Professional Conduct & the Conceptual Framework Approach*Ethics as a marketing tool*Personalizing your Code of Ethics*Four building blocks of ethical culture*What influences employee behavior?*Ethical research*Building trust in organizations*Maintaining objectivity in difficult situations | Peters David R. |
| 4/25/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (25WA-1393)25WA-1393 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility | |
| 5/22/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (25WA-1532)25WA-1532 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations | Berry Robert Daly John L |
| 5/30/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Resolving Ethical Conflicts (Webinar) (25WA-1902)25WA-1902 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails | Daly John L |
| 6/14/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Navigating Leaves of Absence (Webinar) (25WA-1955)25WA-1955 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act *Special rules for managers *Handling fraud, abuse, and performance issues in connection with a leave of absence | Ackels Alana K. |
| 6/16/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (25WA-0653)25WA-0653 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives | Karwic Richard A Minges Don |
| 4/23/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Giving Feedback that Delivers Results (Webinar) (25WA-0628)25WA-0628 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 4/22/2025 | 10 - 11:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| When Leadership Fails (Webinar) (25WA-1910)25WA-1910 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 6/14/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Drive Results with Metrics (Webinar) (25WA-2098)25WA-2098 | *Performance metrics*Budgets | Daly John L |
| 6/21/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-1343)25WA-1343 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 5/20/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Achieving Balance in Work and Life: Part 2 (Webinar) (25WA-1734)25WA-1734 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts | Robinson Jonathan |
| 6/7/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (25WX-0196)25WX-0196 | *Risks Associated with Social Media*Sections of the AICPA Code of Professional Conduct That Might Be Violated Using Social Media*Case Study Discussions | Spalding Albert D |
| 4/15/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: What a CPA in Business and Industry Needs to Know (Webinar) (25WX-0111)25WX-0111 | *Ethics for Members in Business: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Basic Ethics Rules for Members in Business*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Analysis: Members in Business | Spalding Albert D |
| 4/8/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| KPI Bootcamp for Small Businesses (Webinar) (25WA-1944)25WA-1944 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live | |
| 6/16/2025 | 3 - 7:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| K2's Paperless Office (Webinar) (25WA-0286)25WA-0286 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes | Stephens Tommy G |
| 4/10/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| What's Going on at the AICPA (Webinar) (25WA-1457)25WA-1457 | *Group Audits*Quality Management*Less Complex Entities | Galasso Melisa |
| 5/26/2025 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (25WA-2147)25WA-2147 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board | Mims Robert Minges Don |
| 6/24/2025 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controller Function: Elevating the Role (Webinar) (25WA-0988)25WA-0988 | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 5/5/2025 | 12 - 1:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| S Corporations: How to Calculate Shareholder Basis (Webinar) (25WA-0840)25WA-0840 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*Discuss how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations | Dilley Steven C |
| 4/29/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-1133)25WA-1133 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 5/10/2025 | 10 - 11:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA (Webinar) (25WA-1632)25WA-1632 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? | Minges Don |
| 6/4/2025 | 9 - 9:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Data Extraction, Transformation, Validation the Right Data Sources for Analysis (Webinar) (25WA-1950)25WA-1950 | *Understand various data types *Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | Walden Vincent |
| 6/16/2025 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Microsoft 365/Office 365: All The Things You Need To Know (Webinar) (25WA-1088)25WA-1088 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription | Stephens Tommy G |
| 5/8/2025 | 4 - 11:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| K2's Better Reporting With QuickBooks Online (Webinar) (25WA-0826)25WA-0826 | *The types of reports available in QuickBooks Online, by subscription level*Customizing reports to meet your needs*Spreadsheet Sync in QuickBooks Online Advanced | Stephens Tommy G |
| 4/29/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Microsoft Outlook "Must Know" Email Tips (Webinar) (25WX-0142)25WX-0142 | *Using Quick Parts to streamline message composition.*Eliminating inefficient back and forth appointment scheduling with the Bookings app.*Using category codes and contacts to send bulk emails.*Sending emails to Teams and OneNote.*Organizing your inbox with custom views, rules and folders.*Mastering the search tools to find emails quickly.*Review of key option settings to maximize email productivity. | Higgins John H |
| 4/10/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| PowerPoint for Accountants (Webinar) (25WX-0035)25WX-0035 | *Exploration of tabs within PowerPoint's ribbon*Initial creation of a slide deck*Using slide masters*Utilization of external content*SmartArt*Alignments and layouts*Tips and tricks for efficiency*Best practices for effective presentation delivery*Other creative uses for PowerPoint | Harper Chris |
| 4/2/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (25WA-1588)25WA-1588 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. | Werner Arthur J |
| 6/2/2025 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (25WA-1252)25WA-1252 | *Accounting and Finance | Fountain Lynn |
| 5/15/2025 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Fringe Benefit Planning: Today and Beyond (Webinar) (25WA-0252)25WA-0252 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC §132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules | Werner Arthur J |
| 4/9/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| AI and You (Webinar) (25WA-0933)25WA-0933 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign* | |
| 5/2/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controller Function: Elevating the Role (Webinar) (25WA-1222)25WA-1222 | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 5/14/2025 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT (Webinar) (25WA-1773)25WA-1773 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 6/9/2025 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What's Going on at the GASB (Webinar) (25WX-0204)25WX-0204 | *GASB 100, Accounting Changes and Error Corrections.*GASB 101, Compensated Absences.*GASB standards coming down the pike. | Galasso Melisa |
| 4/15/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Google Sheets for Accountants (Webinar) (25WX-0071)25WX-0071 | *What is Google Sheets?*Key Set Up Steps and Apps*Key Strengths and Weaknesses*Google Sheets vs. Microsoft Excel*Google Sheets Versions*Quick Start Guide*Things You Can do in Google Sheets that You Can't Do in Excel*Google Sheets Add-Ons*Google Sheets Help Resources | Wasny Garrett |
| 4/4/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Better Reporting With QuickBooks Online (Webinar) (25WA-0928)25WA-0928 | *The types of reports available in QuickBooks Online, by subscription level*Customizing reports to meet your needs*Spreadsheet Sync in QuickBooks Online Advanced | Stephens Tommy G |
| 5/2/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Fraud Risk Management (Webinar) (25WA-0570)25WA-0570 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 4/19/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting and Attestation for ESG (Webinar) (25WA-0138)25WA-0138 | *ESG*Sustainaibility | Galasso Melisa |
| 4/4/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2'S Options To Automate Your Tax Preparation Workflow (Webinar) (25WA-0891)25WA-0891 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice | Johnston Randolph P |
| 5/1/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Organizational Effectiveness and Communication (Webinar) (25WA-1281)25WA-1281 | *Communication | |
| 5/17/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Emotional Intelligence (Webinar) (25WA-0611)25WA-0611 | *Emotions*Relationships | |
| 4/21/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-1476)25WA-1476 | *Emotional Intelligence*Communication*Teamwork | |
| 5/27/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (25WA-0718)25WA-0718 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies | Stephens Tommy G |
| 4/25/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Public Speaking and Confident Communication in Business (Webinar) (25WA-0711)25WA-0711 | *Communication*Public Speaking*Presentation Skills | |
| 4/25/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Resolving Ethical Conflicts (Webinar) (25WA-2174)25WA-2174 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails | Daly John L |
| 6/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-0940)25WA-0940 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 5/3/2025 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| What Does Fraud Look Like? (Webinar) (25WA-1496)25WA-1496 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 5/28/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (25WA-0472)25WA-0472 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 4/16/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Real Estate Professionals: Passive Activity Rules (Webinar) (25WA-0346)25WA-0346 | *Definition, pros and cons of being a real estate professional*Integration of the real estate professional rules with reporting on Form 1040, Schedule E*Real estate professionals and indirectly owned (partnerships, S corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules*Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction | Dilley Steven C |
| 4/11/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Microsoft 365/Office 365: All The Things You Need To Know (Webinar) (25WA-0860)25WA-0860 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription | Stephens Tommy G |
| 4/30/2025 | 2 - 9:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (25WA-2275)25WA-2275 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent | Mims Robert Berry Robert |
| 6/28/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Guide to Depreciating and Expensing Business Assets (Webinar) (25WA-0416)25WA-0416 | *Recent tax legislation and developments related to depreciation and capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules | Dilley Steven C |
| 4/14/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-1598)25WA-1598 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 6/3/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Living to 100: The Challenges that Longevity Presents to Financial Planning for Clients (Webinar) (25WA-1378)25WA-1378 | *Proactive planning to address issues of longevity*Major issues involved in longevity --positive and negative*Tools and Resources *Expanding your skill set to address non-financial client issues | |
| 5/21/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (25WA-2015)25WA-2015 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) | Werner Arthur J |
| 6/18/2025 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Social Media Blueprint for Accounting Firms (Webinar) (24WX-4509)24WX-4509 | *An overview of the key social media platforms that accounting firms should consider as part of their overall social media strategy.*Current trends in lead generation using social platforms.*Specific tactics for social media as part of your ongoing marketing, recruitment, and new business development efforts. | |
| 3/31/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Complete Guide to the Preparation for Form 1041 (Webinar) (25WA-0251)25WA-0251 | *Form 1041 Preparation*Decedent's Estate Issues*Trust-Specific Challenges*Subchapter J Fundamentals*Compliance Strategies*Case Study Analysis | Werner Arthur J |
| 4/9/2025 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| ProActive Response Group De-Escalation Training (Webinar) (25WA-2293)25WA-2293 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Ayers Chad Sexton Andy |
| 6/28/2025 | 9 - 9:55 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (25WA-1887)25WA-1887 | *Employee engagement*Values-based governance*Organizational culture*Employee relations | |
| 6/13/2025 | 8 - 9:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's 2023 Now Is The Time to Automate (Webinar) (25WA-0361)25WA-0361 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls | Stephens Tommy G |
| 4/12/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Public Procurement Basics: Protecting the People's Money (Webinar) (25WA-1293)25WA-1293 | *Code of Federal Regulation*Procurement*Federal Funds | |
| 5/17/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-2004)25WA-2004 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Crawford Frank W Pembrook Chris |
| 6/18/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-0135)25WA-0135 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 4/4/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (25WA-0910)25WA-0910 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls | Tankersley Brian F Yoss Stephen M McClelland Lawrence A. Stephens Tommy G Johnston Randolph P |
| 5/2/2025 | 12 - 7:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Internal Controls for Small and Medium-Sized Entities (Webinar) (25WA-0411)25WA-0411 | *Overview of controls*Preventative controls*Detective controls*Controls for SMEs | Harper Dr. Christopher |
| 4/14/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (25WA-1744)25WA-1744 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/7/2025 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Accessing Your Company's Data With Power Query And Power BI (Webinar) (25WA-0590)25WA-0590 | *Utilizing Power Query to access data from the web, spreadsheets, folders, and databases*Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel*Producing various reporting documents from data delivered from Power Query | Stephens Tommy G |
| 4/19/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Internal Controls for Small and Medium-Sized Entities (Webinar) (25WA-0869)25WA-0869 | *Overview of controls*Preventative controls*Detective controls*Controls for SMEs | Harper Dr. Christopher |
| 4/30/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-1930)25WA-1930 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/14/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (25WA-0699)25WA-0699 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/24/2025 | 1 - 2:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-0074)25WA-0074 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 4/3/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (25WA-1013)25WA-1013 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture | |
| 5/5/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's Better Reporting With QuickBooks Online (Webinar) (25WA-0379)25WA-0379 | *The types of reports available in QuickBooks Online, by subscription level*Customizing reports to meet your needs*Spreadsheet Sync in QuickBooks Online Advanced | Stephens Tommy G |
| 4/12/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (25WA-1978)25WA-1978 | *arbitration agreements*confidentiality agreements *restrictive covenants *training *severance agreements | Ackels Alana K. |
| 6/17/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 1065: Understanding Partnerships Tax Returns (Webinar) (25WA-1960)25WA-1960 | *Partnership taxation*Different types of partnerships*Tax obligations of partners *Role of the partnership agreement in tax reporting *Filing deadlines of Form 1065 | Werner Arthur J |
| 6/16/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-1170)25WA-1170 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 5/12/2025 | 11 a.m. - 1:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (25WA-2302)25WA-2302 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 6/28/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Sustainability: Doing Well by Doing Good (Webinar) (25WX-0076)25WX-0076 | *Triple bottom line*Sustainable business practices*incorporating sustainability into every business decision | Elder Jennifer H |
| 4/4/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Nonprofit Taxation Rules and Form 990 (Webinar) (25WA-0343)25WA-0343 | *Recent tax legislation and developments related to non-profit entities*Special sections of Form 990 and various form related changes*Nonprofit tax exemption applications*"Intermediate sanctions" excise tax*Excess compensation excise tax*Excess parachute payment excise tax*Unrelated business income tax*Required profit motive*The Mayo case*Entertainment expenses*Taxable fringe benefits (including employer-provided parking) | Dilley Steven C |
| 4/11/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (25WA-0538)25WA-0538 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes | |
| 4/17/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| K2's 2023 Accessing And Managing Data In Excel (Webinar) (25WA-0954)25WA-0954 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations | Stephens Tommy G |
| 5/3/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Public Procurement Basics: Protecting the People's Money (Webinar) (25WA-0046)25WA-0046 | *Code of Federal Regulation*Procurement*Federal Funds | |
| 4/2/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Kicking It Up A Notch With KPIs (Webinar) (25WA-0127)25WA-0127 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs | Tankersley Brian F |
| 4/4/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Coaching Skills That Improve Performance (Webinar) (25WA-2280)25WA-2280 | *Coaching*Effective Communication | Lindell James T |
| 6/28/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Dashboard and Report Design Principles Using Excel (Webinar) (25WA-0459)25WA-0459 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel | |
| 4/16/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Resolving Ethical Dilemmas: You Make the Call (Webinar) (25WA-0227)25WA-0227 | *Ethical frameworks*Threats and safeguards to objectivity and independence | Cotton David L |
| 4/9/2025 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| 2024 Business Tax Update with Steve Dilley (Webinar) (25WA-0878)25WA-0878 | *Update on significant business tax developments related to cases and rulings*Business provisions of any recent legislation impacting business entities*Depreciation changes in Sec. 179 and Sec. 168(k) bonus depreciation*Recent developments impacting partnership and S corporations, including any changes to Forms 1065 and 1120S | Dilley Steven C |
| 4/30/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 1 (Webinar) (25WA-1697)25WA-1697 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/6/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (25WA-1125)25WA-1125 | *Flexible Work Options*Employee Engagement*Talent Management Strategy | |
| 5/9/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-1306)25WA-1306 | *Business Management*Organization | Lindell James T |
| 5/19/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (25WA-0556)25WA-0556 | *Accounting*Finance | Fountain Lynn |
| 4/18/2025 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Accounting for Leases (Webinar) (25WA-0963)25WA-0963 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 5/3/2025 | 9 - 11:25 a.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Independence and Conflicts of Interest (Webinar) (25WX-0373)25WX-0373 | *AICPA Code of Conduct: Independence, Conflicts of Interest, *Case Study: Olympus*Case Study: Buca di Beppo | McLeod Allison M. |
| 4/30/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Bumper Sticker Ethics v. Professional Ethics (Webinar) (25WX-0177)25WX-0177 | *Introduction: "Bumper Sticker Ethics" *Thinking About Ethics: Digging a Little Deeper*Compare: Principles of Professional Ethics in Accounting*Case Study: Frank v. Dana Corp.*Conclusion: The Conceptual Framework as an Ethics Resource | Spalding Albert D |
| 4/14/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Internal Control Changes for Remote Workers (Webinar) (25WX-0077)25WX-0077 | *The benefits and pitfalls of remote employees.*How to maximize the value provided by distance workers.*Policies, procedures, and control measures designed for a more geographically dispersed workforce. | Egnatoff Karl W |
| 4/4/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WA-0731)25WA-0731 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients | Harper Dr. Christopher |
| 4/25/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Yellow Book: From Beginning to End (Webinar) (25WA-2006)25WA-2006 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements | Inzina J. Michael |
| 6/18/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (25WA-1525)25WA-1525 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation | Calabrese Paul H. |
| 5/29/2025 | 8 - 9:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Single Audit from Beginning to End Update (Webinar) (25WA-0475)25WA-0475 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence | Inzina J. Michael |
| 4/16/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-1716)25WA-1716 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples | O'Brien William |
| 6/6/2025 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (25WA-2050)25WA-2050 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers | Werner Arthur J |
| 6/19/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Personal Leadership Skills (Webinar) (25WA-1596)25WA-1596 | *Leadership*Personality Types*Communication*Memory | Lindell James T |
| 6/3/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Ripped From the Headlines: Lessons From Interesting Tech Crimes (Webinar) (25WA-0967)25WA-0967 | *Common security weaknesses that occur with hardware and software at home and in the office*Malware, ransomware, data breach, and incident response tips*Internal control failures which result in the theft of assets or unauthorized manipulation of data | Stephens Tommy G |
| 5/3/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (25WA-1445)25WA-1445 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 5/26/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-2187)25WA-2187 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 6/25/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Small Business Risk Avoidance (Webinar) (25WA-0052)25WA-0052 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! | O'Brien William |
| 4/2/2025 | 8 - 11:50 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (25WA-1990)25WA-1990 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 6/17/2025 | 5 - 8:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (25WA-1781)25WA-1781 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 6/9/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (25WA-1012)25WA-1012 | *Employment Data*Talent Strategy | |
| 5/5/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Financial Statement Fraud (Webinar) (25WA-0659)25WA-0659 | *Financial statement fraud | |
| 4/23/2025 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Like-kind Exchanges in Real Estate Transactions (Webinar) (25WX-0133)25WX-0133 | *Like-kind exchanges have been hailed as one of the few "legal tax shelters" still available for real property investments, but it is really a result of favored tax policy.*These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability.*These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea. | McLeod Allison M. |
| 4/10/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Profitability Pricing: Boost your Bottom Line (Webinar) (25WA-0543)25WA-0543 | *Competitive bids*Achieving target profitability | Daly John L |
| 4/18/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Small Business Accounting Solutions and Add-Ons (Webinar) (25WA-0287)25WA-0287 | *Current landscape of small business accounting software*Strengths and limitations of critical solutions*Effective add-ons and integrations*Implementation strategies | Stephens Tommy G |
| 4/10/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Performance Auditing Made Easy (Webinar) (25WA-2201)25WA-2201 | *Performance audit standards*Performance audit types*Performance audit objectives | Cotton David L |
| 6/26/2025 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Business Valuation Fundamentals (Webinar) (25WA-2040)25WA-2040 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* | |
| 6/19/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (25WA-0445)25WA-0445 | *Accounting*Finance*Procurement*Operations | Fountain Lynn |
| 4/15/2025 | 11 - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Safeguarding Taxpayer Data: A Guide for Your Required Security Plan (Webinar) (25WA-0968)25WA-0968 | *Understand the need to protect client data*Learn about the required security and privacy standards*Leave with a sample plan to consider your tax practice | Johnston Randolph P |
| 5/3/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Performance Targets That Deliver Results Without Burnout (Webinar) (25WA-0462)25WA-0462 | *Performance target design*Target testing | |
| 4/16/2025 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (25WA-2043)25WA-2043 | *Accounting*Finance | Fountain Lynn |
| 6/19/2025 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (25WA-2214)25WA-2214 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 6/26/2025 | 2 - 3:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (25WA-1986)25WA-1986 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 6/17/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-1474)25WA-1474 | *Communication*Leadership*Character*Behavior | |
| 5/27/2025 | 6 - 7:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| Project Management Skills Webinar Bundle (Webinar) (25WX-0028)25WX-0028 | *Course 1: Project Management: Employ Best Practices & Mindset | CPE: 2 | Description: Project Management is not the same as workflow management, and a project manager is more than a task master. Driving change, leading a team and managing client engagements requires a great deal of organization and planning. Successfully launching a new technology, onboarding clients, developing a new service line… all takes more than a checklist of to-do items. You need to monitor risks and opportunities. You need to gain buy-in to drive adoption. Proper scoping and projections help keep projects on course, and not become a costly experiment that gets shoved to the back burner. Project managers are trained in analyzing the data while also managing people. In this session explore basic project management best practices and mindset to more effectively managing change in your firm.*Course 2: Enhancing Ongoing Client Engagements | CPE: 2 | Description: The work for clients is not as linear as it used to be with the inclusion of more advisory services, more cross functional teams, and due dates moving. Quality client engagements are not just about a solid workflow, we need project management skills. In this session we will discuss how to apply project management techniques to designing a one firm, team approach to serving clients. | Mansfield Samantha |
| 4/1/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Audit 302: Planning Effective and Efficient Audits (Webinar) (25WX-0191)25WX-0191 | *Overview of the audit process*Linking risk of material misstatement to the detailed audit plan*Tailoring standard audit programs based on assessed risk*Engagement team discussion agenda items and best practices*Evaluating the appropriateness of audit evidence*Common efficiency considerations by audit area | Louis Jennifer |
| 4/15/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Internal Controls Over Compliance vs. Compliance (Webinar) (25WA-0762)25WA-0762 | *Internal Controls Over Compliance*Compliance*Single Audits | Galasso Melisa |
| 4/26/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controllership Series: Financial Statement Preparation (Webinar) (25WA-1371)25WA-1371 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 5/21/2025 | 3 - 5:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-0631)25WA-0631 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Crawford Frank W Pembrook Chris |
| 4/22/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What You Can Learn From the Statement of Cash Flows (Webinar) (25WX-0255)25WX-0255 | *Preparation of the statement of cash flows*Importance of identifying sources and uses of cash in financial reporting*Financial statement analysis*Cash-related financial statement disclosures | Harper Chris |
| 4/21/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Transforming Strategic and Financial Management with ChatGPT: Insights for CPAs, CFOs and Controllers (Webinar) (25WA-2008)25WA-2008 | *Recognize the variety of ChatGPT uses in accounting.*Determine how to use ChatGPT.*Identify how ChatGPT improves customer, vendor, and industry research.*Recognize how ChatGPT aids in financial benchmarking.*Identify how ChatGPT can assist in financial analysis, budgeting and forecasting. | Lindell James T |
| 6/18/2025 | 10 a.m. - 12 p.m. | Online | 2.2 CPE (1 tech, 1.2 non-tech) | |
| Communication Miracles at Work and in Life: Part 1 (Webinar) (25WA-0778)25WA-0778 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 4/28/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| All About Fraud: Examples, Prevention and Auditing (Webinar) (25WA-0844)25WA-0844 | *Fraud*Professional Skepticism*Report To The Nation*Fraud Schemes*Prevention | Galasso Melisa |
| 4/29/2025 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Giving Feedback that Delivers Results (Webinar) (25WA-1580)25WA-1580 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 6/2/2025 | 8 - 9:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Preparation of Form 706 and 709: Line-by-Line (Webinar) (25WA-0256)25WA-0256 | *Federal Form 706: Overview and Preparation*Federal Form 709: Understanding and Compliance*Portability in Estate Tax Planning*Coordinating Issues for Decedent's Final Income Tax Return*Postmortem Estate Planning Strategies*Recent Legislative Changes: Impact on Estate and Gift Taxation*Integrating Tax Planning into Client Services | Werner Arthur J |
| 4/9/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-1981)25WA-1981 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 6/17/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Love it or Leave It: Engagement and Retention at Work (Webinar) (25WX-0175)25WX-0175 | *Ethical Values and Engagement and Retention*Enhancing Employee engagement*Strategic/Intentional Actions to Enhance Retention*Generation X | |
| 4/14/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 1 Ethics |
| Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (25WA-0519)25WA-0519 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/17/2025 | 2 - 3:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Fringe Benefit Planning: Today and Beyond (Webinar) (25WA-2325)25WA-2325 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC §132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules | Werner Arthur J |
| 6/30/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's 2023 Advanced QuickBooks Tips And Techniques (Webinar) (25WA-0502)25WA-0502 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online | Stephens Tommy G |
| 4/17/2025 | 6 - 9:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Business Valuation Fundamentals (Webinar) (25WA-2297)25WA-2297 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* | |
| 6/28/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (25WA-1878)25WA-1878 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/13/2025 | 11 a.m. - 7:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's 2023 Mastering Advanced Excel Functions (Webinar) (25WA-1558)25WA-1558 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel | Stephens Tommy G |
| 5/31/2025 | 4 - 7:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (25WA-1228)25WA-1228 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/14/2025 | 9 - 10:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Consulting for CPAs (Webinar) (25WA-2093)25WA-2093 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 6/21/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's 2024 Tech Update (Webinar) (25WA-0727)25WA-0727 | *AI and machine learning trends*Quantum computing in finance*Understanding the growing impact of blockchain and digital currencies in accounting*Software and hardware innovations | Stephens Tommy G |
| 4/25/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communication Skills for CPAs (Webinar) (25WA-0143)25WA-0143 | *Pervasive best practices for effective communication*Specific strategies for written materials*Unique considerations for verbal presentations*The importance of recursive revision*Tips for success*Pitfalls to avoid | Harper Dr. Christopher |
| 4/4/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Electronic Audit Evidence in Employee Benefit Plans (Webinar) (25WX-0092)25WX-0092 | *Audit evidence*Employee benefit plans | Critcher Melissa G |
| 4/7/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud Busters: Controls to Prevent and Detect Fraud (Webinar) (25WX-0377)25WX-0377 | *Fraud motivators - the fraud triangle, typical profiles of fraud perpetrators*Revisiting the basics of controls - design vs effectiveness, preventative vs. detective*Entity-wide controls and how they can assist in fraud deterrence*Specific fraud types and the controls that could prevent and detect them | Gohl Keely |
| 4/30/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Role of HR in Business Sustainability (Webinar) (25WA-2108)25WA-2108 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk | |
| 6/21/2025 | 10 - 11:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (25WA-0063)25WA-0063 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 4/2/2025 | 11 p.m. - 1 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Clean, Transform and Load Data in Power BI (Webinar) (25WX-0305)25WX-0305 | *Introduction to Power Query in Power BI: Understanding the interface and basic functionalities.*Data Cleaning Techniques: Removing duplicates, handling null values, and data type conversions.*Data Transformation: Advanced methods for manipulating data, including pivoting, merging, and appending queries.*Data Loading: Efficiently loading data into the Power BI data model.*Document the Process Steps: Setting up details for each step in the process so you can document what is happening and why. | Smith Bryan |
| 4/24/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Resolving Ethical Dilemmas: You Make the Call (Webinar) (25WA-0708)25WA-0708 | *Ethical frameworks*Threats and safeguards to objectivity and independence | Cotton David L |
| 4/25/2025 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| Ethics: Get Rich, Lose Weight and Enjoy True Love (Webinar) (25WX-0150)25WX-0150 | *We will begin with a "What would you do?" quiz with five challenging scenarios. You'll be asked to choose among several options in each situation (don't worry, we won't collect the results). *Next we'll do a deep dive into the five principles of ethical intelligence:Do No Harm, Make Things Better, Respect Others (by keeping confidences, telling the truth, and keeping your promises), Be Fair, Care *Complete a few fun writing exercises (optional) during the webinar. After which, Bruce shows how the principles of ethical intelligence reveal which option in each scenario is best.*We'll conclude with a Call to Action so that some of the lessons from this webinar can be put into practice immediately. Even doing one of the things Bruce suggests will enrich your accounting practice and your life. | Weinstein Bruce |
| 4/11/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (25WA-0714)25WA-0714 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management | Gallagher Chuck |
| 4/25/2025 | 2 - 4:10 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Business Intelligence (BI) and Business Analytics (BA) (Webinar) (25WA-1877)25WA-1877 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession | Cokins Gary |
| 6/13/2025 | 2 - 3:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Tax Power Ethics for Tax Professionals (Webinar) (25WA-1621)25WA-1621 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies* | |
| 6/3/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (25WA-2085)25WA-2085 | *Accounting*Finance*Cash Investments | Fountain Lynn |
| 6/20/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (25WA-2021)25WA-2021 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals | Werner Arthur J |
| 6/18/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Technology For CPAs: Don't Get Left Behind (Webinar) (25WA-0130)25WA-0130 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC | Stephens Tommy G |
| 4/4/2025 | 11 a.m. - 6:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Anti-Bullying and Sensitivity (Webinar) (25WA-1915)25WA-1915 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? | |
| 6/14/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Guide to Preparing Form 1041 for Estates and Trusts (Webinar) (25WA-0486)25WA-0486 | *Current rates and brackets*Calculating a trust's AGI*Filing requirements, deadlines and penalties*3.8% Medicare surtax on net investment income (NII)*Simple vs. complex trusts*Grantor Trusts: Four options to report activity*Section 643 (g) Election*Taxable income of trusts, estate and beneficiaries | Van Der Aa Douglas J |
| 4/16/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| DEI in the Remote Work Era (Webinar) (25WA-1060)25WA-1060 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations | |
| 5/7/2025 | 12 - 1:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (25WA-1545)25WA-1545 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | Walden Vincent |
| 5/30/2025 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-1066)25WA-1066 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 5/7/2025 | 10 - 11 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Risk Assessment: A Common Deficiency (Webinar) (25WA-0306)25WA-0306 | *Risk Assessment*Common Deficiencies | Galasso Melisa |
| 4/10/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (25WA-0451)25WA-0451 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development | |
| 4/15/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| What Does Fraud Look Like? (Webinar) (25WA-1191)25WA-1191 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 5/13/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (25WA-2276)25WA-2276 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics | Karwic Richard A Minges Don |
| 6/28/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Cybersecurity 101 for CPAs (Webinar) (25WX-0050)25WX-0050 | *The typical IT architecture and technology components that reside in an IT environment*Specific cybersecurity controls that are applied at each layer within an IT environment*An overview of common cybersecurity frameworks used within the industry to establish and assess cybersecurity controls | |
| 4/3/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Consulting for CPAs (Webinar) (25WA-0906)25WA-0906 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 5/2/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Securing Your Data with a Password Management App (Webinar) (25WX-0233)25WX-0233 | *Introduction to the world of password management apps and what makes them so secure*Review and demonstration of top selling password management apps*Software features that will be reviewed*Password generation*Emergency user access*Entity vs. individual password management*Desktop vs. cloud based*Multi device synchronization*PII (personally identifiable information) forms filler*Credit card storage*Digital data vault | Higgins John H |
| 4/17/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Audit 303: Internal Controls - Required Communications (Webinar) (25WX-0208)25WX-0208 | *The required communication of internal control matters noted on an audit*Evaluating the severity of identified deficiencies, including consideration of qualitative considerations*Importance of placing a priority on being a value-added business advisor*Anticipating and preventing internal control issues related to reliable financial reporting, operational efficiency or compliance*Components of a well-written internal control comment*Better writing tips and techniques | Louis Jennifer |
| 4/16/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Your Own Library of Anti-fraud and Continuous Monitoring Tests (Webinar) (25WA-0466)25WA-0466 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases | Walden Vincent |
| 4/16/2025 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| A Guide to Sampling: Part 1 (Webinar) (25WA-0433)25WA-0433 | *Sampling*Monetary Unit Sampling | Galasso Melisa |
| 4/15/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ProActive Response Group De-Escalation Training (Webinar) (25WA-0610)25WA-0610 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Ayers Chad Sexton Andy |
| 4/21/2025 | 12 - 12:55 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Financial Decisions that Led Two Businessmen to Prison (Webinar) (25WX-0046)25WX-0046 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | Paperny Justin |
| 4/3/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Controllers Role in Data Analytics and Big Data (Webinar) (25WA-1176)25WA-1176 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 5/12/2025 | 1 - 2:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Financial Accounting for Related Party Transactions (Webinar) (25WA-0743)25WA-0743 | *FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities*Reviews the tax accounting related taxpayer standards*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards | Dilley Steven C |
| 4/25/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Profitability Pricing: Boost your Bottom Line (Webinar) (25WA-1874)25WA-1874 | *Competitive bids*Achieving target profitability | Daly John L |
| 6/13/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud Risk Management (Webinar) (25WA-2281)25WA-2281 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 6/28/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (25WA-0324)25WA-0324 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years | Lindell James T |
| 4/11/2025 | 12 - 3:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
| Inventory, Expense and Payroll Fraud (Webinar) (25WA-0149)25WA-0149 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees | Dycus Dennis F |
| 4/5/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (25WA-1812)25WA-1812 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/10/2025 | 9 - 10:35 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Optimize Your Staff's Performance (Webinar) (25WA-0694)25WA-0694 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment | O'Brien William |
| 4/24/2025 | 8 - 11:50 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Payroll Essentials: Getting to Know Payroll Taxes (Webinar) (25WX-0225)25WX-0225 | *The various types of payroll taxes related to compensation*Payroll calculations related to the various of payroll taxes*Introduction to common payroll forms*Resources, recommendations, and guidance on compensation and payroll related topics | Bystrom Elizabeth A |
| 4/17/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-1864)25WA-1864 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 6/12/2025 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| KPI Bootcamp for Small Businesses (Webinar) (25WA-0157)25WA-0157 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live | |
| 4/5/2025 | 10 a.m. - 2:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| Retirement Planning Issues: Where We Stand Now (Webinar) (25WA-0096)25WA-0096 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) | Werner Arthur J |
| 4/3/2025 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (25WA-0307)25WA-0307 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) | Zeune Gary D Minges Don |
| 4/11/2025 | 9 - 10:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Topic 842: Implementing Leases Workshop (Webinar) (25WA-0372)25WA-0372 | *Leases*Topic 842*Recognition & Measurement | Galasso Melisa |
| 4/12/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Business Entities - 8 Hour (Webinar) (25WA-0880)25WA-0880 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 4/30/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Creating a High Performance Culture - Post Pandemic (Webinar) (25WX-0235)25WX-0235 | *Why Culture Matters*Workforce Challenges*Creating a High Performance Culture*Practical Tools | |
| 4/17/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (25WA-1488)25WA-1488 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language | Mims Robert |
| 5/27/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2'S Artificial Intelligence For Accounting And Financial Professionals (Webinar) (25WA-1194)25WA-1194 | *Information Technology*Artificial Intelligence (AI) | Yoss Stephen M |
| 5/13/2025 | 4 - 8:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (25WA-1783)25WA-1783 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 6/9/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 2024 Not-for-Profit Accounting and Auditing Update (Webinar) (25WA-0140)25WA-0140 | *CECL*NAC*Independence | Galasso Melisa |
| 4/4/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Time To Advance Automation: Strategies and Tools for Efficiency (Webinar) (25WA-1303)25WA-1303 | *Advanced Automation Strategies: Best practices for starting or enhancing your automation journey*Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools*Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows*Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects | Stephens Tommy G |
| 5/17/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-1477)25WA-1477 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 5/27/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (25WA-1883)25WA-1883 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 6/13/2025 | 12 - 1:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| K2's 2023 Mastering Advanced Excel Functions (Webinar) (25WA-1087)25WA-1087 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel | Stephens Tommy G |
| 5/8/2025 | 6 - 9:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Small Business Accounting Shootout (Webinar) (25WA-0408)25WA-0408 | *Understanding the small business accounting landscape*Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues*Create investment estimates for acquiring and implementing a new small business accounting solution | Stephens Tommy G |
| 4/14/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Governmental Auditing Update: Yellow Book and Uniform Guidance (Webinar) (25WA-0049)25WA-0049 | *2024 Compliance Supplement*Uniform Guidance*Quality Management*Yellow Book | Galasso Melisa |
| 4/2/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-1756)25WA-1756 | *Business Management*Organization | Lindell James T |
| 6/9/2025 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (25WA-2170)25WA-2170 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 6/25/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Navigating Difficult Conversations with Clients (Webinar) (25WA-1835)25WA-1835 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service | |
| 6/11/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Motives and Mystery of Ethics-Understanding the Why (Webinar) (25WA-0176)25WA-0176 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert |
| 4/7/2025 | 1:30 - 3:20 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| IRS Highly Effective Penalty Relief Strategies (Webinar) (25WX-0033)25WX-0033 | *The basis for penalty relief*Differing options for penalty relief*Employing an effective strategy using different forms of penalty relief*Appealing any proposed rejections*A clever penalty relief strategy for full pay case | |
| 4/2/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Audit Skills for Experienced Staff Webinar Bundle (Webinar) (25WX-0022)25WX-0022 | *Course 1: Audit 201: Fraud Risk - Minimum Audit Requirements | CPE: 2 | Description: Fraud Risk - Minimum Audit Requirements will highlight the audit procedures most effective in identifying, assessing and responding to fraud risk. The financial statement auditor's overall responsibility is to obtain sufficient appropriate audit evidence to provide reasonable assurance as to whether the financial statements are materially misstated due to fraud or error. The difficulty is that there are inherent limitations related to detecting fraud due to deliberate schemes to conceal the intent to deceive, such as collusion.*Course 2: Audit 202: Applying Audit Risk to the Detailed Audit Plan | CPE: 2 | Description: This course will emphasize the key concepts and best practices that drive a thoughtful risk-based approach to forming an opinion on the financial statements. Properly identifying, assessing, and responding to risk through a detailed audit plan is critical to an effective and efficient financial statement audit.*Course 3: Audit 203: Auditing Accounts Receivable - Common Risks | CPE: 2 | Description: Auditing Accounts Receivable will explain tips and best practice techniques for auditing common accounts receivable risks, primarily focusing on existence and valuation. Accounts receivable tends to carry higher risk of material misstatement due to the complexity and subjectivity involved with initial recognition, subsequent measurement, and valuation. In addition, revenue recognition is presumed to be a significant fraud risk.*Course 4: Audit 204: Auditing Basic Inventory - Focus on Observations | CPE: 2 | Description: Auditing Basic Inventory will primarily focus on performing the inventory observation, while introducing other risk concepts related to inventory. Assets classified as inventory varies widely with the nature of the entity and industry. Depending on the complexity of the inventory and the related pricing model, risk of material misstatement will vary widely as well.*Course 5: Audit 205: Auditing Liabilities and Long-Term Debt Risks | CPE: 2 | Description: Auditing Liabilities and Long-Term Debt will discuss tips and techniques for auditing accounts payable, accrued expenses, and common long-term financing arrangements and related debt covenants. The completeness and proper classification of liabilities are the typical higher audit risks. The complexity of the debt financing arrangements may create a significant risk requiring more persuasive audit evidence.*Course 6: Audit 206: Analytical Procedures - Audit Fundamentals | CPE: 2 | Description: Analytical Procedures - 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.*Course 7: Audit 207: Sampling - Avoiding Common Mistakes on Audits | CPE: 2 | Description: Sampling - Avoiding Common Mistakes on Audits will describe the proper process for both attribute testing and variable sampling in financial statement and compliance audits. Sampling is an important method for determining the extent of testing controls, testing compliance, and tests of substantive details. It allows the auditor to apply procedures to less than 100% of the population yet extend results to project likely conclusions about the entire population.*Course 8: Audit 208: Audit Reporting Basics - Report Issuance Process | CPE: 2 | Description: Audit Reporting Fundamentals will provide tips and techniques necessary for issuing and reporting on high-quality financial statements prepared under any applicable financial reporting framework. The ultimate objective of a financial statement audit is to issue an auditor's report. | Louis Jennifer |
| 4/1/2025 | 6 a.m. - 10 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (25WA-1179)25WA-1179 | *Forensic Accounting*Accounting*Finance*Auditing | Fountain Lynn |
| 5/12/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Living to 100: The Challenges that Longevity Presents to Financial Planning for Clients (Webinar) (25WA-0771)25WA-0771 | *Proactive planning to address issues of longevity*Major issues involved in longevity --positive and negative*Tools and Resources *Expanding your skill set to address non-financial client issues | |
| 4/26/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Was it Fraud or Just Poor Audit Quality? (Webinar) (25WA-1568)25WA-1568 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | Cotton David L |
| 6/2/2025 | 2 - 3:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-1526)25WA-1526 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Crawford Frank W Pembrook Chris |
| 5/29/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Excel: Advanced Financial and Statistical Calculations (Webinar) (25WX-0005)25WX-0005 | *Financial functions best practices for creating amortization schedules and calculating annual interest payments*Calculating & summarizing data with SUMIF and SUBTOTAL functions *Statistical functions used to analyze data | Smith Bryan |
| 4/1/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Risk Assessment and Internal Control (Webinar) (25WA-0772)25WA-0772 | *Risk Assessment*Internal Controls*Common Deficiencies | Galasso Melisa |
| 4/26/2025 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-2299)25WA-2299 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples | O'Brien William |
| 6/28/2025 | 12 - 3:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Mastering Charitable Remainder Trusts and Form 5227 Compliance (Webinar) (25WA-1805)25WA-1805 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing | Werner Arthur J |
| 6/10/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Progressive Management Accounting (Webinar) (25WA-0545)25WA-0545 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change | Cokins Gary |
| 4/18/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-0155)25WA-0155 | *Emotional Intelligence*Communication*Teamwork | |
| 4/5/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application - 8 Hour Version (Webinar) (25WA-0106)25WA-0106 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project*Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 4/3/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Automation For Increasing Personal Efficiency And Effectiveness (Webinar) (25WA-1381)25WA-1381 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time | Yoss Stephen M |
| 5/21/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Untold LinkedIn Hyper-Growth Story (Webinar) (25WA-1159)25WA-1159 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy | |
| 5/10/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Minimizing Workplace Warfare (Webinar) (25WA-1667)25WA-1667 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques | |
| 6/5/2025 | 6 - 7:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-0779)25WA-0779 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle | Robinson Jonathan |
| 4/28/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Understanding Internal Control Constructs (Webinar) (25WX-0297)25WX-0297 | *Underlying concepts of internal control*The importance of control measure interdependency | Egnatoff Karl W |
| 4/23/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Navigating Leaves of Absence (Webinar) (25WA-0469)25WA-0469 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act *Special rules for managers *Handling fraud, abuse, and performance issues in connection with a leave of absence | Ackels Alana K. |
| 4/16/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Psychology of Fraud (Webinar) (25WA-2237)25WA-2237 | *Fraud*Fraud Triangle | Cotton David L |
| 6/27/2025 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (25WA-1250)25WA-1250 | *Accounting*Finance | Fountain Lynn |
| 5/15/2025 | 12 - 1:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Rewards and Recognition Strategies for Leaders (Webinar) (25WA-2195)25WA-2195 | *Leadership*Recognition*Total Rewards*Employee Engagement | |
| 6/25/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Financial Accounting for Related Party Transactions (Webinar) (25WA-0304)25WA-0304 | *FASB codification provisions for transactions with related parties, including business owners and special purpose entities*Compares and contrasts those rules with the AICPA financial reporting framework for small and medium-sized entities*Reviews the tax accounting related taxpayer standards*Several real-life situations illustrate the various authoritative standards and discuss the consequences of failing to comply with those standards | Dilley Steven C |
| 4/10/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Section 174: New Rules for the R&E Deduction (Webinar) (25WA-0740)25WA-0740 | *Impact of the Section 174 law change requiring capitalization of research and experimental costs*Comparison of the Section 41 R&E credit to the Section 174 R&E deduction*Financial accounting for R&E costs*Required change of accounting method and Form 3115*Revised treatment of software development costs*Comprehensive case problems explaining implementation of the law changes | Dilley Steven C |
| 4/25/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Retirement Planning Issues: Where We Stand Now (Webinar) (25WA-1257)25WA-1257 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) | Werner Arthur J |
| 5/15/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Enact Retaliation Abatement and Monitoring Measures (Webinar) (25WA-1433)25WA-1433 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture | |
| 5/23/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-1668)25WA-1668 | *Change management*Leadership | |
| 6/5/2025 | 6 - 7:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-1782)25WA-1782 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/9/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Drive Results with Metrics (Webinar) (25WA-2177)25WA-2177 | *Performance metrics*Budgets | Daly John L |
| 6/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-2188)25WA-2188 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 6/25/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Giving Feedback that Delivers Results (Webinar) (25WA-2001)25WA-2001 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 6/18/2025 | 12 - 1:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (25WA-0777)25WA-0777 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 4/28/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-2249)25WA-2249 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 6/27/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Supervision/Management Competencies: An Ethical Approach (Webinar) (25WX-0192)25WX-0192 | *Overview of Virtue Ethics*Milgram and Zimbardo case studies*Navigating the transition from "Buddy to Boss"*Self-Awareness and Regard for Others*Setting Standards and Analyzing Performance*Unconscious Bias*Communication Skills | |
| 4/15/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Prevention and Detection of Fraud in Small Businesses (Webinar) (25WA-2317)25WA-2317 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management | Dycus Dennis F |
| 6/30/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Nonprofit Taxation Rules and Form 990 (Webinar) (25WA-0839)25WA-0839 | *Recent tax legislation and developments related to non-profit entities*Special sections of Form 990 and various form related changes*Nonprofit tax exemption applications*"Intermediate sanctions" excise tax*Excess compensation excise tax*Excess parachute payment excise tax*Unrelated business income tax*Required profit motive*The Mayo case*Entertainment expenses*Taxable fringe benefits (including employer-provided parking) | Dilley Steven C |
| 4/29/2025 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controller Function: Strategic and Annual Planning (Webinar) (25WA-2042)25WA-2042 | *Accounting*Finance*Auditing | Fountain Lynn |
| 6/19/2025 | 6 - 7:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Setting a New Standard for Quality: Practical Guidance to Implement the AICPA's New Quality Management Standards (Webinar) (25WA-1377)25WA-1377 | *Quality Management Standards*Risk Management*Compliance and Adoption | |
| 5/21/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Motivating the Right Way: Get the Most From Your Staff! (Webinar) (25WX-0160)25WX-0160 | *The issues and alternatives of motivation.*Why many motivation tactics consistently fail*How to change your motivation tactics to enhance performance*The three things that every professional wants*The new science of effective motivation*How to motivate people today*An action plan to enhance motivation | Minges Don |
| 4/11/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-0390)25WA-0390 | *Emotional Intelligence*Communication*Teamwork | |
| 4/14/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (25WA-1424)25WA-1424 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections | Mirarchi Michael |
| 5/23/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 2024 Business Tax Update for Industry (Webinar) (25WA-0533)25WA-0533 | *Recent Federal legislative, rules and tax developments impacting business taxpayers*Impact of Inflation Reduction Act on business*Depreciation rules and developments*Business losses and interest expense*Latest legislative, judicial, and IRS developments | Van Der Aa Douglas J |
| 4/17/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| DEI in the Remote Work Era (Webinar) (25WA-1924)25WA-1924 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations | |
| 6/14/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| About the TIGTA: Who Watches the IRS? (Webinar) (25WX-0291)25WX-0291 | *The role of TIGTA in the US tax system*Auditing, investigating, and inspecting and evaluating IRS programs and operations*Identifying opportunities to improve the administration of tax laws*Promoting integrity, economy, and efficiency in the tax system*Responding to requests from Congress and other external stakeholders*Upholding ethical standards in the accounting profession*Building trust and confidence in the tax system | Wasny Garrett |
| 4/23/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| K2'S 2023 Top Ten Outlook Tips (Webinar) (25WA-0578)25WA-0578 | *Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards*Store emails in better places so you can reference them faster*Stop typing and use templates instead | Clark Connie |
| 4/19/2025 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (25WA-2298)25WA-2298 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 6/28/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Section 199A Deduction: Rules and Forms Reporting (Webinar) (25WX-0156)25WX-0156 | *A deep-dive look at the Section 199A flow-through entities deduction*Calculation of qualified business income*Application to rental real estate - "safe harbor" rule and aggregation rules*Self-rental rule for 199A compared to self-rental rule for passive activities*Differing impact on the sole proprietorship, partnerships and S Corporations*Forms reporting in Form 8995 and Form 8995-A*199A flowchart | Dilley Steven C |
| 4/11/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Let's End Business Ethics (Webinar) (25WA-1758)25WA-1758 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 6/9/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Microsoft 365 Deployment Best Practices (Webinar) (25WX-0264)25WX-0264 | *Overview of the "core" Microsoft 365 apps and how they integrate with each other*Review of the key deployment decisions to be made*Identifying the important settings to establish in the key apps*Establishing organizational policies for using Microsoft 365*Developing a plan to educate your team members on how to integrate the apps into their business processes*Understanding the role of the Admin app and system administration*Planning for Microsoft Copilot for 365 AI capabilities | Higgins John H |
| 4/21/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Successful Family Business (Webinar) (25WA-0050)25WA-0050 | *Business management*Organization | Lindell James T |
| 4/2/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (25WA-0015)25WA-0015 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | Walden Vincent |
| 4/1/2025 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Audit Risk Assessment in Plain English (Webinar) (25WA-1743)25WA-1743 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment* | Crawford Frank W Pembrook Chris |
| 6/7/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial Accounting for Related Party Transactions (Webinar) (24WX-4514)24WX-4514 | *FASB codification provisions for transactions with related parties, including business owners and special purpose entities.*Compare and contrast those rules with the AICPA financial reporting framework for small and medium-sized entities.*Review the tax accounting related taxpayer standards.*Real-life examples applying the various authoritative standards. Consequences of failing to comply with the standards. | Dilley Steven C |
| 3/31/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Transforming Strategic and Financial Management with ChatGPT: Insights for CPAs, CFOs and Controllers (Webinar) (25WA-0477)25WA-0477 | *Recognize the variety of ChatGPT uses in accounting.*Determine how to use ChatGPT.*Identify how ChatGPT improves customer, vendor, and industry research.*Recognize how ChatGPT aids in financial benchmarking.*Identify how ChatGPT can assist in financial analysis, budgeting and forecasting. | Lindell James T |
| 4/16/2025 | 10 a.m. - 12 p.m. | Online | 2.2 CPE (1 tech, 1.2 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (25WX-0013)25WX-0013 | *Introduction to ChatGPT and artificial intelligence chatbot technologies*Automating frequently asked questions and the onboarding process*Verifying and reviewing financial records*Providing real-time support to clients*Generating financial reports*Automating tax return preparation and financial planning*Providing guidance on financial decision making | Wasny Garrett |
| 4/1/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Leadershift Ethics: Things Must Change! (Webinar) (25WX-0056)25WX-0056 | *The litmus test for all of your decisions and actions*Ethical principles when managing through change*Pressures that threaten ethical change management*Case studies of what can go sideways when ethics are not part of every stage of change*Winning strategies for ethical self-regulation | |
| 4/3/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Controllers Role in Data Analytics and Big Data (Webinar) (25WA-2260)25WA-2260 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 6/27/2025 | 9 - 10:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controllership Series: The Role of the Controller in ESG (Webinar) (25WA-1806)25WA-1806 | *Accounting*Finance*SG*Operations | Fountain Lynn |
| 6/10/2025 | 6 - 7:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's 2023 Accounting Solutions Mid-Market (Webinar) (25WA-0126)25WA-0126 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions | Tankersley Brian F |
| 4/4/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Measuring Audit Risks (Webinar) (25WA-1171)25WA-1171 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 5/12/2025 | 1 - 3:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Instant Audit? Just Add Risk Assessment (Webinar) (25WA-0409)25WA-0409 | *The audit risk model*Risk assessment*Linking risks to audit procedures*Other responses to risks*Documentation | Harper Dr. Christopher |
| 4/14/2025 | 2 - 2:55 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (25WA-1639)25WA-1639 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity | |
| 6/4/2025 | 12 - 1:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Business Entities - 4 Hour (Webinar) (25WA-1466)25WA-1466 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 5/26/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-0680)25WA-0680 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 4/24/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA (Webinar) (25WA-0881)25WA-0881 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? | Minges Don |
| 5/1/2025 | 1 - 1:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (25WA-1370)25WA-1370 | *Accounting*Finance*Procurement*Inventory | Fountain Lynn |
| 5/21/2025 | 1 - 2:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Current Nonprofit Fraud Trends (Webinar) (25WX-0153)25WX-0153 | *Best practices for fraud prevention and detection.*Common fraud schemes in nonprofit including cash misappropriation; payroll fraud; vendor fraud; falsified billings; improper use of credit cards or purchase cards; the redirection of cash and non-cash contributions; personal use of assets; the redirection of grant benefits; other grant related fraud; travel and expense reporting fraud; and much more! | Louis Jennifer |
| 4/11/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (25WA-1022)25WA-1022 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management | Gallagher Chuck |
| 5/6/2025 | 8 - 10:10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The SECURE Act 2.0 - Planning Opportunities for Individuals (Webinar) (25WA-0183)25WA-0183 | *Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-free withdrawals for certain emergency expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching | McLeod Allison M. |
| 4/7/2025 | 8 - 9:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-1163)25WA-1163 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 5/12/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| ChatGPT and Complex Financial and HR Conversations (Webinar) (25WX-0158)25WX-0158 | *Complex and nuanced communications related to:*Budget Allocation and Negotiation Techniques*Compensation and Benefits Structuring*Managing Financial Performance and Layoffs*Financial and HR Aspects of Mergers and Acquisitions*Regulatory Compliance and Ethical Financial Practices*Strategies for Financial Crisis Management*Effective Performance Management Systems | Wasny Garrett |
| 4/11/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Practical Insights Gleaned from the AICPA's Code of Conduct (Webinar) (25WX-0254)25WX-0254 | *Evolution of relevant professional guidance *Independence provisions *Vernacular used in the AICPA Code of Professional Conduct *Conflicts of interest *Offering/accepting gifts or entertainment *Acts discreditable to the profession | Harper Chris |
| 4/21/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| K2's Case Studies in Fraud and Technology Controls - 8 Hrs (Webinar) (25WA-0272)25WA-0272 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim | Stephens Tommy G |
| 4/10/2025 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Building Your Own Library of Anti-fraud and Continuous Monitoring Tests (Webinar) (25WA-1952)25WA-1952 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases | Walden Vincent |
| 6/16/2025 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's 2023 Ten Must Know Features In Excel (Webinar) (25WA-1361)25WA-1361 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits | Stephens Tommy G |
| 5/21/2025 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Partnerships: How to Calculate Partner Basis (Webinar) (25WX-0260)25WX-0260 | *How to calculate the basis when the entity is formed, including the impact of contributed property*Explains the use of both "inside" and "outside" basis determination*Clarifies the importance of partnership capital accounts and partnerships debt on partner's tax basis*Comprehensive example to illustrate the mechanics of the basis determination process*Explanation of how basis is impacted by distributions of partnership property and sale and/or liquidation of the partnership interest | Dilley Steven C |
| 4/21/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Advanced QuickBooks Tips And Techniques (Webinar) (25WA-1403)25WA-1403 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online | Stephens Tommy G |
| 5/22/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Audit 205: Auditing Liabilities and Long-Term Debt Risks (Webinar) (25WX-0138)25WX-0138 | *Typical audit procedures related to accounts payable and accrued expenses, including the search for unrecorded liabilities*Key controls related to liabilities*Auditing long-term debt, including compliance with covenants*Determining the proper classification of financing arrangements*Proper form of noncompliance waiver letters*Impact of noncompliance on disclosures | Louis Jennifer |
| 4/10/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (25WA-2262)25WA-2262 | *Accounting*Finance | Fountain Lynn |
| 6/27/2025 | 12 - 1:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| The Controller Function: Inventory Part 1 (Webinar) (25WA-2010)25WA-2010 | *Accounting*Finance*Operations | Fountain Lynn |
| 6/18/2025 | 2 - 3:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Professional Skepticism for the Public Accountant (Webinar) (25WA-0868)25WA-0868 | *Self-evaluation of skepticism*Requirements set forth by the AICPA Code of Professional Conduct*Risk assessment*Analytical procedures*Advice for cultivating your professionally skeptical mindset | Harper Dr. Christopher |
| 4/30/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Harnessing ChatGPT: Unlocking Professional Efficiency (Webinar) (25WA-0382)25WA-0382 | *Leveraging prompt engineering in ChatGPT for various accounting tasks*Exploring the applications and limitations of ChatGPT in accounting*Empowering efficiency for everyday accounting tasks | Stephens Tommy G |
| 4/12/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-1831)25WA-1831 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 6/11/2025 | 11 a.m. - 12:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| There is NO Such Thing as 'Business Ethics' featuring John Levy and Don Minges (Webinar) (25WA-2149)25WA-2149 | *Should ethical behavior be something that we always do?*Is ethical behavior situational?*Why being ethical will help you succeed personally and professionally*Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives | Minges Don Levy John F |
| 6/24/2025 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Introduction to Ethics and Professional Skepticism (Webinar) (25WA-0766)25WA-0766 | *Code of Professional Conduct*Fraud*Professional Skepticism | |
| 4/26/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Not-for-Profit GAAP Update (Webinar) (25WA-0794)25WA-0794 | *NAC*CECL | Galasso Melisa |
| 4/28/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Section 174: New Rules for Research and Experimentation (Webinar) (25WX-0141)25WX-0141 | *Discussion of the impact of the Section 174 law change requiring capitalization of research and experimental costs.*Comparison of the Section 41 R&E credit to the Section 174 R&E deduction.*Financial accounting for R&E costs.*Required change of accounting method and Form 3115.*Revised treatment of software development costs.*Comprehensive case problems explaining implementation of the law changes. | Dilley Steven C |
| 4/10/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| When Leadership Fails (Webinar) (25WA-1971)25WA-1971 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 6/17/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (25WA-0468)25WA-0468 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | Walden Vincent |
| 4/16/2025 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-1456)25WA-1456 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples | O'Brien William |
| 5/26/2025 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-2289)25WA-2289 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 6/28/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Single Audit from Beginning to End Update (Webinar) (25WA-1091)25WA-1091 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence | Inzina J. Michael |
| 5/8/2025 | 12 - 8 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controller Function: Elevating the Role (Webinar) (25WA-0243)25WA-0243 | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 4/9/2025 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Introduction to Forensic Data Analytics (Webinar) (25WA-0463)25WA-0463 | *Data analytics*Key fraud risk management guidance documents *Data analytics frameworks *Leading techniques and innovations for preventing and detecting fraud | Walden Vincent |
| 4/16/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Estate and Financial Planning for the Older Client (Webinar) (25WA-0701)25WA-0701 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients | Werner Arthur J |
| 4/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (25WA-1863)25WA-1863 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team | |
| 6/12/2025 | 6 - 10:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| 2024 Business Federal Tax Update (Webinar) (25WA-1653)25WA-1653 | *Thorough exploration of essential IRC Sections pertinent to business income taxation*Comprehensive assessment of recent changes and updates in business taxation*Examination of business changes arising from significant legislative updates*Analysis of pertinent tax code sections, including Section 199A*Addressing tax considerations for various business schedules (C, F, and E)*Navigating partnership, corporation, and LLC taxation issues*Unpacking the complexities of COVID-19-related subsidies and their tax implications*Interaction of Code Section 461(l) with Section 382 and carryover rules*Understanding defaulted loans, bankruptcy implications, and their tax treatment*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation*Special rules governing the business use of a home*Reporting requirements for converting personal use property to business use | Werner Arthur J |
| 6/4/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Consumer Electronics Show 2024: Navigating The Future of Technology (Webinar) (25WA-0827)25WA-0827 | *Smart Home Innovations: Discover the latest advancements in home automation and IoT devices*Wearable Technology Trends: Explore the future of health, fitness, and personal tech wearables*Augmented and Virtual Reality: Delve into immersive experiences and their impact on entertainment, education, and business*Sustainable Technology Solutions: Uncover new developments in eco-friendly and energy-efficient technologies | Stephens Tommy G |
| 4/29/2025 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Audit 403: Fraud Trends - Applying Real-Life Lessons (Webinar) (25WX-0289)25WX-0289 | *Fraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and Abuse*Real-life examples of fraud in nonpublic entity and nonprofit environments.*Cyber-security risks of fraud | Louis Jennifer |
| 4/23/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (25WA-1663)25WA-1663 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility | |
| 6/5/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (25WA-2332)25WA-2332 | *Flexible Work Options*Employee Engagement*Talent Management Strategy | |
| 6/30/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (25WA-2120)25WA-2120 | *Employee Relations*Culture*Leadership*Employee Retention | |
| 6/21/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Advanced QuickBooks Tips And Techniques (Webinar) (25WA-0957)25WA-0957 | *Tips for improving efficiency with QuickBooks and QuickBooks Online*Better reporting when working in QuickBooks environments*Tips for cleaning up QuickBooks and QuickBooks Online instances*Managing inventory more effectively when working with QuickBooks and QuickBooks Online | Stephens Tommy G |
| 5/3/2025 | 4 - 7:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Monthly Federal Tax Updates - April 2025 (Webinar) (25WX-0252)25WX-0252 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 4/21/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Bookkeeper Goes to Prison (Webinar) (25WX-0042)25WX-0042 | *Career choices*Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | Paperny Justin |
| 4/2/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's Automation For Increasing Personal Efficiency And Effectiveness (Webinar) (25WA-0998)25WA-0998 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time | Yoss Stephen M |
| 5/5/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 1) (Webinar) (25WA-1259)25WA-1259 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project | |
| 5/15/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's 2023 Automating Your Tax Practice (Webinar) (25WA-0955)25WA-0955 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data | Stephens Tommy G |
| 5/3/2025 | 12 - 3:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WA-1387)25WA-1387 | *Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options | McLeod Allison M. |
| 5/21/2025 | 4 - 6 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Diversity, Inclusion, Equity and Belonging (Webinar) (25WA-1664)25WA-1664 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? | |
| 6/5/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (25WA-0574)25WA-0574 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity | |
| 4/19/2025 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controllers Role in Data Analytics and Big Data (Webinar) (25WA-0327)25WA-0327 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 4/11/2025 | 3 - 4:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Roadmap to Ethical Decision Making (Webinar) (25WX-0333)25WX-0333 | *Review the AICPA's Code of Professional Conduct.*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters.*Discuss the principles of professional conduct.*Address compliance with professional standards.*Use case studies to address circumstances that may create threats to independence. | Harper Chris |
| 4/28/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-1583)25WA-1583 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Pembrook Chris Crawford Frank W |
| 6/2/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's CPA Firm Technology and Management Update (Webinar) (25WA-0101)25WA-0101 | *Evolving trends in the accounting profession, including shifts in supplier dynamics*Advanced software solutions tailored for various service lines and niche markets*Innovative automation tools, with an emphasis on AI and machine learning in accounting*Optimized technology stacks to boost productivity and profitability | Stephens Tommy G |
| 4/3/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Performance Management in Challenging Times (Webinar) (25WX-0383)25WX-0383 | *Building trust*Providing valuable feedback*Techniques for active listening | Elder Jennifer H |
| 4/30/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 2024 AICPA Regulatory Ethics Update (Webinar) (25WA-0820)25WA-0820 | *NOCLAR*529 Plans*Recently Issued Interpretations | Galasso Melisa |
| 4/29/2025 | 9 - 10:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Professional Skepticism for the Public Accountant (Webinar) (25WA-0410)25WA-0410 | *Self-evaluation of skepticism*Requirements set forth by the AICPA Code of Professional Conduct*Risk assessment*Analytical procedures*Advice for cultivating your professionally skeptical mindset | Harper Dr. Christopher |
| 4/14/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Understanding the Form 990 and its Preparation Prerequisites (Webinar) (25WX-0257)25WX-0257 | *Overview of the Form 990's design and goals in play upon the Core Form and tack-on Schedules*Address of the definition's key factors that make a third-party organization a "related organization"*Exploring the definitions of parties who are to be disclosed as managers at Part VII-A (i.e., as a TDOKE -- a Trustee/Director (TD)/Officer (O)/Key Employee (KE) - or as a High 5) and understanding what is the definition and measure of "reportable compensation"*Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule L*Applying the definition of "business relationship" as same is used in Part VI*Sequencing of the form's preparation tasks and who to go to for information*Working with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulators | Borenstein Eve R |
| 4/21/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Individuals - 4 Hour (Webinar) (25WA-1100)25WA-1100 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 5/8/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| I want the TRUTH: Preparing to be an Expert Witness (Webinar) (25WA-2235)25WA-2235 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques | Cotton David L |
| 6/27/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-2185)25WA-2185 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* | Mirarchi Michael |
| 6/25/2025 | 9 - 10:25 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (25WA-0089)25WA-0089 | *Accounting*Finance*Procurement*Inventory | Fountain Lynn |
| 4/3/2025 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-1065)25WA-1065 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 5/7/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (25WA-1787)25WA-1787 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. | McLeod Allison M. Minges Don |
| 6/10/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Was it Fraud or Just Poor Audit Quality? (Webinar) (25WA-1822)25WA-1822 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | Cotton David L |
| 6/11/2025 | 8 - 9:30 a.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (25WA-0150)25WA-0150 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility | |
| 4/5/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-0262)25WA-0262 | *Business Management*Organization | Lindell James T |
| 4/10/2025 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (25WA-1330)25WA-1330 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board | Minges Don Mims Robert |
| 5/20/2025 | 6 - 6:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Combatting Sexual Harassment in the Workplace (Webinar) (25WA-1148)25WA-1148 | *Sexual harassment prevention*Company culture | Ackels Alana K. |
| 5/10/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-1506)25WA-1506 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 5/28/2025 | 12 - 1 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (25WA-0564)25WA-0564 | *Accounting*Finance*Cash Investments | Fountain Lynn |
| 4/18/2025 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| AICPA Regulatory Ethics Update (Webinar) (25WX-0011)25WX-0011 | *The Professional Ethics Executive Committee's updated ethics rules.*An overview of recently issued ethics rules that CPAs need to know to be compliant. | Galasso Melisa |
| 4/1/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Communication Miracles at Work and in Life: Part 1 (Webinar) (25WA-1908)25WA-1908 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/14/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethics: What a CPA in Public Practice Needs to Know (Webinar) (25WX-0234)25WX-0234 | *Ethics for Members in Public Practice: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Eleven Rules for Members in Public Practice*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Discussions: Members in Public Practice | Spalding Albert D |
| 4/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Understanding the New Forms K-2 and K-3 (Webinar) (25WX-0169)25WX-0169 | *Introduction to Schedules K-2 and K-3*Review the filing requirements*Discuss the different parts of the schedules and what needs to be included | McLeod Allison M. |
| 4/14/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Audit 204: Auditing Basic Inventory - Focus on Observations (Webinar) (25WX-0123)25WX-0123 | *Typical inventory observation procedures and special considerations*Handling various inventory observation real-life scenarios*High level overview of valuation and pricing methods*Key controls related to inventory | Louis Jennifer |
| 4/9/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Not-for-Profit GAAP Update (Webinar) (25WX-0174)25WX-0174 | *Accounting Standard Updates issued by the FASB.*Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on. | Galasso Melisa |
| 4/14/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (25WA-1995)25WA-1995 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations | Daly John L Berry Robert |
| 6/18/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controller Function: Strategic and Annual Planning (Webinar) (25WA-1249)25WA-1249 | *Accounting*Finance*Auditing | Fountain Lynn |
| 5/15/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (25WA-1468)25WA-1468 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 5/26/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Managing the Accounting Department (Webinar) (25WA-1595)25WA-1595 | *Accounting*Leadership*Management | Lindell James T |
| 6/3/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Operations Level Internal Control (Webinar) (25WX-0216)25WX-0216 | *An overview of controls that drive procedures*Considerations for procedural control development*Understanding and controlling risk that arises when organizations change | Egnatoff Karl W |
| 4/16/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (25WA-1645)25WA-1645 | *Accounting*Finance | Fountain Lynn |
| 6/4/2025 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (25WA-1884)25WA-1884 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation | Calabrese Paul H. |
| 6/13/2025 | 12 - 1:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Progressive Management Accounting (Webinar) (25WA-2207)25WA-2207 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change | Cokins Gary |
| 6/26/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-0259)25WX-0259 | *General disclosures about the entity and its environment*Common critical information useful to financial statement readers for making economic decisions*Explain results of operations through information that supplements the face financial statements | Louis Jennifer |
| 4/21/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (25WA-1223)25WA-1223 | *Accounting*Sales*Collections | Fountain Lynn |
| 5/14/2025 | 8 - 9:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Estate Planning for Today and Beyond (Webinar) (25WA-2330)25WA-2330 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships | Werner Arthur J |
| 6/30/2025 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accountants, Meet Chatbot: Starting ChatGPT Conversations (Webinar) (25WX-0243)25WX-0243 | *ChatGPT Basics*Custom Instructions*Playground*OpenAI API Key*ChatGPT in Bing*ChatGPT in Excel*Microsoft 365 Copilot*ChatGPT in Google Sheets*ChatGPT in Google Docs*Plugins*Code Interpreter*Using ChatGPT for Financial Analysis*ChatGPT File Uploader*ChatPDF | Wasny Garrett |
| 4/18/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (25WA-1802)25WA-1802 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations | Mims Robert |
| 6/10/2025 | 8:30 - 10:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-0890)25WA-0890 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 5/1/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-1856)25WA-1856 | *Emotional Intelligence*Communication*Teamwork | |
| 6/12/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Start a Forensic Accounting Practice with Confidence (Webinar) (25WX-0282)25WX-0282 | *What equipment is needed to start a forensic accounting practice*The common services needed by clients*Using your current skillset, identify the type of services you can provide*How to market your services to a particular segment of possible clients*Best practices in starting a forensic accounting practice | Nordlander Robert |
| 4/22/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controller Function: Inventory Part 1 (Webinar) (25WA-0436)25WA-0436 | *Accounting*Finance*Operations | Fountain Lynn |
| 4/15/2025 | 9 - 10:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| S Corporation Checkup: Key Tax Issues and Forms Reporting (Webinar) (25WA-0060)25WA-0060 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedules K-2 and K-3*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*S corporation losses and how they impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculation | Dilley Steven C |
| 4/2/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Optimizing Your Tech Stack For Efficiency and Cost-Effectiveness (Webinar) (25WA-0521)25WA-0521 | *Conducting a tech stack assessment, including an inventory of current tools and applications*Identifying essential and redundant tools*Exploring cost-effective alternatives*Calculating your total cost of ownership | Stephens Tommy G |
| 4/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| There is NO Such Thing as 'Business Ethics' featuring John Levy and Don Minges (Webinar) (25WA-1898)25WA-1898 | *Should ethical behavior be something that we always do?*Is ethical behavior situational?*Why being ethical will help you succeed personally and professionally*Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives | Minges Don Levy John F |
| 6/14/2025 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Understanding and Preventing Budget Calamities (Webinar) (25WA-1519)25WA-1519 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/29/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Microsoft Teams Deployment Best Practices-Updated (Webinar) (25WX-0096)25WX-0096 | *Baseline review of Teams features and functions*Best practices for setting up your teams and channels*How to use "private" channels for communication and file exchange portals with clients, customers, suppliers and service providers*Review of the Teams administration settings*Deep dive into the Teams / SharePoint integration | Higgins John H |
| 4/7/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Small Business Risk Avoidance (Webinar) (25WA-1461)25WA-1461 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! | O'Brien William |
| 5/26/2025 | 8 - 11:50 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethical Tax Practice Strategies in a Crisis World (Webinar) (25WA-0302)25WA-0302 | *"Tales from the Front" -- practice issues CPAs are dealing with in these extraordinary times*Review of AICPA Code of Professional Conduct*Review of IRS Circular 230*Review of client tax return disclosure rules (Sec. 6103)*Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections | Dilley Steven C |
| 4/10/2025 | 8 - 9:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Self-Rental Real Estate Passive Activity Rules (Webinar) (25WA-0841)25WA-0841 | *Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity)Self-rental property and the flow-through entity grouping election*Several real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules | Dilley Steven C |
| 4/29/2025 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Teaching CPAs to be Better Thinkers (Webinar) (25WX-0203)25WX-0203 | *Decluttering your mind for clarity and mental bandwidth*"Micro-habits" that transform judgment and decision-making*A "thinking audit" process that will change your world*Using "gamification" to solve tough dilemmas*The science of trust*How to see patterns others don't see*Regulating and optimizing your mental resources*High-stakes decision making | Groves Toby L. |
| 4/15/2025 | 8:30 - 9:30 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Business Valuation Fundamentals (Webinar) (25WA-1866)25WA-1866 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* | |
| 6/12/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Exploring Internal Controls That Could Have Prevented Frauds (Webinar) (25WX-0354)25WX-0354 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | Harper Chris |
| 4/29/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| S Corporation Essentials: Review and Update (Webinar) (25WA-0837)25WA-0837 | *Recent tax legislation, rules, and developments impacting S-corporations*S corporation shareholder basis in stock and debt*Schedules K-2 and K-3 reporting*Basis of indebtedness*S corporation open account debt*Limitation of deduction of losses*AAA and distributions | Van Der Aa Douglas J |
| 4/29/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethical Considerations in Working with Cannabis (Webinar) (25WX-0187)25WX-0187 | *Framework for assessing the propriety of offering services within the state legal, regulated cannabis industry*Assist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:*partners*staff*clients*Banking relationships*Malpractice insurance | Seigneur Ronald L |
| 4/15/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (25WA-0690)25WA-0690 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/24/2025 | 11 a.m. - 12:35 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| 2024 Partnership Essentials: Review and Update (Webinar) (25WA-0836)25WA-0836 | *Recent legislative, rules and tax developments impacting partnerships and their partners*Transfer of partnership interests*TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense*Importance of capital accounts*Form 1065, Schedules K-1 and M-2*Schedules K-2 and K-3 update*Reporting partner capital accounts* Effect of the Ceiling Rule*Alternative and Remedial Methods*Effect on financial capital accounts*Tax basis capital accounts | Van Der Aa Douglas J |
| 4/29/2025 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (25WA-1164)25WA-1164 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 5/12/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (25WA-0213)25WA-0213 | *Accounting and Finance | Fountain Lynn |
| 4/8/2025 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (25WA-0405)25WA-0405 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards | Stephens Tommy G |
| 4/14/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (25WA-1096)25WA-1096 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards | Stephens Tommy G |
| 5/8/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Taxation of Non-fungible Tokens (NFTs) (Webinar) (25WA-1050)25WA-1050 | *NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs | McLeod Allison M. |
| 5/6/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Audit Risk Assessment in Plain English (Webinar) (25WA-0629)25WA-0629 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment* | Crawford Frank W Pembrook Chris |
| 4/22/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-1669)25WA-1669 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 6/5/2025 | 6 - 7:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's 2023 OneDrive's Best Practices (Webinar) (25WA-1317)25WA-1317 | *Synchronizing your files to your desktop pc*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint | Clark Connie |
| 5/19/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Let's Meet at the Intersection of Fraud and Ethics (Webinar) (25WA-0337)25WA-0337 | *Examination of actual frauds*Discussion of internal controls that could have prevented frauds*Contemplation of epiphanies for your own professional scenarios*The AICPA Code of Professional Conduct*Other elements of professional conduct and compliance with professional standards | Harper Dr. Christopher |
| 4/11/2025 | 1 - 4:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 1 Ethics |
| DEI in the Remote Work Era (Webinar) (25WA-2158)25WA-2158 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations | |
| 6/24/2025 | 12 - 1:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Audit 405: Designing Internal Controls for Smaller Entities (Webinar) (25WX-0307)25WX-0307 | *Evolution of internal control concepts*Revamped 2013 COSO Internal Control - Integrated Framework*Designing an adequate 'umbrella' of internal controls over financial reporting to prevent, or detect and correct, material misstatement due to fraud or error*Specific internal control considerations and sample documentation for smaller entities*Additional responsibilities for the audits in accordance with the Sarbanes-Oxley Act, Government Auditing Standards and Single Audit Act requirements | Louis Jennifer |
| 4/24/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| White-Collar Crime: What Every CPA Should Know (Webinar) (25WA-0972)25WA-0972 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | Cotton David L |
| 5/5/2025 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (25WA-1111)25WA-1111 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years | Lindell James T |
| 5/9/2025 | 12 - 3:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
| Coaching Skills That Improve Performance (Webinar) (25WA-0658)25WA-0658 | *Coaching*Effective Communication | Lindell James T |
| 4/23/2025 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Minimizing Workplace Warfare (Webinar) (25WA-0154)25WA-0154 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques | |
| 4/5/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Estate and Financial Planning for the Older Client (Webinar) (25WA-1688)25WA-1688 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients | Werner Arthur J |
| 6/5/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Business Entities - 8 Hour (Webinar) (25WA-1512)25WA-1512 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 5/28/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Diversity, Inclusion, Equity and Belonging (Webinar) (25WA-0151)25WA-0151 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? | |
| 4/5/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-0047)25WA-0047 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples | O'Brien William |
| 4/2/2025 | 2 - 5:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WX-0300)25WX-0300 | *Various types of penalties: Accuracy related, fraud, understatement of valuation, reporting requirement, failure to pay, and pay or deposit penalties*Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options | McLeod Allison M. |
| 4/24/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Rewards and Recognition Strategies for Leaders (Webinar) (25WA-0803)25WA-0803 | *Leadership*Recognition*Total Rewards*Employee Engagement | |
| 4/28/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Payroll Essentials Webinar Bundle (Webinar) (25WX-0020)25WX-0020 | *Course 1: Payroll Essentials: Getting to Know Payroll Taxes | CPE: 2 | Description: This course will provide a general introduction to the inner workings of payroll and payroll taxes. We will introduce you to the various types of payroll statutory and withholding taxes, under what conditions and which employees these various types of taxes apply, how to calculate, withhold and deposit those taxes and the related due date requirements that apply to payroll taxes. This course will include real-life examples of how to process payroll, the withholding and payroll tax deposit regime, familiar payroll forms, and tips and tricks for tying it all together.*Course 2: Payroll Essentials: Ethics in Payroll | CPE: 2 | Description: Ethics in payroll is present in every step in the payroll process, from handling employee confidential information and dealing with pay, compensation and fringe benefits, to acting as an intermediary on behalf of federal, state, and local governments in the collection and remittance of payroll taxes. All levels of payroll staff- from payroll processor to payroll manager to CEO - encounter ethical considerations in their conduct when dealing with payroll matters. This course will discuss ethics as it pertains to payroll.*Course 3: Payroll Essentials: The Payroll Cycle of Life | CPE: 2 | Description: This course will provide a general introduction to the payroll cycle of life, including real life examples of how to process payroll, the withholding and payroll tax deposit regime, common payroll forms, and tips and tricks for tying it all together.*Course 4: Payroll Essentials: Demystifying Form W-4 | CPE: 2 | Description: 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.*Course 5: Payroll Essentials: Fringe Benefits: Taxable or Not? | CPE: 2 | Description: 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.*Course 6: Payroll Essentials: Payroll Returns Done Right | CPE: 2 | Description: 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. | Bystrom Elizabeth A |
| 4/1/2025 | 8 a.m. - 8 p.m. | Online | 12 CPE (12 tech, 0 non-tech) | |
| Treasury Circular 230 for EAs and Other Tax Preparers (Webinar) (25WA-0703)25WA-0703 | *Circular 230*Conflicts of interest* Loving case*RTRP*Other Ethical Issues *Fees*Qualifying continuing education | McLeod Allison M. |
| 4/24/2025 | 4 - 6 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Business Entities - 8 Hour (Webinar) (25WA-1101)25WA-1101 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 5/8/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Common Deficiencies in Employee Benefit Plans (Webinar) (25WA-1452)25WA-1452 | *Common Defiencies*DOL*EBPs | Critcher Melissa G |
| 5/26/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Appreciation Intelligence: The New AI (Webinar) (25WA-1064)25WA-1064 | *Languages of appreciation*Appreciation strategies | |
| 5/7/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (25WA-0671)25WA-0671 | *Benford's Law*Digital Analysis*Data analytics | Cotton David L |
| 4/24/2025 | 6 - 7:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (25WA-1609)25WA-1609 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation | Calabrese Paul H. |
| 6/3/2025 | 10 - 11:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-0395)25WA-0395 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 4/14/2025 | 9 - 10:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (25WA-0214)25WA-0214 | *Accounting and Finance | Fountain Lynn |
| 4/8/2025 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Multistate Taxation: Issues and Planning Opportunities (Webinar) (25WA-1619)25WA-1619 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation | Werner Arthur J |
| 6/3/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (25WA-0007)25WA-0007 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes | |
| 4/1/2025 | 6 - 9:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-1152)25WA-1152 | *Technology*Cybersecurity | Melloy Jon |
| 5/10/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Staff Retention Keep the Best People (Webinar) (25WA-1450)25WA-1450 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 5/26/2025 | 5 - 8 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| The Preparation of Form 706 and 709: Line-by-Line (Webinar) (25WA-2086)25WA-2086 | *Federal Form 706: Overview and Preparation*Federal Form 709: Understanding and Compliance*Portability in Estate Tax Planning*Coordinating Issues for Decedent's Final Income Tax Return*Postmortem Estate Planning Strategies*Recent Legislative Changes: Impact on Estate and Gift Taxation*Integrating Tax Planning into Client Services | Werner Arthur J |
| 6/20/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Diversity, Inclusion, Equity and Belonging (Webinar) (25WA-1394)25WA-1394 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? | |
| 5/22/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (25WA-0571)25WA-0571 | *Benford's Law*Digital Analysis*Data analytics | Cotton David L |
| 4/19/2025 | 8 - 9:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| QuickBooks ONLINE: Monthly Closeouts and Year-End Cleanups (Webinar) (25WX-0073)25WX-0073 | *The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation. *Learn why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit. | Brolin Dawn |
| 4/4/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllers Role in Data Analytics and Big Data (Webinar) (25WA-0686)25WA-0686 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 4/24/2025 | 9 - 10:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (25WA-1077)25WA-1077 | *Technology*Cybersecurity | Melloy Jon |
| 5/8/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Accounting of the Soul: Making the World a Better Place (Webinar) (25WX-0107)25WX-0107 | *Overview of Virtue Ethics and the Common Good*Professionalism*The Virtue of Compassion*Gossip in the Workplace*Gratitude | |
| 4/8/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-0263)25WA-0263 | *Business Management*Organization | Lindell James T |
| 4/10/2025 | 3 - 6:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (25WA-0633)25WA-0633 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations | Mims Robert |
| 4/22/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Single Audit Update (Webinar) (25WA-0792)25WA-0792 | *2024 Compliance Supplement*Uniform Guidance*Common Deficiencies | Galasso Melisa |
| 4/28/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Modernized Bookkeeping for the CPA (Webinar) (25WA-2234)25WA-2234 | *How to structure/offer repeated services without stretching yourself thin*Types of Tech Stack you should include in your firm*Managing client expectations and building your workflows around them | |
| 6/26/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Paperless Office (Webinar) (25WA-1041)25WA-1041 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes | Stephens Tommy G |
| 5/6/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Making Culture A Competitive Advantage (Webinar) (25WA-2326)25WA-2326 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy* | |
| 6/30/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (25WA-0710)25WA-0710 | *Communication*Feedback*Management*Leadership | |
| 4/25/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Independence Requirements for Auditors (Webinar) (25WA-0789)25WA-0789 | *Independence*Threats*Safeguards | Galasso Melisa |
| 4/28/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New Client Ethical Challenges: The CPA's Guide (Webinar) (25WA-0303)25WA-0303 | *How the CPA can meet the challenges presented by a new client*AICPA Code of Professional Conduct*AICPA Statements on Standards for Tax Services*IRS Circular 230*Case study illustration of how to bring the new client into ethical, proper financial and tax compliance | Dilley Steven C |
| 4/10/2025 | 6 - 7:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (25WA-1696)25WA-1696 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 6/6/2025 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Cybersecurity Fundamentals for CPAs (Webinar) (25WX-0298)25WX-0298 | *Top cloud security threats and how to protect against them*Data security best practices and how to implement them*Types of cloud services and how to choose a good vendor*Effective password management and multi-factor authentication for accounts*Home network and device security practices | |
| 4/23/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What Does Fraud Look Like? (Webinar) (25WA-0119)25WA-0119 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 4/4/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-0397)25WA-0397 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 4/14/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (25WA-1720)25WA-1720 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) | Minges Don Zeune Gary D |
| 6/7/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Contract and Procurement Fraud (Webinar) (25WA-0572)25WA-0572 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 4/19/2025 | 11 a.m. - 12:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ChatGPT and the ELI5 Approach for Accounting Professionals (Webinar) (25WX-0244)25WX-0244 | *Understanding the ELI5 Approach*60 Variations of the ELI5 Method*Application of the ELI5 Approach in Accounting*ELI5 Case Studies*Strategies for Implementing the ELI5 Approach*Using ChatGPT to Enhance ELI5 Communication*Role of Accountants in Leveraging the ELI5 Approach | Wasny Garrett |
| 4/18/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Small Business Risk Avoidance (Webinar) (25WA-0587)25WA-0587 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! | O'Brien William |
| 4/19/2025 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Build a Data Model for Analysis in Power BI (Webinar) (25WX-0037)25WX-0037 | *Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.*Building Relationships: Techniques to establish and manage relationships between different data sets.*Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.*Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.*Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.*Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.*Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures. | Smith Bryan |
| 4/2/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| White-Collar Crime: What Every CPA Should Know (Webinar) (25WA-0456)25WA-0456 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | Cotton David L |
| 4/16/2025 | 8 - 9:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| SAS 145: Risk Assessment (Webinar) (25WA-0079)25WA-0079 | *SAS 145*Risk Assessment*Internal Controls | Galasso Melisa |
| 4/3/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (25WA-2054)25WA-2054 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes | |
| 6/19/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Organizational Effectiveness and Communication (Webinar) (25WA-2105)25WA-2105 | *Communication | |
| 6/21/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 2024 Not-for-Profit Accounting Update (Webinar) (25WA-0371)25WA-0371 | *NAC*CECL*Leases | Galasso Melisa |
| 4/12/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's CPA Firm Technology and Management Update (Webinar) (25WA-1382)25WA-1382 | *Evolving trends in the accounting profession, including shifts in supplier dynamics*Advanced software solutions tailored for various service lines and niche markets*Innovative automation tools, with an emphasis on AI and machine learning in accounting*Optimized technology stacks to boost productivity and profitability | Stephens Tommy G |
| 5/21/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Untold LinkedIn Hyper-Growth Story (Webinar) (25WA-2019)25WA-2019 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy | |
| 6/18/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 1) (Webinar) (25WA-1654)25WA-1654 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project | |
| 6/4/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (25WA-1246)25WA-1246 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims *Agency rulings curtailing confidentiality and non-disparagement clauses in agreements | Ackels Alana K. |
| 5/15/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Getting Started With Artificial Intelligence (Webinar) (25WA-0594)25WA-0594 | *Understanding AI tools available today*Creating accounts in AI platforms*Querying data from AI platforms*Customizing your AI subscriptions | Stephens Tommy G |
| 4/19/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Contract and Procurement Fraud (Webinar) (25WA-0672)25WA-0672 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 4/24/2025 | 2 - 3:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| When Leadership Fails (Webinar) (25WA-2242)25WA-2242 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 6/27/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2'S An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (25WA-0124)25WA-0124 | *Information Technology*Cryptocurrency*Blockchain | Yoss Stephen M |
| 4/4/2025 | 8 - 11:45 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (25WA-1954)25WA-1954 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | Walden Vincent |
| 6/16/2025 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-1486)25WA-1486 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 5/27/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Top PDF Features You Should Know (Webinar) (25WA-0131)25WA-0131 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs | Stephens Tommy G |
| 4/4/2025 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Guide to Depreciating and Expensing Business Assets (Webinar) (25WA-0874)25WA-0874 | *Recent tax legislation and developments related to depreciation and capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules | Dilley Steven C |
| 4/30/2025 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT (Webinar) (25WA-2226)25WA-2226 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 6/26/2025 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (25WA-1849)25WA-1849 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 6/12/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Individual Federal Tax Update (Webinar) (25WA-2049)25WA-2049 | *Form 1040: Precise Tax Submissions*Recent Tax Code Changes: Updated Filings*IRC Sections Analysis: Understanding Tax Regulations*Updates in Income Taxation: Compliance Assurance*New Credits and Deductions: Maximizing Benefits*Complex Income Issues: Tailored Strategies*Itemized Deductions: Informed Client Benefits*Health Considerations: Maximizing Financial Benefits*Regulatory Shifts: Implications on Tax Strategies*Tax Planning Strategies: Client Financial Success | Werner Arthur J |
| 6/19/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WX-0318)25WX-0318 | *Recent tax legislation and developments related to capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules*Other related topics | Dilley Steven C |
| 4/25/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Using ChatGPT with Excel (Webinar) (25WX-0329)25WX-0329 | *Introduction to ChatGPT and other AI (Artificial Intelligence) language models*Discussion of best practices for using ChatGPT with Excel*Use ChatGPT to create, debug and explain formulas*Use ChatGPT to learn how to use Excel features*Use ChatGPT to automate repetitive tasks in Excel*Use ChatGPT to easily create macros | Smith Bryan |
| 4/26/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2'S Options To Automate Your Tax Preparation Workflow (Webinar) (25WA-0752)25WA-0752 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice | Johnston Randolph P |
| 4/26/2025 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Business Valuation Fundamentals (Webinar) (25WA-1642)25WA-1642 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* | |
| 6/4/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (25WA-2248)25WA-2248 | *arbitration agreements*confidentiality agreements *restrictive covenants *training *severance agreements | Ackels Alana K. |
| 6/27/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (25WA-0036)25WA-0036 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 4/2/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (25WA-1175)25WA-1175 | *Accounting*Finance | Fountain Lynn |
| 5/12/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Controls to Secure the Growing Digital Footprint (Webinar) (24WX-4524)24WX-4524 | *Securing individual documents*Protecting information resident in the Cloud*Securing data stored on or accessed by mobile devices | Egnatoff Karl W |
| 3/31/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (25WA-1499)25WA-1499 | *Employee engagement*Values-based governance*Organizational culture*Employee relations | |
| 5/28/2025 | 12 - 1:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 2024 Annual Update for Governments and Not-for-Profits (Webinar) (25WA-0765)25WA-0765 | *Compensated Absences*Financial Reporting Model*2024 Compliance Supplement*Yellow Book*Quality Management | Galasso Melisa |
| 4/26/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Microsoft 365/Office 365: All The Things You Need To Know (Webinar) (25WA-1559)25WA-1559 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription | Stephens Tommy G |
| 5/31/2025 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| K2's 2023 Excel Charting And Visualizations (Webinar) (25WA-0275)25WA-0275 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations | Stephens Tommy G |
| 4/10/2025 | 6 - 9:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (25WA-0588)25WA-0588 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 4/19/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 1065: Understanding Partnerships Tax Returns (Webinar) (25WA-1365)25WA-1365 | *Partnership taxation*Different types of partnerships*Tax obligations of partners *Role of the partnership agreement in tax reporting *Filing deadlines of Form 1065 | Werner Arthur J |
| 5/21/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (25WA-1232)25WA-1232 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals | Werner Arthur J |
| 5/14/2025 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (25WA-1255)25WA-1255 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/15/2025 | 8 - 9:15 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (25WA-0918)25WA-0918 | *Accounting*Finance | Fountain Lynn |
| 5/2/2025 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (25WA-0246)25WA-0246 | *Accounting*Finance*Cashflow | Fountain Lynn |
| 4/9/2025 | 4 - 5:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application - 8 Hour Version (Webinar) (25WA-1386)25WA-1386 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project*Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 5/21/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Power Ethics for Tax Professionals (Webinar) (25WA-0440)25WA-0440 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies* | |
| 4/15/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (25WA-0722)25WA-0722 | *The basic benefits of why *The 5-15 report *Curiosity and creativity | O'Brien William |
| 4/25/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-2066)25WA-2066 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 6/20/2025 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Payroll Essentials: Ethics in Payroll (Webinar) (25WX-0137)25WX-0137 | *Ethical framework in the payroll process*The role of ethics by stakeholders involved in the payroll process*Real-life examples of what happens when stakeholders in the payroll process make the decision to decouple ethics from payroll | Bystrom Elizabeth A |
| 4/10/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Employment Law 101 (Webinar) (25WA-1548)25WA-1548 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act *Family Medical Leave Act *Fair Labor Standards Act *Equal Pay Act *National Labor Relations Act *Fair Credit Reporting Act | Ackels Alana K. |
| 5/30/2025 | 12 - 1:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Excel: Using Charts for a Non-Financial Audience (Webinar) (25WX-0047)25WX-0047 | *Selecting the right chart type *Creating dynamic charts*Choosing data to display as a chart *Customizing charts with all the various chart options *Printing and sharing your charts | Smith Bryan |
| 4/3/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Electronic Audit Evidence in Employee Benefit Plans (Webinar) (24WX-4516)24WX-4516 | *Audit evidence*Employee benefit plans | Critcher Melissa G |
| 3/31/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Appreciation Intelligence: The New AI (Webinar) (25WA-2162)25WA-2162 | *Languages of appreciation*Appreciation strategies | |
| 6/24/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Partnerships and S Corporations: How to Calculate Basis (Webinar) (25WA-0489)25WA-0489 | *Calculation of basis when the entity is formed, including the impact of contributed property*How to calculate partnership tax basis capital accounts*Explains the use of both "inside" and "outside" basis determination*Clarifies the how partnerships and S corporations debt impacts tax basis*Discusses how distributions affect basis*Explains how basis is impacted by sale and/or liquidation of the partnership or S-corporation interest*Discusses how S corporation losses impact Form 1040 Schedule E reporting | Dilley Steven C |
| 4/16/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Organizational Effectiveness and Communication (Webinar) (25WA-1395)25WA-1395 | *Communication | |
| 5/22/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| There is NO Such Thing as 'Business Ethics' featuring John Levy and Don Minges (Webinar) (25WA-1636)25WA-1636 | *Should ethical behavior be something that we always do?*Is ethical behavior situational?*Why being ethical will help you succeed personally and professionally*Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives | Levy John F Minges Don |
| 6/4/2025 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (25WA-1931)25WA-1931 | *The basic benefits of why *The 5-15 report *Curiosity and creativity | O'Brien William |
| 6/14/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| I want the TRUTH: Preparing to be an Expert Witness (Webinar) (25WA-1899)25WA-1899 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques | Cotton David L |
| 6/14/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-2311)25WA-2311 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/30/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Consideration of Fraud in a Financial Statement Audit (Webinar) (25WX-0372)25WX-0372 | *The auditor's responsibilities for fraud when performing an audit as contained in AU-C 240, Consideration of Fraud in a Financial Statement Audit*Reviewing the components of the fraud triangle*A Fraud Prevention Checklist to be used by auditors and shared with their clients*A review of how selected fraud were uncovered in small and medium size entities, including for-profit organizations, not-for-profit organizations, and governmental entities*Other important matters covered in AU-C 240 | Bradley Daniel W |
| 4/29/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Business Entities - 4 Hour (Webinar) (25WA-0109)25WA-0109 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 4/3/2025 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (25WA-0269)25WA-0269 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management | Gallagher Chuck |
| 4/10/2025 | 12 - 2:10 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-1475)25WA-1475 | *Communication*Leadership*Character*Behavior | |
| 5/27/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WA-0141)25WA-0141 | *Awareness of advanced functions*Creative methods for data manipulation*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox | Harper Dr. Christopher |
| 4/4/2025 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (25WA-0161)25WA-0161 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent | Mims Robert Berry Robert |
| 4/7/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (25WA-0795)25WA-0795 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years | Lindell James T |
| 4/28/2025 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (25WA-1570)25WA-1570 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 6/2/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Automating Your Tax Practice (Webinar) (25WA-1401)25WA-1401 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data | Stephens Tommy G |
| 5/22/2025 | 6 - 9:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Yellow Book: From Beginning to End (Webinar) (25WA-1289)25WA-1289 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements | Inzina J. Michael |
| 5/17/2025 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| What's Going on at the AICPA (Webinar) (25WA-0511)25WA-0511 | *Group Audits*Quality Management*Less Complex Entities | Galasso Melisa |
| 4/17/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-1209)25WA-1209 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 5/14/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Emotional Intelligence (Webinar) (25WA-1503)25WA-1503 | *Emotions*Relationships | |
| 5/28/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (25WA-1818)25WA-1818 | *Employee Relations*Culture*Leadership*Employee Retention | |
| 6/10/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Consulting Services Secrets (Webinar) (25WA-1373)25WA-1373 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants | |
| 5/21/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-0678)25WA-0678 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 4/24/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 2024 Real Estate Tax Update (Webinar) (25WA-0737)25WA-0737 | *Recent tax legislation, rules and developments impacting real estate owners and investors*Section 179 for qualified real property*Section 179 for non-residential roofs, HVAC fire protection and security systems*Section 163(j) interest expense limitation, including electing out and ADS depreciation*Introduction to opportunity zones | Van Der Aa Douglas J |
| 4/25/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Best Practices: Conducting Meaningful Walkthroughs (Webinar) (25WA-0444)25WA-0444 | *Internal Controls*Walkthroughs*Documentation | |
| 4/15/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ESOPs as a Succession Strategy (Webinar) (25WA-1348)25WA-1348 | *Succession Planning*Employee Benefits*Tax Advantages | |
| 5/20/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethic of Self-Esteem For Women (Webinar) (25WX-0379)25WX-0379 | *Self-Esteem: What is it?*Belief systems*Benefits of High Self Esteem*Minimizing traps of low Self Esteem*Components of High Self Esteem | |
| 4/30/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's Optimizing Your Tech Stack For Efficiency and Cost-Effectiveness (Webinar) (25WA-1406)25WA-1406 | *Conducting a tech stack assessment, including an inventory of current tools and applications*Identifying essential and redundant tools*Exploring cost-effective alternatives*Calculating your total cost of ownership | Stephens Tommy G |
| 5/22/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's The ABCs of Automation With Microsoft's Power Platform (Webinar) (25WA-1302)25WA-1302 | *Overview of the Power Platform and its components*Review examples of business processes that may benefit the most from using automation*Discussion and demonstration of its low-code/no-code app development environment | Stephens Tommy G |
| 5/17/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Achieving Balance in Work and Life: Part 2 (Webinar) (25WA-2316)25WA-2316 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts | Robinson Jonathan |
| 6/30/2025 | 11 a.m. - 2:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's 2023 OneDrive's Best Practices (Webinar) (25WA-0814)25WA-0814 | *Synchronizing your files to your desktop pc*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint | Clark Connie |
| 4/29/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Fraud Risk Management (Webinar) (25WA-1072)25WA-1072 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 5/8/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's CPA Firm Technology and Management Update (Webinar) (25WA-0999)25WA-0999 | *Evolving trends in the accounting profession, including shifts in supplier dynamics*Advanced software solutions tailored for various service lines and niche markets*Innovative automation tools, with an emphasis on AI and machine learning in accounting*Optimized technology stacks to boost productivity and profitability | Stephens Tommy G |
| 5/5/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-2135)25WA-2135 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* | Mirarchi Michael |
| 6/23/2025 | 1 - 2:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| 2024 Governmental GAAP Update (Webinar) (25WA-0664)25WA-0664 | *Compensated Absences*Error Corrections*Accounting Changes | Galasso Melisa |
| 4/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Excel: Advanced Formatting to Improve Your Spreadsheets (Webinar) (25WX-0299)25WX-0299 | *Customizing cell formatting and cell styles*Using number and custom number formatting*Using Conditional Formatting to format cells based upon a defined criteria*Protecting a worksheet and workbook to prevent changes | Smith Bryan |
| 4/23/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| You Don't Know What You Don't Know About Microsoft Excel (Webinar) (25WX-0055)25WX-0055 | *Excel shortcuts and time savers*Working with templates, formats, styles, and themes*Customizing and enhancing Excel*Protecting and securing workbooks*Formula building and the Excel function library*Note: This session is taught using a *Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor. | Egnatoff Karl W |
| 4/3/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| 2024 AICPA Regulatory Ethics Update (Webinar) (25WA-0368)25WA-0368 | *NOCLAR*529 Plans*Recently Issued Interpretations | Galasso Melisa |
| 4/12/2025 | 3 - 4:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Communicating Financial Information to Non-Accountants (Webinar) (25WX-0336)25WX-0336 | *The math literacy barrier*The financial literacy barrier*What to say and how to say it*Communicating ideas graphically | Daly John L |
| 4/28/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Yellow Book: From Beginning to End (Webinar) (25WA-1108)25WA-1108 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements | Inzina J. Michael |
| 5/9/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (25WA-0453)25WA-0453 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 4/15/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-0855)25WA-0855 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 4/30/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-2097)25WA-2097 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 6/21/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Introduction to Forensic Data Analytics (Webinar) (25WA-2222)25WA-2222 | *Data analytics*Key fraud risk management guidance documents *Data analytics frameworks *Leading techniques and innovations for preventing and detecting fraud | Walden Vincent |
| 6/26/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (25WA-0923)25WA-0923 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/2/2025 | 1 - 2:35 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (25WA-0559)25WA-0559 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/18/2025 | 9 - 10:15 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-0683)25WA-0683 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples | O'Brien William |
| 4/24/2025 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT (Webinar) (25WA-1544)25WA-1544 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 5/30/2025 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-2180)25WA-2180 | *Communication*Leadership*Character*Behavior | |
| 6/25/2025 | 1 - 2:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-1345)25WA-1345 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 5/20/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Managing the Accounting Department (Webinar) (25WA-0656)25WA-0656 | *Accounting*Leadership*Management | Lindell James T |
| 4/23/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Resolving Ethical Conflicts (Webinar) (25WA-1448)25WA-1448 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails | Daly John L |
| 5/26/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Navigating Difficult Conversations with Coworkers (Webinar) (25WA-1578)25WA-1578 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership | |
| 6/2/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2024 Tech Update (Webinar) (25WA-0288)25WA-0288 | *AI and machine learning trends*Quantum computing in finance*Understanding the growing impact of blockchain and digital currencies in accounting*Software and hardware innovations | Stephens Tommy G |
| 4/10/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Staff Retention Keep the Best People (Webinar) (25WA-2176)25WA-2176 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 6/25/2025 | 10 a.m. - 1 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| Achieving Balance in Work and Life: Part 2 (Webinar) (25WA-2067)25WA-2067 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts | Robinson Jonathan |
| 6/20/2025 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Psychology of Fraud (Webinar) (25WA-1413)25WA-1413 | *Fraud*Fraud Triangle | Cotton David L |
| 5/23/2025 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controller Function: Inventory Part 1 (Webinar) (25WA-0088)25WA-0088 | *Accounting*Finance*Operations | Fountain Lynn |
| 4/3/2025 | 3 - 4:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-2318)25WA-2318 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 6/30/2025 | 11 a.m. - 1:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| The SECURE Act 2.0 - Planning Opportunities for Individuals (Webinar) (25WA-1391)25WA-1391 | *Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-free withdrawals for certain emergency expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching | McLeod Allison M. |
| 5/21/2025 | 2 - 3:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| The Successful Family Business (Webinar) (25WA-1347)25WA-1347 | *Business management*Organization | Lindell James T |
| 5/20/2025 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Role of Internal Control in the Risk-Based Audit (Webinar) (25WA-0292)25WA-0292 | *Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system*Development of a tailored audit approach that considers the potential reliance on internal controls*Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients | Harper Dr. Christopher |
| 4/10/2025 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Measuring Audit Risks (Webinar) (25WA-2070)25WA-2070 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 6/20/2025 | 11 a.m. - 1:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Performance Management: Hiring to Retiring (Webinar) (25WA-2197)25WA-2197 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 6/25/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Business Entities - 8 Hour (Webinar) (25WA-0448)25WA-0448 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 4/15/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Entertainment, Meals and Travel Expenses: Review and Update (Webinar) (25WX-0140)25WX-0140 | *Definition of what qualifies as an entertainment expense*Strategies to deduct business entertainment expenses*Deductibility of meals*Situations not subject to the 50% meals and entertainment reduction*How to handle automobile issues related to employer-provided parking*Proper accounting for deductible vs. non-deductible expenditures*The four steps to analyze business expenses*The latest federal legislation, cases and rulings | Dilley Steven C |
| 4/10/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Dashboard and Report Design Principles Using Excel (Webinar) (25WA-1137)25WA-1137 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel | |
| 5/10/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (25WA-1436)25WA-1436 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues | Mims Robert Minges Don |
| 5/24/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Excel: Functions and Formula Shootout (Webinar) (25WX-0135)25WX-0135 | *Review of formula creation best practices*Demonstration of various Excel functions to enhance calculations*Using Excel functions to perform advanced calculations | Smith Bryan |
| 4/10/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-1850)25WA-1850 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 6/12/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's Advanced Collaboration Solutions (Webinar) (25WA-0997)25WA-0997 | *Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration*Modern Payment Solutions: Understanding and integrating various payment options into your portal*Effective Use of eSignatures: Streamlining processes and ensuring compliance*Feature Checklist for Collaboration Tools: What to look for in the latest technology | Stephens Tommy G |
| 5/5/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-2065)25WA-2065 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle | Robinson Jonathan |
| 6/20/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 2) (Webinar) (25WA-1234)25WA-1234 | *Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 5/14/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The SECURE Act 2.0 - Planning Opportunities for Individuals (Webinar) (25WA-1007)25WA-1007 | *Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-free withdrawals for certain emergency expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching | McLeod Allison M. |
| 5/5/2025 | 12 - 1:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Navigating Difficult Conversations with Coworkers (Webinar) (25WA-0314)25WA-0314 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership | |
| 4/11/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (25WA-1498)25WA-1498 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Sexton Andy Ayers Chad |
| 5/28/2025 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's 2023 Ten Must Know Features In Excel (Webinar) (25WA-0576)25WA-0576 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits | Stephens Tommy G |
| 4/19/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-0981)25WA-0981 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Crawford Frank W Pembrook Chris |
| 5/5/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Excel: Using PivotTables for Data Analysis (Webinar) (25WX-0134)25WX-0134 | *The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts | Smith Bryan |
| 4/10/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Create Measures in Power BI that Define Your Metrics (Webinar) (25WX-0120)25WX-0120 | *Introduction to DAX: Understanding the fundamentals of DAX and its role in Power BI.*Advanced DAX Formulas: Delving into complex DAX functions and formulas for creating sophisticated measures.*Time Intelligence in DAX: Exploring time-based functions to analyze data over different periods.*Validating Measures with DAX: Techniques for ensuring accuracy and reliability in your DAX measures.*Using PivotTables for Measure Validation: Employing PivotTables in Power BI to test and confirm the effectiveness of DAX measures. | Smith Bryan |
| 4/9/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (25WA-2310)25WA-2310 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. | Minges Don McLeod Allison M. |
| 6/30/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Making Culture A Competitive Advantage (Webinar) (25WA-0697)25WA-0697 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy* | |
| 4/24/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (25WA-0255)25WA-0255 | *Accounting*Finance*Cash Investments | Fountain Lynn |
| 4/9/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cost and Pricing Models: Creating an Effective Tool (Webinar) (25WA-1241)25WA-1241 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit | Daly John L |
| 5/15/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Accounting and Auditing Update for Small Businesses (Webinar) (25WA-0822)25WA-0822 | *FRF for SMEs*Quality Management*Private Company Council | Galasso Melisa |
| 4/29/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (24WX-4513)24WX-4513 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates*New definitions and requirements related to identifying and evaluating risks of material misstatement*Other important matters contained in SAS Nos. 134-145 | Louis Jennifer |
| 3/31/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Diversity, Inclusion, Equity and Belonging (Webinar) (25WA-0358)25WA-0358 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? | |
| 4/12/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 2024 Year-End Tax Planning: Thinking Outside the Box (Webinar) (25WA-0738)25WA-0738 | *Discuss the most recent tax legislation, rulings and developments*Section 163(j) interest expense deduction*New 21% corporate tax rate*Medicare tax on high income wages and SE income*Tax provision and extensions*Timing income and deductions*Alternative minimum tax (AMT) issues | Van Der Aa Douglas J |
| 4/25/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (25WA-1795)25WA-1795 | *arbitration agreements*confidentiality agreements *restrictive covenants *training *severance agreements | Ackels Alana K. |
| 6/10/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (25WA-2231)25WA-2231 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 6/26/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Let's End Business Ethics (Webinar) (25WA-2238)25WA-2238 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 6/27/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (25WA-1058)25WA-1058 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Sexton Andy Ayers Chad |
| 5/7/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Advanced Collaboration Solutions (Webinar) (25WA-1380)25WA-1380 | *Enhanced Portals for Collaboration: Including PBC and 1040 workpaper integration*Modern Payment Solutions: Understanding and integrating various payment options into your portal*Effective Use of eSignatures: Streamlining processes and ensuring compliance*Feature Checklist for Collaboration Tools: What to look for in the latest technology | Stephens Tommy G |
| 5/21/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| DEI in the Remote Work Era (Webinar) (25WA-1888)25WA-1888 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations | |
| 6/13/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Multistate Taxation: Issues and Planning Opportunities (Webinar) (25WA-2014)25WA-2014 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation | Werner Arthur J |
| 6/18/2025 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (25WA-1637)25WA-1637 | *Communication*Feedback*Management*Leadership | |
| 6/4/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Resolving Ethical Dilemmas: You Make the Call (Webinar) (25WA-1412)25WA-1412 | *Ethical frameworks*Threats and safeguards to objectivity and independence | Cotton David L |
| 5/23/2025 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| K2's Excel Best Practices And Features (Webinar) (25WA-0223)25WA-0223 | *What to look for in Excel 2024*How to take advantage of new functions and features in Excel*Integrating Excel data with other applications*Improving Excel security | Stephens Tommy G |
| 4/8/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's 2023 Understanding Your Ransomware Risk (Webinar) (25WA-0985)25WA-0985 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk | Stephens Tommy G |
| 5/5/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (25WA-0265)25WA-0265 | *Communication*Feedback*Management*Leadership | |
| 4/10/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's CPA Firm Technology and Management Update (Webinar) (25WA-0593)25WA-0593 | *Evolving trends in the accounting profession, including shifts in supplier dynamics*Advanced software solutions tailored for various service lines and niche markets*Innovative automation tools, with an emphasis on AI and machine learning in accounting*Optimized technology stacks to boost productivity and profitability | Stephens Tommy G |
| 4/19/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| IRS Cybersecurity Checklist (Webinar) (25WA-0158)25WA-0158 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap | Werner Arthur J |
| 4/5/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 1 (Webinar) (25WA-2063)25WA-2063 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 6/20/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethics: Giving Thanks - How to Master the Art of Gratitude (Webinar) (25WX-0087)25WX-0087 | *We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees. | Weinstein Bruce |
| 4/7/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (25WA-1608)25WA-1608 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 6/3/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-0320)25WX-0320 | *A primer on AI technology applications in the accounting profession*Ethical dilemmas that originate from the use of AI by CPAs*Practical guidelines for using AI technology ethically*Step by step guide for creating an AI usage policy for your organization*Review of a variety of reference materials to assist you in using AI ethically | Higgins John H |
| 4/25/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-0237)25WA-0237 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 4/9/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Optimizing Your Tech Stack For Efficiency and Cost-Effectiveness (Webinar) (25WA-0220)25WA-0220 | *Conducting a tech stack assessment, including an inventory of current tools and applications*Identifying essential and redundant tools*Exploring cost-effective alternatives*Calculating your total cost of ownership | Stephens Tommy G |
| 4/8/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Individuals - 8 Hour (Webinar) (25WA-1465)25WA-1465 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 5/26/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The CFO Who Went to Prison (Webinar) (25WX-0270)25WX-0270 | *The importance of values*Identifying success*Ethical dilemmas*Mitigation strategies*Creating tools to help make better decisions*Personal accountability strategies | Paperny Justin |
| 4/21/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's Microsoft 365/Office 365: All The Things You Need To Know (Webinar) (25WA-0402)25WA-0402 | *Understanding the Microsoft 365/Office 365 subscription model*Working with vital 365-based apps and services*Using Teams as your primary collaboration tool*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription | Stephens Tommy G |
| 4/14/2025 | 12 - 7:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| The Preparation of Form 706 and 709: Line-by-Line (Webinar) (25WA-1687)25WA-1687 | *Federal Form 706: Overview and Preparation*Federal Form 709: Understanding and Compliance*Portability in Estate Tax Planning*Coordinating Issues for Decedent's Final Income Tax Return*Postmortem Estate Planning Strategies*Recent Legislative Changes: Impact on Estate and Gift Taxation*Integrating Tax Planning into Client Services | Werner Arthur J |
| 6/5/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| What's Changing in Risk Assessment (Webinar) (25WA-0366)25WA-0366 | *Risk Assessment*Internal Controls*SAS 145 | Galasso Melisa |
| 4/12/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Audit Risk Assessment in Plain English (Webinar) (25WA-2002)25WA-2002 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment* | Pembrook Chris Crawford Frank W |
| 6/18/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Practical Ethics and Circular 230 Compliance for CPAs (Webinar) (25WA-1256)25WA-1256 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation | Werner Arthur J |
| 5/15/2025 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Appreciation Intelligence: The New AI (Webinar) (25WA-1925)25WA-1925 | *Languages of appreciation*Appreciation strategies | |
| 6/14/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (25WA-2032)25WA-2032 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues | Minges Don Mims Robert |
| 6/19/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (25WA-1707)25WA-1707 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Sexton Andy Ayers Chad |
| 6/6/2025 | 2 - 3:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (25WA-1075)25WA-1075 | *Technology*Cybersecurity | Melloy Jon |
| 5/8/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Risk Assessment for Small Business Audits (Webinar) (25WX-0214)25WX-0214 | *Each element of the risk assessment process:*Understanding the client's business and industry in which it operates*Internal control*Assessing the magnitude and likelihood of risk*Linking risk assessment to substantive audit procedures | |
| 4/16/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (25WA-1686)25WA-1686 | *Accounting*Finance*Cash Investments | Fountain Lynn |
| 6/5/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Social Media: The Bare Necessities (Webinar) (25WA-2106)25WA-2106 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy | |
| 6/21/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (25WA-0267)25WA-0267 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity | |
| 4/10/2025 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Enact Retaliation Abatement and Monitoring Measures (Webinar) (25WA-1658)25WA-1658 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture | |
| 6/4/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Consulting Services Secrets (Webinar) (25WA-0769)25WA-0769 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants | |
| 4/26/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 2024 Business Federal Tax Update (Webinar) (25WA-0385)25WA-0385 | *Thorough exploration of essential IRC Sections pertinent to business income taxation*Comprehensive assessment of recent changes and updates in business taxation*Examination of business changes arising from significant legislative updates*Analysis of pertinent tax code sections, including Section 199A*Addressing tax considerations for various business schedules (C, F, and E)*Navigating partnership, corporation, and LLC taxation issues*Unpacking the complexities of COVID-19-related subsidies and their tax implications*Interaction of Code Section 461(l) with Section 382 and carryover rules*Understanding defaulted loans, bankruptcy implications, and their tax treatment*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation*Special rules governing the business use of a home*Reporting requirements for converting personal use property to business use | Werner Arthur J |
| 4/12/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Contract and Procurement Fraud (Webinar) (25WA-1074)25WA-1074 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 5/8/2025 | 6 - 7:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Stand Out: How to Create a Unique Employer Brand (Webinar) (25WA-0351)25WA-0351 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires | |
| 4/11/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Forensic and Fraud Interviewing Techniques and Skills (Webinar) (25WA-2077)25WA-2077 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/20/2025 | 11 a.m. - 1 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Multistate Taxation: Issues and Planning Opportunities (Webinar) (25WA-0585)25WA-0585 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation | Werner Arthur J |
| 4/19/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (25WA-2308)25WA-2308 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing | Daly John L |
| 6/30/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Performance Management: Hiring to Retiring (Webinar) (25WA-0600)25WA-0600 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 4/19/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-0580)25WA-0580 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 4/19/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Social Media Blueprint for Accounting Firms (Webinar) (25WX-0007)25WX-0007 | *An overview of the key social media platforms that accounting firms should consider as part of their overall social media strategy.*Current trends in lead generation using social platforms.*Specific tactics for social media as part of your ongoing marketing, recruitment, and new business development efforts. | |
| 4/1/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Audit 503: Management - Being a Balanced Leader-Manager (Webinar) (25WX-0375)25WX-0375 | *Differentiating between managing and leading, while highlighting the importance of each*Assessing your own natural management and leadership style*Adapting management and leadership styles to the specific circumstances*Becoming a catalyst for positive change*Overcoming barriers to successfully managing and leading*Successfully engaging in difficult conversations to minimize performance issues and conflict | Louis Jennifer |
| 4/30/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Controller Function: Strategic and Annual Planning (Webinar) (25WA-1644)25WA-1644 | *Accounting*Finance*Auditing | Fountain Lynn |
| 6/4/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| K2's What's Now, What's Next: Emerging Technologies (Webinar) (25WA-0291)25WA-0291 | *Quantum Computing*The integration of physical and digital experiences*Self-supervised learning*Synthetic data and its implications for AI training | Stephens Tommy G |
| 4/10/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (25WA-2038)25WA-2038 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team | |
| 6/19/2025 | 8 a.m. - 12:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| K2's Getting Started With Artificial Intelligence (Webinar) (25WA-0102)25WA-0102 | *Understanding AI tools available today*Creating accounts in AI platforms*Querying data from AI platforms*Customizing your AI subscriptions | Stephens Tommy G |
| 4/3/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Guide to Sampling: Part 1 (Webinar) (25WA-0085)25WA-0085 | *Sampling*Monetary Unit Sampling | Galasso Melisa |
| 4/3/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Productivity Hacks for Working Remote (Webinar) (25WA-0646)25WA-0646 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options | |
| 4/22/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Ethics: How to Ensure Zombie Ethics Won't Kill Your Business (Webinar) (25WX-0288)25WX-0288 | *We'll closely examine several myths about ethical leadership that continue to plague businesses like yours. You'll learn why these ideas deserve to be put to rest for good and what should take their place. This will be an ethics webinar unlike any you have ever taken-because it will be both entertaining and rich in content! | Weinstein Bruce |
| 4/23/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (25WA-1138)25WA-1138 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes | |
| 5/10/2025 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Moving Beyond the Basics of Excel (Webinar) (25WA-0059)25WA-0059 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables | Harper Dr. Christopher |
| 4/2/2025 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Single Audit from Beginning to End Update (Webinar) (25WA-2007)25WA-2007 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence | Inzina J. Michael |
| 6/18/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (25WA-1035)25WA-1035 | *Accounting and Finance | Fountain Lynn |
| 5/6/2025 | 12 - 1:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Expand Your Analytical Toolbox More Tools for Success (Webinar) (25WA-1040)25WA-1040 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full | O'Brien William |
| 5/6/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (25WA-2035)25WA-2035 | *Communication*Feedback*Management*Leadership | |
| 6/19/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Forgotten Managerial Accounting Tools (Webinar) (25WA-0479)25WA-0479 | *Cost-volume-profit analysis, including target profit and break-even calculations*Relevant costs and decision-making*Activity-based costing*Capital budgeting considerations*Overview of Excel capabilities for supporting managerial analysis | Harper Dr. Christopher |
| 4/16/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (25WA-0349)25WA-0349 | *Flexible Work Options*Employee Engagement*Talent Management Strategy | |
| 4/11/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controller Function: Strategic and Annual Planning (Webinar) (25WA-0513)25WA-0513 | *Accounting*Finance*Auditing | Fountain Lynn |
| 4/17/2025 | 2 - 3:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Form 1120S: Preparation and Analysis (Webinar) (25WA-0239)25WA-0239 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations | Werner Arthur J |
| 4/9/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Excel Best Practices And Features (Webinar) (25WA-0536)25WA-0536 | *What to look for in Excel 2024*How to take advantage of new functions and features in Excel*Integrating Excel data with other applications*Improving Excel security | Stephens Tommy G |
| 4/17/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (25WA-1173)25WA-1173 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections | Mirarchi Michael |
| 5/12/2025 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-2096)25WA-2096 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 6/21/2025 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Role of HR in Business Sustainability (Webinar) (25WA-1501)25WA-1501 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk | |
| 5/28/2025 | 8 - 9:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (25WA-0938)25WA-0938 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives | Karwic Richard A Minges Don |
| 5/3/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (25WA-0516)25WA-0516 | *Accounting and Finance | Fountain Lynn |
| 4/17/2025 | 12 - 1:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's 2023 Automating Your Tax Practice (Webinar) (25WA-1400)25WA-1400 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data | Stephens Tommy G |
| 5/22/2025 | 2 - 5:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Retirement Planning Issues: Where We Stand Now (Webinar) (25WA-1749)25WA-1749 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) | Werner Arthur J |
| 6/7/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (25WA-0309)25WA-0309 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? | Minges Don Gallagher Chuck |
| 4/11/2025 | 1 - 1:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Business Longevity: Is Your Business Wobbling? (Webinar) (25WA-1940)25WA-1940 | *Business Management *Organization | Lindell James T |
| 6/16/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (25WA-1937)25WA-1937 | *Accounting*Finance*Procurement*Operations | Fountain Lynn |
| 6/14/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (25WA-0437)25WA-0437 | *Accounting*Finance*Procurement*Inventory | Fountain Lynn |
| 4/15/2025 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Simplify Outlook Meeting Scheduling with Office 365 Bookings (Webinar) (25WX-0143)25WX-0143 | *Overview of the Bookings app functionality*Step by step demonstration of how to setup your private Bookings web page*Defining your meeting types / services*Configuring text message reminder notifications*Setting your scheduling policies*Customize your Bookings page form to capture important information while booking an appointment.*Integrate with Microsoft Teams Meetings | Higgins John H |
| 4/10/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Common Deficiencies in Employee Benefit Plans (Webinar) (25WA-0044)25WA-0044 | *Common Defiencies*DOL*EBPs | Critcher Melissa G |
| 4/2/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Anti-Bullying and Sensitivity (Webinar) (25WA-1396)25WA-1396 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? | |
| 5/22/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Data Extraction, Transformation, Validation the Right Data Sources for Analysis (Webinar) (25WA-1541)25WA-1541 | *Understand various data types *Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | Walden Vincent |
| 5/30/2025 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| QuickBooks: Know the Right Version for Your Client (Webinar) (25WX-0161)25WX-0161 | *Why a Needs Assessment is the first step in deciding which software is best for your client and how to complete one*What are the questions to ask your client that will also assist in determining which is better - QuickBooks Desktop or QuickBooks Online*A deep dive into the features of each version such as User Permissions, Bank Feed differences, Sales Tax, Reporting, as well as pricing comparisons*The challenges of converting between versions*A look at what's new for 2020 in both Desktop and Online | Brolin Dawn |
| 4/11/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best-In-Class Recruiting Strategies (Webinar) (25WA-1236)25WA-1236 | *Recruiting & Retention*Talent Management*Employee Engagement | |
| 5/14/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| ESOPs as a Succession Strategy (Webinar) (25WA-0770)25WA-0770 | *Succession Planning*Employee Benefits*Tax Advantages | |
| 4/26/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Tax Depreciation: Review and Update (Webinar) (25WA-0735)25WA-0735 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Capitalization of tangible property, including materials and supplies, building and improvements*Small taxpayer safe harbor*Section 179, including 2020 inflation adjustment*Section 168(k) 100% bonus deduction | Van Der Aa Douglas J |
| 4/25/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-1732)25WA-1732 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/7/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The SECURE Act 2.0 - Planning Opportunities for Individuals (Webinar) (25WA-0706)25WA-0706 | *Changes to the Saver's Credit*Changing the required minimum distribution rules for Roth 401(k)s*Changes to required beginning dates for required minimum distributions of retirement plans*Penalty-free withdrawals for certain emergency expenses*Special provisions for firefighters and military personnel spouses*Increases in catch-up contributions*Impact on 529 plans*Opportunities for student loan payment matching | McLeod Allison M. |
| 4/24/2025 | 6 - 7:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| K2's 2023 Six Essential Teams Features (Webinar) (25WA-0816)25WA-0816 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams | Clark Connie |
| 4/29/2025 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Implementing Internal Controls In Quickbooks Environments (Webinar) (25WA-1208)25WA-1208 | *Critical risks in QuickBooks environments*Internal control options that can mitigate risk to prudently acceptable levels*Enabling alternative control measures to improve internal controls in QuickBooks environments | Stephens Tommy G |
| 5/13/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's 2023 Shredding Your Servers And Going Virtual (Webinar) (25WA-1318)25WA-1318 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers | Tankersley Brian F |
| 5/19/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Let's End Business Ethics (Webinar) (25WA-0114)25WA-0114 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 4/4/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Productivity Hacks for Working Remote (Webinar) (25WA-2118)25WA-2118 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options | |
| 6/21/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Individuals - 8 Hour (Webinar) (25WA-1069)25WA-1069 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 5/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Mastering Charitable Remainder Trusts and Form 5227 Compliance (Webinar) (25WA-1612)25WA-1612 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing | Werner Arthur J |
| 6/3/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (25WA-0746)25WA-0746 | *Employment Data*Talent Strategy | |
| 4/25/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (25WA-1976)25WA-1976 | *Technology*Cybersecurity | Melloy Jon |
| 6/17/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-2320)25WA-2320 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 6/30/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Audit 101: AICPAs Code of Professional Conduct Principles (Webinar) (25WX-0031)25WX-0031 | *The AICPA Code of Professional Conduct*The Conceptual Framework for Independence*Safeguarding independence when performing both attest and non-attest services*Real-life difficult scenarios and ethical dilemmas commonly faced by new professionals | Louis Jennifer |
| 4/1/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Determining Reasonable Compensation for Owner Employees (Webinar) (25WX-0103)25WX-0103 | *An analytical framework for analyzing and opining on reasonable replacement compensation for owner-employees of closely held businesses and professional practices in the context of tax planning, compliance, management consulting and business appraisal assignments*Executive compensation components, including the valuation of non-qualified plans and restricted stock units | Seigneur Ronald L |
| 4/8/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's What's Now, What's Next: Emerging Technologies (Webinar) (25WA-1046)25WA-1046 | *Quantum Computing*The integration of physical and digital experiences*Self-supervised learning*Synthetic data and its implications for AI training | Stephens Tommy G |
| 5/6/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Planning in an Uncertain World (Webinar) (25WA-2240)25WA-2240 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 6/27/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Office Scripts: The New Macros (Webinar) (25WA-0520)25WA-0520 | *Introduction to Office Scripts*Recording your first script*Integration with Power Automate | Stephens Tommy G |
| 4/17/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| White-Collar Crime: What Every CPA Should Know (Webinar) (25WA-1821)25WA-1821 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | Cotton David L |
| 6/11/2025 | 2 - 3:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Creating an Ethical Work Environment (Webinar) (25WX-0262)25WX-0262 | *Ethical Values and Principles*Human Factors impacting ethical choices*Professional and organizational responsibilities in creating an ethical work environment*Tools for ethical decision making | |
| 4/21/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Diversity, Inclusion, Equity and Belonging (Webinar) (25WA-2124)25WA-2124 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? | |
| 6/23/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Bounded Ethicality: Exploring the Limits of Ethical Behavior (Webinar) (25WX-0217)25WX-0217 | *Internal transparency*Implicit association*Concrete versus abstract processing*Temporal bias*Ethical fading | Groves Toby L. |
| 4/16/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-0398)25WA-0398 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 4/14/2025 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (25WA-0994)25WA-0994 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/5/2025 | 3 - 4:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Single Audit Update (Webinar) (25WX-0279)25WX-0279 | *Review of the impact of the 2024 Compliance Supplement on Single Audits*Review of the changes to the Uniform Guidance*Review of common audit deficiencies found in Single Audits | Galasso Melisa |
| 4/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (25WA-0514)25WA-0514 | *Accounting*Finance | Fountain Lynn |
| 4/17/2025 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2'S Options To Automate Your Tax Preparation Workflow (Webinar) (25WA-1192)25WA-1192 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice | Johnston Randolph P |
| 5/13/2025 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Ethics Hour: Ethics in the Real World (Webinar) (25WA-0308)25WA-0308 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues | Karwic Richard A Minges Don |
| 4/11/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Partnership Checkup: Key Tax Issues and Forms Reporting (Webinar) (25WA-0490)25WA-0490 | *Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis; Impact of contributed property*Explain the use of both "inside" and "outside" basis determination*Explain the importance of shareholder loans to the entity*Discuss how basis is impacted by distributions of corporation property and the sale/or liquidation of the S corporation interest*Comprehensive examples illustrate the mechanics of the basis determination process | Dilley Steven C |
| 4/16/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| KPI Bootcamp for Small Businesses (Webinar) (25WA-1535)25WA-1535 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live | |
| 5/30/2025 | 11 a.m. - 3:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| Office 365 Teams App: Optimizing Your Setup and Configuration (Webinar) (25WX-0057)25WX-0057 | *Defining your teams and channel structure - best practices*Step-by-step guide on how to create and manage teams and channels*How to organize your Teams navigation panel*Configuring your notification settings*Connecting Teams to external apps*Understanding how Teams integrates with SharePoint, OneNote and Planner apps*Tracking your Teams app usage analytics*Archiving and deleting Teams and related content | Higgins John H |
| 4/3/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| When Leadership Fails (Webinar) (25WA-1495)25WA-1495 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 5/28/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (25WA-0990)25WA-0990 | *Accounting*Finance | Fountain Lynn |
| 5/5/2025 | 12 - 1:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (25WA-1869)25WA-1869 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development | |
| 6/12/2025 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-0847)25WA-0847 | *Communication*Leadership*Character*Behavior | |
| 4/30/2025 | 9 - 10:50 a.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (25WA-1155)25WA-1155 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language | Mims Robert |
| 5/10/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding and Preventing Budget Calamities (Webinar) (25WA-1215)25WA-1215 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/14/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Create Paginated Reports with Power BI Report Builder (Webinar) (25WX-0328)25WX-0328 | *Introduction to Power BI Report Builder: Overview of the tool, its interface, and integration with the Power BI ecosystem.*Designing Report Layouts: Techniques for setting up professional layouts, including headers, footers, and managing pagination.*Data Connection and Management: Connecting to various data sources and preparing data for reporting.*Creating Visualizations: Utilizing Power BI's visualization tools for impactful data presentation.*Advanced Report Features: Exploring sub-reports, drill-through capabilities, and dynamic expressions.*Publishing and Sharing: Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders. | Smith Bryan |
| 4/26/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Taking Power BI To The Next Level Webinar Bundle (Webinar) (25WX-0019)25WX-0019 | *Course 1: Create Measures in Power BI that Define Your Metrics| CPE: 4 | Description: Unlock the full potential of your data with our specialized course, "Create Measures in Power BI that Define Your Metrics". Designed for professionals who aspire to excel in the dynamic world of data analysis, this 4-hour intensive training delves deep into the advanced functionalities of Microsoft Power BI. You'll embark on a journey to master the art of Data Analysis Expressions (DAX), a powerful tool in the Power BI suite to create metrics. This course is meticulously crafted to transform you into a proficient user, capable of harnessing complex DAX calculations to bring your data to life. The course content is thoughtfully structured to ensure a comprehensive learning experience. Starting with the foundational elements of DAX, you'll rapidly progress to tackle advanced formulas and time-intelligent functions, essential for nuanced data analysis. The highlight of the course is the emphasis on the DAX calculation process, a crucial aspect for validating measures in Power BI. Additionally, the practical application of PivotTables for measure validation will equip you with the skills to confirm the accuracy and effectiveness of your data measures. *Course 2: Create Visuals in Power BI to Successfully Analyze Data | CPE: 4 | Description: Designed to span a focused, four-hour session, this course is your gateway to mastering the art of data visualization using the powerful tools of Microsoft Power BI Desktop and PowerBI.com. Whether you're a business professional, a budding data analyst, or simply someone interested in the world of data science, this course is tailored to enhance your skills in transforming raw data into visually stunning and insightful reports. Dive into the intuitive interfaces of Power BI Desktop and PowerBI.com, and learn to navigate these platforms with ease and confidence. The course is meticulously structured to provide you with demonstrations and practical knowledge. Starting with a comprehensive tour of the Power BI Desktop and PowerBI.com interfaces, you'll quickly move to the core of creating impactful visuals.*Course 3: Leverage PowerBI.com to Create Data Analysis for Others | CPE: 2 | Description: This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you're a data analyst, business intelligence professional, or someone keen on mastering data visualization and report creation, this course is your gateway to becoming a proficient Power BI user. Dive into the dynamic world of data analytics and learn to transform raw data into visually compelling stories that drive decision-making. Our expertly crafted program offers a deep dive into the essentials of PowerBI.com, starting with a comprehensive tour of its interface and core concepts. You'll gain experience in connecting to diverse data sources, creating stunning visualizations, and building interactive dashboards that communicate insights effectively. The course also covers the innovative Q&A feature of PowerBI.com, allowing you to explore data with natural language queries. By mastering the art of sharing datasets, reports, and dashboards, and creating comprehensive apps, you'll be equipped to deliver top-tier data analysis solutions to colleagues and clients alike.*Course 4: Create Paginated Reports with Power BI Report Builder | CPE: 2 | Description: This two-hour, expertly crafted training is designed to transform the way you visualize and present data, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who aspire to turn complex data into compelling, print-ready reports, this course is a game-changer in the realm of data visualization and business intelligence. Delve into the world of paginated reporting with a curriculum that balances theoretical knowledge with practical examples and demonstrations. You'll learn how to navigate the Power BI Report Builder interface with ease, design intricate report layouts, and connect to diverse data sources for comprehensive reporting. The course covers a spectrum of skills, from creating eye-catching visualizations to utilizing advanced features like sub-reports and drill-through capabilities.*Course 5: Power BI - OLAP Formulas & More Time Intelligent Functions | CPE: 2 | Description: OLAP formulas provide the ability to create a calculation in a cell that is based upon the measure in the data model. This powerful tool provides the ability to create calculations in an Excel worksheet without using a PivotTable to perform the calculation. Gone are the days of creating a PivotTable, then using those values in the PivotTable for additional calculations. When using Power BI to build a data model that connects to data files, you may want to know the date of these files. This class teaches you how to create a measure based upon the refresh date of your data. | Smith Bryan |
| 4/1/2025 | 8 a.m. - 10 p.m. | Online | 14 CPE (0 tech, 14 non-tech) | |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-0980)25WA-0980 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Pembrook Chris Crawford Frank W |
| 5/5/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Yellow Book: From Beginning to End (Webinar) (25WA-0321)25WA-0321 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements | Inzina J. Michael |
| 4/11/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| I Spy with My Little Eye...an Illegality (Webinar) (25WX-0053)25WX-0053 | *Are Accountants the Conscience of Business?*Today's Ethical Duty of Confidentiality*IESBA NOCLAR Pronouncement*Where We Go from Here (No Clarity?)*Case Discussion and Analysis*Conclusion | Spalding Albert D |
| 4/3/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| S Corporations: How to Calculate Shareholder Basis (Webinar) (25WA-0344)25WA-0344 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S corporation interest*Discuss how S corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations | Dilley Steven C |
| 4/11/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-0193)25WA-0193 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 4/8/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (25WA-0350)25WA-0350 | *Employee Relations*Culture*Leadership*Employee Retention | |
| 4/11/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Case Studies in Fraud and Technology Controls- 4 Hrs (Webinar) (25WA-1024)25WA-1024 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim | Stephens Tommy G |
| 5/6/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-1857)25WA-1857 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* | Mirarchi Michael |
| 6/12/2025 | 6 - 7:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Business Entities - 4 Hour (Webinar) (25WA-1070)25WA-1070 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 5/7/2025 | 4 - 8 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Crypto, Blockchain and Taxes (Webinar) (25WA-1963)25WA-1963 | *Understanding Blockchain and Cryptocurrency*Major Features, Benefits and Risks of Blockchain and Cryptocurrency*Tax Strategies for Cryptocurrency Transactions and Compliance*Implementing Blockchain in Business Accounting Systems*Navigating Estate Planning with Digital Assets | Werner Arthur J Yoss Stephen M |
| 6/16/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (25WA-1633)25WA-1633 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics | Minges Don Karwic Richard A |
| 6/4/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-1828)25WA-1828 | *Change management*Leadership | |
| 6/11/2025 | 10 - 11:35 a.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| Anti-Bullying and Sensitivity (Webinar) (25WA-1666)25WA-1666 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? | |
| 6/5/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-1985)25WA-1985 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/17/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| How to Choose the Right Business Entity for Your Client (Webinar) (25WA-0875)25WA-0875 | *Recent tax legislation and developments related to choice of entity -- such as sole proprietorship, single member LLCs, partnership/LLCs, S corporations, and C corporations*Impact of the Section 199A deduction*Ramifications of the C to S election and the S to C election*Corporate tax rate to individual tax rate comparison examples | Dilley Steven C |
| 4/30/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (25WA-0677)25WA-0677 | *arbitration agreements*confidentiality agreements *restrictive covenants *training *severance agreements | Ackels Alana K. |
| 4/24/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| A CPA's Guide To Preventing Financial Exploitation (Webinar) (25WA-2052)25WA-2052 | *Understanding scams vs. exploitation by close relations*What a CPA can do for clients to help prevent exploitation*Considerations for creating an exploitation prevention plan*Learning exploitation prevention tools*Reporting suspected exploitation | |
| 6/19/2025 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Electronic Audit Evidence in Employee Benefit Plans (Webinar) (25WA-0505)25WA-0505 | *Audit Evidence*Digital | Critcher Melissa G |
| 4/17/2025 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controller Function: Cash and Investments (Webinar) (25WA-2046)25WA-2046 | *Accounting*Finance | Fountain Lynn |
| 6/19/2025 | 2 - 3:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Beyond the Numbers: Success Strategies for Female CPAs (Webinar) (25WX-0101)25WX-0101 | *How to increase your visibility instead of flying under the radar.*Critical time management techniques that allow you to focus and prioritize the right strategic initiatives.*How your inner critic operates and how to silence it.*How to build a network of community support and mentoring.*What impostor syndrome is and how it may be holding you back. | |
| 4/7/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The ABCs of Advisory Services (Webinar) (25WA-1589)25WA-1589 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues | Werner Arthur J |
| 6/2/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-2184)25WA-2184 | *Communication*Teamwork*Collaboration | |
| 6/25/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT (Webinar) (25WA-0467)25WA-0467 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 4/16/2025 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Business Entities - 4 Hour (Webinar) (25WA-0568)25WA-0568 | *Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 4/18/2025 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Investigating Fraud Webinar Bundle (Webinar) (25WX-0027)25WX-0027 | *Course 1: Becoming a Fraud Investigator | CPE: 2 | Description: This course helps the forensic accountant prepare to perform a fraud investigation. We discuss occupational fraud schemes and their characteristics and how to spot a fraud in progress. You will learn the skills a fraud investigator needs for successful investigations, as well as how to plan and prepare for a fraud investigation.*Course 2: Starting a Fraud Investigation | CPE: 2 | Description: In this session we focus on the early stages of a fraud investigation, including: who should be on the team, how to create an investigation plan, and the evidence that should be acquired and evaluated. Investigative techniques involving a variety of different sources will be covered, including financial document analysis, background checks, data analysis, and interviewing.*Course 3: How-To Guide to Fraud Investigations | CPE: 2 | Description: Learn how to investigate an asset misappropriate scheme. We will dig into asset misappropriation by learning some of the most common schemes and red flags. Learn data analysis techniques used in the early stages of a fraud investigation. You will be guided through a detailed case study to see forensic accounting techniques in action.*Course 4: Reporting the Results of a Fraud Investigation | CPE: 2 | Description: 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. | Coenen Tracy L. |
| 4/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Cost and Pricing Models: Creating an Effective Tool (Webinar) (25WA-1447)25WA-1447 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit | Daly John L |
| 5/26/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Intelligence (BI) and Business Analytics (BA) (Webinar) (25WA-2208)25WA-2208 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession | Cokins Gary |
| 6/26/2025 | 6 - 7:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's AI Confidential: Privacy And Artificial Intelligence (Webinar) (25WA-0825)25WA-0825 | *Tools for evaluating and summarizing licenses and privacy policies*Definitions of significant terms and concepts often used in software licenses*Review critical terms associated with services like Microsoft 365 or QuickBooks Online | Stephens Tommy G |
| 4/29/2025 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 2024 Federal Tax Update for Business with Doug Van Der Aa (Webinar) (25WA-0415)25WA-0415 | *Recent tax legislation, rulings and developments impacting business taxpayers*Deprecation update: Section 168(k) and Section 179 immediate expense deduction and bonus depreciation*S corporation and partnership developments*Travel, meals and entertainment expense reporting update | Van Der Aa Douglas J |
| 4/14/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (25WA-1790)25WA-1790 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 6/10/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (25WA-0169)25WA-0169 | *arbitration agreements*confidentiality agreements *restrictive covenants *training *severance agreements | Ackels Alana K. |
| 4/7/2025 | 5 - 6:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (25WA-1690)25WA-1690 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard | O'Brien William |
| 6/5/2025 | 6 - 9:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Emotional Intelligence (Webinar) (25WA-0235)25WA-0235 | *Emotions*Relationships | |
| 4/9/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Drive Results with Metrics (Webinar) (25WA-1245)25WA-1245 | *Performance metrics*Budgets | Daly John L |
| 5/15/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (25WA-0216)25WA-0216 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/8/2025 | 2 - 3:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-1988)25WA-1988 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples | O'Brien William |
| 6/17/2025 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Project Management: Planning Skills - Supervisors and Managers (Webinar) (25WX-0248)25WX-0248 | *Methods to breakdown a project into milestones so specific due dates and areas of responsibility are identified*Communication strategies to stay abreast of status and avoid conflicts early on in the project | Mansfield Samantha |
| 4/18/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| How Prevalent Is Retaliation Within Your Culture? (Webinar) (25WA-2055)25WA-2055 | *Retaliation protections*Speak up culture*Ethical culture | |
| 6/19/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| State Tax Nexus: Frequently Awkward Questions (Webinar) (25WA-1118)25WA-1118 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources | |
| 5/9/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Losses: Going Backward and Forward (Webinar) (25WA-0645)25WA-0645 | *Recent legislative developments for deducting business losses*TCJA net operating losses rules of §461(l)*§163(j) Business Interest Expense*Limitations of deducting losses and basis*What is the "quickie" refund; Section 465*At-Risk amount*Section 469 Passive Activity Loss rules | Van Der Aa Douglas J |
| 4/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced Negotiations: Beyond Getting to Yes (Webinar) (25WX-0149)25WX-0149 | *What happens when you are in a negotiation*Preparing to negotiate*Get your counterpart to solve the problem*Negotiation Jujitsu*Reading your counterpart | Daly John L |
| 4/11/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Common Deficiencies in SSARS Engagements (Webinar) (25WA-0787)25WA-0787 | *Preparation*Compilation*Review | Galasso Melisa |
| 4/28/2025 | 3 - 6:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting for Leases (Webinar) (25WA-2009)25WA-2009 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 6/18/2025 | 1 - 3:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (25WA-0796)25WA-0796 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. | Lindell James T |
| 4/28/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
| The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (25WA-1051)25WA-1051 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) | Zeune Gary D Minges Don |
| 5/7/2025 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Audit 206: Analytical Procedures - Audit Fundamentals (Webinar) (25WX-0139)25WX-0139 | *Identifying risk of material misstatement through preliminary analytic review procedures*Ensuring sufficient appropriate audit evidence is gathered through final overall analytic review*Establishing expectations for analytic procedures*Properly designing, documenting and evaluating the results of substantive analytic review procedures*Disaggregating substantive analytics for stronger results*Factors impacting the design of substantive analytic procedures*Common pitfalls in performing substantive analytic procedures | Louis Jennifer |
| 4/10/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding and Preventing Budget Calamities (Webinar) (25WA-2210)25WA-2210 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/26/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Organizational Effectiveness and Communication (Webinar) (25WA-0152)25WA-0152 | *Communication | |
| 4/5/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Measuring Audit Risks (Webinar) (25WA-1422)25WA-1422 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 5/23/2025 | 3 - 5:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (25WA-1189)25WA-1189 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 5/13/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-1480)25WA-1480 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* | Mirarchi Michael |
| 5/27/2025 | 11 a.m. - 12:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| K2's Automation For Increasing Personal Efficiency And Effectiveness (Webinar) (25WA-0592)25WA-0592 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time | Yoss Stephen M |
| 4/19/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced ChatGPT for Accountants (Webinar) (25WX-0319)25WX-0319 | *Introduction to ChatGPT and its Applications in Accounting.*Custom Instructions (CI) for Persistent Context in Financial Conversations.*Analyzing Financial Statements and News Releases using ChatGPT.*Exploring Business Opportunities through Hyper-Local and Sectoral Analysis.*Advanced Data Analysis for Financial Comparisons and Capital Asset Audits.*Image Analysis for Asset, Space, and User Interface Design.*Voice Interaction with ChatGPT for Enhanced User Experience and Accessibility. | Wasny Garrett |
| 4/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Case Studies in Fraud and Technology Controls - 8 Hrs (Webinar) (25WA-1284)25WA-1284 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim | Stephens Tommy G |
| 5/17/2025 | 10 p.m. - 5:40 a.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Accounting for Leases (Webinar) (25WA-0435)25WA-0435 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 4/15/2025 | 3 - 5:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| 2024 Spring Tax Review with Doug Van Der Aa (Webinar) (25WA-0835)25WA-0835 | *Recent legislative, judicial, and IRS developments impacting both business and individual taxpayers*Individual taxpayer credits*Tax depreciation update*Significant IRS rules and court decisions impacting individuals, corporations and partnerships | Van Der Aa Douglas J |
| 4/29/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Minimizing Workplace Warfare (Webinar) (25WA-2127)25WA-2127 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques | |
| 6/23/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Everyday Ethics at Work: Don't be the Next News Story! (Webinar) (25WX-0215)25WX-0215 | *Discuss ethics from an every-day real-world perspective*How to prevent an ethical lapse that can turn your business into the next news story | Elder Jennifer H |
| 4/16/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's 2023 Advanced Excel (Webinar) (25WA-0956)25WA-0956 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations | Stephens Tommy G |
| 5/3/2025 | 2 - 9:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| I want the TRUTH: Preparing to be an Expert Witness (Webinar) (25WA-0226)25WA-0226 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques | Cotton David L |
| 4/9/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Advanced Managerial Skills for Auditors Webinar Bundle (Webinar) (25WX-0025)25WX-0025 | *Course 1: Audit 501: Personality Styles - Improving Your Interactions | CPE: 2 | Description: Personality Styles provides guidance for effectively adapting to various personality styles. Every individual has a dominant personality style, which includes relevant strengths and weaknesses. Effective interactions require individuals to adapt behaviors to complement, balance or counteract the traits of others.*Course 2: Audit 502: The Art of Discipline and Getting Things Done | CPE: 2 | Description: The Art of Discipline and Getting Things Done provides best practices for various areas that support this culture of discipline, including time, team, and project management. Those in a supervisory or managerial role must create a culture of discipline, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner.*Course 3: Audit 503: Management - Being a Balanced Leader-Manager | CPE: 2 | Description: Management Skills - Exhibiting Traits of a Balanced Leader-Manager provides tips and techniques for striking the right balance between managing individuals and engagement teams and leading the overall strategic direction of a firm. Short-term profitability and long-term viability are important objectives of any successful organization.*Course 4: Audit 504: Making Rain - Success with Clients and Prospects | CPE: 2 | Description: Making Rain - Improving Success with Retaining Clients and Attracting Prospects provides tips and techniques for ensuring that your firm has the capacity to grow and expand its book of business in a healthy way. It costs more money to develop a new client than to simply retain an existing one. While a CPA firm with longevity needs to continuously develop new business to replace departing clients, a proper balance of marketing efforts should be divided between existing clients and prospects. | Louis Jennifer |
| 4/1/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 2) (Webinar) (25WA-2088)25WA-2088 | *Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 6/20/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| What's Going on at the FASB (Webinar) (25WX-0115)25WX-0115 | *Accounting Standard Updates effective in 2024 for public entities, private entities, and nonprofits. *Review year 2 implications of the leases standard including modification accounting. *A look at the projects identified by the FASB's Invitation to Comment: Agenda Consultation. | Galasso Melisa |
| 4/8/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Effective Automation and Outsourcing (Webinar) (25WA-0381)25WA-0381 | *Overview of how firms and businesses currently use automation and outsourcing*Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations*Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology*Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments | Stephens Tommy G |
| 4/12/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Excel: Building Powerful Lookup and Reference Formulas (Webinar) (25WX-0004)25WX-0004 | *Performing advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions *Speeding up worksheet creation with the INDIRECT function *Testing conditions with the LOGICAL functions (IF, AND, OR, NOT) *Using ERROR checking functions | Smith Bryan |
| 4/1/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (25WA-1920)25WA-1920 | *Communication*Feedback*Management*Leadership | |
| 6/14/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Tax Power Ethics for Tax Professionals (Webinar) (25WA-1374)25WA-1374 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies* | |
| 5/21/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Partnership and S Corporation Checkup: Key Developments (Webinar) (25WX-0365)25WX-0365 | *IRS enforcement against partnerships*New K-2 and K-3: 2021 partnership and S Corporation tax forms on foreign transactions*Sale/merger of a partnership*The new Sub S Form 7203 - shareholder basis computation*S Corporation compensation*PPP loans and the Forms 1065 and 1120-S | Dilley Steven C |
| 4/29/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (25WA-1723)25WA-1723 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations | Berry Robert Daly John L |
| 6/7/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (25WA-0310)25WA-0310 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations | Daly John L Berry Robert |
| 4/11/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (25WA-1487)25WA-1487 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations | Mims Robert |
| 5/27/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Change: Embrace and Enjoy - It Is Inevitable (Webinar) (25WX-0014)25WX-0014 | *Examples of how the rate of change has morphed over time*Examples of the many changes in accounting*How to enhance your adaptability so you can thrive in a world of change | Minges Don |
| 4/1/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Imagining a World Without Non-Competes (Webinar) (25WA-1928)25WA-1928 | *Federal non-compete law*State non-compete law | Ackels Alana K. |
| 6/14/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Governmental Auditing Update: Yellow Book and Uniform Guidance (Webinar) (25WA-1296)25WA-1296 | *2024 Compliance Supplement*Uniform Guidance*Quality Management*Yellow Book | Galasso Melisa |
| 5/17/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's 2023 Automating Your Tax Practice (Webinar) (25WA-0197)25WA-0197 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data | Stephens Tommy G |
| 4/8/2025 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Revision to Government Auditing Standards Impact (Webinar) (25WX-0237)25WX-0237 | *Key changes made by the 2024 Revision to Government Auditing Standards*Review when the GAGAS requirements are applicable to a financial statement audit*When reporting on key audit matters may apply in a GAGAS audit*Clarifications related to the independence requirements in a financial statement audit imposed by the 2024 Yellow Book*Review the impact of the Quality Management Standards to a financial statement audit conducted under the 2024 Revision to Government Auditing Standards*Other important matters contained in the 2024 Government Auditing Standards related to financial statement audits | Bradley Daniel W |
| 4/17/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Business Intelligence (BI) and Business Analytics (BA) (Webinar) (25WA-1905)25WA-1905 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession | Cokins Gary |
| 6/14/2025 | 9 - 10:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 2024 Business Federal Tax Update (Webinar) (25WA-1185)25WA-1185 | *Thorough exploration of essential IRC Sections pertinent to business income taxation*Comprehensive assessment of recent changes and updates in business taxation*Examination of business changes arising from significant legislative updates*Analysis of pertinent tax code sections, including Section 199A*Addressing tax considerations for various business schedules (C, F, and E)*Navigating partnership, corporation, and LLC taxation issues*Unpacking the complexities of COVID-19-related subsidies and their tax implications*Interaction of Code Section 461(l) with Section 382 and carryover rules*Understanding defaulted loans, bankruptcy implications, and their tax treatment*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation*Special rules governing the business use of a home*Reporting requirements for converting personal use property to business use | Werner Arthur J |
| 5/12/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Enterprise-Wide Risk Management in Accounting and Finance (Webinar) (25WX-0277)25WX-0277 | *Enterprise-wide risk management best practices for identifying, evaluating, and determining how to respond to relevant risks.*The importance of risk and uncertainty disclosures in the preparation and fair presentation of financial statements, including evolving risks with cybersecurity and ESG.*Coordinating risk management efforts, including the required involvement of corporate governance.*How to embed risk management into day-to-day accounting and finance activities. | Louis Jennifer |
| 4/22/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Motives and Mystery of Ethics-Understanding the Why (Webinar) (25WA-1804)25WA-1804 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert |
| 6/10/2025 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (25WA-1927)25WA-1927 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Pembrook Chris Crawford Frank W |
| 6/14/2025 | 2:15 - 4:05 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (25WA-0647)25WA-0647 | *Flexible Work Options*Employee Engagement*Talent Management Strategy | |
| 4/22/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (25WA-0605)25WA-0605 | *Mental Health Awareness | Ayers Chad Sexton Andy |
| 4/21/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (25WA-0175)25WA-0175 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language | Mims Robert |
| 4/7/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-2315)25WA-2315 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 6/30/2025 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-2189)25WA-2189 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 6/25/2025 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Best-In-Class Recruiting Strategies (Webinar) (25WA-2025)25WA-2025 | *Recruiting & Retention*Talent Management*Employee Engagement | |
| 6/18/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Excel: Working with Text, Date and Time Functions and Formulas (Webinar) (25WX-0003)25WX-0003 | *Using Text functions to join and separate text entries*Inserting Text functions to work with imported data*Perform date and time calculations with the Date & Time functions | Smith Bryan |
| 4/1/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 2024 Accounting and Auditing Update (Webinar) (25WA-0282)25WA-0282 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits | Galasso Melisa |
| 4/10/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Inventory, Expense and Payroll Fraud (Webinar) (25WA-2122)25WA-2122 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees | Dycus Dennis F |
| 6/23/2025 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Avoiding Budget People Issues: Managing Budgeting's Soft Side (Webinar) (25WA-1881)25WA-1881 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/13/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Online Fraud Aimed at Individuals That Can Affect a Company (Webinar) (25WX-0166)25WX-0166 | *Types of fraud that targets individuals*How organizations can work to reduce risk for workers | Egnatoff Karl W |
| 4/11/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WA-0702)25WA-0702 | *Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options | McLeod Allison M. |
| 4/24/2025 | 6 - 8 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| The Power of a Good Story! (Webinar) (25WA-2274)25WA-2274 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road | O'Brien William |
| 6/27/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Business Intelligence (BI) and Business Analytics (BA) (Webinar) (25WA-1213)25WA-1213 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession | Cokins Gary |
| 5/14/2025 | 2 - 3:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (25WA-1810)25WA-1810 | *Accounting*Finance | Fountain Lynn |
| 6/10/2025 | 10 - 11:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| K2's Technology For CPAs: Don't Get Left Behind (Webinar) (25WA-1199)25WA-1199 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC | Stephens Tommy G |
| 5/13/2025 | 9 a.m. - 4:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Internal Control: Testing for Operating Effectiveness (Webinar) (25WX-0088)25WX-0088 | *Generally accepted audit requirements related to testing controls for operating effectiveness*Identifying key controls that may prove effective and efficient to test in a control reliance strategy*Responses when deviations are discovered when evaluating the design or operating effectiveness of internal control*Leveraging audit evidence available for Service Organization Control (SOC1) Reports*General computer control considerations when evaluating the design and operating effectiveness of internal control over financial reporting | Louis Jennifer |
| 4/7/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Partnership Essentials: Review and Update (Webinar) (25WA-0340)25WA-0340 | *Recent legislative, rules and tax developments impacting partnerships and their partners*Transfer of partnership interests*TCJA §461(l) Excess Business Losses and §163(j) Business Interest Expense*Importance of capital accounts*Form 1065, Schedules K-1 and M-2*Schedules K-2 and K-3 update*Reporting partner capital accounts* Effect of the Ceiling Rule*Alternative and Remedial Methods*Effect on financial capital accounts*Tax basis capital accounts | Van Der Aa Douglas J |
| 4/11/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-1789)25WA-1789 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 6/10/2025 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (25WA-0622)25WA-0622 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations | Berry Robert Daly John L |
| 4/22/2025 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Role of HR in Business Sustainability (Webinar) (25WA-2159)25WA-2159 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk | |
| 6/24/2025 | 2 - 3:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Audit 501: Personality Styles - Improving Your Interactions (Webinar) (25WX-0363)25WX-0363 | *Defining primary personality style characteristics*Determining your own primary personality style and the style of others*Effectively adapting for improving interactions with various personality styles*Leveraging strengths and minimizing the negative impact of personality weaknesses*Applying personality style analysis to real-life situations involving clients, staff, peers and superiors | Louis Jennifer |
| 4/29/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-2138)25WA-2138 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 6/23/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (25WA-1814)25WA-1814 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/10/2025 | 6 - 7:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| 2024 Yellow Book Update (Webinar) (25WA-0767)25WA-0767 | *Quality Management*Risk Assessment*SQMS*Independence | Galasso Melisa |
| 4/26/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (25WA-0449)25WA-0449 | *Employment Data*Talent Strategy | |
| 4/15/2025 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (25WA-2146)25WA-2146 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics | Karwic Richard A Minges Don |
| 6/24/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| K2's 2023 Accessing And Managing Data In Excel (Webinar) (25WA-0499)25WA-0499 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations | Stephens Tommy G |
| 4/17/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 2) (Webinar) (25WA-1002)25WA-1002 | *Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 5/5/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (25WA-1238)25WA-1238 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 5/15/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-2239)25WA-2239 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 6/27/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Small Business Risk Avoidance (Webinar) (25WA-1989)25WA-1989 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! | O'Brien William |
| 6/17/2025 | 6 - 9:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: The Role of the Controller in ESG (Webinar) (25WA-2258)25WA-2258 | *Accounting*Finance*SG*Operations | Fountain Lynn |
| 6/27/2025 | 1 - 2:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's 2023 Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (25WA-1285)25WA-1285 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies | Stephens Tommy G |
| 5/17/2025 | 2 - 5:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-1282)25WA-1282 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 5/17/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| ChatGPT: What Every CPA Should Know-Updated (Webinar) (25WX-0232)25WX-0232 | *Overview of the current landscape for AI in business*History of ChatGPT and generative AI*Fundamentals of generative AI technology and related nomenclature*ABC's of how to use ChatGPT*Demonstration of practical ChatGPT applications for accounting, finance and tax*A word of caution: What you should be concerned about*Developing a ChatGPT usage policy for your firm / business | Higgins John H |
| 4/17/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Managing the Accounting Department (Webinar) (25WA-0887)25WA-0887 | *Accounting*Leadership*Management | Lindell James T |
| 5/1/2025 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: The Controller's Role in Procurement Function (Webinar) (25WA-0091)25WA-0091 | *Accounting*Finance*Procurement | Fountain Lynn |
| 4/3/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| 2024 FASB Update and Review (Webinar) (25WA-0023)25WA-0023 | *Review of FASB updates that will affect near-term reporting*Identify future topics that may soon be addressed by the FASB | Harper Dr. Christopher |
| 4/1/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Intelligence (BI) and Business Analytics (BA) (Webinar) (25WA-1517)25WA-1517 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession | Cokins Gary |
| 5/29/2025 | 10 - 11:55 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| A Better Way to Choose Your KPIs (Webinar) (25WA-1538)25WA-1538 | *KPIs*Performance measures*Metrics | |
| 5/30/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Cost and Pricing Models: Creating an Effective Tool (Webinar) (25WA-2173)25WA-2173 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit | Daly John L |
| 6/25/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-0492)25WA-0492 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 4/17/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ESOPs as a Succession Strategy (Webinar) (25WA-2268)25WA-2268 | *Succession Planning*Employee Benefits*Tax Advantages | |
| 6/27/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Stand Out: How to Create a Unique Employer Brand (Webinar) (25WA-2334)25WA-2334 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires | |
| 6/30/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Why People Are Irrational, Biased and Emotional With Money (Webinar) (25WX-0343)25WX-0343 | *Common irrational money decisions*Cognitive biases and their impact on decision-making and ethical behavior*Mental accounting*The ostrich effect*Present bias*Sunk-cost fallacy*Anchoring bias*Status quo bias*The bandwagon effect*Emotional responses in money decisions | Wasny Garrett |
| 4/28/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's 2023 The Digital Home (Webinar) (25WA-1362)25WA-1362 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip | Tankersley Brian F |
| 5/21/2025 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Untold LinkedIn Hyper-Growth Story (Webinar) (25WA-1120)25WA-1120 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy | |
| 5/9/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Retirement Planning Issues: Where We Stand Now (Webinar) (25WA-0562)25WA-0562 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) | Werner Arthur J |
| 4/18/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (Webinar) (25WA-0549)25WA-0549 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 4/18/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 QuickBooks for Accountants (Webinar) (25WA-0896)25WA-0896 | *New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies | Stephens Tommy G |
| 5/1/2025 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (25WA-0744)25WA-0744 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard | O'Brien William |
| 4/25/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-0320)25WA-0320 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Crawford Frank W Pembrook Chris |
| 4/11/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-0681)25WA-0681 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 4/24/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (25WA-1001)25WA-1001 | *Accounting*Finance*Cash Investments | Fountain Lynn |
| 5/5/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's Business Financial Health Checkup (Webinar) (25WX-0326)25WX-0326 | *How to use analytical procedures as a management tool to identify areas hindering the profitability of the entity*How to use analytical procedures to identify misstatements in financial information*Techniques for developing a "workable" business plan*Recasting GAAP financial statements into powerful management tools*Developing and using benchmarks to identify profitability problems*Identifying profitability key factors*The relationship of internal controls and the health of an entity*Common weaknesses in the internal controls of SMEs using the guidelines in the COSO Report on Internal Controls and common internal controls to address those weaknesses*How to create "goal" statements that achieve results | Haig Walter J |
| 4/25/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Retaining Talent in a Competitive Marketplace (Webinar) (25WX-0180)25WX-0180 | *Decision Making Theory*Compensation & Employee Satisfaction*What benefits do employees care about?*Retirement Plan Basics*Health Insurance Basics*Disability Insurance Basics*Life Insurance Basics*Fringe Benefits*Summing It Up | Peters David R. |
| 4/14/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Building Your Own Library of Anti-fraud and Continuous Monitoring Tests (Webinar) (25WA-0013)25WA-0013 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases | Walden Vincent |
| 4/1/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Forensic and Fraud Interviewing Techniques and Skills (Webinar) (25WA-0992)25WA-0992 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/5/2025 | 1 - 3 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Planning in an Uncertain World (Webinar) (25WA-1969)25WA-1969 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 6/17/2025 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Implementing Internal Controls In Quickbooks Environments (Webinar) (25WA-0775)25WA-0775 | *Critical risks in QuickBooks environments*Internal control options that can mitigate risk to prudently acceptable levels*Enabling alternative control measures to improve internal controls in QuickBooks environments | Stephens Tommy G |
| 4/26/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (24WX-4512)24WX-4512 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit | Louis Jennifer |
| 3/31/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Benford's Law and Other Digital Analysis Techniques (Webinar) (25WA-1442)25WA-1442 | *Benford's Law*Digital Analysis*Data analytics | Cotton David L |
| 5/26/2025 | 8 - 9:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (25WA-1592)25WA-1592 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 6/2/2025 | 11 p.m. - 1 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Dashboard and Report Design Principles Using Excel (Webinar) (25WA-2294)25WA-2294 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel | |
| 6/28/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: Financial Statement Preparation (Webinar) (25WA-2012)25WA-2012 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 6/18/2025 | 10 a.m. - 12:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Digital Forensics (Webinar) (25WA-0331)25WA-0331 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/11/2025 | 9 - 10:35 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (25WA-1341)25WA-1341 | *arbitration agreements*confidentiality agreements *restrictive covenants *training *severance agreements | Ackels Alana K. |
| 5/20/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Performance Management: Hiring to Retiring (Webinar) (25WA-1237)25WA-1237 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 5/14/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (25WA-0163)25WA-0163 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues | Minges Don Mims Robert |
| 4/7/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (25WA-1312)25WA-1312 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team | |
| 5/19/2025 | 10 a.m. - 2:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| The Complete Guide to the Preparation for Form 1041 (Webinar) (25WA-0925)25WA-0925 | *Form 1041 Preparation*Decedent's Estate Issues*Trust-Specific Challenges*Subchapter J Fundamentals*Compliance Strategies*Case Study Analysis | Werner Arthur J |
| 5/2/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Treasury Circular 230 for EAs and Other Tax Preparers (Webinar) (25WA-1388)25WA-1388 | *Circular 230*Conflicts of interest* Loving case*RTRP*Other Ethical Issues *Fees*Qualifying continuing education | McLeod Allison M. |
| 5/21/2025 | 10 a.m. - 12 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Audit Skills for Beginners Webinar Bundle (Webinar) (25WX-0021)25WX-0021 | *Course 1: Audit 101: AICPAs Code of Professional Conduct Principles | CPE: 2 | Description: AICPAs Code of Professional Conduct - as a whole will provide an overview of the basic principles of the AICPA's Code of Professional Conduct with practical implementation examples. CPAs must seamlessly transition to a profession that relies heavily on conformance with technical and ethical standards. It is critical for CPAs to seek to serve the public interest with a strong sense of character, integrity, competence, and due professional care. In addition, CPAs must appropriately safeguard any threats to independence and objectivity.*Course 2: Audit 102: Professional Skepticism - Finding Fraud and Error | CPE: 2 | Description: Professional Skepticism is a critical skill for audit and other attest services. The public places a high value on assurance services provided by an external public accountant, as the CPA's involvement directly enhances the degree of confidence intended users can place on the financial statements to make economic decisions. A proper mindset, including professional skepticism, is a critical feature of a high-quality audit or other attest service. Professional skepticism is an essential attitude that enhances the ability to identify and respond to conditions that may indicate possible material misstatement, whether due to fraud or error.*Course 3: Audit 103: Adapting to the Engagement - Complying with SSARS | CPE: 2 | Description: Adapting to the Engagement is a critical foundational course. A CPA may perform various attest services under relevant professional standards, including compilations, reviews and audits. Reviews and audits are also considered assurance services, providing either limited or reasonable assurance that financial statements are free of material misstatement. In addition, the CPA may perform non-attest services, such as bookkeeping or preparation of financial statements. CPAs must fully understand the professional responsibilities related to each of these varying levels of services, in order to effectively and efficiently satisfy engagement objectives.*Course 4: Audit 104: Audit Documentation - Workpapers To Pass Review | CPE: 2 | Description: Audit Documentation is an important foundational course. Proper documentation is essential to a high-quality audit and other assurance services, as auditors are required to prepare and maintain documentation to demonstrate that sufficient and appropriate audit evidence was obtained to support the auditor's opinion. It is critical for workpapers to provide a clear understanding of the nature, timing and extent of procedures applied, the results of those procedures, source of evidence obtained, and conclusions reached. Both audit effectiveness and efficiency are directly impacted by the nature and extent of audit documentation.*Course 5: Audit 105: The Audit Risk Model - Foundational Principles | CPE: 2 | Description: The Audit Risk Model is a critical foundational course. Financial statement auditors are engaged to provide reasonable assurance that financial statements are not materially misstated, whether due to fraud or error. Professional standards require auditors to obtain sufficient and appropriate evidence to support that opinion. It is critical for effective and efficient auditors to have a clear understanding of all the important elements and concepts related to properly identifying, evaluating, and deciding how to respond to risk in a financial statement audit.*Course 6: Audit 106: Internal Control Fundamentals - Evaluating Design | CPE: 2 | Description: Internal Control Fundamentals is a critical foundational course. Obtaining an understanding of the entity and its environment is part of assessing risk of material misstatement, in order to design the nature, timing and extent of further audit procedures necessary to obtain sufficient appropriate audit evidence to support the auditor's report. A critical component of understanding the entity and its environment is to evaluate the design and implementation of internal control over financial reporting.*Course 7: Audit 107: Auditing Cash - Applying Basic Audit Skills | CPE: 2 | Description: Auditing Cash - Applying Basic Skills demonstrates how the approach to auditing different cash accounts may vary and how to strengthen inquiry which is an important audit procedure in this area. Cash tends to be one of the first areas assigned to new auditors, as there is typically little complexity and subjectivity involved. In addition, persuasive audit evidence from a third-party is generally available. However, research shows that around 80% of asset misappropriation relates to cash. Therefore, the audit of accounts and classes of disclosures related to cash and cash equivalents does tend to carry some level of risk of material misstatement.*Course 8: Audit 108: Auditing PP&E and Leases - Common Risks | CPE: 2 | Description: Auditing PP&E, Including Leases will address tips and techniques for auditing tangible long-lived assets for various assessed risk levels, with a special emphasis on lease accounting under Topic 842. Property, plant and equipment can range from a low-risk to a high-risk audit area, depending on the nature of transaction and events engaged in by the reporting entity. Construction, capitalized interest and complex leasing arrangements tend to result in higher risk of material misstatement. | Louis Jennifer |
| 4/1/2025 | 6 a.m. - 10 p.m. | Online | 16 CPE (16 tech, 0 non-tech) | 2 Ethics |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-0156)25WA-0156 | *Communication*Teamwork*Collaboration | |
| 4/5/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Providing Ethical Leadership: Learning to be the Best Version of Yourself (Webinar) (25WA-0704)25WA-0704 | *Examining the lives of ordinary people whose moral courage had a significant impact on those around them.*How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes.*Showing how even simple actions can outsized effect on a person's sphere of influence. | McLeod Allison M. |
| 4/24/2025 | 6 - 7:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (25WA-0311)25WA-0311 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert Minges Don |
| 4/11/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Tax Season Update for Individuals with Steve Dilley (Webinar) (25WX-0261)25WX-0261 | *2024/25 legislative developments, cases and rulings impacting individual taxpayers*Changes to Form 1040 and other related forms, worksheets and schedules*Individual income items, itemized deductions and credits*Updated tax rate schedule and other inflation adjusted items*Implications for self-employed taxpayers of various legislation*Section 199A changes, including use of carryforward passive activity and 199A losses*Capital gains and losses*Passive activity and hobby loss rules changes | Dilley Steven C |
| 4/21/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Enact Retaliation Abatement and Monitoring Measures (Webinar) (25WA-0669)25WA-0669 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture | |
| 4/23/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (24WX-4517)24WX-4517 | *Virtue Ethics and Mental Health*Definition, Myths and Bias of Mental Health*Suicide: Facts and Resources*Recognizing signs of potential mental health challenges*Empathy and Listening*Mental Health and Generational Expectations*Becoming a Mental Health Ally | |
| 3/31/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Navigating Difficult Conversations with Clients (Webinar) (25WA-1353)25WA-1353 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service | |
| 5/21/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (25WA-0935)25WA-0935 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/2/2025 | 3 - 4:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| LinkedIn Profile Secrets for CPAs (Webinar) (25WX-0112)25WX-0112 | *Effective branding and LinkedIn profile positioning for CPAs*Best practices and tips for each profile feature*Optimizing language and words to attract clients: Your headline, essay, descriptions, and keywords*Sizzle elements: Your headshot, background banner, videos, and media*Essential LinkedIn settings and privacy for CPAs | |
| 4/8/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Analytical Procedures: Practical Applications and Standards (Webinar) (25WA-0027)25WA-0027 | *Discussion of analytical procedures in audit and review engagements*Practical examples and illustrations of analytical procedures*The order of operations for accomplishing analytical procedures | Harper Dr. Christopher |
| 4/1/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-1671)25WA-1671 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 6/5/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Performance Auditing Made Easy (Webinar) (25WA-0111)25WA-0111 | *Performance audit standards*Performance audit types*Performance audit objectives | Cotton David L |
| 4/4/2025 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Diversity, Inclusion, Equity and Belonging (Webinar) (25WA-0808)25WA-0808 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? | |
| 4/29/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethical Management of Conflict (Webinar) (25WX-0230)25WX-0230 | *Professionalism, Conflict and Ethics*Sources and approaches to conflict*Managing Conflict from the Inside: Awareness of human tendencies, human emotions, and gossip*Guidelines for managing conflict collaboratively | |
| 4/17/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Cost and Pricing Models: Creating an Effective Tool (Webinar) (25WA-0424)25WA-0424 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit | Daly John L |
| 4/15/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-1344)25WA-1344 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 5/20/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Small Business Internal Controls, Security, and Fraud Prevention and Detection (Webinar) (25WA-0812)25WA-0812 | *Common challenges associated with implementing appropriate internal controls in small business environments*Fraud in small business environments*Internal control options in small business accounting software*Understanding the need for application controls and general controls | Johnston Randolph P Yoss Stephen M McClelland Lawrence A. Tankersley Brian F Stephens Tommy G |
| 4/29/2025 | 6 p.m. - 1:40 a.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Organizational Effectiveness and Communication (Webinar) (25WA-2125)25WA-2125 | *Communication | |
| 6/23/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| AI and You (Webinar) (25WA-2327)25WA-2327 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign* | |
| 6/30/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (25WA-1984)25WA-1984 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 6/17/2025 | 12 - 7:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Audit 107: Auditing Cash - Applying Basic Audit Skills (Webinar) (25WX-0080)25WX-0080 | *Typical audit risks and special considerations related to cash and cash equivalents*Designing a detailed audit plan, linking assessed risk to planned procedures*Performing typical audit procedures associated with auditing cash and cash equivalents*Case study related to auditing cash and cash equivalents, including identifying and evaluating a misappropriation of cash*Identifying how to obtain evidence through inquiry of the client | Louis Jennifer |
| 4/4/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Self-Rental Real Estate: Passive Activity and Section 199A (Webinar) (25WX-0157)25WX-0157 | *Definition of self-rental property - both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S Corporations) and reporting on Form 1040, Schedule E, page 2*Form 8582 (passive activity)*The flow-through entity grouping election*Illustrative examples and consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules | Dilley Steven C |
| 4/11/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Current Issues in Performing Yellow Book Audits (Webinar) (25WX-0068)25WX-0068 | *Latest developments relevant to Yellow Book audits*Be prepared to avoid the most commonly misapplied concepts on audits performed in conformance with Government Audit Standards | Louis Jennifer |
| 4/4/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (25WA-0231)25WA-0231 | *Employee engagement*Values-based governance*Organizational culture*Employee relations | |
| 4/9/2025 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (25WA-1211)25WA-1211 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating | Cokins Gary |
| 5/14/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Estate Planning for Today and Beyond (Webinar) (25WA-1122)25WA-1122 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships | Werner Arthur J |
| 5/9/2025 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-0173)25WA-0173 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 4/7/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Audit 308: Audit Reporting and General Audit Procedures (Webinar) (25WX-0241)25WX-0241 | *Common reasons for modifying audit opinions*Emphasis-of-matter or other-matter explanatory paragraphs*General audit procedures to identify relevant transactions and events impacting financial statement presentation and disclosure*Drafting relevant general footnotes, such as related party transactions, subsequent events, loss contingencies, and more*Improving the footnote drafting process | Louis Jennifer |
| 4/18/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Analytical Procedures: Practical Applications and Standards (Webinar) (25WX-0238)25WX-0238 | *Discussion of analytical procedures in audit and review engagements.*Practical examples and illustrations of analytical procedures.*The order of operations for accomplishing analytical procedures. | Harper Chris |
| 4/18/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (25WA-1867)25WA-1867 | *Employment Data*Talent Strategy | |
| 6/12/2025 | 6 - 7:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Business Longevity: Is Your Business Wobbling? (Webinar) (25WA-2277)25WA-2277 | *Business Management *Organization | Lindell James T |
| 6/28/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-1858)25WA-1858 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 6/12/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Key Cybersecurity Controls for CPAs (Webinar) (25WX-0136)25WX-0136 | *The five key tenets of cybersecurity: Identify, Detect, Protect, Respond, Recover*Review specific cybersecurity controls within each of the five cybersecurity tenets*How to appropriately assess key cybersecurity controls | |
| 4/10/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools (Webinar) (25WA-0024)25WA-0024 | *Cost-volume-profit analysis, including target profit and break-even calculations*Relevant costs and decision-making*Activity-based costing*Capital budgeting considerations*Overview of Excel capabilities for supporting managerial analysis | Harper Dr. Christopher |
| 4/1/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (25WA-0075)25WA-0075 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 4/3/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| 5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (25WA-1059)25WA-1059 | *Employee engagement*Values-based governance*Organizational culture*Employee relations | |
| 5/7/2025 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-1571)25WA-1571 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 6/2/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Power of a Good Story! (Webinar) (25WA-1939)25WA-1939 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road | O'Brien William |
| 6/14/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Mastering Charitable Remainder Trusts and Form 5227 Compliance (Webinar) (25WA-0206)25WA-0206 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing | Werner Arthur J |
| 4/8/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting and Auditing for Cryptocurrency (Webinar) (25WA-0137)25WA-0137 | *Cryptocurrency*Ditigal assets | |
| 4/4/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| What Does Fraud Look Like? (Webinar) (25WA-0496)25WA-0496 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 4/17/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (Webinar) (25WA-0356)25WA-0356 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 4/12/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Resolving Ethical Conflicts (Webinar) (25WA-1242)25WA-1242 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails | Daly John L |
| 5/15/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Internal Control Frameworks for Single Audit (Webinar) (25WA-0078)25WA-0078 | *Auditing*COSO 2013 Update | Galasso Melisa |
| 4/3/2025 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controller Function: Inventory Part 2 - Valuation, Inventory Methods and Inventory Fraud (Webinar) (25WA-2011)25WA-2011 | *Accounting*Finance*Procurement*Inventory | Fountain Lynn |
| 6/18/2025 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| 2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (25WA-2232)25WA-2232 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims *Agency rulings curtailing confidentiality and non-disparagement clauses in agreements | Ackels Alana K. |
| 6/26/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Building Your Own Library of Anti-fraud and Continuous Monitoring Tests (Webinar) (25WA-1144)25WA-1144 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases | Walden Vincent |
| 5/10/2025 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Untold LinkedIn Hyper-Growth Story (Webinar) (25WA-1384)25WA-1384 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy | |
| 5/21/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-1268)25WA-1268 | *Change management*Leadership | |
| 5/16/2025 | 2 - 3:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| Implementing and Maintaining an Internal Control System (Webinar) (25WX-0165)25WX-0165 | *Control creation and implementation basics*Implementation and update procedures for an Internal Control system*Maintaining existing internal controls | Egnatoff Karl W |
| 4/11/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Paperless Office (Webinar) (25WA-1299)25WA-1299 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes | Stephens Tommy G |
| 5/17/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (25WA-1875)25WA-1875 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating | Cokins Gary |
| 6/13/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application - 8 Hour Version (Webinar) (25WA-0446)25WA-0446 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project*Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 4/15/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (25WA-1531)25WA-1531 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? | Gallagher Chuck Minges Don |
| 5/30/2025 | 1 - 1:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (25WA-1219)25WA-1219 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 5/14/2025 | 2 - 3:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (25WA-1339)25WA-1339 | *Technology*Cybersecurity | Melloy Jon |
| 5/20/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (25WA-2263)25WA-2263 | *Forensic Accounting*Accounting*Finance*Auditing | Fountain Lynn |
| 6/27/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 2024 Federal Tax Update: Partnership Updates (Webinar) (25WA-0569)25WA-0569 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS updates on Form K-2 and K-3*Criteria for using the Domestic Filing Exception | McLeod Allison M. |
| 4/18/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-0573)25WA-0573 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 4/19/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| KPI Bootcamp for Small Businesses (Webinar) (25WA-0458)25WA-0458 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live | |
| 4/16/2025 | 3 - 7:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (25WA-2074)25WA-2074 | *Accounting*Sales*Collections | Fountain Lynn |
| 6/20/2025 | 12 - 1:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Profitability Pricing: Boost your Bottom Line (Webinar) (25WA-1599)25WA-1599 | *Competitive bids*Achieving target profitability | Daly John L |
| 6/3/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Understanding Your Ransomware Risk (Webinar) (25WA-1364)25WA-1364 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk | Stephens Tommy G |
| 5/21/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Whistleblowers and the Law (Webinar) (25WX-0086)25WX-0086 | *Government incentives to turn professionals into informants.*What influences a fraudulent culture in a professional environment?*How misleading investigators can lead to federal prison. *Influence of pressures and crime.*C-Suite influences and leadership | Paperny Justin |
| 4/7/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-1827)25WA-1827 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 6/11/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (25WA-1722)25WA-1722 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? | Minges Don Gallagher Chuck |
| 6/7/2025 | 3 - 3:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-1801)25WA-1801 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 6/10/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WA-0831)25WA-0831 | *Target profit and Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | Harper Dr. Christopher |
| 4/29/2025 | 5 - 8:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-1909)25WA-1909 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 6/14/2025 | 10 a.m. - 12:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-2132)25WA-2132 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 6/23/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Yellow Book: From Beginning to End (Webinar) (25WA-1843)25WA-1843 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements | Inzina J. Michael |
| 6/11/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Data Analytics: Practical Insights for Today's Accountant (Webinar) (25WX-0314)25WX-0314 | *Explore new tools and client engagement techniques using data analytics*Introduction of popular software tools*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement | Harper Chris |
| 4/25/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Accounting and Auditing Update (Webinar) (25WA-0764)25WA-0764 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits | Galasso Melisa |
| 4/26/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (25WA-2304)25WA-2304 | *Employment Data*Talent Strategy | |
| 6/28/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's 2023 Microsoft Teams (Webinar) (25WA-0403)25WA-0403 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization | Stephens Tommy G |
| 4/14/2025 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Governmental Auditing Update: Yellow Book and Uniform Guidance (Webinar) (25WA-0512)25WA-0512 | *2024 Compliance Supplement*Uniform Guidance*Quality Management*Yellow Book | Galasso Melisa |
| 4/17/2025 | 6 - 10 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-1166)25WA-1166 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle | Robinson Jonathan |
| 5/12/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Treasury Circular 230 for EAs and Other Tax Preparers (Webinar) (25WA-1004)25WA-1004 | *Circular 230*Conflicts of interest* Loving case*RTRP*Other Ethical Issues *Fees*Qualifying continuing education | McLeod Allison M. |
| 5/5/2025 | 8 - 10 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-0074)25WX-0074 | *CECL for nonfinancial institutions.*Accounting for Paycheck Protection Program loans.*Accounting for web-hosting services.*Revenue recognition.*Leases.*FASB projects in progress. | Henry Allison M. |
| 4/4/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Becoming a Fraud Investigator (Webinar) (25WX-0054)25WX-0054 | *Core concepts of fraud*Common workplace fraud schemes*Red flags of occupational fraud*Evaluating fraud tips*Skills of a fraud investigator*Planning the fraud investigation*Budgets, fees, and engagement letters | Coenen Tracy L. |
| 4/3/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-0947)25WA-0947 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* | Mirarchi Michael |
| 5/3/2025 | 1 - 2:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| Excel Essentials for Today's Accountant: Become an Expert in One Day (Webinar) (25WA-0734)25WA-0734 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Enhance creativity in your approach to developing Excel models Computer software and application | Harper Dr. Christopher |
| 4/25/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-1607)25WA-1607 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/3/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Real Estate Professionals, Passive Activity and Section 199A (Webinar) (25WX-0242)25WX-0242 | *Definition of a real estate professional*Pros and cons of being a real estate professional*Integration of the real estate professional rules with reporting on Form 1040, Schedule E*Real estate professionals and indirectly owned (partnerships, S Corporations) entity's reporting on Form 1040*How "real estate business" is interpreted under the Section 199A rules and how it integrates with the passive activity rules*Real estate professionals and the Form 8582 (Passive Activities)*How to make the "grouping" election for passive activities and the flow-through deduction*Several real-life situations illustrating the various possibilities and the consequences of failing to comply with the real estate professional standards*Real estate professionals and the "former passive activities" rules | Dilley Steven C |
| 4/18/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (25WA-1337)25WA-1337 | *Technology*Cybersecurity | Melloy Jon |
| 5/20/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Managing the Accounting Department (Webinar) (25WA-1334)25WA-1334 | *Accounting*Leadership*Management | Lindell James T |
| 5/20/2025 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Transforming Strategic and Financial Management with ChatGPT: Insights for CPAs, CFOs and Controllers (Webinar) (25WA-0916)25WA-0916 | *Recognize the variety of ChatGPT uses in accounting.*Determine how to use ChatGPT.*Identify how ChatGPT improves customer, vendor, and industry research.*Recognize how ChatGPT aids in financial benchmarking.*Identify how ChatGPT can assist in financial analysis, budgeting and forecasting. | Lindell James T |
| 5/2/2025 | 1 - 3 p.m. | Online | 2.2 CPE (1 tech, 1.2 non-tech) | |
| The Preparation of Form 706 and 709: Understanding the Law (Webinar) (25WA-1627)25WA-1627 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application | Werner Arthur J |
| 6/3/2025 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| All About Fraud: Examples, Prevention and Auditing (Webinar) (25WA-0386)25WA-0386 | *Fraud*Professional Skepticism*Report To The Nation*Fraud Schemes*Prevention | Galasso Melisa |
| 4/12/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (25WA-1350)25WA-1350 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing | Daly John L |
| 5/21/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Everyday Ethics: Ethics is Everywhere, All the Time! featuring Richard A. Karwic and Don Minges (Webinar) (25WA-1331)25WA-1331 | *Be careful of;*Whom you trust, and*What you easily dismiss*Beware of our internal biases*What are your biases?*The need to consider situations from multiple perspectives | Minges Don Karwic Richard A |
| 5/20/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-0065)25WA-0065 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 4/3/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (25WA-1205)25WA-1205 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 5/13/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (25WA-1918)25WA-1918 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 6/14/2025 | 9 - 10:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-2109)25WA-2109 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 6/21/2025 | 9 - 10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (25WA-2048)25WA-2048 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/19/2025 | 12 - 1:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Performance Management: Hiring to Retiring (Webinar) (25WA-0805)25WA-0805 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 4/28/2025 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-0426)25WA-0426 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 4/15/2025 | 6 - 9 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| K2's 2023 Advanced Excel (Webinar) (25WA-1402)25WA-1402 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations | Stephens Tommy G |
| 5/22/2025 | 4 - 11:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| ProActive Response Group De-Escalation Training (Webinar) (25WA-1062)25WA-1062 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Sexton Andy Ayers Chad |
| 5/7/2025 | 2 - 2:55 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-1421)25WA-1421 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 5/23/2025 | 1 - 3:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (25WA-1848)25WA-1848 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 6/12/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Performance Targets That Deliver Results Without Burnout (Webinar) (25WA-2221)25WA-2221 | *Performance target design*Target testing | |
| 6/26/2025 | 5 - 6:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Get started with Power BI (Webinar) (25WX-0064)25WX-0064 | *Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel's Power BI features (Power Pivot and Power Query) and standalone tools (Power BI Desktop, Power BI Service, Power BI Report Builder and Power BI Report Server).*Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services.*Comparative Analysis: *Understand the strengths and limitations of Excel's Power BI features versus standalone Power BI tools.*Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks. | Smith Bryan |
| 4/4/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (25WA-0552)25WA-0552 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 4/18/2025 | 12 - 1:05 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| ChatGPT and IRS Taxation Law Research (Webinar) (25WX-0110)25WX-0110 | *Utilizing ChatGPT for IRS Tax Law Research: Principles and Practices*Navigating IRS Databases Using Advanced AI Techniques*Using IRS Prompt Templates: In-depth Analysis and Application*ChatGPT in Action: Case Studies and Real-World Scenarios*Exploring IRS Tax Laws: Strategies, Loopholes, and Compliance*Error Prevention and Correction in Tax Law Research*Future Trends: AI's Evolving Role in Taxation and Accounting | Wasny Garrett |
| 4/8/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (25WA-1227)25WA-1227 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/14/2025 | 1 - 2:15 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Staff Retention Keep the Best People (Webinar) (25WA-0427)25WA-0427 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 4/15/2025 | 12 - 3 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| The Untold LinkedIn Hyper-Growth Story (Webinar) (25WA-0103)25WA-0103 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy | |
| 4/3/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Practical Ethics and Circular 230 Compliance for CPAs (Webinar) (25WA-1748)25WA-1748 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation | Werner Arthur J |
| 6/7/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (25WA-2199)25WA-2199 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 6/25/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Setting a New Standard for Quality: Practical Guidance to Implement the AICPA's New Quality Management Standards (Webinar) (25WA-2080)25WA-2080 | *Quality Management Standards*Risk Management*Compliance and Adoption | |
| 6/20/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Section 174: New Rules for the R&E Deduction (Webinar) (25WA-0301)25WA-0301 | *Impact of the Section 174 law change requiring capitalization of research and experimental costs*Comparison of the Section 41 R&E credit to the Section 174 R&E deduction*Financial accounting for R&E costs*Required change of accounting method and Form 3115*Revised treatment of software development costs*Comprehensive case problems explaining implementation of the law changes | Dilley Steven C |
| 4/10/2025 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (25WA-1922)25WA-1922 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Ayers Chad Sexton Andy |
| 6/14/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Improve Spreadsheets by Building Controls in Excel (Webinar) (25WX-0287)25WX-0287 | *Learn best practices when designing your spreadsheets *How to create a proper worksheet structure*Learn to use Excel's built in features to find errors*How to create your custom controls to prevent and find errors*Using links to quickly move to controls*Using Conditional Formatting to highlight errors | Smith Bryan |
| 4/23/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Public Procurement Basics: Protecting the People's Money (Webinar) (25WA-0506)25WA-0506 | *Code of Federal Regulation*Procurement*Federal Funds | |
| 4/17/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Prevention and Detection of Fraud in Small Businesses (Webinar) (25WA-1169)25WA-1169 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management | Dycus Dennis F |
| 5/12/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Office Scripts: The New Macros (Webinar) (25WA-0965)25WA-0965 | *Introduction to Office Scripts*Recording your first script*Integration with Power Automate | Stephens Tommy G |
| 5/3/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Ethical Side of Trust, featuring Richard A. Karwic and Don Minges (Webinar) (25WA-0651)25WA-0651 | *The seven components of trust*High standards, loyalty, doing the right thing, listen, empathy and accountability*The value of trust*How ethics relates to trust and how trust relates to ethics | Minges Don Karwic Richard A |
| 4/23/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Business Valuation Fundamentals (Webinar) (25WA-0270)25WA-0270 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* | |
| 4/10/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| White-Collar Crime: What Every CPA Should Know (Webinar) (25WA-2202)25WA-2202 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | Cotton David L |
| 6/26/2025 | 8 - 9:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (25WA-1817)25WA-1817 | *Flexible Work Options*Employee Engagement*Talent Management Strategy | |
| 6/10/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The ABCs of Advisory Services (Webinar) (25WA-0987)25WA-0987 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues | Werner Arthur J |
| 5/5/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (25WA-1647)25WA-1647 | *Accounting and Finance | Fountain Lynn |
| 6/4/2025 | 9 - 10:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Making Culture A Competitive Advantage (Webinar) (25WA-1684)25WA-1684 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy* | |
| 6/5/2025 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Partnership/LLC Taxation: Tax Basis Capital Accounts (Webinar) (25WX-0340)25WX-0340 | *Discuss the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account"*How the financial accounting and tax capital accounts differ from one another*Determine a partner's share of the partnership's liabilities*Distinguish "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Section 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting*Section 4655 "at risk" rules and how they impact Schedule K-1 reporting | Dilley Steven C |
| 4/28/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's AICPA Auditing Standards Update (Webinar) (25WX-0236)25WX-0236 | *AICPA auditing standards issued during the 18-month period prior to the program that impact audits of Small- and Medium- sized entities (SMEs)*The new SAS 145 risk assessment requirements*The new SAS 134 as amended audit reports*How to fulfill responsibility to detect fraud under AU-C Section 240*How to help clients design, implement and maintain their internal controls*Troublesome areas in the audits of Small- and Medium-sized Entities (SMEs) as identified in peer reviews and litigation*How to perform profitable audits of Small- and medium-Sized Entities (SMEs) | Haig Walter J |
| 4/17/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Giving Feedback that Delivers Results (Webinar) (25WA-1356)25WA-1356 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 5/21/2025 | 2 - 3:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| KPI Bootcamp for Small Businesses (Webinar) (25WA-2216)25WA-2216 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live | |
| 6/26/2025 | 9 a.m. - 1:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| Navigating Leaves of Absence (Webinar) (25WA-2228)25WA-2228 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act *Special rules for managers *Handling fraud, abuse, and performance issues in connection with a leave of absence | Ackels Alana K. |
| 6/26/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-1842)25WA-1842 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Crawford Frank W Pembrook Chris |
| 6/11/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book Ethics (Webinar) (25WA-0367)25WA-0367 | *GAGAS*Yellow Book*Independence | Galasso Melisa |
| 4/12/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-1484)25WA-1484 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 5/27/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| State Tax Nexus: Frequently Awkward Questions (Webinar) (25WA-0441)25WA-0441 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources | |
| 4/15/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cash Management: Strategies for Long-Term Success (Webinar) (25WA-1753)25WA-1753 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 6/7/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-0854)25WA-0854 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 4/30/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 1065: Understanding Partnerships Tax Returns (Webinar) (25WA-0476)25WA-0476 | *Partnership taxation*Different types of partnerships*Tax obligations of partners *Role of the partnership agreement in tax reporting *Filing deadlines of Form 1065 | Werner Arthur J |
| 4/16/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Let's End Business Ethics (Webinar) (25WA-0491)25WA-0491 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 4/17/2025 | 5 - 7 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (25WA-0076)25WA-0076 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation | Calabrese Paul H. |
| 4/3/2025 | 10 - 11:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers (Webinar) (25WA-0107)25WA-0107 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling in NSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | McLeod Allison M. |
| 4/3/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Practical Excel Topics for the Public Accountant (Webinar) (25WA-0527)25WA-0527 | *Data validation*Underutilized, but powerful, formulas*Formulas for manipulating, transforming, and cleansing data*Formulas for data analysis*Reference formulas such as =VLOOKUP*Pivot tables | Harper Dr. Christopher |
| 4/17/2025 | 12 - 1:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-0783)25WA-0783 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 4/28/2025 | 9 - 11:55 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Business Intelligence (BI) and Business Analytics (BA) (Webinar) (25WA-0069)25WA-0069 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession | Cokins Gary |
| 4/3/2025 | 6 - 7:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (25WA-2037)25WA-2037 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity | |
| 6/19/2025 | 8 - 9:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (25WA-0798)25WA-0798 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) | Werner Arthur J |
| 4/28/2025 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (25WA-0597)25WA-0597 | *Flexible Work Options*Employee Engagement*Talent Management Strategy | |
| 4/19/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Circular 230 and Rogue Return Preparers (Webinar) (25WX-0144)25WX-0144 | *The authority of Circular 230 on return preparers*The possible penalties for violating Circular 230*How to answer ethical situations with clients*Characteristics of return preparers who prepare false tax returns*How to identify the violations in real life examples | Nordlander Robert |
| 4/10/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (25WA-0553)25WA-0553 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation | Calabrese Paul H. |
| 4/18/2025 | 12 - 1:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (25WA-1600)25WA-1600 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating | Cokins Gary |
| 6/3/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (25WA-0685)25WA-0685 | *Accounting*Finance | Fountain Lynn |
| 4/24/2025 | 6 - 7:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (25WA-0248)25WA-0248 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/9/2025 | 3 - 4:15 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Navigating Difficult Conversations with Clients (Webinar) (25WA-0974)25WA-0974 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service | |
| 5/5/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Next Generation Excel Reporting (Webinar) (25WA-0900)25WA-0900 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports | Stephens Tommy G |
| 5/1/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| How to Build High-Performing Teams in Challenging Times (Webinar) (25WX-0176)25WX-0176 | *Collaboration at its best*Creating Psychological safety*Building trust, even when it has been lost*The need for cognitive diversity amongst teams | |
| 4/14/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-2252)25WA-2252 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 6/27/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 2 (Cryptology) (Webinar) (25WA-1935)25WA-1935 | *Forensic Accounting*Accounting*Finance*Auditing | Fountain Lynn |
| 6/14/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (25WA-2259)25WA-2259 | *Accounting*Finance | Fountain Lynn |
| 6/27/2025 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (25WA-0989)25WA-0989 | *Accounting*Sales*Collections | Fountain Lynn |
| 5/5/2025 | 4 - 5:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Leadershift: How to Embrace Disruption and Lead Change (Webinar) (25WX-0352)25WX-0352 | *Why it is critical to lead change in your company now*The seven steps of leading change*How to set expectations*How to create a vision that achieves buy-in*How to form a coalition, an essential component of any change effort*How to create and mobilize change networks to accelerate change *The best of the best communication strategies*How to establish simple 360 feedback *Managing yourself | |
| 4/28/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-1699)25WA-1699 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 6/6/2025 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Providing Ethical Leadership: Learning to be the Best Version of Yourself (Webinar) (25WA-1005)25WA-1005 | *Examining the lives of ordinary people whose moral courage had a significant impact on those around them.*How anyone, irrespective of their role in an organization, can inspire others to embrace ethical attitudes.*Showing how even simple actions can outsized effect on a person's sphere of influence. | McLeod Allison M. |
| 5/5/2025 | 10 - 11:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-1574)25WA-1574 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 6/2/2025 | 11 a.m. - 2 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (25WA-1751)25WA-1751 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 6/7/2025 | 11 p.m. - 1 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Are You Up to the Challenge? Test Your Skills as a Quality Control Reviewer (Webinar) (25WA-0832)25WA-0832 | *AICPA professional standards*EQCR expectations*Firm-specific considerations*Best practices for reducing the frequency of review points*Best practices for mitigating the severity of review points*Examples of common EQCR deficiencies*The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26*An interactive, hands-on EQCR simulation | Harper Dr. Christopher |
| 4/29/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The ABCs of Advisory Services (Webinar) (25WA-1895)25WA-1895 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues | Werner Arthur J |
| 6/13/2025 | 1:30 - 3:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Network Forensics (Webinar) (25WA-1039)25WA-1039 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/6/2025 | 4 - 5:15 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Leadershift: Drive Results Through Ethical Performance Management (Webinar) (25WX-0384)25WX-0384 | *How inspirational leadership is the foundation that ethically drives results.*Simplify the complex: Walk through the Results Model and discover practical how-to examples of execution.*Hacks for getting great results with specific examples you can leverage in your business:*The How: Empower your people to feel like an owner, managing difficult conversations well, leading with empathy and what that looks like, how it should feel, motivational coaching techniques to get your employee relationships back on track, and unleashing the power of appreciation and gratitude.*The What: Powerful score-carding, transformational goal-setting conversations, and positive accountable follow-up. | |
| 4/30/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| A Practical Guide to Trusts (Webinar) (25WA-0960)25WA-0960 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of an estate plan*Advantages of an irrevocable life insurance trust*How to create a dynasty trust*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool*Trust options to provide security for older clients*Advantages, tax consequences, and limits on charitable contributions and private foundations*Charitable remainder and charitable lead trust issues*How trusts can serve as asset protection devices Business trust issues | Werner Arthur J |
| 5/3/2025 | 9 a.m. - 4:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's 2023 Excel Best Practices (Webinar) (25WA-1286)25WA-1286 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel | Stephens Tommy G |
| 5/17/2025 | 4 - 11:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (25WA-0515)25WA-0515 | *Accounting and Finance | Fountain Lynn |
| 4/17/2025 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Form 1120S: Preparation and Analysis (Webinar) (25WA-0432)25WA-0432 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations | Werner Arthur J |
| 4/15/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Critical Thinking Masterclass (Webinar) (25WX-0132)25WX-0132 | *Cognitive bias*Conducting a "thinking audit"*Metathinking*Professional skepticism*Decision mapping*Habit replacement*Emotional intelligence*Memory enhancement | Groves Toby L. |
| 4/9/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Communication Miracles at Work and in Life: Part 1 (Webinar) (25WA-2313)25WA-2313 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/30/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-1823)25WA-1823 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 6/11/2025 | 11 a.m. - 12:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Drive Results with Metrics (Webinar) (25WA-0147)25WA-0147 | *Performance metrics*Budgets | Daly John L |
| 4/5/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding and Preventing Budget Calamities (Webinar) (25WA-1730)25WA-1730 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/7/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (25WA-1014)25WA-1014 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development | |
| 5/5/2025 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's 2023 Microsoft Teams (Webinar) (25WA-1560)25WA-1560 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization | Stephens Tommy G |
| 5/31/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-1695)25WA-1695 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/6/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Financial Statement Presentation and Disclosure (Webinar) (25WA-0732)25WA-0732 | *U.S. GAAP and Special purpose frameworks*Form and content of financial statements: Balance sheets*Income statements; Statements of cash flows*Retained earnings and/or owners' equity statements*Comprehensive income*Supplementary information*Comparative vs. single-period financial statements*Sufficiency of disclosures*Illustrative disclosures frequently encountered in small-to-medium reporting entities*Industry-specific nuances | Harper Dr. Christopher |
| 4/25/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Audit 103: Adapting to the Engagement - Complying with SSARS (Webinar) (25WX-0044)25WX-0044 | *Compare and contrast the basis and requirements of preparing financial statements, compilations, reviews, and audits*Critical elements of compilation, review, and audit reports*Impact of special purpose accounting frameworks and other special issues*Exercise on designing inquiries and analytics in a review*Case study differentiating the scope of various non-attest and attest services*Avoiding litigation risks in accounting services | Louis Jennifer |
| 4/2/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (25WA-2039)25WA-2039 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management | Gallagher Chuck |
| 6/19/2025 | 8 - 10:10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (25WA-1221)25WA-1221 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. | Lindell James T |
| 5/14/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
| The Controllership Series: The Controller's Role in Procurement Function (Webinar) (25WA-2013)25WA-2013 | *Accounting*Finance*Procurement | Fountain Lynn |
| 6/18/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (25WA-2224)25WA-2224 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program | Walden Vincent |
| 6/26/2025 | 6 - 7:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (25WA-1254)25WA-1254 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/15/2025 | 10 - 11:20 a.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Social Media: The Bare Necessities (Webinar) (25WA-0315)25WA-0315 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy | |
| 4/11/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Profitability Pricing: Boost your Bottom Line (Webinar) (25WA-1210)25WA-1210 | *Competitive bids*Achieving target profitability | Daly John L |
| 5/14/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Complete Guide to the Preparation for Form 1041 (Webinar) (25WA-2081)25WA-2081 | *Form 1041 Preparation*Decedent's Estate Issues*Trust-Specific Challenges*Subchapter J Fundamentals*Compliance Strategies*Case Study Analysis | Werner Arthur J |
| 6/20/2025 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (25WA-0133)25WA-0133 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 4/4/2025 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Financial and Tax Accounting for Partnerships and LLCs (Webinar) (25WA-0028)25WA-0028 | *Review of the Accounting Standards Codification and its application to partnerships and LLCs*Review of the OCBOA/Special Purpose Frameworks and their application to partnerships and LLCs*Review of the AICPA financial reporting framework for small and medium-sized entities*Integration of these financial reporting approaches with accounting for issues in the formation of partnerships and LLCs*Financial accounting issues arising from changes in ownership of partnership and LLCs*Financial vs. tax accounting for partnership/LLC capital accounts*Review of Section 704(b) substantial economic effect rules and their relation to financial accounting*The integration of financial accounting for partnerships/LLCs with the Form 1065*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests*Deferred tax accounting for partnerships/LLCs*Completion of the Form 1065 Schedule M-1*Financial accounting for the operations of a partnership/LLC | Dilley Steven C |
| 4/1/2025 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's 2023 Excel Tips, Tricks, and Techniques for Accountants (Webinar) (25WA-0857)25WA-0857 | *Fundamental Excel techniques all accounting and financial professionals should know and use*Creating date-based calculations in Excel*How to create Excel templates*Key options you should enable in Excel*Linking data in Excel | Stephens Tommy G |
| 4/30/2025 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Introduction to Forensic Data Analytics (Webinar) (25WA-1141)25WA-1141 | *Data analytics*Key fraud risk management guidance documents *Data analytics frameworks *Leading techniques and innovations for preventing and detecting fraud | Walden Vincent |
| 5/10/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Financial Close Process (Webinar) (25WA-1158)25WA-1158 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 5/10/2025 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Was it Fraud or Just Poor Audit Quality? (Webinar) (25WA-2203)25WA-2203 | *Financial statement manipulation*Ethics enforcement process*Auditor conflicts of interest | Cotton David L |
| 6/26/2025 | 11 a.m. - 12:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Stand Out: How to Create a Unique Employer Brand (Webinar) (25WA-1819)25WA-1819 | *Employer Brand*Talent Management*Future of Work*Onboarding New Hires | |
| 6/10/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WX-0084)25WX-0084 | *Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox*Enhance creativity in your approach to developing Excel models | Harper Chris |
| 4/7/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Not All Heroes Wear Capes: Cybercrime Edition (Webinar) (25WA-1410)25WA-1410 | *What is cyber security*Common objections to investing in cyber security*5 steps to effectively protecting critical data | |
| 5/22/2025 | 12:30 - 1:30 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Audit 307: Client and Profitable Engagement Management (Webinar) (25WX-0240)25WX-0240 | *Importance of quality control on audits*Why engagement budgets are not used, and how to overcome the barriers to success*Determining useful budget amounts to use as a tool*Better engagement scheduling tips for improved efficiency*Making sure the client is ready on the first day of the audit*Delegating for professional development and leveraging audit hours*Handling difficult delegation scenarios*Better engagement wrap-up tips and techniques | Louis Jennifer |
| 4/18/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Annual Update for Accountants and Auditors (Webinar) (25WX-0378)25WX-0378 | *Accounting Standard Updates*Projects identified by the FASB's Invitation to Comment: Agenda Consultation.*Year 2 considerations for leases including modification accounting.*The impact of the changes to auditing group audits*The status of the AICPA's quality management project management.*The current work of the ASB. | Galasso Melisa |
| 4/30/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Office Scripts: The New Macros (Webinar) (25WA-0219)25WA-0219 | *Introduction to Office Scripts*Recording your first script*Integration with Power Automate | Stephens Tommy G |
| 4/8/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Coaching Skills That Improve Performance (Webinar) (25WA-1943)25WA-1943 | *Coaching*Effective Communication | Lindell James T |
| 6/16/2025 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (25WA-1518)25WA-1518 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/29/2025 | 9 a.m. - 5:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Coaching Skills That Improve Performance (Webinar) (25WA-1597)25WA-1597 | *Coaching*Effective Communication | Lindell James T |
| 6/3/2025 | 5 - 8:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Living to 100: The Challenges that Longevity Presents to Financial Planning for Clients (Webinar) (25WA-2269)25WA-2269 | *Proactive planning to address issues of longevity*Major issues involved in longevity --positive and negative*Tools and Resources *Expanding your skill set to address non-financial client issues | |
| 6/27/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Audit 404: Maximizing Analytic Procedure Evidence on Audits (Webinar) (25WX-0290)25WX-0290 | *Financial statement analysis, and communicating insights to financial statement users*Improving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatement*Developing plausible expectations for comparison to actual financial results*Detecting earnings management and other risks through analytic procedures | Louis Jennifer |
| 4/23/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting: When The Office is a Crime Scene (Webinar) (25WX-0197)25WX-0197 | *A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued*How to advise your client in approaching an allegation of embezzlement*What pitfalls may arise in finding the truth*The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions | Nordlander Robert |
| 4/15/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Dashboard and Report Design Principles Using Excel (Webinar) (25WA-1945)25WA-1945 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel | |
| 6/16/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Navigating Difficult Conversations with Coworkers (Webinar) (25WA-1919)25WA-1919 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership | |
| 6/14/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Rewards and Recognition Strategies for Leaders (Webinar) (25WA-2024)25WA-2024 | *Leadership*Recognition*Total Rewards*Employee Engagement | |
| 6/18/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| White-Collar Crime: What Every CPA Should Know (Webinar) (25WA-1472)25WA-1472 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | Cotton David L |
| 5/27/2025 | 6 - 7:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ASC 842, Leases: Implementation Issues and Lessons Learned (Webinar) (25WX-0267)25WX-0267 | *FASB's Accounting Standard Update for Leases (ASC Topic 842)*Key differences between ASC Topic 842 and ASC Topic 840*Implementation options, entries, practical expedients, and remeasurement-triggering events*FASB ASU 2023 - 01 - Leases (Topic 842): Common Control Arrangements | Henry Allison M. |
| 4/21/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-0394)25WA-0394 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* | Mirarchi Michael |
| 4/14/2025 | 9 - 10:25 a.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| Social Media: The Bare Necessities (Webinar) (25WA-0627)25WA-0627 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy | |
| 4/22/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Anti-Bullying and Sensitivity (Webinar) (25WA-0810)25WA-0810 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? | |
| 4/29/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| ChatGPT for Accountants: 50+ Use Cases (Webinar) (24WX-4518)24WX-4518 | *Introduction to ChatGPT and artificial intelligence chatbot technologies*Automating frequently asked questions and the onboarding process*Verifying and reviewing financial records*Providing real-time support to clients*Generating financial reports*Automating tax return preparation and financial planning*Providing guidance on financial decision making | Wasny Garrett |
| 3/31/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Activity-Based Costing: Is it Right for Your Organization? (Webinar) (25WX-0083)25WX-0083 | *ABC versus traditional costing*First-stage allocation*Determining predetermined overhead rates*Second-stage allocation*Activity-based reporting*Activity-based management | Harper Chris |
| 4/7/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Measuring Audit Risks (Webinar) (25WA-0192)25WA-0192 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 4/8/2025 | 9 - 11:50 a.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| K2's 2023 Kicking It Up A Notch With KPIs (Webinar) (25WA-1196)25WA-1196 | *How to look for data in your existing systems*The basics of data prep tools*Tools for tracking and reporting on KPIs | Tankersley Brian F |
| 5/13/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| What Does Fraud Look Like? (Webinar) (25WA-1763)25WA-1763 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 6/9/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Consulting for CPAs (Webinar) (25WA-1305)25WA-1305 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 5/19/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's 2023 The Best Kept Secrets Of Microsoft 365 (Webinar) (25WA-1320)25WA-1320 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use | Tankersley Brian F |
| 5/19/2025 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Financial Acumen for the HR Professional (Webinar) (25WA-1725)25WA-1725 | *Financial statement insight*Trend analysis*Financial benchmarks | Lindell James T |
| 6/7/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| PPP Fraud and Financial Professionals (Webinar) (25WX-0374)25WX-0374 | *Ethical dilemmas*Judicial proceedings*Mitigation strategies*Creating tools to help make better decisions*Atonement and reconciliation | Paperny Justin |
| 4/30/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (25WA-1247)25WA-1247 | *Technology*Cybersecurity | Melloy Jon |
| 5/15/2025 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Performance Auditing Made Easy (Webinar) (25WA-0455)25WA-0455 | *Performance audit standards*Performance audit types*Performance audit objectives | Cotton David L |
| 4/16/2025 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Business Intelligence (BI) and Business Analytics (BA) (Webinar) (25WA-0546)25WA-0546 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession | Cokins Gary |
| 4/18/2025 | 12 - 1:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Form 1120S: Preparation and Analysis (Webinar) (25WA-1366)25WA-1366 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations | Werner Arthur J |
| 5/21/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fringe Benefit Planning: Today and Beyond (Webinar) (25WA-0926)25WA-0926 | *Fringe Benefit Planning Fundamentals*Strategies Tailored for Business Owners and Employees*Navigating IRC §132 Fringe Benefit Option*Cafeteria Plans Demystified*Tax Management in Compensation Planning*Understanding the Implications of Dependent Care and Educational Assistance Plans*Implementing Flexible Spending Account Plans Effectively*Design Features and Regulations of Group Term Life Insurance Plans*Medical Savings Accounts Regulations*Financing Options for Retiree Medical Benefits*Health Care Benefits: Insured Plan vs. HMO Comparison*ERISA Reporting and Disclosure Requirements*IRC Common Control RulesOverview of Age and Sex Discrimination Rules | Werner Arthur J |
| 5/2/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (Webinar) (25WA-1520)25WA-1520 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/29/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial Statement Fraud (Webinar) (25WA-0120)25WA-0120 | *Financial statement fraud | |
| 4/4/2025 | 9 - 10:45 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Excel Best Practices And Features (Webinar) (25WA-1409)25WA-1409 | *What to look for in Excel 2024*How to take advantage of new functions and features in Excel*Integrating Excel data with other applications*Improving Excel security | Stephens Tommy G |
| 5/22/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Webinar) (25WX-0382)25WX-0382 | *The authority of the IRS in assessing tax penalties.*The types of penalties that can be removed.*The process the IRS uses to evaluate penalty abatements.*How to request penalty abatements.*Best practices in asking for penalty abatement, including using appeals. | Nordlander Robert |
| 4/30/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-0115)25WA-0115 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 4/4/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Individuals - 4 Hour (Webinar) (25WA-0447)25WA-0447 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 4/15/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Public Speaking and Confident Communication in Business (Webinar) (25WA-0266)25WA-0266 | *Communication*Public Speaking*Presentation Skills | |
| 4/10/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How-To Guide to Fraud Investigations (Webinar) (25WX-0145)25WX-0145 | *Typical asset misappropriation schemes and how they are carried out*Red flags of asset misappropriation schemes*Data analysis, including financial ratios that may identify irregularities*Analyzing financial statements for fraud investigations*In-depth asset misappropriation case study | Coenen Tracy L. |
| 4/10/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Accounting Solutions Mid-Market (Webinar) (25WA-1195)25WA-1195 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions | Tankersley Brian F |
| 5/13/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Ten Must Know Features In Excel (Webinar) (25WA-0982)25WA-0982 | *How to securely and efficiently collaborate with others*Using Excel for optimization scenarios*Creating "audit trails" in Excel*Define "dynamic arrays" and list examples of their benefits | Stephens Tommy G |
| 5/5/2025 | 12 - 1:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Performance Management: Hiring to Retiring (Webinar) (25WA-0970)25WA-0970 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 5/3/2025 | 10 - 11:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Performance Targets That Deliver Results Without Burnout (Webinar) (25WA-2110)25WA-2110 | *Performance target design*Target testing | |
| 6/21/2025 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (25WA-2028)25WA-2028 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture | |
| 6/18/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Preparation of Form 706 and 709: Understanding the Law (Webinar) (25WA-0801)25WA-0801 | *Estate and Gift Taxation Fundamentals*Valuation of Estate Assets*Components of the Gross Estate*Deductions in Estate Taxation*Charitable and Marital Deductions*Tax Credits and Their Application | Werner Arthur J |
| 4/28/2025 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Excel Tips and Tricks for the Non-Accountant (Webinar) (25WA-0638)25WA-0638 | *Understanding the workbook and worksheet environment*Obtaining and utilizing data*Editing and formatting*The "Insert" Menu*The "Page Layout" Menu*The "View" Menu*Selecting and using formulas*Shortcuts and tricks | Harper Dr. Christopher |
| 4/22/2025 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Imagining a World Without Non-Competes (Webinar) (25WA-2247)25WA-2247 | *Federal non-compete law*State non-compete law | Ackels Alana K. |
| 6/27/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-0856)25WA-0856 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 4/30/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (25WA-1533)25WA-1533 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert Minges Don |
| 5/30/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (25WA-2192)25WA-2192 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) | Werner Arthur J |
| 6/25/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Project Management: Getting the Best Out of Your Team (Webinar) (25WX-0312)25WX-0312 | *When to incorporate project management best practices to get the best out of your team*Five ways project management helps get the best out of your team | Mansfield Samantha |
| 4/24/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (25WA-1766)25WA-1766 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes | |
| 6/9/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (25WA-1261)25WA-1261 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 5/15/2025 | 6 - 8 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Audit 207: Sampling - Avoiding Common Mistakes on Audits (Webinar) (25WX-0151)25WX-0151 | *Types of sampling and sampling risk*Differentiating statistical and nonstatistical sampling approaches*Attribute testing for tests of controls and compliance*Variables sampling for substantive audit assurance when performing tests of details*Determining sample sizes in a compliance audit in conformance with Uniform Guidance | Louis Jennifer |
| 4/11/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Critical Thinking for Financial Professionals (Webinar) (25WX-0239)25WX-0239 | *Two Systems of Thinking*System 1*System 2 *How cognitive bias can cause you to make bad decisions *Anchoring *Availability *The Dunning-Kruger Effect *The Ikea Effect *The Rhyme as Reason Effect *Substitution *6 Tips for making better decisions | Daly John L |
| 4/18/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Harnessing ChatGPT: Unlocking Professional Efficiency (Webinar) (25WA-1326)25WA-1326 | *Leveraging prompt engineering in ChatGPT for various accounting tasks*Exploring the applications and limitations of ChatGPT in accounting*Empowering efficiency for everyday accounting tasks | Stephens Tommy G |
| 5/19/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The New AICPA Statements on Standards for Tax Services (Webinar) (25WA-0483)25WA-0483 | *Review of the new AICPA Statement on Standards for Tax Services*Reorganization of SSTS by type of work performed*Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities | Van Der Aa Douglas J |
| 4/16/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Planning in an Uncertain World (Webinar) (25WA-1188)25WA-1188 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 5/13/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Best-In-Class Recruiting Strategies (Webinar) (25WA-2196)25WA-2196 | *Recruiting & Retention*Talent Management*Employee Engagement | |
| 6/25/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Paperless Office (Webinar) (25WA-0725)25WA-0725 | *The importance of "going paperless"*Key technologies that facilitate a paperless office*Advantages of going paperless*Examples of leading document management systems and processes | Stephens Tommy G |
| 4/25/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Untold LinkedIn Hyper-Growth Story (Webinar) (25WA-1624)25WA-1624 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy | |
| 6/3/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Benefits and Best Practices for Telework (Webinar) (25WA-0121)25WA-0121 | *Business Management*Hybrid work options | |
| 4/4/2025 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Saving Time With Electronic Forms (Webinar) (25WA-0383)25WA-0383 | *Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool*The benefits and risks associated with using each approach*Examples of how tools can be used effectively, with examples | Stephens Tommy G |
| 4/12/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Making Culture A Competitive Advantage (Webinar) (25WA-0932)25WA-0932 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy* | |
| 5/2/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-2288)25WA-2288 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 6/28/2025 | 10:45 a.m. - 2:20 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Client Ethical Challenges: The CPA's Guide (Webinar) (25WA-0742)25WA-0742 | *How the CPA can meet the challenges presented by a new client*AICPA Code of Professional Conduct*AICPA Statements on Standards for Tax Services*IRS Circular 230*Case study illustration of how to bring the new client into ethical, proper financial and tax compliance | Dilley Steven C |
| 4/25/2025 | 12 - 1:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Cash Management: Strategies for Long-Term Success (Webinar) (25WA-1470)25WA-1470 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 5/26/2025 | 11 p.m. - 1 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book Ethics (Webinar) (25WA-0819)25WA-0819 | *GAGAS*Yellow Book*Independence | Galasso Melisa |
| 4/29/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Social Media: The Bare Necessities (Webinar) (25WA-1837)25WA-1837 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy | |
| 6/11/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Preparation of Form 706 and 709: Line-by-Line (Webinar) (25WA-2328)25WA-2328 | *Federal Form 706: Overview and Preparation*Federal Form 709: Understanding and Compliance*Portability in Estate Tax Planning*Coordinating Issues for Decedent's Final Income Tax Return*Postmortem Estate Planning Strategies*Recent Legislative Changes: Impact on Estate and Gift Taxation*Integrating Tax Planning into Client Services | Werner Arthur J |
| 6/30/2025 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Governmental Auditing Update: Yellow Book and Uniform Guidance (Webinar) (25WA-1458)25WA-1458 | *2024 Compliance Supplement*Uniform Guidance*Quality Management*Yellow Book | Galasso Melisa |
| 5/26/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 2024 Federal Tax Update: Partnership Updates (Webinar) (25WA-1467)25WA-1467 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS updates on Form K-2 and K-3*Criteria for using the Domestic Filing Exception | McLeod Allison M. |
| 5/26/2025 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-0389)25WA-0389 | *Communication*Leadership*Character*Behavior | |
| 4/14/2025 | 1 - 2:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| Inflation Reduction Act of 2022: Review and Update (Webinar) (25WA-0876)25WA-0876 | *Key provisions for individual taxpayers -- deductions and credits*Key provisions for business taxpayers -- new taxes, deductions, and credits*CHIPS Act provisions; Impacts on flow-through entities*New reporting requirements*Depreciation update: impact on bonus depreciation | Dilley Steven C |
| 4/30/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (25WA-1862)25WA-1862 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity | |
| 6/12/2025 | 6 - 7:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| When Leadership Fails (Webinar) (25WA-1190)25WA-1190 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 5/13/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-0387)25WA-0387 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 4/14/2025 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (25WA-0883)25WA-0883 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board | Mims Robert Minges Don |
| 5/1/2025 | 9 - 9:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Cases in Corporate Ethics: Discuss Real Life Conflicts (Webinar) (25WX-0315)25WX-0315 | *We introduce new case selections to this seminar every year. Past cases have included these issues:*Can you protect the public interest without violating our profession's confidentiality rules?*How can a corporate world CPA get in trouble with their board of accountancy?*Is a culture of fear and intimidation particularly susceptible to corporate fraud?*How can using the CPA credential get a corporate accountant in trouble?*Is exaggerating your CPE hours a violation of our professional codes of conduct?*What are your options when your employer is clearly breaking the law?*Does any legislation provide effective Whistleblower protection? | Daly John L |
| 4/25/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Audit 504: Making Rain - Success with Clients and Prospects (Webinar) (25WX-0376)25WX-0376 | *Continued marketing to existing clients*How to better connect with existing and prospective clients*Motivating prospective clients to engage with your firm*Methods for building value perceptions with existing and prospective clients*Differentiating your firm from the competition, including translating features into benefits*Handling objections and closing a sale | Louis Jennifer |
| 4/30/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (25WA-1673)25WA-1673 | *The basic benefits of why *The 5-15 report *Curiosity and creativity | O'Brien William |
| 6/5/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Successful Family Business (Webinar) (25WA-1643)25WA-1643 | *Business management*Organization | Lindell James T |
| 6/4/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Appreciation Intelligence: The New AI (Webinar) (25WA-1892)25WA-1892 | *Languages of appreciation*Appreciation strategies | |
| 6/13/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Treasury Circular 230 for EAs and Other Tax Preparers (Webinar) (25WA-0180)25WA-0180 | *Circular 230*Conflicts of interest* Loving case*RTRP*Other Ethical Issues *Fees*Qualifying continuing education | McLeod Allison M. |
| 4/7/2025 | 3 - 5 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Personal Leadership Skills (Webinar) (25WA-2279)25WA-2279 | *Leadership*Personality Types*Communication*Memory | Lindell James T |
| 6/28/2025 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Business Valuation Fundamentals (Webinar) (25WA-0715)25WA-0715 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* | |
| 4/25/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-0551)25WA-0551 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 4/18/2025 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Case Studies in Fraud and Technology Controls- 4 Hrs (Webinar) (25WA-0716)25WA-0716 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim | Stephens Tommy G |
| 4/25/2025 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's 2023 Implementing Internal Controls In Quickbooks Environments (Webinar) (25WA-0146)25WA-0146 | *Critical risks in QuickBooks environments*Internal control options that can mitigate risk to prudently acceptable levels*Enabling alternative control measures to improve internal controls in QuickBooks environments | Stephens Tommy G |
| 4/4/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 2024 Individual Federal Tax Update (Webinar) (25WA-2265)25WA-2265 | *Form 1040: Precise Tax Submissions*Recent Tax Code Changes: Updated Filings*IRC Sections Analysis: Understanding Tax Regulations*Updates in Income Taxation: Compliance Assurance*New Credits and Deductions: Maximizing Benefits*Complex Income Issues: Tailored Strategies*Itemized Deductions: Informed Client Benefits*Health Considerations: Maximizing Financial Benefits*Regulatory Shifts: Implications on Tax Strategies*Tax Planning Strategies: Client Financial Success | Werner Arthur J |
| 6/27/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Drive Results with Metrics (Webinar) (25WA-1576)25WA-1576 | *Performance metrics*Budgets | Daly John L |
| 6/2/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (25WA-1708)25WA-1708 | *Employee engagement*Values-based governance*Organizational culture*Employee relations | |
| 6/6/2025 | 2 - 3:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (25WA-2031)25WA-2031 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing | Daly John L |
| 6/19/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Indirect Rate Recovery for Non-Profits and Pass-Through Entities (Webinar) (25WA-2215)25WA-2215 | *Indirect rates*Sub-recipient relationship with PTEs*PPP loan forgiveness credit*The District of Columbia and MD laws on settlement of indirect rates with PTEs*10% de mnimis rate vs. indirect rate negotiation | Calabrese Paul H. |
| 6/26/2025 | 2 - 3:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-2136)25WA-2136 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 6/23/2025 | 1 - 2:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 2024 Individual Tax Update with Steve Dilley (Webinar) (25WA-0877)25WA-0877 | *Recent tax legislation, rulings and developments impacting individual taxpayers*Credits (child, dependent care, earned income, health)*Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics | Dilley Steven C |
| 4/30/2025 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| IRS Cybersecurity Checklist (Webinar) (25WA-1490)25WA-1490 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap | Werner Arthur J |
| 5/27/2025 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (25WA-1705)25WA-1705 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections | Mirarchi Michael |
| 6/6/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Understanding and Preventing Budget Calamities (Webinar) (25WA-1604)25WA-1604 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/3/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering Charitable Remainder Trusts and Form 5227 Compliance (Webinar) (25WA-0021)25WA-0021 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing | Werner Arthur J |
| 4/1/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| If You Only Knew What Microsoft Word Could Do (Webinar) (25WX-0351)25WX-0351 | *Best practices for those creating Word documents of all types*Using Word Styles to enhance and organize documents*Word features like PDF editing, automatic tables of contents, and cross-referencing that save time and add value | Egnatoff Karl W |
| 4/28/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-0776)25WA-0776 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 4/28/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Addressing Common Documentation Deficiencies (Webinar) (25WA-0661)25WA-0661 | *Documentation*Deficiencies | Galasso Melisa |
| 4/23/2025 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Transforming Strategic and Financial Management with ChatGPT: Insights for CPAs, CFOs and Controllers (Webinar) (25WA-1590)25WA-1590 | *Recognize the variety of ChatGPT uses in accounting.*Determine how to use ChatGPT.*Identify how ChatGPT improves customer, vendor, and industry research.*Recognize how ChatGPT aids in financial benchmarking.*Identify how ChatGPT can assist in financial analysis, budgeting and forecasting. | Lindell James T |
| 6/2/2025 | 1 - 3 p.m. | Online | 2.2 CPE (1 tech, 1.2 non-tech) | |
| K2's Harnessing ChatGPT: Unlocking Professional Efficiency (Webinar) (25WA-0931)25WA-0931 | *Leveraging prompt engineering in ChatGPT for various accounting tasks*Exploring the applications and limitations of ChatGPT in accounting*Empowering efficiency for everyday accounting tasks | Stephens Tommy G |
| 5/2/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Prevention and Detection of Fraud in Small Businesses (Webinar) (25WA-0782)25WA-0782 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management | Dycus Dennis F |
| 4/28/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Appreciation Intelligence: The New AI (Webinar) (25WA-1713)25WA-1713 | *Languages of appreciation*Appreciation strategies | |
| 6/6/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Introduction To Excel Macros (Webinar) (25WA-0858)25WA-0858 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions | Stephens Tommy G |
| 4/30/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (25WA-1275)25WA-1275 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) | Minges Don Zeune Gary D |
| 5/17/2025 | 3 - 4:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| How Fraud Can Affect Smaller Organizations (Webinar) (25WX-0350)25WX-0350 | *The reasons for fraud*Fraudulent acts that are initiated against smaller organizations*Methods to stop fraud attempts against small businesses | Egnatoff Karl W |
| 4/28/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Hold Your Horses! How Landmark Fraud May Have Been Avoided (Webinar) (25WX-0062)25WX-0062 | *Key aspects of Rita Crundwell's theft*Internal controls that could have prevented the theft*Internal controls that could have detected the theft in a timely manner*Independence in both fact and appearance*Lessons for CPA firms*Lessons for government agencies | Harper Chris |
| 4/4/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Securing Your Data: Practical Tools For Protecting Information (Webinar) (25WA-1198)25WA-1198 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk | Stephens Tommy G |
| 5/13/2025 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| How to Choose the Right Business Entity for Your Client (Webinar) (25WA-0417)25WA-0417 | *Recent tax legislation and developments related to choice of entity -- such as sole proprietorship, single member LLCs, partnership/LLCs, S corporations, and C corporations*Impact of the Section 199A deduction*Ramifications of the C to S election and the S to C election*Corporate tax rate to individual tax rate comparison examples | Dilley Steven C |
| 4/14/2025 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (25WA-0035)25WA-0035 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 4/2/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's 2023 Excel Essentials For Staff Accountants (Webinar) (25WA-0276)25WA-0276 | *Best practices for creating and working with Excel workbooks*Effectively using Excel functions when creating formulas*The importance of PivotTables in modern reporting environments*Best practices for formatting your workbooks | Stephens Tommy G |
| 4/10/2025 | 2 - 9:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Communication Miracles at Work and in Life: Part 1 (Webinar) (25WA-0186)25WA-0186 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 4/8/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-2251)25WA-2251 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 6/27/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (25WA-1038)25WA-1038 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/6/2025 | 6 - 7:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Audit Skills for Client Management Webinar Bundle (Webinar) (25WX-0023)25WX-0023 | *Course 1: Audit 301: Code of Professional Conduct - Key for Auditors | CPE: 2 | Description: Code of Professional Conduct will dig deeper into important foundational principles, primarily focusing on threats to independence and how to avoid or appropriately safeguard them. The AICPAs Code of Professional Conduct provides guidance for ethical business conduct, as well as other potentially relevant ethical requirements from the PCAOB and international bodies. An important pillar of any Code of Professional Conduct is the rules governing independence when performing attest services, particularly when both attest and non-attest services are provided.*Course 2: Audit 302: Planning Effective and Efficient Audits | CPE: 2 | Description: Planning Effective and Efficient Audits will focus on how to enhance engagement team brainstorming and discussions to leverage knowledge to create a high-quality and profitable audit approach. The biggest factors that lead to an effective and efficient financial statement audit are the properly identification, evaluation, and response to risk of material misstatement. Assessed risk of material misstatement leads to the generation of the nature, timing and extent of further audit procedures.*Course 3: Audit 303: Internal Controls - Required Communications | CPE: 2 | Description: Internal Control - Required Communications will help the auditor with understanding how to improve required internal control communications to be more value-added from the perspective of the client. Professional and regulatory audit standards require communication of internal control matters noted in a financial statement audit. This assists management and those charged with governance with satisfying responsibilities for designing, implementing, maintaining, and monitoring internal controls. In addition, in order to retain existing clients, lower fee pressures and gain invaluable referral sources, financial statement auditors must place a priority on being a value-added business advisor.*Course 4: Audit 304: Auditing Basic Investments - Common Risks | CPE: 2 | Description: Auditing Basic Investments will provide an overview for evaluating the proper recognition, measurement and disclosure of the most common investments types. Many small- and mid-size entities hold less-complex investments, including mutual funds, 'plain vanilla' derivatives (such as interest rate swaps), and permanent life insurance policies.*Course 5: Audit 305: Strengthening Substantive Analytic Procedures | CPE: 2 | Description: Strengthening Substantive Analytic Procedures will provide the tips and best practice techniques for strengthening substantive analytic procedures in order to reduce over-reliance on tests of details. One of the ways to perform a more effective and efficient audit is to maximize the use of substantive analytic procedures in the detailed audit plan.*Course 6: Audit 306: Reviewing Workpapers - A Role in Quality Control | CPE: 2 | Description: Reviewing Workpapers will provide the tips and tools for satisfying important workpaper reviewer responsibilities. Audit documentation provides the principal support for an auditor's report. Therefore, it is critical for workpaper reviewers to perform quality control procedures to ensure that technical, professional, and regulatory standards are met. In addition, the workpaper review process should be used as a tool for professional development and promoting efficient audits.*Course 7: Audit 307: Client and Profitable Engagement Management | CPE: 2 | Description: Client and Profitable Engagement Management will provide guidance on how to maximize return on time spent with critical areas, such as budgeting, scheduling, client assistance, and delegation. Sound client and engagement management can influence both the effectiveness and efficiency of an audit engagement.*Course 8: Audit 308: Audit Reporting and General Audit Procedures | CPE: 2 | Description: Audit Reporting and General Audit Procedures will provide guidance for properly altering financial statements and audit reports for certain complex transactions and events that are often uncovered through general audit procedures, such as subsequent testing, reviewing minutes, and more. Each set of financial statements and auditor's report thereon must properly address the unique circumstances of the specific reporting entity's circumstances. | Louis Jennifer |
| 4/1/2025 | 6 a.m. - 10 p.m. | Online | 16 CPE (14 tech, 2 non-tech) | 2 Ethics |
| Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (25WA-1427)25WA-1427 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard | O'Brien William |
| 5/23/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Resolving Ethical Dilemmas: You Make the Call (Webinar) (25WA-1016)25WA-1016 | *Ethical frameworks*Threats and safeguards to objectivity and independence | Cotton David L |
| 5/6/2025 | 5 - 6:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (25WA-2113)25WA-2113 | *Technology*Cybersecurity | Melloy Jon |
| 6/21/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2'S An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (25WA-0753)25WA-0753 | *Information Technology*Cryptocurrency*Blockchain | Yoss Stephen M |
| 4/26/2025 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's 2023 Case Studies in Fraud and Technology Controls- 4 Hrs (Webinar) (25WA-1283)25WA-1283 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim | Stephens Tommy G |
| 5/17/2025 | 12 - 3:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (25WA-2198)25WA-2198 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 6/25/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (25WA-1549)25WA-1549 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 5/30/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (25WA-1239)25WA-1239 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 5/15/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Single Audit Update (Webinar) (25WA-0208)25WA-0208 | *2024 Compliance Supplement*Uniform Guidance*Common Deficiencies | Galasso Melisa |
| 4/8/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Excel Charting And Visualizations (Webinar) (25WA-1287)25WA-1287 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations | Stephens Tommy G |
| 5/17/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (25WA-2321)25WA-2321 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections | Mirarchi Michael |
| 6/30/2025 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-1799)25WA-1799 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 6/10/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 2024 Accounting and Auditing Update for Small Businesses (Webinar) (25WA-0370)25WA-0370 | *FRF for SMEs*Quality Management*Private Company Council | Galasso Melisa |
| 4/12/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Implementation Challenges with the New FASB Lease Standard (Webinar) (25WX-0322)25WX-0322 | *FASB's Accounting Standard Update for Leases (ASC Topic 842).*Key differences between ASC Topic 842 and ASC Topic 840.*Commitments that are on the balance sheet: operating leases and finance leases*Allocation consideration to lease and nonlease components.*Lease payments, discount rate, inception date, commencement date, lease term.*Impairments of right-of-use asset, modifications, subleases.*Policy elections and disclosures. | Henry Allison M. |
| 4/25/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (25WA-1778)25WA-1778 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 6/9/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Owning an Electric Vehicle: Costs and Considerations (Webinar) (25WX-0121)25WX-0121 | *Understand how gas, electric and hybrid vehicles differ*Vehicle types*Know the costs to purchase, maintain, and charge electric vehicles*Anticipate start-up costs for charging an EV at your business or home*Understand charger types and when to use or install each one*Overcoming "range anxiety" | Daly John L |
| 4/9/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (25WA-0229)25WA-0229 | *Mental Health Awareness | Sexton Andy Ayers Chad |
| 4/9/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| ProActive Response: Active Shooter Training - Recognize. Respond. Survive. (Webinar) (25WA-0606)25WA-0606 | *Early Warning Signs *Concerning Behavior Changes*Getting out*Barricading your area*Fighting for survival*Disarming the assailant*Tourniquets (commercial and improvised)*Pressure Dressings*Chest Seals | Sexton Andy Ayers Chad |
| 4/21/2025 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-0396)25WA-0396 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 4/14/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Reference Rate Reform (Webinar) (25WA-0763)25WA-0763 | *Reference Rate Reform*LIBOR*SOFR | Galasso Melisa |
| 4/26/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's 2023 Accessing And Managing Data In Excel (Webinar) (25WA-0196)25WA-0196 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations | Stephens Tommy G |
| 4/8/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Practical Ethics and Circular 230 Compliance for CPAs (Webinar) (25WA-1961)25WA-1961 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation | Werner Arthur J |
| 6/16/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (25WA-2270)25WA-2270 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers | Werner Arthur J |
| 6/27/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Progressive Management Accounting (Webinar) (25WA-0068)25WA-0068 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change | Cokins Gary |
| 4/3/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Your Front-Row Ticket to the 2024 Accounting and Auditing Season (Webinar) (25WA-0834)25WA-0834 | *Analysis of relevant GAAP provisions*Reminders regarding the continuing importance of ASC 606 for revenue recognition*Fresh perspectives of lease accounting in the wake of ASC 842 implementation*Overview of U.S. GAAP alternatives for certain entities*Summary of selected, salient standards for today's audit, review, and compilation engagements | Harper Dr. Christopher |
| 4/29/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Optimizing Your Tech Stack For Efficiency and Cost-Effectiveness (Webinar) (25WA-0966)25WA-0966 | *Conducting a tech stack assessment, including an inventory of current tools and applications*Identifying essential and redundant tools*Exploring cost-effective alternatives*Calculating your total cost of ownership | Stephens Tommy G |
| 5/3/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (25WA-0450)25WA-0450 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture | |
| 4/15/2025 | 6 - 7:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Small Business Risk Avoidance (Webinar) (25WA-2301)25WA-2301 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! | O'Brien William |
| 6/28/2025 | 8 - 11:50 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| A Practical Guide to Trusts (Webinar) (25WA-0205)25WA-0205 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of an estate plan*Advantages of an irrevocable life insurance trust*How to create a dynasty trust*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool*Trust options to provide security for older clients*Advantages, tax consequences, and limits on charitable contributions and private foundations*Charitable remainder and charitable lead trust issues*How trusts can serve as asset protection devices Business trust issues | Werner Arthur J |
| 4/8/2025 | 10 a.m. - 5:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-0907)25WA-0907 | *Business Management*Organization | Lindell James T |
| 5/2/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: The Controller's Role in Procurement Function (Webinar) (25WA-1116)25WA-1116 | *Accounting*Finance*Procurement | Fountain Lynn |
| 5/9/2025 | 3 - 4:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Optimize Your Staff's Performance (Webinar) (25WA-1719)25WA-1719 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment | O'Brien William |
| 6/6/2025 | 2 - 5:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Audit 406: Auditing Revenue Recognition - Common Risks (Webinar) (25WX-0308)25WX-0308 | *Generally accepted accounting principles related to sales, including the newest revenue recognition model of Topic 606*Common revenue recognition fraud schemes and potential audit responses*Audit responses to significant risks requiring special audit consideration related to revenue recognition | Louis Jennifer |
| 4/24/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Adobe Acrobat: Increase Your Productivity With PDF Files (Webinar) (25WX-0183)25WX-0183 | *Navigating Adobe Acrobat DC*Creating PDF files from other applications*Organize PDF files and pages within a PDF*Using the annotation tools to review and markup PDF files*Preparing your PDF for printing*Creating links to pages, files and websites*Securing your PDF files*Searching PDF files*Creating fillable forms*Adobe Acrobat integration with Office 365 | Higgins John H |
| 4/14/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| White-Collar Crime: What Every CPA Should Know (Webinar) (25WA-1129)25WA-1129 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | Cotton David L |
| 5/10/2025 | 2 - 3:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Business Consulting for CPAs (Webinar) (25WA-2058)25WA-2058 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 6/20/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Audit 203: Auditing Accounts Receivable - Common Risks (Webinar) (25WX-0122)25WX-0122 | *Typical risks of material misstatement related to accounts receivable*Practice tailoring the detailed audit plan to the assessed risk of material misstatement*Overview of more complex issues, such as methods for converting accounts receivable to cash*External confirmation audit considerations, including evaluating responses for propriety*Evaluating the valuation of accounts receivable | Louis Jennifer |
| 4/9/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-0264)25WA-0264 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 4/10/2025 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (25WA-0510)25WA-0510 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 4/17/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Accounting for Leases (Webinar) (25WA-0087)25WA-0087 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 4/3/2025 | 2 - 4:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (25WA-0903)25WA-0903 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing | Daly John L |
| 5/2/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (25WA-2291)25WA-2291 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity | |
| 6/28/2025 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-1788)25WA-1788 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 6/10/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Social Media: The Bare Necessities (Webinar) (25WA-0976)25WA-0976 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy | |
| 5/5/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controller Function: Inventory Part 1 (Webinar) (25WA-1615)25WA-1615 | *Accounting*Finance*Operations | Fountain Lynn |
| 6/3/2025 | 1 - 2:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (25WA-1641)25WA-1641 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management | Gallagher Chuck |
| 6/4/2025 | 12 - 2:10 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Form 1120S: Preparation and Analysis (Webinar) (25WA-0862)25WA-0862 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations | Werner Arthur J |
| 4/30/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Emotional Intelligence (Webinar) (25WA-1891)25WA-1891 | *Emotions*Relationships | |
| 6/13/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Accounting and Auditing Update for Small Businesses (Webinar) (25WX-0010)25WX-0010 | *Accounting Standards Updates (ASUs) that are most likely to impact small businesses*ASUs initiated by the Private Company Council (PCC).*Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs*Audit standards that small business auditors will need to implement. | Galasso Melisa |
| 4/1/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Giving Feedback that Delivers Results (Webinar) (25WA-1838)25WA-1838 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 6/11/2025 | 10 - 11:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 2024 Individual Federal Tax Update (Webinar) (25WA-0375)25WA-0375 | *Form 1040: Precise Tax Submissions*Recent Tax Code Changes: Updated Filings*IRC Sections Analysis: Understanding Tax Regulations*Updates in Income Taxation: Compliance Assurance*New Credits and Deductions: Maximizing Benefits*Complex Income Issues: Tailored Strategies*Itemized Deductions: Informed Client Benefits*Health Considerations: Maximizing Financial Benefits*Regulatory Shifts: Implications on Tax Strategies*Tax Planning Strategies: Client Financial Success | Werner Arthur J |
| 4/12/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Planning in an Uncertain World (Webinar) (25WA-2101)25WA-2101 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 6/21/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-1907)25WA-1907 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 6/14/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Progressive Management Accounting (Webinar) (25WA-1876)25WA-1876 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change | Cokins Gary |
| 6/13/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Advanced Excel (Webinar) (25WA-0501)25WA-0501 | *Collaboration and security techniques*Tables, data models, and PivotTables*Advanced formulas*Data queries*Creating effective visualizations | Stephens Tommy G |
| 4/17/2025 | 6 p.m. - 1:40 a.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Fiduciary Accounting for Estates and Trusts (Webinar) (25WA-0485)25WA-0485 | *10 Principles of Tax Accounting for Trust Income*Entity accounting income and Form 1041*Uniform Principal and Income Act*Discretionary Power to Adjust*Allocations between principal and income*Trust accounting issues | Van Der Aa Douglas J |
| 4/16/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Upholding Independence While Holding Your Client's Hand (Webinar) (25WA-0144)25WA-0144 | *Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence*Review the AICPA's Code of Professional Conduct*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters | Harper Dr. Christopher |
| 4/4/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Public Procurement Basics: Protecting the People's Money (Webinar) (25WA-1454)25WA-1454 | *Code of Federal Regulation*Procurement*Federal Funds | |
| 5/26/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-2204)25WA-2204 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 6/26/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Cloud Forensics (Webinar) (25WA-2047)25WA-2047 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/19/2025 | 2 - 3:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Multistate Taxation: Issues and Planning Opportunities (Webinar) (25WA-1229)25WA-1229 | *Multistate Business Activities*Nexus and Implications*State Taxable Income*Business-Related Issues*Formulas and Their Application*Audit Defense Strategies*State Specific Regulations*Choice of Business Entity*Interstate Commerce Clauses*Domicile in relation to State Death Taxation | Werner Arthur J |
| 5/14/2025 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Consulting Services Secrets (Webinar) (25WA-1747)25WA-1747 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants | |
| 6/7/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Business Consulting for CPAs (Webinar) (25WA-0261)25WA-0261 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 4/10/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (25WA-1640)25WA-1640 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team | |
| 6/4/2025 | 12 - 4:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| Performance Management: Hiring to Retiring (Webinar) (25WA-2026)25WA-2026 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 6/18/2025 | 3 - 4:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Assessing Independence Under the New Yellow Book (Webinar) (25WA-0429)25WA-0429 | *Independence*Threats*Safeguards | Galasso Melisa |
| 4/15/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (25WA-0747)25WA-0747 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture | |
| 4/25/2025 | 11 a.m. - 12:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (25WA-1586)25WA-1586 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language | Mims Robert |
| 6/2/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-2128)25WA-2128 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 6/23/2025 | 1 - 2:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-2175)25WA-2175 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 6/25/2025 | 3 - 6 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Create Visuals in Power BI to Successfully Analyze Data (Webinar) (25WX-0304)25WX-0304 | *Tour of the Power BI Desktop Interface: Understand the layout, tools, and features of Power BI Desktop.*Tour of PowerBI.com Interface: Familiarize with the online environment of Power BI for report creation.*Importing Power Pivot Data Model: Understand how to integrate Power Pivot models into Power BI for more complex data analysis.*Building Visuals: Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling.*Review of Available Visuals: Explore the variety of visuals available in Power BI and their appropriate applications.*Power BI Desktop Features: Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities.*Building Interactivity into Visuals: Learn to create dynamic and interactive reports that engage and inform.*Publishing Reports to PowerBI.com: Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration. | Smith Bryan |
| 4/24/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Data Extraction, Transformation, Validation the Right Data Sources for Analysis (Webinar) (25WA-2223)25WA-2223 | *Understand various data types *Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | Walden Vincent |
| 6/26/2025 | 6 - 7:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Excel Essentials For Staff Accountants (Webinar) (25WA-0721)25WA-0721 | *Best practices for creating and working with Excel workbooks*Effectively using Excel functions when creating formulas*The importance of PivotTables in modern reporting environments*Best practices for formatting your workbooks | Stephens Tommy G |
| 4/25/2025 | 4 - 11:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Resolving Ethical Conflicts (Webinar) (25WA-0425)25WA-0425 | *Standards and techniques for resolving ethical conflict*How to have a conversation about a tough issue without having it destroy the relationship*What to do when talking fails | Daly John L |
| 4/15/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (25WA-1094)25WA-1094 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 5/8/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-1360)25WA-1360 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Crawford Frank W Pembrook Chris |
| 5/21/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Emerging Technologies For Accountants, Including Blockchain And Cryptocurrencies (Webinar) (25WA-1026)25WA-1026 | *Understanding many of today's emerging technologies and their role in business environments*Applied examples of artificial intelligence and machine learning*Risks associated with emerging technologies | Stephens Tommy G |
| 5/6/2025 | 6 - 9:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's AI Confidential: Privacy And Artificial Intelligence (Webinar) (25WA-1322)25WA-1322 | *Tools for evaluating and summarizing licenses and privacy policies*Definitions of significant terms and concepts often used in software licenses*Review critical terms associated with services like Microsoft 365 or QuickBooks Online | Stephens Tommy G |
| 5/19/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Balancing Employee and Employer Rights (Webinar) (25WA-1830)25WA-1830 | *Customary management functions.*Delegation of authority.*Implementing changes in terms of employment.*Fundamental duties owed to employer.* | Mirarchi Michael |
| 6/11/2025 | 11 a.m. - 12:25 p.m. | Online | 1.4 CPE (0 tech, 1.4 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (25WA-1260)25WA-1260 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 5/15/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Can't We All Just Get Along? Understanding and Appreciating Our Differences (Webinar) (25WA-0848)25WA-0848 | *Emotional Intelligence*Communication*Teamwork | |
| 4/30/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Using OneNote More And Email Less (Webinar) (25WA-0498)25WA-0498 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email | Clark Connie |
| 4/17/2025 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-2154)25WA-2154 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 6/24/2025 | 6 - 7:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Prevention and Detection of Fraud in Small Businesses (Webinar) (25WA-1420)25WA-1420 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management | Dycus Dennis F |
| 5/23/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (25WA-1946)25WA-1946 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes | |
| 6/16/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Accessing Your Company's Data With Power Query And Power BI (Webinar) (25WA-1379)25WA-1379 | *Utilizing Power Query to access data from the web, spreadsheets, folders, and databases*Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel*Producing various reporting documents from data delivered from Power Query | Stephens Tommy G |
| 5/21/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's 2023 QuickBooks for Accountants (Webinar) (25WA-1197)25WA-1197 | *New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies | Stephens Tommy G |
| 5/13/2025 | 1 - 8:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Productivity Hacks for Working Remote (Webinar) (25WA-1816)25WA-1816 | *Virtual Work*Remote Work*Telecommuting*Flexible Work Options | |
| 6/10/2025 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-1715)25WA-1715 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 6/6/2025 | 2 - 3 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's Effective Automation and Outsourcing (Webinar) (25WA-1325)25WA-1325 | *Overview of how firms and businesses currently use automation and outsourcing*Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations*Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology*Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments | Stephens Tommy G |
| 5/19/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controller Function: Cash and Investments (Webinar) (25WA-2116)25WA-2116 | *Accounting*Finance | Fountain Lynn |
| 6/21/2025 | 10 - 11:20 a.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| K2's 2023 Shredding Your Servers And Going Virtual (Webinar) (25WA-0913)25WA-0913 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers | Tankersley Brian F |
| 5/2/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Data Extraction, Transformation, Validation the Right Data Sources for Analysis (Webinar) (25WA-1142)25WA-1142 | *Understand various data types *Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | Walden Vincent |
| 5/10/2025 | 11 a.m. - 12:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (25WA-0507)25WA-0507 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 4/17/2025 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| S Corporation Essentials: Review and Update (Webinar) (25WA-0341)25WA-0341 | *Recent tax legislation, rules, and developments impacting S-corporations*S corporation shareholder basis in stock and debt*Schedules K-2 and K-3 reporting*Basis of indebtedness*S corporation open account debt*Limitation of deduction of losses*AAA and distributions | Van Der Aa Douglas J |
| 4/11/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's 2023 QuickBooks for Accountants (Webinar) (25WA-0757)25WA-0757 | *New features in QuickBooks Desktop and Online*Enhancing internal controls in QuickBooks-based environments*Improving financial and operational reporting when using QuickBooks and QuickBooks Online*Best practices for setting up companies | Stephens Tommy G |
| 4/26/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Social Media: The Bare Necessities (Webinar) (25WA-1579)25WA-1579 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy | |
| 6/2/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Aftermath of Government Investigations: Varsity Blues (Webinar) (25WX-0334)25WX-0334 | *Securities Laws and College Admissions Scandal*Undercover investigations*Prosecutors and Plea Agreements*Justice and Convictions*Cooperation Agreements*Costs of Contesting the Charge*Relevant Conduct and Sentencing | Paperny Justin |
| 4/28/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Instant Audit? Just Add Risk Assessment (Webinar) (25WA-0867)25WA-0867 | *The audit risk model*Risk assessment*Linking risks to audit procedures*Other responses to risks*Documentation | Harper Dr. Christopher |
| 4/30/2025 | 4 - 4:55 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Managing the Accounting Department (Webinar) (25WA-0353)25WA-0353 | *Accounting*Leadership*Management | Lindell James T |
| 4/12/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Many Faces of Fraud Shedding Light on the Tactics of Modern Day Swindlers (Webinar) (25WA-1313)25WA-1313 | *Understanding Fraud*Psychology and Motivation of Fraudsters*Detection and Prevention Strategies*Real World Case Studies*Effective Fraud Management | Gallagher Chuck |
| 5/19/2025 | 10 a.m. - 12:10 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (25WA-1677)25WA-1677 | *Accounting*Finance*Cashflow | Fountain Lynn |
| 6/5/2025 | 2 - 3:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Building a Better Budget in a Time of Uncertainty (Webinar) (25WX-0247)25WX-0247 | *Budgets vs. Forecasts*Cyclicality*Core Earnings & Sustainable Growth*Identifying Key Forecast Drivers*Reasonableness in Forecasting*Approaches to Budgeting*Budgeting Variances*Horizontal Analysis*Flexible Budgeting | Peters David R. |
| 4/18/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Cost and Pricing Models: Creating an Effective Tool (Webinar) (25WA-0038)25WA-0038 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit | Daly John L |
| 4/2/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Annual Update for Governments and Not-for-Profits (Webinar) (25WA-0283)25WA-0283 | *Compensated Absences*Financial Reporting Model*2024 Compliance Supplement*Yellow Book*Quality Management | Galasso Melisa |
| 4/10/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Data, Predictive Analytics and Business Intelligence for Controllers/CFOs (Webinar) (25WA-0242)25WA-0242 | *DA and BI relationship to accountant value.*Current trends in BI and DA, including the emergence of AI tools like ChatGPT.*The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.*Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.*BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities. | Lindell James T |
| 4/9/2025 | 8 - 11:45 a.m. | Online | 4 CPE (1.5 tech, 2.5 non-tech) | |
| Combatting Sexual Harassment in the Workplace (Webinar) (25WA-1776)25WA-1776 | *Sexual harassment prevention*Company culture | Ackels Alana K. |
| 6/9/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The AB5s of Employees and Independent Contractors (Webinar) (25WA-0644)25WA-0644 | *Four ways to classify a worker*IRS 20 Factors*20% Section 199A deduction*Cost of misclassifying an employee*Section 530 relief*Game changing impact of the Dynamex case and AB5 | Van Der Aa Douglas J |
| 4/22/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (25WA-1564)25WA-1564 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business | Stephens Tommy G |
| 5/31/2025 | 3 - 7 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (25WA-1529)25WA-1529 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) | Zeune Gary D Minges Don |
| 5/30/2025 | 9 - 10:10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| 2024 Annual Update for Accountants and Auditors (Webinar) (25WA-0207)25WA-0207 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits | Galasso Melisa |
| 4/8/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Leadership Skills of Tomorrow: Delegate and Listen (Webinar) (25WX-0293)25WX-0293 | *Three levels of listening*Strategies to remain focused*Building trust through listening*Tactics to practice the Titanium Rule*Delegating with confidence*Establishing an accountability system | |
| 4/23/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (25WA-1959)25WA-1959 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims *Agency rulings curtailing confidentiality and non-disparagement clauses in agreements | Ackels Alana K. |
| 6/16/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Controller's Role in Procurement Function (Webinar) (25WA-0439)25WA-0439 | *Accounting*Finance*Procurement | Fountain Lynn |
| 4/15/2025 | 2 - 3:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| The Controllership Series: The Treasury Function Part 1 - Cash and Investing (Webinar) (25WA-1231)25WA-1231 | *Accounting*Finance*Cash Investments | Fountain Lynn |
| 5/14/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (25WA-1958)25WA-1958 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 6/16/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Top 10 Payroll Questions You Didn't Even Know You Had (Webinar) (25WX-0360)25WX-0360 | *Questions and answers for 10 of the most commonly asked questions employers and business owners have about payroll*Payroll taxes and payroll return requirements for employers*Payroll-related requirements affecting employers, including overtime and bonus withholding.*Federal and state requirements related to common payroll issues, including pay stub and pay frequency.*Organizational and business strategies that employers should consider when running payroll, including frequency of pay, who is running payroll, how best to pay your employees, and record retention policies. | Bystrom Elizabeth A |
| 4/29/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Combatting Sexual Harassment in the Workplace (Webinar) (25WA-2229)25WA-2229 | *Sexual harassment prevention*Company culture | Ackels Alana K. |
| 6/26/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-1980)25WA-1980 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 6/17/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Simplify Outlook Meeting Scheduling with Office 365 Bookings (Webinar) (24WX-4521)24WX-4521 | *Overview of the Bookings app functionality*Step by step demonstration of how to setup your private Bookings web page*Defining your meeting types / services*Configuring text message reminder notifications*Setting your scheduling policies*Customize your Bookings page form to capture important information while booking an appointment.*Integrate with Microsoft Teams Meetings | Higgins John H |
| 3/31/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Mastering Advanced Excel Functions (Webinar) (25WA-0859)25WA-0859 | *Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays*How to use "legacy" features and functions such as AGGREGATE*Creating effective forecasts in Excel | Stephens Tommy G |
| 4/30/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| IRS Strategic Plan 2023-2026 and Impacts on US Tax Pros (Webinar) (25WX-0109)25WX-0109 | *Overview of the IRS Strategic Plan 2023-2026*Key goals and priorities of the IRS Strategic Plan*Measures the IRS plans to take to achieve its goals*Implications of the IRS Strategic Plan for tax professionals and regulatory ethics*Changes to the way the IRS provides services and communicates with taxpayers*Strategies for staying up-to-date on IRS policies and procedures*Case studies of the impacts of the IRS Strategic Plan on the accounting profession | Wasny Garrett |
| 4/8/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Navigating Difficult Conversations with Clients (Webinar) (25WA-1577)25WA-1577 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service | |
| 6/2/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (25WA-1785)25WA-1785 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing | Daly John L |
| 6/10/2025 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Estate Planning for Today and Beyond (Webinar) (25WA-1815)25WA-1815 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships | Werner Arthur J |
| 6/10/2025 | 11 a.m. - 6:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Practical Ethics and Circular 230 Compliance for CPAs (Webinar) (25WA-0561)25WA-0561 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation | Werner Arthur J |
| 4/18/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Audit 306: Reviewing Workpapers - A Role in Quality Control (Webinar) (25WX-0227)25WX-0227 | *Documentation as a means of audit quality*Responsibilities of the workpaper reviewer*Appropriate review notes at various phases of the engagement, including before and after audit report date and report release*Important tips for providing reviews notes that will promote an effective and efficient financial statement audit | Louis Jennifer |
| 4/17/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: How to Give and Receive Criticism the Right Way (Webinar) (25WX-0362)25WX-0362 | *Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinar*Writing exercises, so you can see how these lessons apply to your own CPA practice and personal life*True stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way | Weinstein Bruce |
| 4/29/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| AI and You (Webinar) (25WA-1685)25WA-1685 | *Leadership*Future of Work*Workforce Planning*Change Management*Technology in HR*Job Redesign* | |
| 6/5/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Audit 105: The Audit Risk Model - Foundational Principles (Webinar) (25WX-0059)25WX-0059 | *The reason that entities engage a financial statement audit*The applicable financial reporting frameworks available *The various phases of a financial statement audit*Evaluating and documenting audit risk, both at the overall and relevant assertion level*Case study differentiating high-risk audit engagements and higher-risk audit areas | Louis Jennifer |
| 4/3/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cyber Attacks Through Impersonation (Webinar) (25WX-0324)25WX-0324 | *Impersonation techniques used to launch cyber attacks*Cybercriminals' focus: stealing financial assets and intellectual property*Practical advice on controls to implement to reduce victimization from impersonation cyber attacks*Practical advice to reduce the impact of a cyber attack | |
| 4/25/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's 2023 Accessing And Managing Data In Excel (Webinar) (25WA-1399)25WA-1399 | *Using Power Query to link data into Excel*Manipulating Excel data with data transformations*Creating data models using Power Query*Examples of common and useful transformations | Stephens Tommy G |
| 5/22/2025 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Performance Targets That Deliver Results Without Burnout (Webinar) (25WA-1948)25WA-1948 | *Performance target design*Target testing | |
| 6/16/2025 | 3 - 4:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (25WA-0595)25WA-0595 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals | Werner Arthur J |
| 4/19/2025 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controller Function: Strategic and Annual Planning (Webinar) (25WA-0961)25WA-0961 | *Accounting*Finance*Auditing | Fountain Lynn |
| 5/3/2025 | 10 - 11:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| What's New in Excel (Webinar) (25WX-0283)25WX-0283 | *New features and tools in Excel*Updates to the Excel Function Library | Egnatoff Karl W |
| 4/22/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| DEI in the Remote Work Era (Webinar) (25WA-1500)25WA-1500 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations | |
| 5/28/2025 | 2 - 3:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Deep Dive into Quality Management (Webinar) (25WA-0788)25WA-0788 | *Quality Management*Risk Assessment*SQMS | Galasso Melisa |
| 4/28/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Employment Law 101 (Webinar) (25WA-2230)25WA-2230 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act *Family Medical Leave Act *Fair Labor Standards Act *Equal Pay Act *National Labor Relations Act *Fair Credit Reporting Act | Ackels Alana K. |
| 6/26/2025 | 10 - 11:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| There is NO Such Thing as 'Business Ethics' featuring John Levy and Don Minges (Webinar) (25WA-0885)25WA-0885 | *Should ethical behavior be something that we always do?*Is ethical behavior situational?*Why being ethical will help you succeed personally and professionally*Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives | Levy John F Minges Don |
| 5/1/2025 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| I want the TRUTH: Preparing to be an Expert Witness (Webinar) (25WA-1411)25WA-1411 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques | Cotton David L |
| 5/23/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics and Technology for CPAs (Webinar) (25WX-0098)25WX-0098 | *The foundational ethical principles CPAs are required to follow and how these principles apply to audit quality, data privacy and security, and the use of emerging technologies.*The profession's need to change to meet its ethics standard in a technology-centric environment.*Changes being considered by the AICPA and the National Association of State Boards of Accountancy that could impact the profession. | Henry Allison M. |
| 4/7/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Coaching and Counseling: Performance Management (Webinar) (25WA-2137)25WA-2137 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 6/23/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-0170)25WA-0170 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 4/7/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Getting Started With Artificial Intelligence (Webinar) (25WA-1383)25WA-1383 | *Understanding AI tools available today*Creating accounts in AI platforms*Querying data from AI platforms*Customizing your AI subscriptions | Stephens Tommy G |
| 5/21/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Managerial Accounting: Your Prescription for Better Decisions (Webinar) (25WA-0335)25WA-0335 | *Target profit and Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis*Budgeting | Harper Dr. Christopher |
| 4/11/2025 | 3 - 6:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic and Fraud Interviewing Techniques and Skills (Webinar) (25WA-1226)25WA-1226 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/14/2025 | 3 - 5 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| SAS 145: Risk Assessment (Webinar) (25WA-0431)25WA-0431 | *SAS 145*Risk Assessment*Internal Controls | Galasso Melisa |
| 4/15/2025 | 3 - 4 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Inventory, Expense and Payroll Fraud (Webinar) (25WA-1102)25WA-1102 | *Methods of committing inventory, expense and payroll fraud*What to look for when observing inventory*Detection of inventory fraud*How to recognize fictitious expenses*How to recognize altered expenses*Indicators of fake documentation*The three main reason we ask for documentation*Detection and prevention of ghost employees | Dycus Dennis F |
| 5/9/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Avoiding Budget People Issues: Managing Budgeting's Soft Side (Webinar) (25WA-1521)25WA-1521 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/29/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-1264)25WA-1264 | *Communication*Leadership*Character*Behavior | |
| 5/16/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Adobe Acrobat Tips for Working with PDF Files (Webinar) (25WX-0381)25WX-0381 | *Review of all that Adobe Acrobat has to offer*Organizing your PDFs with bookmarks, links, file attachments and more*Formatting the presentation of PDFs with headers, footers and watermarks*Creating and processing fillable forms*Processing documents for e-signature*Tips for converting email messages, documents and spreadsheets into PDF format*Combining multiple PDF files into a single binder *Utilizing the security features of Adobe Acrobat to protect document confidentiality | Higgins John H |
| 4/30/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Navigating Leaves of Absence (Webinar) (25WA-1546)25WA-1546 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act *Special rules for managers *Handling fraud, abuse, and performance issues in connection with a leave of absence | Ackels Alana K. |
| 5/30/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (25WA-2193)25WA-2193 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals | Werner Arthur J |
| 6/25/2025 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (25WA-2056)25WA-2056 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations | |
| 6/19/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Accounting and Attestation for ESG (Webinar) (25WA-0663)25WA-0663 | *ESG*Sustainaibility | Galasso Melisa |
| 4/23/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (25WA-1846)25WA-1846 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. | Werner Arthur J |
| 6/11/2025 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Controller Function: Cash and Investments (Webinar) (25WA-1037)25WA-1037 | *Accounting*Finance | Fountain Lynn |
| 5/6/2025 | 6 - 7:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-2130)25WA-2130 | *Communication*Leadership*Character*Behavior | |
| 6/23/2025 | 11 a.m. - 12:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| Drive Results with Metrics (Webinar) (25WA-0428)25WA-0428 | *Performance metrics*Budgets | Daly John L |
| 4/15/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 2) (Webinar) (25WA-0565)25WA-0565 | *Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 4/18/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting in the Wake of COVID-19 (Webinar) (25WX-0172)25WX-0172 | *Risk assessment*Government assistance*Pandemic-related accounting pronouncements*Learning to be an auditor in a pandemic environment*Financial statement disclosures*Exploring liquidity options*Accounting tools and techniques for supporting managerial decisions*Engagement and workforce management*Other current events as appropriate | Harper Chris |
| 4/14/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-2245)25WA-2245 | *Technology*Cybersecurity | Melloy Jon |
| 6/27/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Trust Fund Recovery Penalty And Request For Refund (Webinar) (25WX-0002)25WX-0002 | *Learning about the Trust Fund Recovery Penalty (TFRP).*Understanding pre-843 requirements when making a request for refund.*Employing an effective strategy for removing the Trust Fund Recovery Penalty (TFRP) using IRS internal records.*Appealing a rejected Form 843.*Live case examples for making a request for refund using Form 843. | |
| 4/1/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (25WA-1497)25WA-1497 | *Mental Health Awareness | Sexton Andy Ayers Chad |
| 5/28/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (25WA-2309)25WA-2309 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues | Minges Don Mims Robert |
| 6/30/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| A Practical Guide to Trusts (Webinar) (25WA-1455)25WA-1455 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of an estate plan*Advantages of an irrevocable life insurance trust*How to create a dynasty trust*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool*Trust options to provide security for older clients*Advantages, tax consequences, and limits on charitable contributions and private foundations*Charitable remainder and charitable lead trust issues*How trusts can serve as asset protection devices Business trust issues | Werner Arthur J |
| 5/26/2025 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Yellow Book: From Beginning to End (Webinar) (25WA-1090)25WA-1090 | *Introduction*Foundation and principles*General requirements for complying with Government Auditing Standards*Ethics, independence and professional judgment*Competence and continuing professional education*Quality control and peer review*Standards for financial audits*Standards for attestation engagements and reviews of financial statements | Inzina J. Michael |
| 5/8/2025 | 12 - 8 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Small Business Accounting Solutions and Add-Ons (Webinar) (25WA-1300)25WA-1300 | *Current landscape of small business accounting software*Strengths and limitations of critical solutions*Effective add-ons and integrations*Implementation strategies | Stephens Tommy G |
| 5/17/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-0207)25WX-0207 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success*Learn how to evaluate these qualities in job candidates and why you must do so | Weinstein Bruce |
| 4/16/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's Ripped From the Headlines: Lessons From Interesting Tech Crimes (Webinar) (25WA-1407)25WA-1407 | *Common security weaknesses that occur with hardware and software at home and in the office*Malware, ransomware, data breach, and incident response tips*Internal control failures which result in the theft of assets or unauthorized manipulation of data | Stephens Tommy G |
| 5/22/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-0188)25WA-0188 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 4/8/2025 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Best-In-Class Recruiting Strategies (Webinar) (25WA-0599)25WA-0599 | *Recruiting & Retention*Talent Management*Employee Engagement | |
| 4/19/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Imagining a World Without Non-Competes (Webinar) (25WA-1977)25WA-1977 | *Federal non-compete law*State non-compete law | Ackels Alana K. |
| 6/17/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (24WX-4523)24WX-4523 | *New concepts due to the issuance of SAS No. 145Revised requirement to separately assess inherent risk and control riskA new definition of significant risk New emphasis on IT controls and risk of material misstatementNew guidance on maintaining professional skepticismRevised requirements to evaluate the design of certain controlsRevised requirements regarding audit documentationNew guidance on scalability | |
| 3/31/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 The Digital Home (Webinar) (25WA-0081)25WA-0081 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip | Tankersley Brian F |
| 4/3/2025 | 6 - 7:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Thrive Amidst the Chaos: Three Steps to Increase Your Energy and Learn to Dance in the Rain (Webinar) (25WA-1610)25WA-1610 | *Health and Wellness*Burnout*Stress Management*Employee Engagement | |
| 6/3/2025 | 6 - 7 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (25WA-0508)25WA-0508 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 4/17/2025 | 12 - 7:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Personal Leadership Skills (Webinar) (25WA-0003)25WA-0003 | *Leadership*Personality Types*Communication*Memory | Lindell James T |
| 4/1/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Topic 842: Understanding the New Lease Accounting Standard (Webinar) (25WA-0413)25WA-0413 | *What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on lessors and lessees*Disclosures and transition rules*Effective dates | Harper Dr. Christopher |
| 4/14/2025 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Introduction to the Property and Casualty Insurance Industry (Webinar) (25WX-0155)25WX-0155 | *The unique regulatory world of insurance*Differences from other industries*Differences within the industry*Types of accounting*Involvement of specialists*Tax considerations | Gohl Keely |
| 4/11/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Design Flexible Work Options To Attract and Retain Your Workforce (Webinar) (25WA-2119)25WA-2119 | *Flexible Work Options*Employee Engagement*Talent Management Strategy | |
| 6/21/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (25WA-1279)25WA-1279 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert Minges Don |
| 5/17/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Financial and Tax Accounting for S Corporations and Partnerships (Webinar) (25WX-0278)25WX-0278 | *Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S Corporations*Financial accounting issues arising from changes in ownership*Financial vs. tax accounting for partnership/LLC capital accounts*Section 704(b) substantial economic effect rules and their relation to financial accounting*The integration of financial accounting with Forms 1065 and 1120S*Financial accounting basis for ownership interests vs. tax accounting basis for ownership interests*Deferred tax accounting for partnerships/LLCs and S Corporations*Financial accounting for the operations of a partnership/LLC*Financial accounting impact of the C to S election and the S to C election*Financial and tax accounting for S Corporation shareholder equity and partner capital accounts*Financial vs. tax accounting for loans to and from S Corporations and their shareholders | Dilley Steven C |
| 4/22/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-1834)25WA-1834 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 6/11/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Fraud Risk Management (Webinar) (25WA-1692)25WA-1692 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 6/6/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Power of a Good Story! (Webinar) (25WA-0260)25WA-0260 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road | O'Brien William |
| 4/9/2025 | 8 - 11:35 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's 2023 The Best Kept Secrets Of Microsoft 365 (Webinar) (25WA-0817)25WA-0817 | *New features and tips and tricks in Microsoft 365*Learn how to take advantage of optional services like Bookings, Shifts, Information Rights Management, and Approvals*See some of the tools you can activate to help your team create and share video content intended only for internal use | Tankersley Brian F |
| 4/29/2025 | 5 - 6:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Ethics of Care in the Workplace (Webinar) (25WX-0126)25WX-0126 | *Ethical Values and Principles*Compassion*Managing Expectations*Respect and Humility*Attribution Theory | |
| 4/9/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Ethics Hour: Deceit and the Whys Behind the Lies - Understanding Ethics (Webinar) (25WA-1055)25WA-1055 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert Minges Don |
| 5/7/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Optimize Your Staff's Performance (Webinar) (25WA-2303)25WA-2303 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment | O'Brien William |
| 6/28/2025 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (25WA-2033)25WA-2033 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. | Minges Don McLeod Allison M. |
| 6/19/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-1187)25WA-1187 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 5/13/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How To Use Microsoft 365 Forms to Create Online Surveys (Webinar) (25WX-0321)25WX-0321 | *Overview of the Microsoft 365 Forms app features and capabilities*Step-by-step review and demonstration of the Forms app*Designing your form or survey*Creating form questions*Using branching to eliminate unnecessary questions based on form input data*Customizing the form theme / style*Manage form response settings*Distribute forms via link, website or email*Review of the completed forms response report*Exporting forms data to Excel for further analysis | Higgins John H |
| 4/25/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Communication Skills for Introverts (Webinar) (25WX-0370)25WX-0370 | *The five areas to improve your communication that will be presented are:*Listening*Writing*Understanding your audience*Virtual communication*Non-verbal Communication | Elder Jennifer H |
| 4/29/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Controller Function: Cash and Investments (Webinar) (25WA-1648)25WA-1648 | *Accounting*Finance | Fountain Lynn |
| 6/4/2025 | 12 - 1:20 p.m. | Online | 1.4 CPE (1.4 tech, 0 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (25WA-2254)25WA-2254 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 6/27/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (25WA-1676)25WA-1676 | *Accounting*Finance | Fountain Lynn |
| 6/5/2025 | 4 - 5:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| IRS Cybersecurity Checklist (Webinar) (25WA-0404)25WA-0404 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap | Werner Arthur J |
| 4/14/2025 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Managing the Accounting Department (Webinar) (25WA-1941)25WA-1941 | *Accounting*Leadership*Management | Lindell James T |
| 6/16/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Audit 401: Critical Traits of a Thinking Auditor (Webinar) (25WX-0275)25WX-0275 | *Improving a firm's financial results*Improving effective and efficient audits*Transforming the audit through creative thinking*Managing change for positive outcomes*Retaining client through ensuring exceptional service*Developing other professional through mentoring, counseling, and delegation | Louis Jennifer |
| 4/22/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's 2023 Using OneNote More And Email Less (Webinar) (25WA-0195)25WA-0195 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email | Clark Connie |
| 4/8/2025 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Complete Guide to the Preparation for Form 1041 (Webinar) (25WA-0695)25WA-0695 | *Form 1041 Preparation*Decedent's Estate Issues*Trust-Specific Challenges*Subchapter J Fundamentals*Compliance Strategies*Case Study Analysis | Werner Arthur J |
| 4/24/2025 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Topic 842: Understanding the New Lease Accounting Standard (Webinar) (25WA-0871)25WA-0871 | *What is a lease?*Recognition and measurement of lease assets and liabilities*Impact on lessors and lessees*Disclosures and transition rules*Effective dates | Harper Dr. Christopher |
| 4/30/2025 | 2 - 3:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (25WA-0673)25WA-0673 | *Technology*Cybersecurity | Melloy Jon |
| 4/24/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (25WA-1951)25WA-1951 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program | Walden Vincent |
| 6/16/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's 2023 The Digital Home (Webinar) (25WA-0983)25WA-0983 | *Configuring your router and network to make it more secure*Review online services to help your family share information and stay in touch*Take advantage of the latest home gadgets and devices from CES 2023 and understand what technologies are "ready for prime time" and which ones you should skip | Tankersley Brian F |
| 5/5/2025 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Coaching and Counseling: Addressing Misconduct (Webinar) (25WA-1833)25WA-1833 | *Insubordination*Personality and attitude problems.*Generalized disparaging comments*Previously unaddressed conduct.*Misconduct due to mental condition*Corrective action meetings and documentation.*Attendance control. | Mirarchi Michael |
| 6/11/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| I want the TRUTH: Preparing to be an Expert Witness (Webinar) (25WA-1015)25WA-1015 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques | Cotton David L |
| 5/6/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (25WA-0240)25WA-0240 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. | Werner Arthur J |
| 4/9/2025 | 9 a.m. - 4:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Single Audit from Beginning to End Update (Webinar) (25WA-1290)25WA-1290 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence | Inzina J. Michael |
| 5/17/2025 | 8:30 a.m. - 4:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Performance Auditing Made Easy (Webinar) (25WA-1566)25WA-1566 | *Performance audit standards*Performance audit types*Performance audit objectives | Cotton David L |
| 6/2/2025 | 8 - 9:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controllership Series: The Financial Close Process (Webinar) (25WA-0920)25WA-0920 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 5/2/2025 | 1 - 2:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Navigating Difficult Conversations with Coworkers (Webinar) (25WA-0975)25WA-0975 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership | |
| 5/5/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| DEI in the Remote Work Era (Webinar) (25WA-0232)25WA-0232 | *DEI*Employee engagement*Remote work*Organizational culture*Employee relations | |
| 4/9/2025 | 8 - 9:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Ethics Hour: Ethics in the Real World (Webinar) (25WA-1052)25WA-1052 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues | Karwic Richard A Minges Don |
| 5/7/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Expand Your Analytical Toolbox More Tools for Success (Webinar) (25WA-1936)25WA-1936 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full | O'Brien William |
| 6/14/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Cost and Pricing Models: Creating an Effective Tool (Webinar) (25WA-1851)25WA-1851 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit | Daly John L |
| 6/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Consulting Services Secrets (Webinar) (25WA-0218)25WA-0218 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants | |
| 4/8/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's What's Now, What's Next: Emerging Technologies (Webinar) (25WA-1304)25WA-1304 | *Quantum Computing*The integration of physical and digital experiences*Self-supervised learning*Synthetic data and its implications for AI training | Stephens Tommy G |
| 5/17/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Progressive Management Accounting (Webinar) (25WA-1212)25WA-1212 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change | Cokins Gary |
| 5/14/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (25WA-1582)25WA-1582 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Pembrook Chris Crawford Frank W |
| 6/2/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding and Preventing Budget Calamities (Webinar) (25WA-0071)25WA-0071 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 4/3/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (25WA-1230)25WA-1230 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) | Werner Arthur J |
| 5/14/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-0582)25WA-0582 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples | O'Brien William |
| 4/19/2025 | 8 - 11:45 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Illicit to Essential: Marijuana and Hemp/CBD Evolving Issues (Webinar) (25WX-0222)25WX-0222 | *Fast-paced discussion of what has been learned in other more mature markets like Colorado, Oregon and California*Discussion of what to expect in emerging markets where there is currently only medical access to cannabis or recent state legal regulatory access to recreational cannabis*The state of Colorado will be used as an example of cannabis economics and regulatory oversight | Seigneur Ronald L |
| 4/17/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Staff Retention Keep the Best People (Webinar) (25WA-1575)25WA-1575 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 6/2/2025 | 12 - 3 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT (Webinar) (25WA-0014)25WA-0014 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 4/1/2025 | 1 - 2:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's GAAP for SMEs, Tax and Cash Frameworks Update (Webinar) (25WX-0113)25WX-0113 | *Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program that impact SMEs*Update and review of the tax and cash special purpose frameworks*Update and review of the AICPA Financial Reporting Framework for SMEs*Update on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation | Haig Walter J |
| 4/8/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Personal Leadership Skills (Webinar) (25WA-1942)25WA-1942 | *Leadership*Personality Types*Communication*Memory | Lindell James T |
| 6/16/2025 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (25WA-1178)25WA-1178 | *Accounting*Finance | Fountain Lynn |
| 5/12/2025 | 8 - 9:10 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (25WA-0904)25WA-0904 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues | Mims Robert Minges Don |
| 5/2/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The SECURE Act 2.0 - Planning Opportunities for Employers (Webinar) (25WA-0705)25WA-0705 | *Implications for employers*Starter Section 401(k) plans for small employers*Requiring automatic 401(k) enrollment*Improving worker access to emergency savings*Increasing part-time workers' access to retirement accounts*Statute of Limitations on excise taxes imposed on overcontributions to retirement plans*Multiple employer Section 403(b) plans*Automatic portability provisions*Other changes in the administration of company retirement plans | McLeod Allison M. |
| 4/24/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (25WA-1469)25WA-1469 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 5/26/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Financial and Tax Accounting for S Corporations (Webinar) (25WA-0488)25WA-0488 | *Review of the Accounting Standards Codification and its relationship to financial accounting for S corporations*Review of OCBOA/Special Purpose Frameworks and their relationship to financial accounting for S corporations*Review of the AICPA "small" GAAP rules*The impact of the entity's tax status history on its financial accounting*Deferred tax accounting for S corporations*Required S status financial accounting disclosures*Financial accounting impact of the C to S election and the S to C election*The relationship of financial accounting and the Form 1120S*Financial and tax accounting for S corporation shareholder equity account | Dilley Steven C |
| 4/16/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-0948)25WA-0948 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 5/3/2025 | 1 - 2:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (25WA-0619)25WA-0619 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) | Zeune Gary D Minges Don |
| 4/22/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| Practical Ethics and Circular 230 Compliance for CPAs (Webinar) (25WA-2142)25WA-2142 | *Taxpayers' rights and protections*Professional oversight in tax practice*Navigating Circular 230 complexities*Ethical practice before the IRS*Preparer roles and responsibilities*Compliance with rules on written advice*Ensuring client confidentiality*Upholding best practices in tax preparation | Werner Arthur J |
| 6/23/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Payroll Essentials: The Payroll Cycle of Life (Webinar) (24WX-4510)24WX-4510 | *A general review of compensation and payroll taxes from a broad perspective*A walk through of the payroll process*Explanations and examples of payroll processing, payroll tax deposits, and payroll returns*Resources, recommendations, and guidance on compensation, payroll and payroll related topics | Bystrom Elizabeth A |
| 3/31/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Understanding Your Ransomware Risk (Webinar) (25WA-0579)25WA-0579 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk | Stephens Tommy G |
| 4/19/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (25WA-1974)25WA-1974 | *Technology*Cybersecurity | Melloy Jon |
| 6/17/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Business Valuation Fundamentals (Webinar) (25WA-1023)25WA-1023 | *Business Valuation Fundamentals*The Objective - What type of report is needed?*The Process*Agreed Upon Procedures*Calculation of Value*Conclusion of Value*Industry*Sanity Checks -- Would you pay or accept the value if it were your company?* | |
| 5/6/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Case Studies in Fraud and Technology Controls - 8 Hrs (Webinar) (25WA-1025)25WA-1025 | *Key fraud risks impacting businesses today*Examples of fraud and the monetary impact on victims*How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim | Stephens Tommy G |
| 5/6/2025 | 9 a.m. - 4:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Managing with a CEO Mentality (Webinar) (25WX-0263)25WX-0263 | *Developing a CEO Mindset: Sharrin will discuss how to cultivate the mindset necessary for effective leadership, emphasizing the qualities and thought processes that define successful CEOs.*Strategic Thinking: The session will cover how to think strategically, which is crucial for making decisions that benefit the long-term objectives of an organization.*Decision Making: Sharrin will share insights into making informed decisions that align with a company's goals, ensuring that each choice contributes to the bigger picture.*Inspiring and Motivating Teams: Leadership is as much about leading people as it is about managing business operations. Sharrin will provide techniques for inspiring teams, motivating them towards common goals, and fostering a positive work environment.*Fostering a Culture of Accountability: Understanding how to create a culture where everyone takes responsibility for their actions and contributions is vital. This part of the session will focus on building accountability within teams.*Driving High Performance: Lastly, Sharrin will share strategies to drive high performance in organizations, ensuring that both leaders and their teams are operating at their best. | |
| 4/21/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Walter Haig's GAAP for SMEs, Tax and Cash Frameworks Update (Webinar) (24WX-4525)24WX-4525 | *Amendments to the U.S. Accounting Standards Codification (i.e. - U.S. GAAP) issued during the 18-month period prior to the program that impact SMEs*Update and review of the tax and cash special purpose frameworks*Update and review of the AICPA Financial Reporting Framework for SMEs*Update on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation | Haig Walter J |
| 3/31/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Giving Feedback that Delivers Results (Webinar) (25WA-1859)25WA-1859 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 6/12/2025 | 6 - 7:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (25WA-1351)25WA-1351 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues | Mims Robert Minges Don |
| 5/21/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (25WA-1680)25WA-1680 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/5/2025 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| SAS 145: Modern Risk-Based Auditing (Webinar) (25WA-0870)25WA-0870 | *Introducing SAS 145*Revisiting audit risk*Risk assessment in the SAS 145 Era*Analyzing SAS 145*Documentation requirements | Harper Dr. Christopher |
| 4/30/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-2139)25WA-2139 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 6/23/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's What's Now, What's Next: Emerging Technologies (Webinar) (25WA-0730)25WA-0730 | *Quantum Computing*The integration of physical and digital experiences*Self-supervised learning*Synthetic data and its implications for AI training | Stephens Tommy G |
| 4/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's 2023 Accounting Solutions Mid-Market (Webinar) (25WA-0755)25WA-0755 | *Probable third-party solutions required*Accounting solutions for specific industries*Specific strategies to use in selecting a system*Guidance on preparatory steps and conversions | Tankersley Brian F |
| 4/26/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-1853)25WA-1853 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 6/12/2025 | 6 - 9 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| K2'S An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (25WA-1193)25WA-1193 | *Information Technology*Cryptocurrency*Blockchain | Yoss Stephen M |
| 5/13/2025 | 2 - 5:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Key Tax Issues Facing Business and Industry (Webinar) (25WA-0297)25WA-0297 | *Update and review of recent and key tax developments impacting business and industry*Tax depreciation update and review*Research & Experimentation review and update*Interest expense deduction*Business losses*Travel and entertainment expense rules*Independent contractor vs. employee | Van Der Aa Douglas J |
| 4/10/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Mastering Charitable Remainder Trusts and Form 5227 Compliance (Webinar) (25WA-1030)25WA-1030 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing | Werner Arthur J |
| 5/6/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-0851)25WA-0851 | *Communication*Teamwork*Collaboration | |
| 4/30/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (25WA-2020)25WA-2020 | *Accounting*Finance*Procurement*Operations | Fountain Lynn |
| 6/18/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Depreciation: Guide to Capitalizing Tangible Property (Webinar) (25WA-0530)25WA-0530 | *Recent tax legislation, rules and developments related to capitalization and depreciation*Qualified improvement property*Section 179, including inflation adjustments*Section 168(k) 100% bonus deduction*Depreciation of automobiles, including new luxury auto limits*ADS depreciation for electing farm and real estate business*Update on recent developments | Van Der Aa Douglas J |
| 4/17/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| KPI Bootcamp for Small Businesses (Webinar) (25WA-1136)25WA-1136 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live | |
| 5/10/2025 | 9 a.m. - 1:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| Introduction to Forensic Accounting (Webinar) (25WA-0332)25WA-0332 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/11/2025 | 3 - 4:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Owning an Electric Vehicle: Costs and Considerations (Webinar) (24WX-4511)24WX-4511 | *Understand how gas, electric and hybrid vehicles differ*Vehicle types*Know the costs to purchase, maintain, and charge electric vehicles*Anticipate start-up costs for charging an EV at your business or home*Understand charger types and when to use or install each one*Overcoming "range anxiety" | Daly John L |
| 3/31/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| What If Your Client Didn't Take Reasonable Compensation (Webinar) (25WX-0129)25WX-0129 | *Review best practices to help your client evaluate if an S election is an appropriate choice*How to be proactive and head off common reasonable compensation issues before they happen*Explore strategies for cash management if cash isn't available at year end*Explore what's at stake when reasonable compensation isn't paid timely | |
| 4/9/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Personal Leadership Skills (Webinar) (25WA-0888)25WA-0888 | *Leadership*Personality Types*Communication*Memory | Lindell James T |
| 5/1/2025 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2'S Artificial Intelligence For Accounting And Financial Professionals (Webinar) (25WA-0754)25WA-0754 | *Information Technology*Artificial Intelligence (AI) | Yoss Stephen M |
| 4/26/2025 | 12 - 4:40 p.m. | Online | 4.6 CPE (4.6 tech, 0 non-tech) | |
| Public Speaking and Confident Communication in Business (Webinar) (25WA-1310)25WA-1310 | *Communication*Public Speaking*Presentation Skills | |
| 5/19/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Tax Power Ethics for Tax Professionals (Webinar) (25WA-1117)25WA-1117 | *AICPA Code of Professional Conduct and interpretations*Statements on Standards for Tax Services*Tax preparer standards in the Internal Revenue Code*Rules for practice with and before the IRS, including IRS Circular 230*New developments*Best practices and case studies* | |
| 5/9/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-1702)25WA-1702 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 6/6/2025 | 3 - 5:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Case Study Ethics for Today's Accountant (Webinar) (25WX-0253)25WX-0253 | *How to apply ethical guidance to scenarios accounting professionals may encounter in public practice*Best ethical standards to integrate*Analyze and apply the AICPA Code of Professional Conduct | Harper Chris |
| 4/21/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (25WA-0547)25WA-0547 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 4/18/2025 | 11 a.m. - 7:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Preparation of Form 706 and 709: Line-by-Line (Webinar) (25WA-0936)25WA-0936 | *Federal Form 706: Overview and Preparation*Federal Form 709: Understanding and Compliance*Portability in Estate Tax Planning*Coordinating Issues for Decedent's Final Income Tax Return*Postmortem Estate Planning Strategies*Recent Legislative Changes: Impact on Estate and Gift Taxation*Integrating Tax Planning into Client Services | Werner Arthur J |
| 5/2/2025 | 8 - 11:40 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Internal Controls That Could Have Prevented Frauds (Webinar) (25WA-0057)25WA-0057 | *Examination of actual frauds*Discussion of internal controls that could have prevented the frauds*Contemplation of epiphanies for your own professional scenarios | Harper Dr. Christopher |
| 4/2/2025 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Estate Planning for Today and Beyond (Webinar) (25WA-0636)25WA-0636 | *Analysis of upcoming trends and anticipated shifts in estate planning practices*Review of legislative updates affecting estate planning strategies*Advanced techniques for minimizing estate taxes and maximizing wealth transfer efficiency*Integration of digital assets and technology into estate planning frameworks*Consideration of unique challenges presented by blended families, same-sex marriages, and non-traditional*relationships | Werner Arthur J |
| 4/22/2025 | 8 a.m. - 3:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| White-Collar Crime: What Every CPA Should Know (Webinar) (25WA-0112)25WA-0112 | *Definitions of white-collar crime*White-collar crime characteristics and statistics*The CPA's role in combating white-collar crime | Cotton David L |
| 4/4/2025 | 2 - 3:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA (Webinar) (25WA-2091)25WA-2091 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? | Minges Don |
| 6/21/2025 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Take Command of Your Time (Webinar) (24WX-4522)24WX-4522 | *Identify time wasters and adopt strategies for eliminating them*Recognize the variety of causes of procrastination and apply techniques to overcome them*Use practical techniques for prioritizing work*Delegation strategies*Incorporate wellness and stress management into your day in short increments*Understand their energy cycles and use it to manage your schedule*Learn techniques to decrease stress in the moment (based on neuroscience) | |
| 3/31/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (25WA-2206)25WA-2206 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating | Cokins Gary |
| 6/26/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (25WA-0693)25WA-0693 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 4/24/2025 | 6 - 9:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Grading Your Auditors: Are You Getting the Most Value? (Webinar) (25WX-0124)25WX-0124 | *Limitations in roles and responsibilities an auditor can accept without impairing independence*Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances*Evaluating your auditor's time and project management stills*Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit | Louis Jennifer |
| 4/9/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-1825)25WA-1825 | *Communication*Leadership*Character*Behavior | |
| 6/11/2025 | 9 - 10:50 a.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| Best-In-Class Recruiting Strategies (Webinar) (25WA-1162)25WA-1162 | *Recruiting & Retention*Talent Management*Employee Engagement | |
| 5/10/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Technology Trends Update for CPAs with John Higgins (Webinar) (25WX-0292)25WX-0292 | *Role of cloud computing as the foundation for all tech trends*Big data and data analytics the new frontier for CPAs*Workflow automation with RPA, ML and AI with a focus on ChatGPT*Blockchain technology, the revolutionary data storage model*Cryptocurrency 15 years later, an update on the market and technology*Metaverse - what's it all about*Cloud based financial and ERP software market update | Higgins John H |
| 4/23/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Business Longevity: Is Your Business Wobbling? (Webinar) (25WA-0655)25WA-0655 | *Business Management *Organization | Lindell James T |
| 4/23/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Minimizing Workplace Warfare (Webinar) (25WA-1916)25WA-1916 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques | |
| 6/14/2025 | 2 - 3:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-1698)25WA-1698 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle | Robinson Jonathan |
| 6/6/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Creative Strategies for Buying, Selling or Gifting a Business (Webinar) (25WA-1620)25WA-1620 | *Valuation methods for business interests*Stock purchase versus asset purchase*Estate transfer and tax considerations*Gifting strategies for business interests*Trusts and partnerships in business transfers*Self-canceling installment notes in transactions*Transferring S corporation stock to trusts*Business interest transfer with Employee Stock Ownership Plan (ESOP) | Werner Arthur J |
| 6/3/2025 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Untold LinkedIn Hyper-Growth Story (Webinar) (25WA-0443)25WA-0443 | *Talent*Business Growth*People Strategy*Culture*Communication*Trust Strategy | |
| 4/15/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Monthly Federal Tax Updates - April 2025 (Webinar) (25WX-0081)25WX-0081 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 4/7/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Let's End Business Ethics (Webinar) (25WA-1491)25WA-1491 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 5/28/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| ProActive Response Group De-Escalation Training (Webinar) (25WA-1890)25WA-1890 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Sexton Andy Ayers Chad |
| 6/13/2025 | 12 - 12:55 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (25WX-0313)25WX-0313 | *Underlying concepts of internal control*Defining where and why controls, policies and procedures are needed*Legacy control measures that are still important for businesses today*Creating control measures that address the use and protection of technology | Egnatoff Karl W |
| 4/24/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (25WA-0473)25WA-0473 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims *Agency rulings curtailing confidentiality and non-disparagement clauses in agreements | Ackels Alana K. |
| 4/16/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| CFO Solutions to IRS Problems (Webinar) (25WX-0346)25WX-0346 | *The authority of IRS in assessing and collecting taxes.*The common misconceptions when dealing with IRS.*Common questionable actions by business owners.*How to prepare for an IRS audit.*The seven options in IRS collections.*Possible criminal tax violations by CFOs and small business owners. | Nordlander Robert |
| 4/28/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controllership Series: Financial Statement Preparation (Webinar) (25WA-0090)25WA-0090 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 4/3/2025 | 11 p.m. - 1:25 a.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| K2's 2023 Microsoft Teams (Webinar) (25WA-1089)25WA-1089 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization | Stephens Tommy G |
| 5/8/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Analytical Procedures: Practical Applications and Standards (Webinar) (25WA-0482)25WA-0482 | *Discussion of analytical procedures in audit and review engagements*Practical examples and illustrations of analytical procedures*The order of operations for accomplishing analytical procedures | Harper Dr. Christopher |
| 4/16/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Staff Retention Keep the Best People (Webinar) (25WA-0041)25WA-0041 | *Remote workforce*Employee retention*Staff turnover | Daly John L |
| 4/2/2025 | 10 a.m. - 1 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| Public Speaking and Confident Communication in Business (Webinar) (25WA-2036)25WA-2036 | *Communication*Public Speaking*Presentation Skills | |
| 6/19/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: The Single Best and Most Overlooked Source of Fraud (Webinar) (25WA-1992)25WA-1992 | *One key area to look for fraud?*It is right in front of you, but some auditors fail to see it*Recognize the signals*Look for those who exploit or and game the system(s) | Minges Don Zeune Gary D |
| 6/18/2025 | 1 - 2:10 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | 1 Ethics |
| K2's Excel PivotTables for Accountants (Webinar) (25WA-1097)25WA-1097 | *PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables*Formatting PivotTables*Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot*Analytical techniques available in PivotTables | Stephens Tommy G |
| 5/8/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Audit 108: Auditing PP&E and Leases - Common Risks (Webinar) (25WX-0067)25WX-0067 | *Typical audit risks and responses for tangible long-lived assets*Special issues related to initial recognition and capitalization, including capitalized interest*Key controls related to PP&E*Lease accounting requirements and practical application of Topic 842 | Louis Jennifer |
| 4/4/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The New Psychology of Fraud with Dr. Toby Groves (Webinar) (25WX-0218)25WX-0218 | *How we unwittingly assist in the production of misleading information *The neuroscience of psychopathy*Behavioral profiling*The new psychology of skepticism*Cognitive errors including attribution and overgeneralization*How experience, intuition and assumptions can cause cognitive errors | Groves Toby L. |
| 4/16/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| ProActive Response Group De-Escalation Training (Webinar) (25WA-1711)25WA-1711 | *Definition of De-Escalation*Recognizing Anger*Situational Awareness*LOWLINE Technique*MR EBS Technique*Posturing*Controlling the Environment | Sexton Andy Ayers Chad |
| 6/6/2025 | 10 - 10:55 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Performance Targets That Deliver Results Without Burnout (Webinar) (25WA-1768)25WA-1768 | *Performance target design*Target testing | |
| 6/9/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Performance Auditing Made Easy (Webinar) (25WA-1471)25WA-1471 | *Performance audit standards*Performance audit types*Performance audit objectives | Cotton David L |
| 5/27/2025 | 2 - 3:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-0941)25WA-0941 | *Communication*Leadership*Character*Behavior | |
| 5/3/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Microsoft 365 Application Lightning Round Review-Updated (Webinar) (25WX-0246)25WX-0246 | *Lightning round review of the following apps, with an explanation and demonstration of what each of them offers*Teams - the foundation of all that you do in Microsoft 365*SharePoint / OneDrive - secure cloud storage*Power BI - the new financial reporting model*Stream - the YouTube for your organization*Bookings - streamline your appointment scheduling *OneNote - get your content organized for quick retrieval *Lists - create custom list tracking reports*To Do - consolidate all your Outlook, Planner and general "to do's" in one app*Planner - manage simple and complex engagements and projects in an intuitive app*A quick look at many of the remaining apps | Higgins John H |
| 4/18/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Motives and Mystery of Ethics-Understanding the Why (Webinar) (25WA-1489)25WA-1489 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert |
| 5/27/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Communicating Financial Data to Non-Financial Audiences (Webinar) (25WX-0125)25WX-0125 | *Key barriers when communicating financial information*How to overcome those barriers*Key tips on effectively communicating financial information to non-financial audiences | Gohl Keely |
| 4/9/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Business Consulting for CPAs (Webinar) (25WA-1551)25WA-1551 | *What is Business Consulting?*Identify the types of Management services your firm could offer.*How to become the trusted advisor -- identification of client's needs?*Learn how client expectations may create different performance and understanding levels for CPAs in business consulting engagements.*Know what it takes to create a valuable outcome for the client.*Understand the competitive advantages/disadvantages that your firm has versus non-CPA business consultants.*Learn techniques to become a more effective consultant.*Professional standards application | Lindell James T |
| 5/31/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Small Business Risk Avoidance (Webinar) (25WA-1093)25WA-1093 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! | O'Brien William |
| 5/8/2025 | 2 - 5:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Coaching Skills That Improve Performance (Webinar) (25WA-1336)25WA-1336 | *Coaching*Effective Communication | Lindell James T |
| 5/20/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (25WA-1779)25WA-1779 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims *Agency rulings curtailing confidentiality and non-disparagement clauses in agreements | Ackels Alana K. |
| 6/9/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Expand Your Analytical Toolbox More Tools for Success (Webinar) (25WA-2267)25WA-2267 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full | O'Brien William |
| 6/27/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Engagement Management with the Microsoft 365 Planner App (Webinar) (25WX-0052)25WX-0052 | *Overview of the Planner app features and functionality*Step-by-step review and demonstration of how to deploy Planner in your practice*Creating a plan from scratch or use a template*Creating tasks with checklists*Assigning tasks*Scheduling tasks*Setup recurring tasks*Attach files to a task*Maintain a task activity journal*Manage task views with buckets and tags*Integrate plan schedules with your Outlook calendar.*Detailed review of plan / task progress reporting features*Using plan templates for recurring engagements | Higgins John H |
| 4/3/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 2024 Governmental GAAP Update (Webinar) (25WA-0139)25WA-0139 | *Compensated Absences*Error Corrections*Accounting Changes | Galasso Melisa |
| 4/4/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-1968)25WA-1968 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 6/17/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Dashboard and Report Design Principles Using Excel (Webinar) (25WA-1765)25WA-1765 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel | |
| 6/9/2025 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Better Forecasts: Be a Better Predictor (Webinar) (25WA-1759)25WA-1759 | *Why an open mind and the ability to doubt helps make great predictions*Why it is better to be a fox than a hedgehog*How non-conformists change the world*How to focus on what matters*How to learn from the past without hindsight bias | Levy John F |
| 6/9/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What Does Fraud Look Like? (Webinar) (25WA-1972)25WA-1972 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 6/17/2025 | 5 - 6:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Psychology of Fraud (Webinar) (25WA-0709)25WA-0709 | *Fraud*Fraud Triangle | Cotton David L |
| 4/25/2025 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Anti-Bullying and Sensitivity (Webinar) (25WA-2290)25WA-2290 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? | |
| 6/28/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (25WA-1983)25WA-1983 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/17/2025 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| What's Going on at the AICPA (Webinar) (25WA-1295)25WA-1295 | *Group Audits*Quality Management*Less Complex Entities | Galasso Melisa |
| 5/17/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fraud Risk Management (Webinar) (25WA-0032)25WA-0032 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 4/2/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (25WA-0019)25WA-0019 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 4/1/2025 | 2 - 3:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Business Intelligence, Featuring Microsoft's Power BI Tools (Webinar) (25WA-0863)25WA-0863 | *The importance of Business Intelligence in today's business climate*Differentiating between Power BI licensing options*A hands-on approach to creating effective Power BI reports and dashboards | Stephens Tommy G |
| 4/30/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (25WA-0774)25WA-0774 | *Employee Relations*Culture*Leadership*Employee Retention | |
| 4/26/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How Prevalent Is Retaliation Within Your Culture? (Webinar) (25WA-1009)25WA-1009 | *Retaliation protections*Speak up culture*Ethical culture | |
| 5/5/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 2024 Federal Tax Update: Partnership Updates (Webinar) (25WA-1071)25WA-1071 | *Court decisions covering partnership issues such as TEFRA, Statute of Limitations, Economic Substance, and Sec. 754 Elections*IRS updates on Form K-2 and K-3*Criteria for using the Domestic Filing Exception | McLeod Allison M. |
| 5/7/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Performance Auditing Made Easy (Webinar) (25WA-1128)25WA-1128 | *Performance audit standards*Performance audit types*Performance audit objectives | Cotton David L |
| 5/10/2025 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Synchronize Your Files to the Cloud with SharePoint (Webinar) (25WX-0344)25WX-0344 | *Overview of the OneDrive Sync app functionality*Step-by-step review and demonstration of how to deploy this app*Installing the Sync app on your local devices*Configuring the files and folders to synchronize toy your local device*Manage the locally stored files*Best practice tips for using the Sync app and avoiding common mistakes | Higgins John H |
| 4/28/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-1873)25WA-1873 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 6/13/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Power of a Good Story! (Webinar) (25WA-1049)25WA-1049 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road | O'Brien William |
| 5/6/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Crypto, Blockchain and Taxes (Webinar) (25WA-0563)25WA-0563 | *Understanding Blockchain and Cryptocurrency*Major Features, Benefits and Risks of Blockchain and Cryptocurrency*Tax Strategies for Cryptocurrency Transactions and Compliance*Implementing Blockchain in Business Accounting Systems*Navigating Estate Planning with Digital Assets | Werner Arthur J Yoss Stephen M |
| 4/18/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Deficiencies in Employee Benefit Plans (Webinar) (25WA-0504)25WA-0504 | *Common Defiencies*DOL*EBPs | Critcher Melissa G |
| 4/17/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching Skills That Improve Performance (Webinar) (25WA-0889)25WA-0889 | *Coaching*Effective Communication | Lindell James T |
| 5/1/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Common Deficiencies in Employee Benefit Plans (Webinar) (25WA-1291)25WA-1291 | *Common Defiencies*DOL*EBPs | Critcher Melissa G |
| 5/17/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Risk Assessment Under SAS No. 145: The Key to Audit Quality? (Webinar) (25WX-0369)25WX-0369 | *New concepts due to the issuance of SAS No. 145Revised requirement to separately assess inherent risk and control riskA new definition of significant risk New emphasis on IT controls and risk of material misstatementNew guidance on maintaining professional skepticismRevised requirements to evaluate the design of certain controlsRevised requirements regarding audit documentationNew guidance on scalability | |
| 4/29/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic and Fraud Interviewing Techniques and Skills (Webinar) (25WA-0247)25WA-0247 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/9/2025 | 9 - 11 a.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (25WA-1183)25WA-1183 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers | Werner Arthur J |
| 5/12/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Harnessing ChatGPT: Unlocking Professional Efficiency (Webinar) (25WA-0829)25WA-0829 | *Leveraging prompt engineering in ChatGPT for various accounting tasks*Exploring the applications and limitations of ChatGPT in accounting*Empowering efficiency for everyday accounting tasks | Stephens Tommy G |
| 4/29/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Gamed: Why Performance Targets and Incentives Fail and How to Fix Them (Webinar) (25WA-1537)25WA-1537 | *10-step ROKET-DS system, a simple structured method for designing meaningful targets and incentives*Create targets and objectives that align with your strategy*Build engagement with your target owners*Test your targets and incentives rigorously for unexpected outcomes and dangerous loopholes | |
| 5/30/2025 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-0172)25WA-0172 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 4/7/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Minimizing Workplace Warfare (Webinar) (25WA-1738)25WA-1738 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques | |
| 6/7/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Valuing Cannabis 2.0: Unique Marijuana Appraisal Challenges (Webinar) (25WX-0221)25WX-0221 | *Updates to incorporate new and emerging data sources and industry trends in the value proposition for marijuana businesses*Review of fundamental valuation concepts and methods*Discussion of the value of license rights and related intellectual property*Useful topics for practitioners and owner/operators involved in purchase price allocation work, economic damage assessments, estate planning and merger acquisition | Seigneur Ronald L |
| 4/17/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Better Way to Choose Your KPIs (Webinar) (25WA-0461)25WA-0461 | *KPIs*Performance measures*Metrics | |
| 4/16/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (25WA-1098)25WA-1098 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business | Stephens Tommy G |
| 5/8/2025 | 6 - 10 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Accommodation Requests, Substance Abuse and Contagious Infections (Webinar) (25WA-0786)25WA-0786 | *Accommodation requests - religious practices*Accommodation requests - disabilities*Substance Abuse - constructive confrontation*Substance Abuse - duty to accommodate as a disability*Disclosures of potentially contagious infections | Mirarchi Michael |
| 4/28/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Planning in an Uncertain World (Webinar) (25WA-0116)25WA-0116 | *Why great predictions are not intuitive but the result of critical thinking, gathering information and updating predictions when needed*How to separate correlation from causation*How to recognize and overcome bias*Who is Thomas Bayes and why he matters | Levy John F |
| 4/4/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Financial Forecasting (Webinar) (25WA-1034)25WA-1034 | *Accounting*Finance | Fountain Lynn |
| 5/6/2025 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| A Better Way to Choose Your KPIs (Webinar) (25WA-1767)25WA-1767 | *KPIs*Performance measures*Metrics | |
| 6/9/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (25WA-1032)25WA-1032 | *The basic benefits of why *The 5-15 report *Curiosity and creativity | O'Brien William |
| 5/6/2025 | 6 - 9:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Employment Law 101 (Webinar) (25WA-0018)25WA-0018 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act *Family Medical Leave Act *Fair Labor Standards Act *Equal Pay Act *National Labor Relations Act *Fair Credit Reporting Act | Ackels Alana K. |
| 4/1/2025 | 2 - 3:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-0368)25WX-0368 | *Review the history of ChatGPT*Tour of the ChatGPT app and how to use it*Setting up a ChatGPT account (free & premium)*Variety of hands-on case study examples for accounting, finance and tax*A look under the hood at how ChatGPT works*Caution - how to avoid risks in using ChatGPT*A look into the future potential for AI in business | Higgins John H |
| 4/29/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Fraud Risk Management (Webinar) (25WA-1964)25WA-1964 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 6/17/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-1269)25WA-1269 | *Communication*Teamwork*Collaboration | |
| 5/16/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-0604)25WA-0604 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 4/21/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (25WA-2271)25WA-2271 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/27/2025 | 1 - 2:30 p.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (25WA-0494)25WA-0494 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 4/17/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (25WA-1352)25WA-1352 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. | Minges Don McLeod Allison M. |
| 5/21/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (25WA-1933)25WA-1933 | *Accounting*Sales*Collections | Fountain Lynn |
| 6/14/2025 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's 2023 Using OneNote More And Email Less (Webinar) (25WA-0953)25WA-0953 | *Using OneNote as a powerful reference resource*Learn how to move your emails into OneNote*Share OneNote with a group of people and communicate within a notebook rather than email | Clark Connie |
| 5/3/2025 | 10 - 11:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (25WA-2155)25WA-2155 | *Mental Health Awareness | Ayers Chad Sexton Andy |
| 6/24/2025 | 5 - 6 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Future of Work: Building a New Model of Work - Micro-Credential Series Part 2 (Webinar) (25WA-2305)25WA-2305 | *Talent Strategy*Recruitment*Retention*Compensation*Enagegement*Alumni Strategy*Work Architecture | |
| 6/28/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (25WA-2030)25WA-2030 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent | Mims Robert Berry Robert |
| 6/19/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Getting Started With Microsoft Power BI Webinar Bundle (Webinar) (25WX-0018)25WX-0018 | *Course 1: Get started with Power BI | CPE: 2 | Description: Embark on a journey to master Power BI, a powerful tool for data analysis and business intelligence, in our comprehensive course, "Get Started with Power BI." This course is meticulously designed for professionals who seek to understand the full spectrum of Power BI capabilities, including its integration with Excel's Power BI features like Power Pivot and Power Query, and its comparison with standalone Power BI tools such as Power BI Desktop, Power BI Service, and Power BI Report Server. *Course 2: Become a Data Analysis Expert | CPE: 2 | Description: You will learn the all important Data Analysis Process Flow that will take you from collecting data all the way to making insightful decisions based upon your data. We will explore the basics of data modeling that will allow you to access data from multiple sources and use sophisticated calculations to create our data metrics. You will learn how to create interactive dashboards, perform sophisticated reporting, and uncover deep insights from your data. Whether you're looking to streamline your reporting process, enhance your data visualization skills, or make more data-driven decisions, this course is tailored to meet those needs. *Course 3: Power BI - Analyze Your Data With Excel Pivot Tables | CPE: 4 | Description: This session is designed to teach participants the importance of PivotTables for analyzing data. We will demonstrate how PivotTables can make data analyzation an easy task for all accountants. Participants will learn the step-by-step process to create PivotTables and PivotCharts. We will also cover all the setup options and features.*Course 4: Clean, Transform & Load Data in Power BI | CPE: 2 | Description: This course delves into Microsoft Power Query, a potent tool within Excel and Power BI Desktop, known for its robust data processing capabilities. This course is designed to take participants from the basics of Power Query to exploring its more sophisticated features. It is an ideal blend of theoretical knowledge and practical application, centered around diverse data scenarios encountered in multiple industries. The aim is to ensure that the skills and techniques learned are universally applicable and beneficial in any professional context. Structured to be participant-focused, the course encourages active learning through a series of practical exercises, live demonstrations, and illustrative case studies. This approach not only deepens the understanding of Power Query's features but also demonstrates how to turn complex data sets into actionable insights. While the course is broad in its application, it remains detailed in its instruction, catering to both the novice and the seasoned professional.*Course 5: Build a Data Model for Analysis in Power BI | CPE: 4 | Description: This intensive 4-hour course offers a deep dive into data modeling in Power BI, with a focus on Microsoft Excel's Power Pivot but applicable to Power BI Desktop. Designed for professionals looking to enhance their data analysis skills, the course covers the essential aspects of building robust, efficient data models. Participants will learn how to integrate different data sources, create meaningful relationships, and develop insightful metrics to drive business decisions. Participants will explore various aspects of data modeling such as establishing relationships, creating calculated columns, and understanding the intricacies of basic DAX (Data Analysis Expressions) measures. | Smith Bryan |
| 4/1/2025 | 8 a.m. - 10 p.m. | Online | 14 CPE (0 tech, 14 non-tech) | |
| Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-0674)25WA-0674 | *Technology*Cybersecurity | Melloy Jon |
| 4/24/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (25WA-1803)25WA-1803 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language | Mims Robert |
| 6/10/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (25WA-1103)25WA-1103 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility | |
| 5/9/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-1882)25WA-1882 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/13/2025 | 12 - 1:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Vexing Issues Facing Not-for-Profit Accountants (Webinar) (25WX-0063)25WX-0063 | *Determining whether a transaction is a revenue versus a gain or an expense versus a loss and why that is important for proper financial reporting*Clarifications related to agency transactions, including when variance power is present*New definitions and requirements related to contributed services and gifts in kind*Comparing the proper reporting for comparative versus summarized financial reporting*Clarifications regarding the options available for reporting special events*A greater understanding of the unique features of the statement of cash flows for NFPs*Clarifications related to joint costs and their allocation | Bradley Daniel W |
| 4/4/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Crypto, Blockchain and Taxes (Webinar) (25WA-0097)25WA-0097 | *Understanding Blockchain and Cryptocurrency*Major Features, Benefits and Risks of Blockchain and Cryptocurrency*Tax Strategies for Cryptocurrency Transactions and Compliance*Implementing Blockchain in Business Accounting Systems*Navigating Estate Planning with Digital Assets | Yoss Stephen M Werner Arthur J |
| 4/3/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics - A Line in the Sand; Implications for Daily Business (Webinar) (25WA-2141)25WA-2141 | *Recognize the underlying drivers of individual ethical behavior*Identify the relationship between ethics and integrity*Highlight ethical trends in businesses throughout the world*Review high profile ethics lapses in recent years | Lindell James T |
| 6/23/2025 | 9 a.m. - 12:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | 4.2 Ethics |
| It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (25WA-1434)25WA-1434 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent | Berry Robert Mims Robert |
| 5/24/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Data Extraction, Transformation, Validation the Right Data Sources for Analysis (Webinar) (25WA-0464)25WA-0464 | *Understand various data types *Structured vs. unstructured data*Completeness and validation testing*Selecting the right data sources for the job*Risks and pitfalls to avoid | Walden Vincent |
| 4/16/2025 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-2178)25WA-2178 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 6/25/2025 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Doing Debt Differently: Your Roadmap to Changes and Choices for Success (Webinar) (25WA-0713)25WA-0713 | *Education that is also transformation*Key Learning Objectives*A word collage to clarify your starting point with debt*Practical and emotional aspects of debt *Your current story about debt*3 myths and 3 truths about debt that will help you start over*A new philosophy on Doing Debt Differently*Key concepts that lead to success in becoming debt free*A petition for debt freedom*Facing your debt problem and creating relief*The six ways to find relief -- awareness, letting go, identifying debt patterns, creating your new relationship, the alchemy process, inspired actions*Creating your personal plan for debt freedom*Review and tips for continued success*The secret to success is support*How to build your success team | |
| 4/25/2025 | 2 - 6:10 p.m. | Online | 4.4 CPE (0 tech, 4.4 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (25WA-2114)25WA-2114 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 6/21/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| How to Make Difficult People Disappear...Without Going to Jail (Webinar) (25WA-1893)25WA-1893 | *Team dynamics*Influence*Organizational behavior*Leadership | |
| 6/13/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Small HR Team, Big Impact: 3 Employee Engagement Strategies for Lean HR Departments (Webinar) (25WA-1800)25WA-1800 | *HR Leadership*Small HR Teams*HR Department of One*Employee Engagement*Employee Experience*Employee Journey | |
| 6/10/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controller Function: Elevating the Role (Webinar) (25WA-0554)25WA-0554 | *Accounting*Finance*Auditing*Business Development | Fountain Lynn |
| 4/18/2025 | 10 - 11:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's 2023 Six Essential Teams Features (Webinar) (25WA-1319)25WA-1319 | *Create a filing system that does not include endless sub-folders*Manage staff delegation and follow-ups with ease*Define what Lists need to be available to your Team*Discover how to create automatic Flows that can notify others of update*Utilize survey Forms or questionnaires from within Teams | Clark Connie |
| 5/19/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| What's Going on at the AICPA (Webinar) (25WA-0048)25WA-0048 | *Group Audits*Quality Management*Less Complex Entities | Galasso Melisa |
| 4/2/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Business Intelligence (BI) and Business Analytics (BA) (Webinar) (25WA-1602)25WA-1602 | *The Rise of Business Intelligence (BI), Business Analytics (BA), and Big Data*Why the interest in BI and BA?*The analytics continuum*How BA can provide a competitive advantage*The difference between BI and BA*The difference between forecasting and predictive analytics*Fundamentals of analytical techniques*Examples for the CFO and accounting function*Benefits from applying analytics*The impact of artificial intelligence (AI) on the accounting profession | Cokins Gary |
| 6/3/2025 | 12 - 1:55 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application - 8 Hour Version (Webinar) (25WA-1628)25WA-1628 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project*Covers fixed and variable MGH overhead of the production department*Covers MFG overhead of the manufacturing support departments*Identifying certain MFG overhead costs as variable that typically are classified as fixed | |
| 6/3/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Best Non-Google Search Tools for Accountants (Webinar) (25WX-0193)25WX-0193 | *Why Advanced Search Skills Are So Critical for Accountants*Why You Need More than Google to Search the Internet*GARP: Generally Accepted Research Principles*Alternatives to Google*Advisory Search*Social Search*Specialty search*Search Engine resources*What's Ahead in Search | Wasny Garrett |
| 4/15/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Governmental Accounting 101 (Webinar) (25WA-1485)25WA-1485 | *Fund Types*Budgetary Accounting*Financial Reporting Requirements*Single Audit Act*Audit Standards and Procedures*Best Practices in Governmental Accounting | Crawford Frank W Pembrook Chris |
| 5/27/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (25WA-0167)25WA-0167 | *Technology*Cybersecurity | Melloy Jon |
| 4/7/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-0780)25WA-0780 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 4/28/2025 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-0359)25WA-0359 | *Change management*Leadership | |
| 4/12/2025 | 9 - 10:35 a.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 3 (Steganography) (Webinar) (25WA-1161)25WA-1161 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/10/2025 | 10 - 11:30 a.m. | Online | 1.6 CPE (1.6 tech, 0 non-tech) | |
| Anti-Bullying and Sensitivity (Webinar) (25WA-1106)25WA-1106 | *Taking credit for someone else's work.*Repeatedly belittling a co-worker.*Withholding essential information.*Failing to invite someone to an essential meeting.*Ignoring a coworker with the intent to harm or control.*Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control.*Constant and unfair criticism.*Social bantering and teasing.*Yelling, shouting and screaming.*Insults and behind-the-back put-downs.*Hostile glares and other intimidating gestures.*Malicious gossiping.*Monopolizing supplies and other resources.*Aggressive e-mails or notes.*Overt threats and aggression or violence*Am I the bully? | |
| 5/9/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| 2024 Federal Tax Update for Individuals with Doug Van Der Aa (Webinar) (25WA-0414)25WA-0414 | *Recent federal tax legislation, cases and rulings affecting income of individual taxpayers*Review changes to Form 1040 and its related schedules*Gross Income, wages, Schedule C and Schedule E*Itemized deductions*Self-employment health insurance deduction*Capital gain and losses, royalties, alternative minimum tax revisions, rate changes, and other legislative provisions*Tax planning | Van Der Aa Douglas J |
| 4/14/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-0945)25WA-0945 | *Change management*Leadership | |
| 5/3/2025 | 12 - 1:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (25WA-0244)25WA-0244 | *Accounting*Sales*Collections | Fountain Lynn |
| 4/9/2025 | 12 - 1:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Achieving Balance in Work and Life: Part 1 (Webinar) (25WA-1167)25WA-1167 | *Why the brain can remember some things a hundred times better than others*Why we typically forget names and faces, and what can be done about it*How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to prevent dementia and brain "fog" using specific supplements and exercise*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling | Robinson Jonathan |
| 5/12/2025 | 9 a.m. - 12:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (25WA-1771)25WA-1771 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program | Walden Vincent |
| 6/9/2025 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Common Deficiencies in SSARS Engagements (Webinar) (25WA-0201)25WA-0201 | *Preparation*Compilation*Review | Galasso Melisa |
| 4/8/2025 | 6 - 9:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Inventory Accounting GAAP, Software and Recognizing Variances (Webinar) (25WA-1513)25WA-1513 | *Inventory accounting*GAAP*Methods for dealing with variances | Daly John L |
| 5/29/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tales from the Darkside: IRS Enforcement of Cryptocurrency (Webinar) (25WX-0198)25WX-0198 | *Overview of Bitcoin and cryptocurrencies*Definition of proof of work and proof of stake*Tax laws regarding cryptocurrency transactions*Definition of common money laundering laws involving cryptocurrencies*Tools used by the IRS to identify cryptocurrency transactions and cryptocurrency in criminal investigations*Real life examples of cryptocurrency used in criminal activities | Nordlander Robert |
| 4/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Public Speaking and Confident Communication in Business (Webinar) (25WA-1861)25WA-1861 | *Communication*Public Speaking*Presentation Skills | |
| 6/12/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Progressive Management Accounting (Webinar) (25WA-1601)25WA-1601 | *A taxonomy of accounting: tax, financial, managerial*A spectrum of direct and indirect absorption costing*Fact-based Data with Activity Based Costing (ABC )*Why do we need advanced management accounting techniques, such as ABC?*How the ABC cost assignment network structure connects costs to products and sales channels*Learn to use ABC to manage product, service-line, channel, and customer profitability*Understand two views of costs: (1) process view versus (2) product view*Comparing ABC with time-driven ABC, resource consumption accounting (RCA), lean accounting, and other costing techniques*Operational Costing to Optimize Process Costs - How driver-based budgets and rolling financial forecasts lead to productivity improvement and cost reduction*Applying "Attributes" to assess "value-added costs" and "costs of quality (COQ)"*The Shift in ROI's Source from Tangible to Intangible Assets*Increasing the ROI from information -- with Corporate Performance Management (CPM) as a Value-Multiplier*Accelerating the Rate of Adoption for Implementing and CPM*Understand the barriers that slow the adoption rate of CPM: technical, misperceptions, model design, and social / cultural*How to overcome behavioral resistance to change | Cokins Gary |
| 6/3/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Schedule C of Form 1040 (Webinar) (25WX-0032)25WX-0032 | *When Schedule C applies*Cash v. Accrual method*Typical business deductions*Business vehicle expenses*Section 179 and bonus depreciation | McLeod Allison M. |
| 4/2/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walter Haig's Personal Financial Health Checkup (Webinar) (25WX-0079)25WX-0079 | *Preparing a personal financial statement following U.S. GAAP*Recasting U.S. GAAP personal financial statements into powerful management tools*Identifying key financial factors that must be managed in order to achieve financial self-sufficiency*Key personal planning documents including HIPAA Medical Disclosure Document, Living Will, Medical Durable Power of Attorneys, and Letter of Instruction at Death*How to create "goal" statements that achieve results | Haig Walter J |
| 4/4/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Retirement Planning Issues: Where We Stand Now (Webinar) (25WA-1962)25WA-1962 | *Thorough Exploration of Current Retirement Planning Trends and Implications*Strategies for Maximizing Retirement Savings within Existing Regulatory Structures*Tax-Efficient Navigation of Various Retirement Plan Options*Estate Planning Techniques Aligned with Contemporary Trends for Optimal Benefits*Insight into Latest Rules for Required Minimum Distributions (RMDs) | Werner Arthur J |
| 6/16/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-2255)25WA-2255 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/27/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Reporting the Results of a Fraud Investigation (Webinar) (25WX-0181)25WX-0181 | *Written reports and supporting documentation*Methods of presenting evidence to help non-accountants understand the numbers*Evaluating reports of opposing experts*Responding to a motion in limine or Daubert challenge as an expert witness*Common lines of questioning for financial experts*Preparing for deposition and trial*Effectively testifying at deposition and trial | Coenen Tracy L. |
| 4/14/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (25WA-1913)25WA-1913 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility | |
| 6/14/2025 | 8 - 9:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Data Analytics: Practical Insights for Today's Accountant (Webinar) (25WA-0524)25WA-0524 | *Explore new tools and client engagement techniques using data analytics; Introduction of popular software tools*Examine the AICPA's Five-Step Approach to data analytics in an audit engagement | Harper Dr. Christopher |
| 4/17/2025 | 4 - 5:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Dark Web and Cybersecurity for Tax and Accounting Pros (Webinar) (25WX-0159)25WX-0159 | *Understanding the Dark Web*Differences between the Deep Web and the Dark Web*Potential threats from the Dark Web*Case studies of Dark Web exploitation in accounting*Strategies for mitigating Dark Web threats*Implementing effective cybersecurity measures*Role of accountants in addressing Dark Web threats | Wasny Garrett |
| 4/11/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The ABCs of Advisory Services (Webinar) (25WA-0323)25WA-0323 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues | Werner Arthur J |
| 4/11/2025 | 1:30 - 3:25 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tax Implications of Cryptocurrency (Webinar) (25WX-0220)25WX-0220 | *Blockchain basics*Classification of cryptocurrency*IRS Notice 2014-12*Tax implications of airdrops, mining, hard forks, margin trading, purchasing of goods or services with cryptocurrency.*Gift tax rules for donating, gifting or bequeathing cryptocurrency.*Traps for the unwary. | McLeod Allison M. |
| 4/17/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Expand Your Analytical Toolbox More Tools for Success (Webinar) (25WA-1681)25WA-1681 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full | O'Brien William |
| 6/5/2025 | 6 - 9:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| An Ethical Framework: How It Works (Webinar) (25WX-0281)25WX-0281 | *Structure of Professional Ethics*The Differences Between the Code of Professional Ethics as maintained by the AICPA, the Professional Ethics Executive Committee (PEEC), Joint Ethics Enforcement Program (JEEP) and Joint Trial Board *What Happens When an Ethics Complaint is Received*Case Studies | Spalding Albert D |
| 4/22/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Small Business Risk Avoidance (Webinar) (25WA-1717)25WA-1717 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! | O'Brien William |
| 6/6/2025 | 10 a.m. - 1:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (25WA-0630)25WA-0630 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Pembrook Chris Crawford Frank W |
| 4/22/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Audit 104: Audit Documentation - Workpapers To Pass Review (Webinar) (25WX-0045)25WX-0045 | *Proper documentation as a means of audit quality*Factors impacting the nature and extent of documentation*Sample workpaper index and other organization tips*Use of audit programs as means of audit documentation*Checklist for self-review of workpapers and clearing review notes*Multiple exercises on identifying workpaper deficiencies | Louis Jennifer |
| 4/2/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Taxation of Business Entities (Webinar) (25WX-0219)25WX-0219 | *Types of business entities (Sole proprietorship, Partnership, Corporation, Limited Liability Company and Limited Liability Partnership)*Considerations in choosing a business entity, including:*taxes*limited liability protection*management and control*funding options and opportunities*tax consequences for the owners and the business*Future tax considerations that will impact various business entities | McLeod Allison M. |
| 4/17/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Self-Rental Real Estate Passive Activity Rules (Webinar) (25WA-0345)25WA-0345 | *Definition of self-rental property -- both for Sections 199A and 469*Self-rental income from directly owned properties and reporting on Form 1040, Schedule E, page 1*Self-rental income from indirectly owned (partnerships, S corporations) and reporting on Form 1040, Schedule E, page 2*Self-rental property and the Form 8582 (passive activity)Self-rental property and the flow-through entity grouping election*Several real-life situations illustrate the various possibilities and discuss the consequences of failing to comply with the reporting standards*Self-rental property and "former passive activities" rules | Dilley Steven C |
| 4/11/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics for CPAs: The Practical and the Possible (Webinar) (25WA-1376)25WA-1376 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions | |
| 5/21/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Audit Risk Assessment in Plain English (Webinar) (25WA-1839)25WA-1839 | *Overview of Audit Risk Assessment*AICPA's clarified Risk Assessment Standards*SAS 145*Assessing the Entity's Environment* | Pembrook Chris Crawford Frank W |
| 6/11/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's AI Confidential: Privacy And Artificial Intelligence (Webinar) (25WA-0378)25WA-0378 | *Tools for evaluating and summarizing licenses and privacy policies*Definitions of significant terms and concepts often used in software licenses*Review critical terms associated with services like Microsoft 365 or QuickBooks Online | Stephens Tommy G |
| 4/12/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Resolving Ethical Dilemmas: You Make the Call (Webinar) (25WA-1660)25WA-1660 | *Ethical frameworks*Threats and safeguards to objectivity and independence | Cotton David L |
| 6/5/2025 | 6 - 7:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| Navigating Leaves of Absence (Webinar) (25WA-1775)25WA-1775 | *Family Medical Leave Act - full time and intermittent*Americans With Disabilities Act *Special rules for managers *Handling fraud, abuse, and performance issues in connection with a leave of absence | Ackels Alana K. |
| 6/9/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Now Is The Time to Automate (Webinar) (25WA-0813)25WA-0813 | *Which automation tools should you initially focus on*How to automate everyday tasks in accounts payable, banking, and approval workflows*Common automation pitfalls | Stephens Tommy G |
| 4/29/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The 10 Must Know Excel Features (Webinar) (25WX-0048)25WX-0048 | *Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively.*Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis.*XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease.*SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations.*SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting.*Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations.*Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records.*Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data.*Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive.*PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format. | Smith Bryan |
| 4/3/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| IRS Cybersecurity Checklist (Webinar) (25WA-1321)25WA-1321 | *Defining Cybersecurity and Cyber Risks*Implications of Cybercrime*Cyber Attack Trends*Landscape of Cyberattacks*Laws and Regulations*Security Standards and Frameworks*Cybersecurity Roadmap | Werner Arthur J |
| 5/19/2025 | 9:30 - 11:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 1 (Webinar) (25WA-0357)25WA-0357 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 4/12/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Business Longevity: Is Your Business Wobbling? (Webinar) (25WA-0001)25WA-0001 | *Business Management *Organization | Lindell James T |
| 4/1/2025 | 5 - 8:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Achieving Balance in Work and Life: Part 2 (Webinar) (25WA-1419)25WA-1419 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts | Robinson Jonathan |
| 5/23/2025 | 1 - 4:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Financial Statement Analysis (Webinar) (25WA-0294)25WA-0294 | *Purposes of financial statement analysis*Trend analysis and vertical & horizontal analysis*Simple and multivariate regression; Analysis of metrics*Assessment of liquidity, solvency, and profitability*Using data visualizations*The role of qualitative factors | Harper Dr. Christopher |
| 4/10/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Forensic Data Analytics Supercourse for Fraud Prevention and Detection (Webinar) (25WA-2227)25WA-2227 | *Forensic data analytics*Fraud prevention and detection*Data validation and methodologies*COSO's Fraud Risk Management Guide principles*Innovations in anti-fraud technology | Walden Vincent |
| 6/26/2025 | 11 a.m. - 6:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Audit 304: Auditing Basic Investments - Common Risks (Webinar) (25WX-0209)25WX-0209 | *Overview of the most common investment types*Typical audit risks and related audit procedures for common investments*The basics of accounting for equity investments in other entities*Understanding common 'plain vanilla' derivatives, like interest rate swaps*Fair value disclosure, including applying the fair value hierarchy | Louis Jennifer |
| 4/16/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Not-for-Profit Accounting Update (Webinar) (25WA-0823)25WA-0823 | *NAC*CECL*Leases | Galasso Melisa |
| 4/29/2025 | 5 - 9 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Navigating Difficult Conversations with Clients (Webinar) (25WA-1740)25WA-1740 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership*Customer Service | |
| 6/7/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| A Practical Guide to Trusts (Webinar) (25WA-1206)25WA-1206 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of an estate plan*Advantages of an irrevocable life insurance trust*How to create a dynasty trust*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool*Trust options to provide security for older clients*Advantages, tax consequences, and limits on charitable contributions and private foundations*Charitable remainder and charitable lead trust issues*How trusts can serve as asset protection devices Business trust issues | Werner Arthur J |
| 5/13/2025 | 10 a.m. - 5:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (25WA-1885)25WA-1885 | *Mental Health Awareness | Ayers Chad Sexton Andy |
| 6/13/2025 | 2 - 3 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Ethics Hour: I Can't Believe This Really Happened - Real World Ethics Stories (Webinar) (25WA-1278)25WA-1278 | *Understanding how to make ethical choices*How to solve problems compassionately*Dealing with bad behavior*Learning from real world situations | Daly John L Berry Robert |
| 5/17/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Avoiding Budget People Issues: Managing Budgeting's Soft Side (Webinar) (25WA-2100)25WA-2100 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/21/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (25WA-0652)25WA-0652 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board | Mims Robert Minges Don |
| 4/23/2025 | 2 - 2:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Devious Ethics: Avoiding Snakes in Suits (Webinar) (25WA-1752)25WA-1752 | *Discuss psychopathy's symptoms*Review accounting professional ethics standards for dealing with a boss, co-worker or client who is breaking the rules*Look at precautions you should take when considering a new boss or employee*Help identify someone who might con you or your company | Daly John L |
| 6/7/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Making Culture A Competitive Advantage (Webinar) (25WA-2083)25WA-2083 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy* | |
| 6/20/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (25WA-0902)25WA-0902 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent | Berry Robert Mims Robert |
| 5/2/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Drive Results with Metrics (Webinar) (25WA-1451)25WA-1451 | *Performance metrics*Budgets | Daly John L |
| 5/26/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Not-for-Profit Accounting and Auditing Update (Webinar) (25WA-0665)25WA-0665 | *CECL*NAC*Independence | Galasso Melisa |
| 4/23/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (25WA-2209)25WA-2209 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/26/2025 | 8 a.m. - 4:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 2024 Business Federal Tax Update (Webinar) (25WA-2272)25WA-2272 | *Thorough exploration of essential IRC Sections pertinent to business income taxation*Comprehensive assessment of recent changes and updates in business taxation*Examination of business changes arising from significant legislative updates*Analysis of pertinent tax code sections, including Section 199A*Addressing tax considerations for various business schedules (C, F, and E)*Navigating partnership, corporation, and LLC taxation issues*Unpacking the complexities of COVID-19-related subsidies and their tax implications*Interaction of Code Section 461(l) with Section 382 and carryover rules*Understanding defaulted loans, bankruptcy implications, and their tax treatment*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation*Special rules governing the business use of a home*Reporting requirements for converting personal use property to business use | Werner Arthur J |
| 6/27/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Big Picture Mega-Trends, Big Data, and World We Now Face (Webinar) (25WA-0277)25WA-0277 | *On-going world economic trends*Demographic changes and their impact on the economy*Global technology influences*Post Covid workplace*Big data understanding and where is it going* Learn to adapt to changing situations | Mims Robert |
| 4/10/2025 | 8:30 - 10:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Financial Statement Preparation (Webinar) (25WA-1617)25WA-1617 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 6/3/2025 | 6 - 8:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Managing the Accounting Department (Webinar) (25WA-0002)25WA-0002 | *Accounting*Leadership*Management | Lindell James T |
| 4/1/2025 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| It Is Legal, But Is It Really Ethical?, featuring Rob Berry and Bob Mims (Webinar) (25WA-1349)25WA-1349 | *Is 'legal' the same as 'ethical'?*Why or why not?*The value of using the Code of Professional Conduct properly*Resolving situations where the two are divergent | Berry Robert Mims Robert |
| 5/21/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (25WA-1010)25WA-1010 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations | |
| 5/5/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controller Function: Strategic and Annual Planning (Webinar) (25WA-0211)25WA-0211 | *Accounting*Finance*Auditing | Fountain Lynn |
| 4/8/2025 | 6 - 7:15 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Public Speaking and Confident Communication in Business (Webinar) (25WA-0952)25WA-0952 | *Communication*Public Speaking*Presentation Skills | |
| 5/3/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-1271)25WA-1271 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 5/16/2025 | 9 - 10:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Psychology of Fraud (Webinar) (25WA-0228)25WA-0228 | *Fraud*Fraud Triangle | Cotton David L |
| 4/9/2025 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| An Ethical Approach to Mental Health Issues at Work (Webinar) (25WX-0341)25WX-0341 | *Virtue Ethics and Mental Health*Definition, Myths and Bias of Mental Health*Suicide: Facts and Resources*Recognizing signs of potential mental health challenges*Empathy and Listening*Mental Health and Generational Expectations*Becoming a Mental Health Ally | |
| 4/28/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Public Speaking and Confident Communication in Business (Webinar) (25WA-1638)25WA-1638 | *Communication*Public Speaking*Presentation Skills | |
| 6/4/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Appreciation Intelligence: The New AI (Webinar) (25WA-1504)25WA-1504 | *Languages of appreciation*Appreciation strategies | |
| 5/28/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (Webinar) (25WA-1906)25WA-1906 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/14/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Why Auditors Fail To Detect Fraud (Webinar) (25WA-1494)25WA-1494 | *Reasons auditors fail to detect fraud*Willful Ignorance*SAS No. 82*Additional documentation*How and who to talk to*Determining the Tone At the Top*How to Determining Intent*If you expect it, you will see it | Dycus Dennis F |
| 5/28/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (25WA-2078)25WA-2078 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/20/2025 | 9 - 10:15 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Time To Advance Automation: Strategies and Tools for Efficiency (Webinar) (25WA-0290)25WA-0290 | *Advanced Automation Strategies: Best practices for starting or enhancing your automation journey*Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools*Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows*Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects | Stephens Tommy G |
| 4/10/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (25WA-2273)25WA-2273 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard | O'Brien William |
| 6/27/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| How to Create an ROI-Based Marketing Plan for Your Firm (Webinar) (25WX-0359)25WX-0359 | *Clarifying and communicating the unique value you provide to your chosen market.*Choosing the market(s) you will be successful serving.*Developing a successful go-to market and subsequent demand and lead gen strategy.*Creating an easy to maintain customer nurture, demand and lead generation system.*Determining your marketing budget, goals, objectives, and the right tactics to choose in order to support them. | |
| 4/29/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Safeguarding Taxpayer Data: A Guide for Your Required Security Plan (Webinar) (25WA-0523)25WA-0523 | *Understand the need to protect client data*Learn about the required security and privacy standards*Leave with a sample plan to consider your tax practice | Johnston Randolph P |
| 4/17/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Computer Forensics - Part 1 (Webinar) (25WA-0993)25WA-0993 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/5/2025 | 11 a.m. - 12:15 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Business and Government Investigations (Webinar) (25WX-0114)25WX-0114 | *How government investigations for white-collar crimes begin*How investigators and prosecutors build cases against business leaders*Differences between witnesses, subjects, and targets*Civil versus criminal allegations and proceedings*Collateral consequences of a criminal charge*Understanding the role of defense attorneys*Differentiate between challenges in business and allegations of wrongdoing*Influence on financial loss amounts and sentencing*Lowering risk levels for government investigations or allegations of white-collar crime | Paperny Justin |
| 4/8/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's 2023 Introduction To Excel Macros (Webinar) (25WA-1557)25WA-1557 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions | Stephens Tommy G |
| 5/31/2025 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| A Better Way to Choose Your KPIs (Webinar) (25WA-1139)25WA-1139 | *KPIs*Performance measures*Metrics | |
| 5/10/2025 | 3 - 4:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-0037)25WA-0037 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 4/2/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Are Those Independent Contractors Really Independent Contractors? (Webinar) (25WA-1150)25WA-1150 | *Classification of workers as employees or independent contractors | Ackels Alana K. |
| 5/10/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Are You Up to the Challenge? Test Your Skills as a Quality Control Reviewer (Webinar) (25WA-0336)25WA-0336 | *AICPA professional standards*EQCR expectations*Firm-specific considerations*Best practices for reducing the frequency of review points*Best practices for mitigating the severity of review points*Examples of common EQCR deficiencies*The impending influence of SQMS No. 1, SQMS No. 2, SAS 146, and SSARS 26*An interactive, hands-on EQCR simulation | Harper Dr. Christopher |
| 4/11/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Small Business Risk Avoidance (Webinar) (25WA-0692)25WA-0692 | *New perspective on corporate governance*ERM overviewERM-small business approach;*10 steps to take NOW! | O'Brien William |
| 4/24/2025 | 12 - 3:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| I want the TRUTH: Preparing to be an Expert Witness (Webinar) (25WA-0707)25WA-0707 | *Rules of civil and criminal procedure*Applicable standards*Testifying basics*Cross-examination techniques | Cotton David L |
| 4/25/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Sales, Collections and Customer Credit (Webinar) (25WA-1675)25WA-1675 | *Accounting*Sales*Collections | Fountain Lynn |
| 6/5/2025 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (25WA-2076)25WA-2076 | *Accounting*Finance*Cashflow | Fountain Lynn |
| 6/20/2025 | 4 - 5:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's 2023 Next Generation Excel Reporting (Webinar) (25WA-1201)25WA-1201 | *Identifying weaknesses in traditional reporting processes*Using leading-edge features in Excel to improve reporting practices*How to work with Power Query to solve common reporting challenges*Adding Slicers and Timelines to your Excel-based reports | Stephens Tommy G |
| 5/13/2025 | 11 a.m. - 6:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-1076)25WA-1076 | *Technology*Cybersecurity | Melloy Jon |
| 5/8/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (25WA-1157)25WA-1157 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. | Werner Arthur J |
| 5/10/2025 | 12 - 7:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Social Media: The Bare Necessities (Webinar) (25WA-2000)25WA-2000 | *Communication*Social Media*Marketing*Publicity*Public Relations*Business Strategy | |
| 6/18/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-2094)25WA-2094 | *Business Management*Organization | Lindell James T |
| 6/21/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Diversity, Inclusion, Equity and Belonging (Webinar) (25WA-1912)25WA-1912 | *Why should I be thinking about inclusion?*Does racism impact my workplace at all?*Where might I be vulnerable and unaware? | |
| 6/14/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Top Employment Tools to Protect Your Business and Recommend to Business Clients (Webinar) (25WA-1153)25WA-1153 | *arbitration agreements*confidentiality agreements *restrictive covenants *training *severance agreements | Ackels Alana K. |
| 5/10/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Excel for Staff Level 1: What You Never Learned (Webinar) (25WX-0356)25WX-0356 | *Navigating around worksheets*Selecting cells and ranges*How to use custom number formatting*How to leverage Views*How to build better formulas with referenced variables and defined names*Learn to quickly format cells with Cell Styles*Learn proper worksheet structure | Smith Bryan |
| 4/29/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (25WA-1126)25WA-1126 | *Employee Relations*Culture*Leadership*Employee Retention | |
| 5/9/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| S Corporations: Calculating Shareholder Basis (Webinar) (25WX-0330)25WX-0330 | *Discuss the calculation of basis when the entity is formed including the impact of contributed property*Explain the importance of shareholder loans to the entity*Uses a comprehensive example to illustrate the mechanics of the basis determination process*Schedule K-1 Basis and Form 7203*Discuss how basis is impacted by distributions of corporation property*Explain how basis is impacted by sale/or liquidation of the S Corporation interest*Discuss how S Corporation losses impact Form 1040 Schedule E reporting*Show how to get from the Schedule K-1 information to the basis calculations | Dilley Steven C |
| 4/26/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Minimizing Workplace Warfare (Webinar) (25WA-0811)25WA-0811 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques | |
| 4/29/2025 | 12 - 1:05 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Internal Control Best Practices (Webinar) (25WA-0204)25WA-0204 | *Internal Controls*Frameworks | Galasso Melisa |
| 4/8/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Your Own Library of Anti-fraud and Continuous Monitoring Tests (Webinar) (25WA-1772)25WA-1772 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases | Walden Vincent |
| 6/9/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Business Longevity: Is Your Business Wobbling? (Webinar) (25WA-0886)25WA-0886 | *Business Management *Organization | Lindell James T |
| 5/1/2025 | 11 a.m. - 2:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Basic Individual Taxation Course (Webinar) (25WX-0001)25WX-0001 | *Defining Federal Income Taxes*Computing federal income tax liability*Calculating adjusted gross income*Defining Qualifying Child*Determining filing status*Calculating the Kiddie Tax*Standard deduction*Tax Rates for ordinary income, capital gains, and qualified dividend income*Cash v. Accrual Method*Filing deadlines and obtaining extensions | McLeod Allison M. |
| 4/1/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Organizational Effectiveness and Communication (Webinar) (25WA-0809)25WA-0809 | *Communication | |
| 4/29/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| State Tax Nexus: Frequently Awkward Questions (Webinar) (25WA-1622)25WA-1622 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources | |
| 6/3/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Introduction to Forensic Data Analytics (Webinar) (25WA-0010)25WA-0010 | *Data analytics*Key fraud risk management guidance documents *Data analytics frameworks *Leading techniques and innovations for preventing and detecting fraud | Walden Vincent |
| 4/1/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| State Tax Nexus: Frequently Awkward Questions (Webinar) (25WA-0376)25WA-0376 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources | |
| 4/12/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Individuals - 4 Hour (Webinar) (25WA-0879)25WA-0879 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 4/30/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Power of a Good Story! (Webinar) (25WA-1428)25WA-1428 | *The 3 elements of storytelling *3 real world examples *10 thoughts for the road | O'Brien William |
| 5/23/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Future of Work: The Landscape of Work Today - Micro-Credential Series Part 1 (Webinar) (25WA-2027)25WA-2027 | *Employment Data*Talent Strategy | |
| 6/18/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Advanced Excel: Hidden Secrets and Gems (Webinar) (25WA-0637)25WA-0637 | *Awareness of advanced functions*Creative methods for data manipulation*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox | Harper Dr. Christopher |
| 4/22/2025 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Profitability Pricing: Boost your Bottom Line (Webinar) (25WA-1728)25WA-1728 | *Competitive bids*Achieving target profitability | Daly John L |
| 6/7/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Excel Charting And Visualizations (Webinar) (25WA-1028)25WA-1028 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations | Stephens Tommy G |
| 5/6/2025 | 4 - 7:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Achieve Competency in Three Basic Tool Categories: Master the Fundamentals (Webinar) (25WA-0259)25WA-0259 | *Tools for FSA*The 3 P's*The QST trifecta*The integrated planning model*Performance based management*The value chain*The balanced scorecard | O'Brien William |
| 4/9/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (25WA-2286)25WA-2286 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating | Cokins Gary |
| 6/28/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Enact Retaliation Abatement and Monitoring Measures (Webinar) (25WA-1011)25WA-1011 | *Retaliation prevention*Retaliation monitoring*Speak up culture*Ethical culture | |
| 5/5/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (25WA-0583)25WA-0583 | *Accounting and Finance | Fountain Lynn |
| 4/19/2025 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (25WA-0560)25WA-0560 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/18/2025 | 1 - 2:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT (Webinar) (25WA-1953)25WA-1953 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 6/16/2025 | 3 - 4:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Combatting Sexual Harassment in the Workplace (Webinar) (25WA-1547)25WA-1547 | *Sexual harassment prevention*Company culture | Ackels Alana K. |
| 5/30/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Fraud Assessment for Small and Medium Sized Businesses (Webinar) (25WA-1718)25WA-1718 | *The fraud triangle*The fraud savvy model*Symptoms of fraud*Benford's Law*The net worth method*The vulnerability chart*10 steps for action today | O'Brien William |
| 6/6/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Employment Law 101 (Webinar) (25WA-1777)25WA-1777 | *Title VII*Americans With Disabilities Act*Age Discrimination in Employment Act *Family Medical Leave Act *Fair Labor Standards Act *Equal Pay Act *National Labor Relations Act *Fair Credit Reporting Act | Ackels Alana K. |
| 6/9/2025 | 2 - 3:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Expand Your Analytical Toolbox More Tools for Success (Webinar) (25WA-0250)25WA-0250 | *5 step valuation process*2 specific valuation approaches*The Gordon Model*10 thoughts on banker selection*Rating your bank*10 hints for keeping your toolbox full | O'Brien William |
| 4/9/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's 2023 Automating Your Tax Practice (Webinar) (25WA-0500)25WA-0500 | *Why tax automation is essential*Hardware and software selection*Workflow design*Best practices for ingesting data | Stephens Tommy G |
| 4/17/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Fraud Risk Management (Webinar) (25WA-1441)25WA-1441 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 5/26/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Webinar) (25WX-0294)25WX-0294 | *The common weaknesses in a criminal tax investigation.*The key documents to review (In a sea of thousands of documents).*Crafting questions to recommend in court proceeding. | Nordlander Robert |
| 4/23/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Planning for Small Business Success (Webinar) (25WA-1092)25WA-1092 | *The integrated planning model *The strategic plan *Linkage with Performance Based Management *Tracking success *Real world examples | O'Brien William |
| 5/8/2025 | 12 - 3:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WA-0179)25WA-0179 | *Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options | McLeod Allison M. |
| 4/7/2025 | 12 - 2 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (25WA-1729)25WA-1729 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/7/2025 | 10 a.m. - 6:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-1272)25WA-1272 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 5/16/2025 | 11 a.m. - 12:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (25WA-1311)25WA-1311 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity | |
| 5/19/2025 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (25WA-0241)25WA-0241 | *The basic benefits of why *The 5-15 report *Curiosity and creativity | O'Brien William |
| 4/9/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Best Practices: Conducting Meaningful Walkthroughs (Webinar) (25WA-0104)25WA-0104 | *Internal Controls*Walkthroughs*Documentation | |
| 4/3/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-1482)25WA-1482 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 5/27/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Electronic Audit Evidence in Employee Benefit Plans (Webinar) (25WA-0045)25WA-0045 | *Audit Evidence*Digital | Critcher Melissa G |
| 4/2/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| When Leadership Fails (Webinar) (25WA-1132)25WA-1132 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 5/10/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (25WA-0407)25WA-0407 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business | Stephens Tommy G |
| 4/14/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Introduction to Ethics and Professional Skepticism (Webinar) (25WA-0284)25WA-0284 | *Code of Professional Conduct*Fraud*Professional Skepticism | |
| 4/10/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Upholding Independence While Holding Your Client's Hand (Webinar) (25WA-0640)25WA-0640 | *Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence*Review the AICPA's Code of Professional Conduct*Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters | Harper Dr. Christopher |
| 4/22/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-1793)25WA-1793 | *Technology*Cybersecurity | Melloy Jon |
| 6/10/2025 | 6 - 7 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Audit Skills for Emerging Leaders Webinar Bundle (Webinar) (25WX-0024)25WX-0024 | *Course 1: Audit 401: Critical Traits of a Thinking Auditor | CPE: 2 | Description: Critical Traits of a Thinking Auditor will provide tips and best practices for stretching experienced auditor past the basics in each of the three pillars of success. Those in charge of the day-to-day supervision of engagements need to consciously embrace and demonstrate characteristics that will enable him/her to transition to a firm leader. This includes a focus on three key pillars: financial success, retaining clients through superior client service, and developing other professionals.*Course 2: Audit 402: Audit Quality Control - Avoid Peer Review Issues | CPE: 2 | Description: Audit Quality Control - Avoiding Peer Review Issues highlights the most important considerations for those at all levels of the engagement team with quality control responsibilities on audit engagements. Upper-level reviewers have significant responsibilities for ensuring high-quality audit engagements. Unfortunately, deficient audits have serious negative consequences for both the CPA firm and the profession as a whole.*Course 3: Audit 403: Fraud Trends - Applying Real-Life Lessons | CPE: 2 | Description: Fraud Trends - Applying Real-life Lessons will focus on real-life and practical examples of fraud in smaller- and mid-size environments, including nonprofits. Fraud involves an intentional act to deceive, which may result in material misstatement in the financial statements due to fraudulent financial reporting or misappropriation of assets. Management's responsibility is to design, implement, maintain and monitor a system of internal control to prevent, or detect and correct, fraud.*Course 4: Audit 404: Maximizing Analytic Procedure Evidence on Audits | CPE: 2 | Description: Maximizing Analytic Procedure Evidence on Audits will enhance an ability to read and interpret financial information as a critical audit skill. Financial statement auditors need to be able to analyze financial results to not only enhance audit quality, but to also improve client service through being a better business advisor.*Course 5: Audit 405: Designing Internal Controls for Smaller Entities | CPE: 2 | Description: Designing Stronger Internal Controls for Small or Mid-Size Entities provide practical analysis and tips for how a reporting entity can manage financial reporting risk in an effective and efficient way. Internal controls are applied within an organization to satisfy objectives related to operations, compliance, and financial reporting. This module will also differentiate the auditor's responsibilities for internal controls under Sarbanes Oxley, Government Auditing Standards and Single Audit Act requirements.*Course 6: Audit 406: Auditing Revenue Recognition - Common Risks | CPE: 2 | Description: Auditing Revenue Recognition will provide tips and techniques for obtaining sufficient and appropriate audit evidence to support conclusions related to accounting for revenues obtained from contracts with customers. Revenue recognition is presumed to be a significant risk for financial statement auditing purposes due to the increased risk of both fraud and error.*Course 7: Audit 407: Auditing Contingencies and Going Concern | CPE: 2 | Description: Auditing Contingencies and Going Concern will provide tips and techniques for obtaining sufficient appropriate audit evidence to support conclusions related to contingencies and going concern uncertainty. Financial statements may contain significant uncertainties requiring special audit consideration for evaluating proper accounting and financial reporting treatment.*Course 8: Audit 408: Coaching Staff to Stay on the Right Track | CPE: 2 | Description: Coaching Staff to Stay on the Right Track provides tips and techniques for critical coaching responsibilities. Being a successful coach requires tackling various responsibilities, including motivating, providing positive and constructive feedback, and otherwise getting the best performance out of engagement team members in the given situation. | Louis Jennifer |
| 4/1/2025 | 6 a.m. - 10 p.m. | Online | 16 CPE (12 tech, 4 non-tech) | |
| K2's Excel PivotTables for Accountants (Webinar) (25WA-1563)25WA-1563 | *PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables*Formatting PivotTables*Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot*Analytical techniques available in PivotTables | Stephens Tommy G |
| 5/31/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 2 (Webinar) (25WA-1509)25WA-1509 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 5/28/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Ripped From the Headlines: Lessons From Interesting Tech Crimes (Webinar) (25WA-0221)25WA-0221 | *Common security weaknesses that occur with hardware and software at home and in the office*Malware, ransomware, data breach, and incident response tips*Internal control failures which result in the theft of assets or unauthorized manipulation of data | Stephens Tommy G |
| 4/8/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Combatting Sexual Harassment in the Workplace (Webinar) (25WA-0470)25WA-0470 | *Sexual harassment prevention*Company culture | Ackels Alana K. |
| 4/16/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (25WA-1251)25WA-1251 | *Accounting and Finance | Fountain Lynn |
| 5/15/2025 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| K2's Saving Time With Electronic Forms (Webinar) (25WA-0830)25WA-0830 | *Comparing the capabilities and costs associated with forms/data collection tools and the different approaches taken by each tool*The benefits and risks associated with using each approach*Examples of how tools can be used effectively, with examples | Stephens Tommy G |
| 4/29/2025 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA (Webinar) (25WA-1328)25WA-1328 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? | Minges Don |
| 5/20/2025 | 6 - 6:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Annual Update for Governments and Not-for-Profits (Webinar) (25WX-0211)25WX-0211 | *New GASB standards*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences.*Accounting Standard Updates issued by the FASB*Not-for-Profit Advisory Committee (NAC) and the projects they advise the FASB on.*Yellow Book and Single Audit engagements.*Changes in the 2024 Compliance Supplement*Changes to the Uniform Guidance*Common deficiencies identified by the federal agencies and peer reviewers. | Galasso Melisa |
| 4/16/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Presentation Skills for Auditors (Webinar) (25WX-0171)25WX-0171 | *How to connect with your audience*What to do when the unexpected happens*How to use your natural resources to enhance your message*How to narrow your message for maximum impact*What to avoid in a PowerPoint presentation | |
| 4/14/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How AI Is Automating Internal Control (Webinar) (25WX-0131)25WX-0131 | *An explanation of Artificial Intelligence (AI).*Specific ways AI is replacing human cognition. *What is on the internal control horizon related to AI and other technologies. | Egnatoff Karl W |
| 4/9/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Head and Heart of Ethics: Featuring Bob Mims and Don Minges (Webinar) (25WA-1786)25WA-1786 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*How lack of accountability can lead to ethical issues | Mims Robert Minges Don |
| 6/10/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-2314)25WA-2314 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle | Robinson Jonathan |
| 6/30/2025 | 2 - 5:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (25WA-1508)25WA-1508 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 5/28/2025 | 12 - 7:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-0391)25WA-0391 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 4/14/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Avoiding Budget People Issues: Managing Budgeting's Soft Side (Webinar) (25WA-1606)25WA-1606 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/3/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA (Webinar) (25WA-2145)25WA-2145 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? | Minges Don |
| 6/24/2025 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Building Your Own Library of Anti-fraud and Continuous Monitoring Tests (Webinar) (25WA-2225)25WA-2225 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases | Walden Vincent |
| 6/26/2025 | 3 - 4:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Form 1120S: Preparation and Analysis (Webinar) (25WA-2168)25WA-2168 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations | Werner Arthur J |
| 6/24/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (25WA-1358)25WA-1358 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Pembrook Chris Crawford Frank W |
| 5/21/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic and Fraud Interviewing Techniques and Skills (Webinar) (25WA-0558)25WA-0558 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/18/2025 | 11 a.m. - 1 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Blockchain Technology: What Every CPA Should Know (Webinar) (25WX-0284)25WX-0284 | *An explanation of what blockchain is*Review of the nomenclature associated with blockchain technology*Thorough review of the components of a blockchain application*Review of current and potential applications for blockchain and its impact on commerce*Potential impact on the CPA profession in accounting and auditing | Higgins John H |
| 4/22/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Payroll Essentials: De-mystifying Form W-4 (Webinar) (25WX-0065)25WX-0065 | *Form W-4, Employee Withholding Certificate changes*Understanding what an employer can, and cannot do with regards to Form W-4 | Bystrom Elizabeth A |
| 4/4/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Getting on Top of it All: How to Work Smarter, Not Harder - Part 1 (Webinar) (25WA-1780)25WA-1780 | *Why important things don't get done on a timely basis, and what to do about it*Five ways to increase productivity that almost no one ever uses*The four proven ways to keep yourself and your staff motivated to consistently work at the highest level*How to avoid feeling stressed out--even though your "to do" list is endless*The three time management techniques that you're not using that are critical to your success*How to know and avoid what is a poor use or waste of your time*How to set goals that excite you, and how to guarantee they actually get done*Three ways to elicit help from others that ensure their cooperation and help*The smart things to do with the extra time you'll have when you're on top of it all | Robinson Jonathan |
| 6/9/2025 | 10 a.m. - 1:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-0367)25WX-0367 | *Review common deficiencies identified by the AICPA and state boards of accountancy.*Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment.*Review of the areas of concern and how you can overcome them by employing best practices. | Galasso Melisa |
| 4/29/2025 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Combatting Sexual Harassment in the Workplace (Webinar) (25WA-1956)25WA-1956 | *Sexual harassment prevention*Company culture | Ackels Alana K. |
| 6/16/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-1479)25WA-1479 | *Communication*Teamwork*Collaboration | |
| 5/27/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Prevention and Detection of Fraud in Small Businesses (Webinar) (25WA-0190)25WA-0190 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management | Dycus Dennis F |
| 4/8/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Role of HR in Business Sustainability (Webinar) (25WA-0233)25WA-0233 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk | |
| 4/9/2025 | 10 - 11:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Is Activity-Based Costing the Right Tool for Your Organization? (Webinar) (25WA-0525)25WA-0525 | *ABC versus traditional costing*First-stage allocation*Determining predetermined overhead rates*Second-stage allocation*Activity-based reporting | Harper Dr. Christopher |
| 4/17/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-1553)25WA-1553 | *Business Management*Organization | Lindell James T |
| 5/31/2025 | 3 - 6:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-0040)25WA-0040 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 4/2/2025 | 11 a.m. - 2 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Cognitive Biases for Accountants (Webinar) (25WX-0108)25WX-0108 | *What are cognitive biases?*Common judgment biases in the accounting profession*Professional judgment frameworks*How to use psychology to your advantage*Simple and pragmatic steps to overcome bias | Wasny Garrett |
| 4/8/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA (Webinar) (25WA-0650)25WA-0650 | *What are the signs of an ethical versus unethical organization?*The need for clear policies*Policies should be detailed, clear and unambiguous*The importance of 'doing the right thing when no one else is looking'*How exceptions offer opportunities to the unethical*Should exceptions be allowed? | Minges Don |
| 4/23/2025 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Coaching Skills That Improve Performance (Webinar) (25WA-0355)25WA-0355 | *Coaching*Effective Communication | Lindell James T |
| 4/12/2025 | 1 - 4:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Rewards and Recognition Strategies for Leaders (Webinar) (25WA-1629)25WA-1629 | *Leadership*Recognition*Total Rewards*Employee Engagement | |
| 6/3/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Emotional Intelligence (Webinar) (25WA-2161)25WA-2161 | *Emotions*Relationships | |
| 6/24/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-1449)25WA-1449 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 5/26/2025 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Ethics: IRS Criminal Investigations - Key Lessons for Accountants (Webinar) (25WX-0245)25WX-0245 | *Snapshot of IRS Criminal Investigations*General tax fraud*Abusive tax schemes*Refund fraud*Employment tax fraud*Identity theft*Data compromises*Money laundering*Public corruption*Corporate fraud*General frauds*Cyber crimes*Global tax and economic crimes*Narcotics, counter-terrorism and transnational organized crime*Selected Field Office Case Files from Across US*New England*Middle Atlantic*East *North*Central*West *North Central*South Atlantic*East South *Central West *South Central*Mountain*Pacific*How accountants can add value to their operations by aiding law enforcement and fighting economic crime | Wasny Garrett |
| 4/18/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics for CPAs: The Practical and the Possible (Webinar) (25WA-1623)25WA-1623 | *The AICPA Code of Professional Conduct and its interpretations*New developments in regulation at the national and state level*Best practices, case studies, and disciplinary actions | |
| 6/3/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (25WA-1807)25WA-1807 | *Accounting*Finance | Fountain Lynn |
| 6/10/2025 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Leveraging Marketing Automation for Accounting Firm Growth (Webinar) (25WX-0049)25WX-0049 | *Content - From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively.*Lead Generation - Tools to determine the best offers and get them in front of the appropriate audiences.*Lead Nurturing - Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client. We will cover this i-depth during the course.*Sales - After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale. These tools will allow you to do this without an entire sales team!*Onboarding - Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team.*Referrals and Reviews - Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes. This course will show you how! | |
| 4/3/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-2133)25WA-2133 | *Change management*Leadership | |
| 6/23/2025 | 12 - 1:35 p.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| The Psychology of Fraud (Webinar) (25WA-1661)25WA-1661 | *Fraud*Fraud Triangle | Cotton David L |
| 6/5/2025 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Contract and Procurement Fraud (Webinar) (25WA-0034)25WA-0034 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 4/2/2025 | 8 - 9:20 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| How to Double Your Firm's Revenue Through CFO and Advisory (Webinar) (25WX-0285)25WX-0285 | *The average revenue of most accounting firms.*The number of advisory clients you'll need to double your firm's revenue.*How much you should be charging for advisory services.*How we define CFO and advisory services.*What business owners really want from their advisor.*The three types of CFO/Advisory firms.*How to get clients to pay you approximately $2,500 per month for advisory services.*The three systems you'll need to add a CFO/Advisory service to your firm. | |
| 4/23/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Maintaining a Harmonious Working Environment (Webinar) (25WA-0853)25WA-0853 | *Disassociating yourself and your employer from discriminatory comments.*Scripts for addressing potential and actual sexual harassment situations.*Consensual relationships between leaders and their subordinates.*Effective violence prevention measures*Survival tactics in active violence situations. | Mirarchi Michael |
| 4/30/2025 | 11 a.m. - 12:20 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Common Audit and Financial Reporting Deficiencies in State and Local Governments (Webinar) (25WA-1840)25WA-1840 | *Financial Statement Preparation*Common Mistakes made in Preparing Financial Statements*GASB Financial Statement Preparation Standards | Crawford Frank W Pembrook Chris |
| 6/11/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Federal Tax Update for Individuals with Doug Van Der Aa (Webinar) (25WA-0872)25WA-0872 | *Recent federal tax legislation, cases and rulings affecting income of individual taxpayers*Review changes to Form 1040 and its related schedules*Gross Income, wages, Schedule C and Schedule E*Itemized deductions*Self-employment health insurance deduction*Capital gain and losses, royalties, alternative minimum tax revisions, rate changes, and other legislative provisions*Tax planning | Van Der Aa Douglas J |
| 4/30/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's 2023 Best Word, Outlook, And PowerPoint Features (Webinar) (25WA-0958)25WA-0958 | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint | Stephens Tommy G |
| 5/3/2025 | 8 - 11:40 a.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-1929)25WA-1929 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 6/14/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The ABCs of Advisory Services (Webinar) (25WA-0581)25WA-0581 | *Understanding the concept of "Integrated Planning" (financial, estate, asset protection, and tax planning)*Changes in the landscape of a tax practitioner's practice*The bridging of services*Getting started -- Where do your clients fail?*Understanding the primary planning issues for all clients*Estate and Gift issues*Traps, pitfalls, and tips in planning*Practical steps in establishing a tax advisory and wealth management services practice*Domicile issues | Werner Arthur J |
| 4/19/2025 | 8:30 - 10:25 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (25WA-0422)25WA-0422 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 4/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (25WA-0905)25WA-0905 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. | Minges Don McLeod Allison M. |
| 5/2/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| The Future of Communication: How AI and Synthetic Media Can Transform Your Business (Webinar) (25WA-1020)25WA-1020 | *Communication*Technology*AI*Synthetic Media*Strategy*Leadership*Management*Time Management/Productivity | |
| 5/6/2025 | 8 - 9:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Preparing for and Conducting Discharge Meetings (Webinar) (25WA-1274)25WA-1274 | *Issues to be evaluated pre-discharge.*Off-site/off work-misconduct.*Pre-discharge interviews*Resignations*Discharge meetings*Exit Interviews*Reference checks | Mirarchi Michael |
| 5/16/2025 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-1841)25WA-1841 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Pembrook Chris Crawford Frank W |
| 6/11/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Practitioner's Guide to IRAs and Qualified Retirement Plans (Webinar) (25WA-1626)25WA-1626 | *Traditional and Roth IRAs: Understanding retirement savings options*SEP and SIMPLE IRAs: Exploring retirement plans for small businesses*Qualified Plans: Navigating employer-sponsored retirement plans*Defined Benefit and Defined Contribution Plans: Comparing retirement plan structures*401(k) Plans: Maximizing benefits with employer-sponsored options*Retirement Plan Selection: Choosing the best plan for individual client needs*Minimum Distribution Rules: Ensuring compliance and understanding withdrawal regulations*Tax Implications: Analyzing the tax consequences of retirement plan decisions*Retirement Planning Strategies: Implementing effective strategies for client financial goals | Werner Arthur J |
| 6/3/2025 | 8 a.m. - 3:40 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fraud Risk Management (Webinar) (25WA-0670)25WA-0670 | *Fraud risk management*Fraud risk assessments*Data analytics*Fraud risk management tools | Cotton David L |
| 4/24/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| AICPA Audit Quality Update and Quality Management Standards (Webinar) (25WX-0075)25WX-0075 | *Analysis of the AICPA's Enhancing Audit Quality Initiative*Trends in audit quality*Latest on the DOL's audit quality study*Peer review findings and practice tips for achieving high practice quality*AICPA's new SQMS - Overview, implementation considerations, timeline, and AICPA implementation resources*PCAOB and IAASB quality management standards and the potential impact on AICPA standards | Henry Allison M. |
| 4/4/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| A Practical Guide to Trusts (Webinar) (25WA-0615)25WA-0615 | *The role of the trustee and how to avoid problems*How to use trusts to avoid probate*How revocable living trusts are affected by income, gift, and estate taxes*Marital deductions and marital and bypass trusts*How an irrevocable trust can be the center of an estate plan*Advantages of an irrevocable life insurance trust*How to create a dynasty trust*Why a GRIT, GRAT, GRUT, or QPRT can be a good estate planning tool*Trust options to provide security for older clients*Advantages, tax consequences, and limits on charitable contributions and private foundations*Charitable remainder and charitable lead trust issues*How trusts can serve as asset protection devices Business trust issues | Werner Arthur J |
| 4/21/2025 | 8 a.m. - 3:50 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Introduction to Forensic Accounting (Webinar) (25WA-1182)25WA-1182 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/12/2025 | 1 - 2:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Resolving Ethical Dilemmas: You Make the Call (Webinar) (25WA-1900)25WA-1900 | *Ethical frameworks*Threats and safeguards to objectivity and independence | Cotton David L |
| 6/14/2025 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | .5 Ethics |
| Minimizing Workplace Warfare (Webinar) (25WA-1397)25WA-1397 | *Sources of Workplace Conflict*Conflict Resolution Strategies*Communication Skills and Active Listening*Conflict Management Techniques | |
| 5/22/2025 | 10 - 11:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| PowerPoint for Accountants (Webinar) (24WX-4508)24WX-4508 | *Exploration of tabs within PowerPoint's ribbon*Initial creation of a slide deck*Using slide masters*Utilization of external content*SmartArt*Alignments and layouts*Tips and tricks for efficiency*Best practices for effective presentation delivery*Other creative uses for PowerPoint | Harper Chris |
| 3/31/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-2059)25WA-2059 | *Business Management*Organization | Lindell James T |
| 6/20/2025 | 9 a.m. - 12:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's 2023 Microsoft Teams (Webinar) (25WA-0861)25WA-0861 | *Understanding the Teams platform*Communicating and collaborating in Teams*Adding applications and services to Teams*Extending Teams to individuals outside your organization | Stephens Tommy G |
| 4/30/2025 | 4 - 7:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's 2023 Excel Charting And Visualizations (Webinar) (25WA-0720)25WA-0720 | *Understanding the best types of visualizations to use in specific situations*Creating compelling visualizations using Excel*Adding interactivity to your Excel-based visualizations | Stephens Tommy G |
| 4/25/2025 | 2 - 5:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 1065: Understanding Partnerships Tax Returns (Webinar) (25WA-2190)25WA-2190 | *Partnership taxation*Different types of partnerships*Tax obligations of partners *Role of the partnership agreement in tax reporting *Filing deadlines of Form 1065 | Werner Arthur J |
| 6/25/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Form 1120S: Preparation and Analysis (Webinar) (25WA-1561)25WA-1561 | *Understanding the definition and requirements of an S corporation, the benefits and limitations of choosing this entity type, and the eligibility requirements for shareholders*Income and Deductions: Understanding the different types of income and deductions that an S corporation can have, including ordinary income, capital gains and losses, depreciation, and expenses.*Shareholder Basis: Understanding the shareholder's basis in the S corporation, how to calculate it, and the impact of distributions on the basis.*Reporting Requirements: Understanding the different reporting requirements for Form 1120S, including Schedule K-1, Schedule L, Schedule M-2, and Schedule M-3*Tax Planning: Understanding the tax planning strategies available to S Corporations and their shareholders, including tax deferral, income shifting, and tax-free reorganizations | Werner Arthur J |
| 5/31/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering The Three Pillars of Cybersecurity: Exploring the Technology Pillar (Webinar) (25WA-1338)25WA-1338 | *Technology*Cybersecurity | Melloy Jon |
| 5/20/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Independence Requirements for Auditors (Webinar) (25WA-0203)25WA-0203 | *Independence*Threats*Safeguards | Galasso Melisa |
| 4/8/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Optimize Your Staff's Performance (Webinar) (25WA-0054)25WA-0054 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment | O'Brien William |
| 4/2/2025 | 12 - 3:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-1307)25WA-1307 | *Business Management*Organization | Lindell James T |
| 5/19/2025 | 1 - 4:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (25WA-0249)25WA-0249 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 4/9/2025 | 11 a.m. - 12:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-0393)25WA-0393 | *Communication*Teamwork*Collaboration | |
| 4/14/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Strategies for Guiding Clients Through Challenging Situations: Tax Insights (Webinar) (25WA-1528)25WA-1528 | *Navigating the tax and non-tax dimensions of divorce.*Unveiling tax and non-tax considerations in personal bankruptcy, debt cancellation, foreclosure, repossession, and bad debt reporting.*Exploring the tax and non-tax aspects of personal relationship matters, encompassing cohabitation, property rights, premarital agreements, filing status, exemptions, and dependents.*Grasping the intricacies of support considerations for spouses and former spouses.*Addressing support matters for children of divorced or separated parents, alongside the tax treatment of back child support.*Delving into the business implications in instances of business dissolution.*Tackling specialized topics, including marital property rules, tax rate comparisons for married and unmarried individuals, head of household status, and treatment of refunds and deficiencies. | Werner Arthur J |
| 5/29/2025 | 4 - 11:45 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| The Art of Marketing for CPAs (Webinar) (25WA-0136)25WA-0136 | *Why marketing and self promotion are so important today*What keeps people from learning this skill, and how to overcome those obstacles*How to get people (your boss, co-workers or clients) to like working with you*How to sell someone on your services in a single minute*How to attract more clients or the attention of your boss in a way that "wows" them*How to get referrals from your clients or glowing reviews from your boss*The 3 communication skills every business person needs to master, and why*The 3 principles that really lead to more success in the business world, and how you can use those principles for you company and career | Robinson Jonathan |
| 4/4/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 2 (Webinar) (25WA-0584)25WA-0584 | *Accounting and Finance | Fountain Lynn |
| 4/19/2025 | 10 - 11:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Monthly Federal Tax Updates - April 2025 (Webinar) (25WX-0332)25WX-0332 | *Current individual tax issues*Current business entity tax issues*Any current tax legislation occurring during the period*Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues | McLeod Allison M. |
| 4/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Addressing Budgeting Uncertainty (Webinar) (25WA-0374)25WA-0374 | *Accounting*Finance | Fountain Lynn |
| 4/12/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Annual Update for Not-for-Profit Accountants and Auditors (Webinar) (25WX-0090)25WX-0090 | *The Not-for-Profit Advisory Committee (NAC).*Accounting Standards Updates (ASUs).*Year 2 considerations of the leases standard.*Common nonprofit deficiencies identified in peer review.*What's going on at the AICPA. | Galasso Melisa |
| 4/7/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-0949)25WA-0949 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 5/3/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 OneDrive's Best Practices (Webinar) (25WA-0912)25WA-0912 | *Synchronizing your files to your desktop pc*Working with shared files*Managing different versions of files*Understanding how OneDrive works with OneNote, Teams, and SharePoint | Clark Connie |
| 5/2/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Automation For Increasing Personal Efficiency And Effectiveness (Webinar) (25WA-0100)25WA-0100 | *Automation opportunities*Understanding integration platforms*Productivity tips, tricks, and applications*Tips and tricks for saving valuable time | Yoss Stephen M |
| 4/3/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Controller's Role in Pro Forma Financial Statements (Webinar) (25WA-0326)25WA-0326 | *Accounting*Finance | Fountain Lynn |
| 4/11/2025 | 1 - 2:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Compilations, Reviews and Audits: How They Differ (Webinar) (25WX-0189)25WX-0189 | *Review of differences of compilation, review and audit engagements*Compare and contrast major considerations of each type of engagement*Provide practical tips and strategies*Professional standards that govern each type of engagement | Harper Chris |
| 4/15/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| PowerPoint: Tips and Tricks for Today's Accountant (Webinar) (25WA-0145)25WA-0145 | *Exploration of tabs within PowerPoint's ribbon*Initial creation of a slide deck*Using slide masters*Utilization of external content*SmartArt*Alignments and layouts*Tips and tricks for efficiency*Best practices for effective presentation delivery*Other creative uses for PowerPoint | Harper Dr. Christopher |
| 4/4/2025 | 8 - 9:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Clear. Confident. Compelling. Communication Strategies for Women in Business (Webinar) (25WA-0807)25WA-0807 | *What behaviors detract from the value that you bring to the table and negatively influence the respect your staff and colleagues have for you*What your body language may be communicating about your overall confidence, capability, and self-assuredness*More effective ways to communicate as a female leader*Skills to display and communicate confidence while inspiring trust and increasing credibility | |
| 4/29/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (25WA-1791)25WA-1791 | *Technology*Cybersecurity | Melloy Jon |
| 6/10/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's 2023 Best Word, Outlook, And PowerPoint Features (Webinar) (25WA-1404)25WA-1404 | *Creating Word and PowerPoint documents with greater ease and efficiency*Enabling critical Outlook options for improved productivity*Best practices for working with Word, Outlook, and PowerPoint | Stephens Tommy G |
| 5/22/2025 | 10 a.m. - 1:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: The Controller's Role in Procurement Function (Webinar) (25WA-1372)25WA-1372 | *Accounting*Finance*Procurement | Fountain Lynn |
| 5/21/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (25WA-0012)25WA-0012 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program | Walden Vincent |
| 4/1/2025 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| IRS Penalties and Abatements (Webinar) (25WA-1003)25WA-1003 | *Rules on waiver of penalties and interests*Various forms and procedures for requesting relief*First Time Abatement: Requirements and procedures*How an individual taxpayer qualifies for Reasonable Cause abatement*Procedures for requesting refund of paid penalties*Available administrative options | McLeod Allison M. |
| 5/5/2025 | 3 - 5 p.m. | Online | 2.2 CPE (2.2 tech, 0 non-tech) | |
| Preparing to be a Forensic Accountant: Focus on Document Review and Handwriting Analysis (Webinar) (25WA-2079)25WA-2079 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/20/2025 | 1 - 2:45 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Future of Work: Winning Talent Strategies - Micro-Credential Series Part 3 (Webinar) (25WA-2029)25WA-2029 | *Recruiting*Engagement*Leadership*Compensation*Culture *Communication*Career Paths*Talent Development | |
| 6/18/2025 | 1 - 2:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| New Mergers and Acquisitions: Tricks, Traps and Terrors (Webinar) (25WA-2152)25WA-2152 | *Business Management*Organization | Lindell James T |
| 6/24/2025 | 5 - 8:50 p.m. | Online | 4.2 CPE (0 tech, 4.2 non-tech) | |
| Performance Auditing Made Easy (Webinar) (25WA-0971)25WA-0971 | *Performance audit standards*Performance audit types*Performance audit objectives | Cotton David L |
| 5/5/2025 | 8 - 9:25 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Optimize Your Staff's Performance (Webinar) (25WA-1991)25WA-1991 | *The 4 perspectives of optimization*The Two Circle Analysis. The What*The How. The Leadership 10*The Fatal 13*5 thoughts for a healthy work environment | O'Brien William |
| 6/17/2025 | 5 - 8:50 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| When Leadership Fails (Webinar) (25WA-0118)25WA-0118 | *Who's responsible*The importance of policies and procedures*The development, implementation and monitoring of internal controls*There is no excuse*Who steals*The Tone At the Top and the Big Monkey Theory | Dycus Dennis F |
| 4/4/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Dashboard and Report Design Principles Using Excel (Webinar) (25WA-2217)25WA-2217 | *How to design charts for fastest possible user understanding and ease of use*Review of case studies for group critique*Developing a design standard for your organization*Designing tables for rapid understanding and efficient space use*How to use commentary, maintaining a consistent style and level of detail*Using layout to support long-term memory and improve understanding*The impact of trend methods on user understanding and a brief introduction to a statistically valid method for trend analysis.*How to apply these techniques using Excel | |
| 6/26/2025 | 6 - 9:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 360 Budgeting: A Holistic Approach to Process and Solutions (Webinar) (25WA-1603)25WA-1603 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/3/2025 | 10 a.m. - 6:15 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| 5 Steps to Cultivate a Values-Based Approach to Governance (Webinar) (25WA-1923)25WA-1923 | *Employee engagement*Values-based governance*Organizational culture*Employee relations | |
| 6/14/2025 | 10 - 11:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Performance Targets That Deliver Results Without Burnout (Webinar) (25WA-1539)25WA-1539 | *Performance target design*Target testing | |
| 5/30/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-1267)25WA-1267 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 5/16/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Securing Executive Buy-In for Your Initiatives: Communication Techniques to Persuade Decision-Makers (Webinar) (25WA-2041)25WA-2041 | *Persuasion*Executive Buy-In*Communication*Leadership | |
| 6/19/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (25WA-1591)25WA-1591 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 6/2/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Everything There is to Know About Summonsing (Webinar) (25WX-0170)25WX-0170 | *The ingredients that make up an IRS summons.*The IRS' legal authority to summons.*How to comply with a summons.*Whether to appear in response with your client or not.*Common errors the IRS can make that will invalidate a summons.*Following DOJ summons referral process; all based on an actual case. | |
| 4/14/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| The Controllership Series: Overhead, Direct and Indirect Costs and Allocation Methods (Webinar) (25WA-0105)25WA-0105 | *Accounting*Finance*Procurement*Operations | Fountain Lynn |
| 4/3/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Building Trust in Remote Teams: Catalyze Collaboration and Communication (Webinar) (25WA-0946)25WA-0946 | *Communication*Teamwork*Collaboration | |
| 5/3/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 5 Ways Your Onboarding Process Fails to Engage and Retain New Hires (Webinar) (25WA-1342)25WA-1342 | *Employee Onboarding*Employee Experience*Employee Engagement*Communication*Leadership | |
| 5/20/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| CFO Career Upgrade with LinkedIn (Webinar) (25WX-0017)25WX-0017 | *Essential elements of a compelling LinkedIn profile for a CFO*How to build a strategic career network*Five ways that CFOs can leverage LinkedIn as leaders of an organization*How to get referred to new job opportunities*Essential LinkedIn do's and don'ts for CFOs | |
| 4/1/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Contract and Procurement Fraud (Webinar) (25WA-1443)25WA-1443 | *Procurement phases*Fraud schemes*Fraud red flags*Fraud control activities and safeguards | Cotton David L |
| 5/26/2025 | 11 a.m. - 12:20 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| 2024 Individual Tax Update with Steve Dilley (Webinar) (25WA-0419)25WA-0419 | *Recent tax legislation, rulings and developments impacting individual taxpayers*Credits (child, dependent care, earned income, health)*Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics | Dilley Steven C |
| 4/14/2025 | 10 - 11:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Measuring Audit Risks (Webinar) (25WA-2103)25WA-2103 | *The planning process -- When it starts and when it ends*Determining the audit objectives*The importance of the nature, timing and extent of the audit process*The importance of professional skepticism*The preliminary engagement activities*Documentation of audit risk*Determining materiality | Dycus Dennis F |
| 6/21/2025 | 10 a.m. - 12:50 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Keys to Building an Inclusive and Culturally Competent Workplace: A Guide for HR Professionals and Business Owners (Webinar) (25WA-1265)25WA-1265 | *Communication*Leadership*Character*Behavior | |
| 5/16/2025 | 1 - 2:50 p.m. | Online | 1.8 CPE (0 tech, 1.8 non-tech) | |
| Leveraging ChatGPT for Innovative Business Advisory Services (Webinar) (25WX-0072)25WX-0072 | *Introduction to ChatGPT and its applications in the business advisory context*In-depth exploration of enterprise evaluation methodologies like SWOT, PESTLE, BCG Matrix, McKinsey 7S Model, Ansoff Matrix, etc.*Practical case studies demonstrating application of ChatGPT in accounting business analysis*Key challenges faced by accounting firms and how ChatGPT can help overcome these*Best practices for implementing AI tools in the accounting sector*Future opportunities and trends in AI-enhanced business advisory services | Wasny Garrett |
| 4/4/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Top PDF Features You Should Know (Webinar) (25WA-0760)25WA-0760 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs | Stephens Tommy G |
| 4/26/2025 | 3 - 6:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Building Your Personal Net Worth: Invest in Your Future (Webinar) (25WA-1870)25WA-1870 | *Why people who appear wealthy may be living paycheck to paycheck*Why a millionaire may be living in the ordinary house next door*Early and mid-career strategies for accumulating wealth*Where and how to invest your money*Why fees and commissions should concern you*Strategies for buying stocks, mutual funds and ETFs | Daly John L |
| 6/12/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Cash Management: Strategies for Long-Term Success (Webinar) (25WA-1593)25WA-1593 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 6/2/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| KPI Bootcamp for Small Businesses (Webinar) (25WA-1764)25WA-1764 | *Why measure things?*The ROKS Express method*Goals check - identifying your business objectives and Key Results*Selecting your KPI candidates using the KPI Definition Manual*Shortlisting - Picking the very best KPIs from your KPI Candidates*Tuning your KPI definitions*Going Live | |
| 6/9/2025 | 1 - 5:40 p.m. | Online | 5 CPE (0 tech, 5 non-tech) | |
| Accountants and Malpractice: Can We Get Sued for This? (Webinar) (25WX-0117)25WX-0117 | *How accountant liability is a very real threat in today's litigious society.*A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.*Pitfalls in which the accountant may find him- or her- self while dealing with clients.*Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases. | McLeod Allison M. |
| 4/9/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Budgeting: Presenting and Communicating your Numbers (Webinar) (25WA-2213)25WA-2213 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/26/2025 | 5 - 6:55 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Communication Miracles at Work and in Life: Part 2 (Webinar) (25WA-0184)25WA-0184 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 4/8/2025 | 5 - 8:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Transforming Strategic and Financial Management with ChatGPT: Insights for CPAs, CFOs and Controllers (Webinar) (25WA-0051)25WA-0051 | *Recognize the variety of ChatGPT uses in accounting.*Determine how to use ChatGPT.*Identify how ChatGPT improves customer, vendor, and industry research.*Recognize how ChatGPT aids in financial benchmarking.*Identify how ChatGPT can assist in financial analysis, budgeting and forecasting. | Lindell James T |
| 4/2/2025 | 1 - 3 p.m. | Online | 2.2 CPE (1 tech, 1.2 non-tech) | |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-2111)25WA-2111 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Crawford Frank W Pembrook Chris |
| 6/21/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Rewards and Recognition Strategies for Leaders (Webinar) (25WA-1235)25WA-1235 | *Leadership*Recognition*Total Rewards*Employee Engagement | |
| 5/14/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's Consumer Electronics Show 2024: Navigating The Future of Technology (Webinar) (25WA-1324)25WA-1324 | *Smart Home Innovations: Discover the latest advancements in home automation and IoT devices*Wearable Technology Trends: Explore the future of health, fitness, and personal tech wearables*Augmented and Virtual Reality: Delve into immersive experiences and their impact on entertainment, education, and business*Sustainable Technology Solutions: Uncover new developments in eco-friendly and energy-efficient technologies | Stephens Tommy G |
| 5/19/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| State Tax Nexus: Frequently Awkward Questions (Webinar) (25WA-2017)25WA-2017 | *Frequently asked questions about income tax and sales tax nexus*New developments *Key factors in reviewing potential nexus consequences*Nexus road trip to eight large states*Tax impacts of remote work*Free, multistate resources | |
| 6/18/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Securing Your Data: Practical Tools For Protecting Information (Webinar) (25WA-0129)25WA-0129 | *Understanding today's cybersecurity risks*Identifying major cybersecurity risks*Implementing specific steps to reduce risk | Stephens Tommy G |
| 4/4/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Ethics Hour: Thinking Through Decisions and Recognizing the Consequences (Webinar) (25WA-0621)25WA-0621 | *The high volume of ethical decisions we face every day*The true value of paying attention*Understanding how each decision we make will have consequences*Are you prepared for the consequences? | Gallagher Chuck Minges Don |
| 4/22/2025 | 6 - 6:50 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-0850)25WA-0850 | *Change management*Leadership | |
| 4/30/2025 | 10 - 11:35 a.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| GASB 96 -SBITA, GASB 94 P3, and GASB 87 Leases (Year 2) (Webinar) (25WA-0319)25WA-0319 | *Requirements of GASB 96, GASB 94, and GASB 87*Implementation of GASB 96, 94 and 87 | Pembrook Chris Crawford Frank W |
| 4/11/2025 | 8 - 9:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Taxation of Non-fungible Tokens (NFTs) (Webinar) (25WA-1429)25WA-1429 | *NFT basics*Classification of NFTs*Current Legislative and Policy Environment*Tax implications of creation, sales and exchanges of NFTs | McLeod Allison M. |
| 5/23/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Introduction to Forensic Accounting (Webinar) (25WA-0924)25WA-0924 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 5/2/2025 | 11 a.m. - 12:40 p.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| K2's 2023 Excel Best Practices (Webinar) (25WA-0274)25WA-0274 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel | Stephens Tommy G |
| 4/10/2025 | 10 a.m. - 5:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Sticky Ethical Choices, featuring Bob Mims and Don Minges (Webinar) (25WA-1634)25WA-1634 | *Why are some choices so difficult?*Efficiency is not free; it has a real, large cost*The consequences of 'pulling the trigger' quickly*How to evaluate ethical situations and remain above-board | Mims Robert Minges Don |
| 6/4/2025 | 11 - 11:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (25WA-1726)25WA-1726 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 6/7/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Performance Targets That Deliver Results Without Burnout (Webinar) (25WA-1140)25WA-1140 | *Performance target design*Target testing | |
| 5/10/2025 | 9 - 10:10 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Power BI: Analyze Your Data With Excel Pivot Tables (Webinar) (25WX-0185)25WX-0185 | *The advantages of PivotTable for Data Analysis*Step-by-Step PivotTable creation*Creating PivotCharts*This course is #3 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series Sequence | Smith Bryan |
| 4/14/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| 2024 Federal Tax Update for Business with Doug Van Der Aa (Webinar) (25WA-0873)25WA-0873 | *Recent tax legislation, rulings and developments impacting business taxpayers*Deprecation update: Section 168(k) and Section 179 immediate expense deduction and bonus depreciation*S corporation and partnership developments*Travel, meals and entertainment expense reporting update | Van Der Aa Douglas J |
| 4/30/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controller Function: Inventory Part 1 (Webinar) (25WA-1113)25WA-1113 | *Accounting*Finance*Operations | Fountain Lynn |
| 5/9/2025 | 10 - 11:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Navigating Difficult Conversations with Coworkers (Webinar) (25WA-1354)25WA-1354 | *Communication*Negotiation*Conflict*Persuasion*Management*Leadership | |
| 5/21/2025 | 12 - 1:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Defending Your Workplace Culture: Tackling the 4 Biggest Threats to Your Team Engagement and Cohesion (Webinar) (25WA-1982)25WA-1982 | *Workplace Culture*Team Culture*Employee Engagement*Employee Experience*Communication*Leadership | |
| 6/17/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (25WA-0540)25WA-0540 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations | |
| 4/17/2025 | 9 - 10:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-2129)25WA-2129 | *Communication*Leadership*Character*Behavior | |
| 6/23/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Crypto, Blockchain and Taxes (Webinar) (25WA-1750)25WA-1750 | *Understanding Blockchain and Cryptocurrency*Major Features, Benefits and Risks of Blockchain and Cryptocurrency*Tax Strategies for Cryptocurrency Transactions and Compliance*Implementing Blockchain in Business Accounting Systems*Navigating Estate Planning with Digital Assets | Yoss Stephen M Werner Arthur J |
| 6/7/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| QuickBooks DESKTOP: Monthly Closeouts and Year-End Cleanups (Webinar) (25WX-0199)25WX-0199 | *Examine the process of closing out the accounting financials every month in your QuickBooks Desktop version and why this practice can make life so much easier at the end of the year. *Learn the beginning steps to evaluate, close out, and clean up QuickBooks files monthly and at year-end for accurate reporting and tax return preparation. *Identify why substantiating the numbers in QuickBooks on both the Profit & Loss Statement, as well as the Balance Sheet, can ensure an accurate tax return that will stand up against an IRS audit. | Brolin Dawn |
| 4/15/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's 2023 Introduction To Excel Macros (Webinar) (25WA-1086)25WA-1086 | *Getting started with Excel macros by using the Macro Recorder*Fundamentals of writing VBA code*Saving and sharing macros*Getting started with User-Defined Functions | Stephens Tommy G |
| 5/8/2025 | 12 - 3:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Keeping Up with the FASB (Webinar) (25WX-0118)25WX-0118 | *Review of current items on the FASB agenda*Discuss the new revenue recognition standard*Provide an update on the new lease accounting standard*Address U.S. GAAP alternatives for certain entities | Harper Chris |
| 4/9/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Imagining a World Without Non-Competes (Webinar) (25WA-1796)25WA-1796 | *Federal non-compete law*State non-compete law | Ackels Alana K. |
| 6/10/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Responding To Retaliation Concerns and Capturing Key Retaliation Case Metrics (Webinar) (25WA-1432)25WA-1432 | *Speak up Culture*Ethical Culture*Internal complaint reporting and investigations | |
| 5/23/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| K2's Time To Advance Automation: Strategies and Tools for Efficiency (Webinar) (25WA-1045)25WA-1045 | *Advanced Automation Strategies: Best practices for starting or enhancing your automation journey*Key Tools for Automation: Exploring the latest features in Zoho, Zapier, Microsoft, and other tools*Practical Automation in Finance: Automating tasks in accounts payable, banking, and approval workflows*Navigating Common Pitfalls: Identifying and avoiding typical obstacles in automation projects | Stephens Tommy G |
| 5/6/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Yellow Book Independence and Single Audit Fundamentals (Webinar) (25WX-0162)25WX-0162 | *The conceptual framework approach to independence*Independence threats related to preparing financial statements and accounting records*Consideration of specific non-audit services that would and would not impair independence*Documentation necessary to support adequate consideration of auditor consideration*Fundamentals of a compliance audit performed under the Uniform Guidance*Schedule of expenditure of federal awards*Determination of major programs*Using the Compliance Supplement *Uniform Guidance administrative requirements and cost principles *Testing internal control over compliance*Testing compliance*Writing an audit finding*Reporting requirements of a single audit | Burke Adelina |
| 4/11/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Role of HR in Business Sustainability (Webinar) (25WA-1710)25WA-1710 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk | |
| 6/6/2025 | 10 - 11:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| 2024 Spring Tax Review with Doug Van Der Aa (Webinar) (25WA-0339)25WA-0339 | *Recent legislative, judicial, and IRS developments impacting both business and individual taxpayers*Individual taxpayer credits*Tax depreciation update*Significant IRS rules and court decisions impacting individuals, corporations and partnerships | Van Der Aa Douglas J |
| 4/11/2025 | 11 p.m. - 3 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2'S Options To Automate Your Tax Preparation Workflow (Webinar) (25WA-0123)25WA-0123 | *Tax automation software options*Learn about the best client collaboration options*Leave with a checklist of tools to consider your tax practice | Johnston Randolph P |
| 4/4/2025 | 4 - 5:50 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Organizational Effectiveness and Communication (Webinar) (25WA-1665)25WA-1665 | *Communication | |
| 6/5/2025 | 6 - 7:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How to Audit Expenses and Payables (Webinar) (25WA-0209)25WA-0209 | *Introduction to Auditing*Expenses*Assertions*Risk Assessment | |
| 4/8/2025 | 6 - 8 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Working Through Grief and Loss: How to Build a Supportive Workplace (Webinar) (25WA-0648)25WA-0648 | *Employee Relations*Culture*Leadership*Employee Retention | |
| 4/22/2025 | 3 - 4:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: The Role of the Controller in ESG (Webinar) (25WA-0325)25WA-0325 | *Accounting*Finance*SG*Operations | Fountain Lynn |
| 4/11/2025 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Introduction to Forensic Accounting (Webinar) (25WA-2266)25WA-2266 | *Forensic Accounting*Accounting*Auditing*Finance | Fountain Lynn |
| 6/27/2025 | 9 - 10:40 a.m. | Online | 1.8 CPE (1.8 tech, 0 non-tech) | |
| Giving Feedback that Delivers Results (Webinar) (25WA-1555)25WA-1555 | *Communicaiton*Performance Reviews*Feedback*Management*Leadership | |
| 5/31/2025 | 9 - 10:20 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| The Art of Engaging in Difficult Conversations (Webinar) (25WX-0353)25WX-0353 | *Awareness of your mindset entering the conversation*Tactics to build a pool of meaning*Clarity around story telling*Biggest mistakes to avoid | |
| 4/28/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Eight Biggest Threats to your business and introducing Three Pillars of Cybersecurity (Webinar) (25WA-0165)25WA-0165 | *Technology*Cybersecurity | Melloy Jon |
| 4/7/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 2024 Individual Federal Tax Update (Webinar) (25WA-0616)25WA-0616 | *Form 1040: Precise Tax Submissions*Recent Tax Code Changes: Updated Filings*IRC Sections Analysis: Understanding Tax Regulations*Updates in Income Taxation: Compliance Assurance*New Credits and Deductions: Maximizing Benefits*Complex Income Issues: Tailored Strategies*Itemized Deductions: Informed Client Benefits*Health Considerations: Maximizing Financial Benefits*Regulatory Shifts: Implications on Tax Strategies*Tax Planning Strategies: Client Financial Success | Werner Arthur J |
| 4/21/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers (Webinar) (25WA-1464)25WA-1464 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling in NSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | McLeod Allison M. |
| 5/26/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Partnerships/LLCs: Understanding Tax Basis Capital Accounts (Webinar) (25WA-0843)25WA-0843 | *Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners*The meaning of a "tax basis capital account" -- how do the financial accounting and tax capital accounts differ from one another*How to determine a partner's share of the partnership's liabilities*Distinguishing "recourse" loans from "nonrecourse" loans*What are "qualified nonrecourse financing" loans and how they affect partners*Review of the Sec. 704 "built-in gain or loss" rules and how they impact Schedule K-1 reporting | Dilley Steven C |
| 4/29/2025 | 8 - 9:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (25WA-1934)25WA-1934 | *Accounting*Finance*Cashflow | Fountain Lynn |
| 6/14/2025 | 11 a.m. - 12:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Excel Essentials for Today's Accountant: Become an Expert in One Day (Webinar) (25WA-0295)25WA-0295 | *Using formulas to manipulate and transform data*Using formulas and reference formulas such as =VLOOKUP*Using pivot tables*Understanding Solver to perform multivariate analysis*Awareness of advanced functions*Creative methods for data manipulation*Using intellectual curiosity and professional skepticism to develop a problem-solving mentality*Real-life examples of innovative ways to analyze and report data with Excel*Using Excel to perform e-mail merges*Enhance creativity in your approach to developing Excel models Computer software and application | Harper Dr. Christopher |
| 4/10/2025 | 6 - 9:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Audit 301: Code of Professional Conduct - Key for Auditors (Webinar) (25WX-0190)25WX-0190 | *Overview of the Conceptual Framework approach to identify threats to principles of the Code of Professional Conduct*Familiarity, self-interest, self-review and other independence threats*General requirements and management responsibilities when performing both attest and non-attest services for the same client*Safeguards for common independence threats | Louis Jennifer |
| 4/15/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| A 7-Step Framework for Marketing Client Accounting Services (Webinar) (25WX-0335)25WX-0335 | *An efficient process to identify, attract and consultatively sell CAS to new prospects*Remain and leverage being "top of mind" with prospects and existing by communicating the real value of your services using a variety of channels*How to efficiently create and deliver an effective, ongoing, marketing, and sales plan with specific tools and tactics to sell your firm's CAS offering and differentiate you in the market | |
| 4/28/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (25WA-0278)25WA-0278 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language | Mims Robert |
| 4/10/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (25WA-1225)25WA-1225 | *Accounting*Finance*Cashflow | Fountain Lynn |
| 5/14/2025 | 12 - 1:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Appreciation Intelligence: The New AI (Webinar) (25WA-0236)25WA-0236 | *Languages of appreciation*Appreciation strategies | |
| 4/9/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Managing the Accounting Department (Webinar) (25WA-2278)25WA-2278 | *Accounting*Leadership*Management | Lindell James T |
| 6/28/2025 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Setting a New Standard for Quality: Practical Guidance to Implement the AICPA's New Quality Management Standards (Webinar) (25WA-0723)25WA-0723 | *Quality Management Standards*Risk Management*Compliance and Adoption | |
| 4/25/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Personal Leadership Skills (Webinar) (25WA-0657)25WA-0657 | *Leadership*Personality Types*Communication*Memory | Lindell James T |
| 4/23/2025 | 1 - 4:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (25WX-0348)25WX-0348 | *The actuation of online and other cyber frauds*Fraudulent acts that are initiated electronically*Automated and employee driven methods that can reduce cyber-fraud risk | Egnatoff Karl W |
| 4/28/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| 2024 Business Federal Tax Update (Webinar) (25WA-2051)25WA-2051 | *Thorough exploration of essential IRC Sections pertinent to business income taxation*Comprehensive assessment of recent changes and updates in business taxation*Examination of business changes arising from significant legislative updates*Analysis of pertinent tax code sections, including Section 199A*Addressing tax considerations for various business schedules (C, F, and E)*Navigating partnership, corporation, and LLC taxation issues*Unpacking the complexities of COVID-19-related subsidies and their tax implications*Interaction of Code Section 461(l) with Section 382 and carryover rules*Understanding defaulted loans, bankruptcy implications, and their tax treatment*Grasping the impact of the CARES, HEROES, and HEALS acts on business income taxation*Special rules governing the business use of a home*Reporting requirements for converting personal use property to business use | Werner Arthur J |
| 6/19/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Prioritizing Mental Health in the Post-COVID Workplace (Webinar) (25WA-1739)25WA-1739 | *Introduction to common mental health issues in the workplace*Identifying and managing mental health issues in the workplace*Helping employees with mental health issues perform their jobs more effectively*Building a supportive workplace environment and policies that destigmatize and address mental health concerns, provide resources and encourage self-care | |
| 6/7/2025 | 9 - 10:05 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2's 2024 Tech Update (Webinar) (25WA-1301)25WA-1301 | *AI and machine learning trends*Quantum computing in finance*Understanding the growing impact of blockchain and digital currencies in accounting*Software and hardware innovations | Stephens Tommy G |
| 5/17/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Organizational Effectiveness and Communication (Webinar) (25WA-1105)25WA-1105 | *Communication | |
| 5/9/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Prevention and Detection of Fraud in Small Businesses (Webinar) (25WA-1701)25WA-1701 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management | Dycus Dennis F |
| 6/6/2025 | 3 - 7 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Controllership Series: The Financial Close Process (Webinar) (25WA-0687)25WA-0687 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 4/24/2025 | 11 a.m. - 12:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Financial Acumen for the HR Professional (Webinar) (25WA-1534)25WA-1534 | *Financial statement insight*Trend analysis*Financial benchmarks | Lindell James T |
| 5/30/2025 | 9 - 10:15 a.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| K2'S An Accountant's Guide To Blockchain And Cryptocurrency (Webinar) (25WA-0892)25WA-0892 | *Information Technology*Cryptocurrency*Blockchain | Yoss Stephen M |
| 5/1/2025 | 6 - 9:45 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (Webinar) (25WA-1216)25WA-1216 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 5/14/2025 | 10 - 11:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Retirement Planning: Next Stage for You or Your Client (Webinar) (25WX-0325)25WX-0325 | *Welcome to Your Next Stage -- Developing a new perspective on what this next stage is really all about*It's About Time -- Discovering a new sense of purpose*Money Matters -- Assessing your financial conditions*Relationships Matter Too -- Addressing needed or potential changes in your relationships*Healthy Habits -- Examining new or renewed ways to stay healthy*Who I Am -- Creating a new identity, and answering "So what do you do?"*My Master Plan -- Figuring out what to do next* | |
| 4/25/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Ethics Hour: Ethics in the Real World (Webinar) (25WA-1530)25WA-1530 | *The difficult trade-offs in making choices*Functioning in the 'gray' areas*The value of trust*Consequences of 'short-term it-is'*How lack of accountability can lead to ethical issues | Minges Don Karwic Richard A |
| 5/30/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| What's Changing in A&A for Governmental Entities (Webinar) (25WX-0070)25WX-0070 | *A look at the GASB standards that are effective this year*GASB 100, Accounting Changes and Error Corrections*GASB 101, Compensated Absences *The impact of the 2024 Compliance Supplement on Single Audits*Changes to the Uniform Guidance.*Common deficiencies found in Single Audits. | Galasso Melisa |
| 4/4/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (25WA-1515)25WA-1515 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating | Cokins Gary |
| 5/29/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Promoting Mental Health in the Workplace to Prevent Violence (Webinar) (25WA-1741)25WA-1741 | *Mental Health Awareness | Sexton Andy Ayers Chad |
| 6/7/2025 | 10 - 11 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| How SAS Nos. 134-145 Improve Risk-Based Audits (Webinar) (25WX-0154)25WX-0154 | *Key changes to audit report elements intended to improve the understandability of the nature and results of financial statement audits*Enhanced required by-product communications with management and those charged with governance to promote more reliable financial statements*Clarifications related to obtaining sufficient and appropriate audit evidence, including significant unusual transactions, related parties, going concern uncertainty, and accounting estimates*New definitions and requirements related to identifying and evaluating risks of material misstatement*Other important matters contained in SAS Nos. 134-145 | Louis Jennifer |
| 4/11/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| The Competent Accountant - Mastering the Role of the Controller/ CFO (Webinar) (25WA-1755)25WA-1755 | *Business Management*Organization | Lindell James T |
| 6/9/2025 | 3 - 6:45 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Controllership Series: Financial Statement Preparation (Webinar) (25WA-1115)25WA-1115 | *Accounting*Finance*Financial Statement Preparation | Fountain Lynn |
| 5/9/2025 | 2 - 4:25 p.m. | Online | 2.6 CPE (2.6 tech, 0 non-tech) | |
| Achieving Balance in Work and Life: Part 2 (Webinar) (25WA-0189)25WA-0189 | *Why we get off balance and how to overcome those tendencies*Methods that turbo charge motivation, health and happiness*The power of culture and friends to affect our lives*The importance of clear intention in order to effect change that lasts | Robinson Jonathan |
| 4/8/2025 | 3 - 6:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| A Better Way to Choose Your KPIs (Webinar) (25WA-0008)25WA-0008 | *KPIs*Performance measures*Metrics | |
| 4/1/2025 | 6 - 7:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (Webinar) (25WA-2211)25WA-2211 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/26/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| What Does Fraud Look Like? (Webinar) (25WA-2104)25WA-2104 | *Why auditors fail to detect fraud*Usual vs an unusual transaction*Why fraud and stupid often look exactly the same*The importance of establishing the Perception of Detection*The number one reason fraud occurs*Looking for things that should be there*Looking for things that should not be there | Dycus Dennis F |
| 6/21/2025 | 9 - 10:50 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Deficiencies in EBP Audits (Webinar) (25WX-0366)25WX-0366 | *Employee benefit plans*Audit procedures and documentation | Critcher Melissa G |
| 4/29/2025 | 10:30 a.m. - 12:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Comprehensive Estate Planning: Administration and Postmortem Strategies (Webinar) (25WA-0377)25WA-0377 | *Introduction to Estate Administration*How to Read a last will and testament*Understanding the Entities*Administration the Estate and Orderly Process*The Probate process and the courts*Special Issues in Estate Administration*Postmortem Issues Regarding Income Taxation of Descendants and Estates*Post Mortem Opportunities on the Estate Income Tax Return*Available Post Mortem Estate Tax Elections*Portability Election*Disclaimers | Werner Arthur J |
| 4/12/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (25WA-1794)25WA-1794 | *Technology*Cybersecurity | Melloy Jon |
| 6/10/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Estate and Financial Planning for the Older Client (Webinar) (25WA-2329)25WA-2329 | *Medicare and Health Insurance Options*Life Insurance Strategies for Elders*Social Security Planning Considerations*Medicaid Planning and Trusts*Retirement Account Optimization Techniques*Tailored Estate Planning for Older Clients*Long-Term Care and Housing Alternatives*Gifting Strategies in Estate Planning*Unique Financial Challenges of Aging Clients | Werner Arthur J |
| 6/30/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Your Front-Row Ticket to the 2024 Accounting and Auditing Season (Webinar) (25WA-0338)25WA-0338 | *Analysis of relevant GAAP provisions*Reminders regarding the continuing importance of ASC 606 for revenue recognition*Fresh perspectives of lease accounting in the wake of ASC 842 implementation*Overview of U.S. GAAP alternatives for certain entities*Summary of selected, salient standards for today's audit, review, and compilation engagements | Harper Dr. Christopher |
| 4/11/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Let's End Business Ethics (Webinar) (25WA-1967)25WA-1967 | *Ethics defined*Are there business ethics?*How to identify ethical issues*Deciphering your ethical code*Why ethical behavior is good for your business*How to make ethical decisions | Levy John F |
| 6/17/2025 | 5 - 7 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| K2's 2023 Excel Best Practices (Webinar) (25WA-0719)25WA-0719 | *Best practices associated with creating Excel workbooks, including managing workbooks*How to secure Excel workbooks*Collaboration options and best practices in Excel*Effective reporting techniques in Excel | Stephens Tommy G |
| 4/25/2025 | 12 - 7:40 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Cash Conversion Cycle: Tool and Techniques (Webinar) (25WA-2284)25WA-2284 | *Understanding the timing elements of your day's working capital*The impact of inventory on the Cash Conversion Cycle*How vendors and customers can help your cash conversion cycle*Planning and forecasting for a healthy cash flow*Assorted management tips to control the Cash Conversion Cycle | Karwic Richard A |
| 6/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Single Audit from Beginning to End Update (Webinar) (25WA-1844)25WA-1844 | *Introduction*Applicable AICPA standards*Applicable OMB Circular*Gathering information - determining the major programs*Identifying risk -- identifying the applicable compliance requirements*Assessing risk -- considering the internal controls over compliance requirements*Designing procedures that are responsive to assessed risks -- the tests of internal controls and compliance*Evaluating single audit evidence | Inzina J. Michael |
| 6/11/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Common Yellow Book and Single Audit Deficiencies: 2023 (Webinar) (25WA-0497)25WA-0497 | *ICOC*Compliance Testing*Major Program Determination | Galasso Melisa |
| 4/17/2025 | 11 a.m. - 2:40 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Prevention and Detection of Fraud in Small Businesses (Webinar) (25WA-1736)25WA-1736 | *The importance of the control environment*The three most common behavioral red flags exhibited by perpetrators*Why it is much more cost effective to prevent fraud than it is to detect fraud*The reason why the small business owner/auditor should think about how they would steal*Who steals and why*Common myths about stealing that are not true*Understanding the concept of risk management | Dycus Dennis F |
| 6/7/2025 | 10 a.m. - 2 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Be the Sun, Not the Salt, featuring Harry Cohen and John Daly (Webinar) (25WA-1435)25WA-1435 | *What is the Heliotropic Effect?*Be the Six Sun Pearls*Today is a good day to do good*Be the bright spot in the room*Be your own sun*Do the next right thing*Pet peeves bite*Knowing isn't doing | Daly John L |
| 5/24/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Project Management: Employ Best Practices and Mindset (Webinar) (25WX-0100)25WX-0100 | *The science of project management: reporting and analytics, documentation, forecasting and scoping*The art of project management: the mindset and influencing change | Mansfield Samantha |
| 4/7/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| The Motives and Mystery of Ethics-Understanding the Why (Webinar) (25WA-0279)25WA-0279 | *Understanding yourself and others in the workplace*How emotion plays a vital role in ethical dilemmas and in solutions*What are some of the various outlooks on ethics?*Recognizing lies*Managing ethics towards solutions | Mims Robert |
| 4/10/2025 | 9 - 10:50 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Role of HR in Business Sustainability (Webinar) (25WA-1889)25WA-1889 | *What is "Sustainability" in business today?*SHRM publications about sustainability*Sustainability for the world, organizations and individuals*Key HR opportunities for promoting sustainability to improve performance and reduce risk | |
| 6/13/2025 | 12 - 1:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Cost and Pricing Models: Creating an Effective Tool (Webinar) (25WA-1572)25WA-1572 | *Building computer costing models & sub models*The importance of volume sensitive models*Your twelve most important indirect costs*Using rate tables *Modeling -- Professional Services Job Costs*Modeling -- Repetitive Manufacturing*Why return on sales may be an inferior way to plan for profit | Daly John L |
| 6/2/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Transform Your Organization With Office 365 and Teams (Webinar) (25WX-0271)25WX-0271 | *Orientation to the Office 365 ecosystem*Strategic value of deploying Office 365*Using the Teams app as the central hub for your online communications and collaboration*Setting up your file management system with SharePoint and OneDrive*Leveraging the Office 365 mobile apps to take your office on the road*Using the Planner app to track and manage team projects*Harnessing the Forms app to convert your forms to digitally fillable online forms*Orientation to the Office 365 Admin app*Lightning round review of all the Office 365 apps so that you will be aware of all that Office 365 has to offer*Tips and best practices for developing your Office 365 deployment strategy | Higgins John H |
| 4/21/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| The Controllership Series: The Future Role of the Controller Part 1 (Webinar) (25WA-1646)25WA-1646 | *Accounting and Finance | Fountain Lynn |
| 6/4/2025 | 3 - 4:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Controllership Series: The Role of the Controller in ESG (Webinar) (25WA-0684)25WA-0684 | *Accounting*Finance*SG*Operations | Fountain Lynn |
| 4/24/2025 | 1 - 2:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Promote Internal Whistleblowing and Succeed in Creating a Strong Speak Up Culture (Webinar) (25WA-1008)25WA-1008 | *Speak up culture*Encouraging internal whistleblowing*Ethical culture*Internal complaint reporting processes | |
| 5/5/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (Webinar) (25WA-1605)25WA-1605 | *Budget defining,*Budget cultures*Tacticle budget issues*Ideas for budget solutions and process solutions*Understanding people in the budget process*Communicating your budget to non financial types | Mims Robert |
| 6/3/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Shortcuts to Personal and Professional Success (Webinar) (25WA-1203)25WA-1203 | *What really leads to success in the modern world*The five things that correlate with fulfillment*The five skills that lead to personal success*Why "inner technology" is so important to succeed*Mastering the Art of Communication*Why communication is so important*The five mistakes people often make when they communicate*How to solve problems without bruising egos*How to get people to want to work with you*The Magic of Motivation*The key to success is consistency*Why people normally don't stay motivated, and how to overcome this*Why procrastination is a problem, and how it can be easily handled*How to motivate other people*Overcoming Your Fears*Why people have fears, and how they can be overcome*The three skills needed to overcome any fear*Identifying the fears that stop you, and creating a plan to overcome them* What makes people really happy--and what doesn't*The three most important things you can do to increase both happiness and productivity*How to handle stress in under two minutes*How to tap into a greater sense of purpose and meaning*How to use positive psychology principles to help your business | Robinson Jonathan |
| 5/13/2025 | 10 a.m. - 5:45 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Emerging Innovations in Forensic Data Analytics, Crypto Currencies and AI, ChatGPT (Webinar) (25WA-1145)25WA-1145 | *AI and ChatGPT*Machine learning & predictive transaction tagging*Profiles of an improper or corrupt vendor payment*Data Sharing Consortium and Split Learning Techniques*Cryptocurrency trends and applications from an accountant's perspective | Walden Vincent |
| 5/10/2025 | 9 - 10:55 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Introduction to Forensic Data Analytics (Webinar) (25WA-1769)25WA-1769 | *Data analytics*Key fraud risk management guidance documents *Data analytics frameworks *Leading techniques and innovations for preventing and detecting fraud | Walden Vincent |
| 6/9/2025 | 1 - 2:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forgotten Managerial Accounting Tools for CPAs (Webinar) (25WX-0034)25WX-0034 | *Target profit analysis*Break-even analysis*Relevant costs and decision-making*Standard costs and variances*Activity-based costing*Segment reporting and analysis | Harper Chris |
| 4/2/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mastering the Three Pillars of Cybersecurity: Team and Compliance (Webinar) (25WA-2246)25WA-2246 | *Technology*Cybersecurity | Melloy Jon |
| 6/27/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Audit 502: The Art of Discipline and Getting Things Done (Webinar) (25WX-0364)25WX-0364 | *Creating a culture of discipline*Project and time management best practices*Avoiding common time wasters*Tips for both getting, and staying, organized*Managing stress for yourself and others*Managing productive meetings | Louis Jennifer |
| 4/29/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications (Webinar) (25WA-0865)25WA-0865 | *Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment*How to use tools such as Teams, Planner, and Power Automate*Storing data in SharePoint Online and OneDrive for Business | Stephens Tommy G |
| 4/30/2025 | 11 a.m. - 3 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Ethical Situations - What to do When?, featuring Allison McLeod and Don Minges (Webinar) (25WA-0164)25WA-0164 | *Intentions versus results.*Is using the 'Threats Based Approach' always the best?*What is, "The clean hands rule," and how does it apply to Ethics?*Situations where Ethics is not black-and-white. | Minges Don McLeod Allison M. |
| 4/7/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Business Communication Essentials (Dynamic Communication in the Workplace) (Webinar) (25WA-1135)25WA-1135 | *Communication*Feedback*Management*Leadership | |
| 5/10/2025 | 10 - 11:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| CANCELLED - World-Class Cost Accounting: A Practical Application (Part 1) (Webinar) (25WA-0537)25WA-0537 | *Beginning and intermediate cost principles automatically included *Covers manufacturing materials, labor, period mfg inefficiencies*How to efficiently trace the above costs to products*Substantially reduce manufacturing overhead allocation by 60% or more*ABC analysis is embedded in the MFG cost system without the need for a separate ABC implementation project | |
| 4/17/2025 | 2 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Individuals - 8 Hour (Webinar) (25WA-0108)25WA-0108 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 4/3/2025 | 9 a.m. - 5 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's 2023 Understanding Your Ransomware Risk (Webinar) (25WA-0083)25WA-0083 | *Trends in ransomware attacks*Best practices for minimizing ransomware risk | Stephens Tommy G |
| 4/3/2025 | 4 - 5 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Managing Your Money in Retirement (Webinar) (25WA-1903)25WA-1903 | *Social Security*Retirement*Asset allocation*Fraud | Daly John L |
| 6/14/2025 | 9 a.m. - 12 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| Performance Management: Hiring to Retiring (Webinar) (25WA-1631)25WA-1631 | *Employee Engagement*Recruiting/Staffing*Talent Management*Employee Relations | |
| 6/3/2025 | 1 - 2:15 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts (Webinar) (25WA-0067)25WA-0067 | *The shift to "predictive accounting" for Decision Making, Planning, and Budgeting*Problems with traditional annual budget processes*Develop a driver-based "operational budget" based on resource capacity planning*Classify resource capacities and their expenses as sunk, fixed, step-variable, and variable*Create closed loop capacity plans*Forecast demand for budgeting and rolling financial forecasts*Integrating enterprise risk management (ERM) with management accounting*Applying target costing for cost estimating | Cokins Gary |
| 4/3/2025 | 2 - 3:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| HR Guide to Evolving Business Strategy, Finance and Development (Webinar) (25WA-1757)25WA-1757 | *Corporate culture*Strategic planning*Leadership*Staff development | Lindell James T |
| 6/9/2025 | 11 a.m. - 12:10 p.m. | Online | 1.2 CPE (0 tech, 1.2 non-tech) | |
| Cryptocurrencies for the CFO: Explaining Blockchain (Webinar) (25WA-2166)25WA-2166 | *What is money?*What are digital assets?*Understanding the what, why, and how of cryptocurrencies*Understanding the what, why, and how of blockchain*NFT's (Non-Fungible Tokens), their role and impact*Explaining the crypto language | Mims Robert |
| 6/24/2025 | 11 a.m. - 12:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Walkin', Talkin', Lookin' and Listenin': Or Things Most of Us Don't Do Well (Webinar) (25WA-1172)25WA-1172 | *The importance of making yourself available*How to start a conversation and what to NOT talk about*The art of how to listen*When you don't understand what they just said*Don't fool by equivocations when they respond to a question*Materiality and perception | Dycus Dennis F |
| 5/12/2025 | 3 - 4:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Making Culture A Competitive Advantage (Webinar) (25WA-0253)25WA-0253 | *Talent Strategy*Culture*Employee Engagement*Employee Retention*Leadership*Leadership Strategy* | |
| 4/9/2025 | 11 a.m. - 12 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Cultural Transformation (Webinar) (25WX-0097)25WX-0097 | *What is culture *Why culture matters *A process to change your organization's culture | |
| 4/7/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| There is NO Such Thing as 'Business Ethics' featuring John Levy and Don Minges (Webinar) (25WA-0654)25WA-0654 | *Should ethical behavior be something that we always do?*Is ethical behavior situational?*Why being ethical will help you succeed personally and professionally*Consequences of not behaving ethically?*Why trust matters?*How we can make better ethical decisions in our professional lives | Levy John F Minges Don |
| 4/23/2025 | 10 - 10:50 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Coaching Leaders to Handle Sensitive Employee Relations Situations (Webinar) (25WA-1524)25WA-1524 | *Employee complaints*Personality and attitude problems*Performance counseling*Personal hygiene problems*Disability-related performance issues*Misconduct due to mental conditions | Mirarchi Michael |
| 5/29/2025 | 8 - 9:05 a.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| 2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (25WA-1151)25WA-1151 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims *Agency rulings curtailing confidentiality and non-disparagement clauses in agreements | Ackels Alana K. |
| 5/10/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Six Practical Strategies to Promote Diversity and Inclusion in Your Workplace (Webinar) (25WA-1824)25WA-1824 | *Communication*Leadership*Character*Behavior | |
| 6/11/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethical Leadership: Power, Influence, Integrity, and Trust (Webinar) (25WA-2172)25WA-2172 | *The difference between personal power and positional power*How proper use of power can be used to influence an ethical culture*Leadership requires trust*Knowing why trust cannot exist without credibility*Understanding why ethics and trust require one another*Appreciating the competitive benefits of commitment to ethical leadership | Karwic Richard A |
| 6/25/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Aligning Analytics to COSO's Fraud Risk Management Principles (Webinar) (25WA-0465)25WA-0465 | *COSO Fraud Risk Management Guide*Aligning data analytics considerations to an effective fraud risk management program*How to implement and sustain an effective forensic data analytics program as part of an effective fraud risk management and compliance program | Walden Vincent |
| 4/16/2025 | 11 a.m. - 12:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Webinar) (25WX-0147)25WX-0147 | *Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors.*Advanced Formulas and Functions: Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis.*Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies.*Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively. | Smith Bryan |
| 4/11/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Allison McLeod's 2024 Federal Tax Updates for Individuals - 8 Hour (Webinar) (25WA-0567)25WA-0567 | *Current tax issues affecting individual taxpayers*Review of recent tax legislation*Other issues affecting the profession, including IRS procedure, current cases, and other federal tax issues | McLeod Allison M. |
| 4/18/2025 | 10 a.m. - 6 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Building Your Own Library of Anti-fraud and Continuous Monitoring Tests (Webinar) (25WA-1543)25WA-1543 | *Build your own forensic data analytics tests around vendors, customers or employees*Expand your knowledge and library of available anti-fraud tests and behavioral algorithms*Align the right tests to the appropriate risks*Practical applications and use cases | Walden Vincent |
| 5/30/2025 | 9 - 10:05 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Technology For CPAs: Don't Get Left Behind (Webinar) (25WA-0898)25WA-0898 | *Emerging technologies all business professionals should know*Considerations associated with upgrading to Windows 11*Practical options for protecting your data*New features in commonly-used applications such as Excel and Adobe Acrobat DC | Stephens Tommy G |
| 5/1/2025 | 3 - 10:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| The Controllership Series: The Role of the Controller in ESG (Webinar) (25WA-0917)25WA-0917 | *Accounting*Finance*SG*Operations | Fountain Lynn |
| 5/2/2025 | 3 - 4:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| How to Start a CFO Service (Webinar) (25WX-0224)25WX-0224 | *What business owners really want from a CFO/business advisory service (it's not what you think).*How to determine if you're qualified to provide CFO/business advisory services.*Why now is the right time to be providing CFO/business advisory services.*How to get new clients to your practice and how to approach existing clients.*Why clients need you and why you need them.*How much you should be charging for this type of service.*How to provide a CFO/business advisory service in the most efficient way possible. | |
| 4/17/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Coaching and Counseling: Performance Management (Webinar) (25WA-1832)25WA-1832 | *Setting and resetting performance expectations.*On-the-spot counseling.*Addressing erratic performance.*Drafting and presenting performance appraisals. | Mirarchi Michael |
| 6/11/2025 | 1 - 2:10 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's 2023 Shredding Your Servers And Going Virtual (Webinar) (25WA-0815)25WA-0815 | *Regulatory requirements like HIPPA, GLB, PCI, and more*Practical tips for dealing with service providers | Tankersley Brian F |
| 4/29/2025 | 6 - 7:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: Managerial Accounting Basics and Costs (Webinar) (25WA-0688)25WA-0688 | *Accounting*Finance | Fountain Lynn |
| 4/24/2025 | 6 - 7:10 p.m. | Online | 1.2 CPE (1.2 tech, 0 non-tech) | |
| Just Ask Why: Searching for Answers - Generating Solutions (Webinar) (25WA-1425)25WA-1425 | *The basic benefits of why *The 5-15 report *Curiosity and creativity | O'Brien William |
| 5/23/2025 | 12 - 3:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Triple Your Memory, Prevent Dementia and Halve Your Stress: Part 2 (Webinar) (25WA-2102)25WA-2102 | *How our emotions follow the motion of our body, and how that can be used to instill instant confidence*How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques*How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life*How to use the concept of constant learning to help you maintain a balanced and fulfilling lifestyle | Robinson Jonathan |
| 6/21/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Using Microsoft Teams to Host Virtual Meetings (Webinar) (25WX-0386)25WX-0386 | *Overview of using Microsoft Teams for online meetings.*Detailed review and analyze all the Teams meeting app features.*Setting up a meeting with all the meeting options available.*Tips for scheduling meetings with internal and external participants.*Integrating with Microsoft Outlook.*Creating a registration page for invitation only meetings.*Managing your audio/video settings.*Configuring your "in meeting" features.*Recording and transcribing a meeting.*Tips for hosting virtual meetings in Teams. | Higgins John H |
| 4/30/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Yellow Book Update (Webinar) (25WX-0091)25WX-0091 | *Yellow Book engagements.*Independence requirements in GAGAS.*Quality management in Yellow Book. *Common deficiencies found in Yellow Book engagements. | Galasso Melisa |
| 4/7/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Controllership Series: The Financial Close Process (Webinar) (25WA-1809)25WA-1809 | *Accounting*Finance*Financial Statements | Fountain Lynn |
| 6/10/2025 | 6 - 7:25 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Cash Management: Strategies for Long-Term Success (Webinar) (25WA-0064)25WA-0064 | *Developing short-term cash flow projections*How do we assure adequate cash availability without having idle cash?*Take advantage of your bank's cash management services*Working capital loans*Controlled disbursement accounts*Sweep accounts and other short-term investments*ACH transactions*Direct transfers*Lock boxes*Credit and collections*Reconciliation frequency*Managing cash short-falls | Daly John L |
| 4/2/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Mergers and Acquisitions: Tips and Speed Bumps to Avoid (Webinar) (25WA-1569)25WA-1569 | *Making strategic acquisitions*Identifying potential acquisition candidates*Alternatives to M&A*Identifying and understanding organizational culture*Understanding the keys to effective and efficient due diligence*Planning and executing an effective integration*Key considerations | Karwic Richard A |
| 6/2/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's 2023 Top PDF Features You Should Know (Webinar) (25WA-0899)25WA-0899 | *Best practices for creating, editing, and managing PDFs*The process for creating and distributing PDF forms*Integrating PDFs with other applications*Securing your PDFs | Stephens Tommy G |
| 5/1/2025 | 9 a.m. - 12:40 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Communication Miracles at Work and in Life: Part 1 (Webinar) (25WA-2064)25WA-2064 | *Why people behave as they do, and how you can effectively motivate anyone to cooperate with you*How to judge if your communication is effective in motivating someone*How to get someone to really hear you*How to communicate so that someone will happily do what you want*How to create trust and get people to like working with you*The three most important keys for getting someone to feel rapport with you*Why rapport is so important, and how to use it to profit in your work*How to quickly solve problems with people once you have their rapport*How to handle difficult people*Why some people are difficult to deal with, and what you can do about it*How you can turn a difficult employee or customer into a powerful asset*How to easily solve problems with people who are upset at you*Secret techniques that super-successful communicators use*How Ronald Reagan and Bill Clinton are similar, and how you can tap into their "magic abilities"*The three most important keys all successful communicators use | Robinson Jonathan |
| 6/20/2025 | 10 a.m. - 1:35 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Feeling Stressed from Change and Uncertainty? How to Stay Positive when Things Get Tough (Webinar) (25WA-1478)25WA-1478 | *Change management*Leadership | |
| 5/27/2025 | 10 - 11:35 a.m. | Online | 1.6 CPE (0 tech, 1.6 non-tech) | |
| Internal Control Fundamentals (Webinar) (25WA-0434)25WA-0434 | *Risk Assessment*Internal Controls*COSO | Galasso Melisa |
| 4/15/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ask Me No Questions and I Will Tell You No Lies: The Art of Interviewing and Interrogation (Webinar) (25WA-1131)25WA-1131 | *Defining an interview*Why we choose to believe or not believe someone*Types of individuals you will be talking with*Why people lie*Types of liars*Unsharable needs*Verbal and nonverbal clues*How to listen*Obtaining a confession | Dycus Dennis F |
| 5/10/2025 | 10 a.m. - 12:55 p.m. | Online | 3 CPE (3 tech, 0 non-tech) | |
| 2023 Compliance Update on Arbitration Agreements, Severance Agreements, Confidentiality and Non-Disparagement Agreements (Webinar) (25WA-1550)25WA-1550 | *Federal laws providing greater visibility of sexual harassment and sexual assault claims *Agency rulings curtailing confidentiality and non-disparagement clauses in agreements | Ackels Alana K. |
| 5/30/2025 | 8 - 9:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| The Controllership Series: Addressing Cash Flow and Forecasting Uncertainty (Webinar) (25WA-0557)25WA-0557 | *Accounting*Finance*Cashflow | Fountain Lynn |
| 4/18/2025 | 8 - 9:20 a.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Emotional Intelligence: The Critical Factor in Success (Webinar) (25WX-0015)25WX-0015 | *What is 'Emotional Intelligence'*Understand emotions, your emotions and others*Utilize appropriate social skills*Understand the value of a timely pause*Why should you forgive and forget?*Properly managing emotions*Know how to handle pressure and setbacks | Minges Don |
| 4/1/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Corporate Transparency Act Developments and Proposed FinCen Reporting Requirements for Real Estate Sellers (Webinar) (25WA-0566)25WA-0566 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling in NSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | McLeod Allison M. |
| 4/18/2025 | 11 a.m. - 1 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Tired of Feeling Drained by Complainers? Build Your Immunity to People's Negativity (Webinar) (25WA-0750)25WA-0750 | *Emotional Intelligence*Management Skills*Teamwork*Customer Relations | |
| 4/26/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 2024 Annual Update for Accountants and Auditors (Webinar) (25WA-0791)25WA-0791 | *Leases*Accounting Standards*Tax Disclosures*Quality Management*Group Audits | Galasso Melisa |
| 4/28/2025 | 11 a.m. - 7 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| SECURE Act 2.0: What You Need to Know (Webinar) (25WA-0739)25WA-0739 | *Expanding Automatic Enrollment in Retirement Plans*Increased Age for RMDs*Higher Catch-up Contribution Limit*Emergency Expense Penalty-Free Withdrawals*"Starter" 401(k)s for Certain Employers*Part-time Worker Improved Coverage | Dilley Steven C |
| 4/25/2025 | 4 - 5:05 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Consulting Services Secrets (Webinar) (25WA-2169)25WA-2169 | *Identifying a consulting specialty*Building a practice and translating knowledge into products*Managing consulting projects*Marketing consulting projects*Building a referral network*Contingent fees*Professional standards for consultants | |
| 6/24/2025 | 6 - 7 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Appreciation Intelligence: The New AI (Webinar) (25WA-0612)25WA-0612 | *Languages of appreciation*Appreciation strategies | |
| 4/21/2025 | 2 - 3:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Mastering Charitable Remainder Trusts and Form 5227 Compliance (Webinar) (25WA-1207)25WA-1207 | *Introduction to Charitable Remainder Trusts (CRTs)*Types of CRTs and their Benefits*Formation and Funding of CRTs*Identifying Suitable Candidates for CRTs*Understanding Form 5227: An Overview*Line-by-Line Breakdown of Form 5227*Reporting Trust Assets and Income*Distributions and Charitable Beneficiaries*Compliance Updates and Recent Changes to Form 5227*Best Practices for Accurate Completion and Filing | Werner Arthur J |
| 5/13/2025 | 12 - 1:50 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Money Laundering Awareness for Accountants (Webinar) (25WX-0128)25WX-0128 | *Money laundering overview*Role of tax examiners and auditors*Tax return examination*Pre-audit indicators*Audit flags*Real estate issues*Cash indicators*International trade signals*Loan considerations*Professional service provider concerns*Money laundering and ethics | Wasny Garrett |
| 4/9/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Will Your Ethics Be Burned by Burnout? (Webinar) (25WX-0130)25WX-0130 | *Explore the effects of crisis and burnout on ethical decision-making*Define the stressors, pressures, and biases that can lead good people to make less than optimal choices*Discuss ways to offset the pressures, ways to reduce stress on ourselves and on our team, and ways to support our teams*Learn how to recognize when an individual or an organization is heading in the wrong direction and how to stop sliding down the slippery slope | Elder Jennifer H |
| 4/9/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Best-In-Class Recruiting Strategies (Webinar) (25WA-0804)25WA-0804 | *Recruiting & Retention*Talent Management*Employee Engagement | |
| 4/28/2025 | 1 - 2:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| K2's QuickBooks for Accountants (Webinar) (25WC-0007)25WC-0007 | *New features in QuickBooks Desktop and Online
*Enhancing internal controls in QuickBooks-based environments
*Improving financial and operational reporting when using QuickBooks and QuickBooks Online
*Best practices for setting up companies | Stephens Tommy G |
| 4/9/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Operations Level Internal Control (Webinar) (25WC-0053)25WC-0053 | *An overview of controls that drive procedures
*Considerations for Procedural Control Development
*Understanding and controlling risk that arises when organizations change | Egnatoff Karl W |
| 4/29/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| What Every CPA Should Know About Fraud (Webinar) (25WC-0021)25WC-0021 | *How is fraud detected?
*The role of external auditors in finding fraud
*Revenue recognition issues
*Corrupt management
*Data mining
*Physical and biometric controls | Basney Dana |
| 4/22/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Advanced QuickBooks Tips And Techniques (Webinar) (25WC-0003)25WC-0003 | *Tips for improving efficiency with QuickBooks and QuickBooks Online
*Better reporting when working in QuickBooks environments
*Tips for cleaning up QuickBooks and QuickBooks Online instances
*Managing inventory more effectively when working with QuickBooks and QuickBooks Online | Stephens Tommy G |
| 4/3/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| The Power of "Why" (Webinar) (25WC-0042)25WC-0042 | *The importance of "Why"
*Linking cause and effect
*Keeping Freddy P. Softy away from your door
*The 5-15 Report
*The Doorway to Creativity
*Why Leadership and Personal Growth
*Three cases | O'Brien William |
| 4/25/2025 | 10 a.m. - 12:30 p.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| K2's Next Generation Excel Reporting (Webinar) (25WC-0006)25WC-0006 | *Identifying weaknesses in traditional reporting processes
*Using leading-edge features in Excel to improve reporting practices
*How to work with Power Query to solve common reporting challenges
*Adding Slicers and Timelines to your Excel-based reports | Stephens Tommy G |
| 4/8/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| CANCELLED - Monthly Individual Tax Update (Webinar) (25WC-0028)25WC-0028 | *Individual tax developments coming from Congress, the Treasury Department, the courts, and academe.
*Time-sensitive topics from the past 30 days. | |
| 4/23/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Statement of Cash Flows: Preparation and Analysis Workshop (Webinar) (25WC-0022)25WC-0022 | *Major provisions of GAAP Codification Topic No. 230
*Statement classification issues
*Reporting operating cash flows: Direct and indirect methods
*Preparing the statement: Workpaper techniques
*Useful cash flow ratios
*Bankruptcy prediction using the statement of cash flows | Taylor Summer |
| 4/22/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| K2's Introduction to Excel Macros (Webinar) (25WC-0011)25WC-0011 | *Getting started with Excel macros by using the Macro Recorder
*Fundamentals of writing VBA code Saving and sharing macros
*Getting started with User-Defined Functions | Stephens Tommy G |
| 4/17/2025 | 2 - 5:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Combating Internal Fraud (Webinar) (25WC-0019)25WC-0019 | *Understand why internal fraud occurs
*Review policies, procedures and control measures designed to fight fraud | Egnatoff Karl W |
| 4/22/2025 | 4 - 6 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Fundamentals of Outbound US Rules of International Taxation (Webinar) (25WC-0037)25WC-0037 | *The US Taxing Jurisdiction
*Sourcing Rules
*Foreign Tax Credits
*Subpart F
*Global-Intangible Low-Taxed Income
*Passive Foreign Investment Companies
*IC-DISCs | |
| 4/24/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| S Corporations: Qualification Requirements (Webinar) (25WC-0049)25WC-0049 | *Qualified shareholder requirement
*Trusts as shareholders
*Estates as shareholders
*Qualified tax exempt shareholders
*Tax planning ideas to accommodate economic investments by disqualified investors
*Special rules for counting the number of shareholders
*One class of stock requirement
*Indirect preferences creating risk of failing one class of stock requirement
*Disqualified corporations
*Making an effective S corporation election
*Relief for late or defective elections
*Inadvertent termination relief for involuntary terminations | McWilliams John G. |
| 4/28/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Emerging Technologies for Accountants, Including Blockchain and Cryptocurrencies (Webinar) (25WC-0010)25WC-0010 | *Understanding many of today's emerging technologies and their role in business environments
*Applied examples of artificial intelligence and machine learning
*Risks associated with emerging technologies | Stephens Tommy G |
| 4/17/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Cloud Services (Webinar) (25WC-0060)25WC-0060 | *Cloud migration*Public, private and hybrid cloud types*Best practices | |
| 4/29/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| CANCELLED - How to Manage Your CPA Practice (Webinar) (25WC-0035)25WC-0035 | *Client management
*Employee management
*Pricing models
*Partner management | |
| 4/24/2025 | 2 - 5:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Artificial Intelligence for Accounting and Financial Professionals (Webinar) (25WC-0004)25WC-0004 | *Exploring AI applications in accounting and finance
*Understanding AI features in everyday tools
*Embracing the future: AI's impact on finance and accounting | Stephens Tommy G |
| 4/3/2025 | 2 - 5:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Managing a Hybrid Workforce (Webinar) (25WC-0061)25WC-0061 | *Leadership Development
*Management | |
| 4/30/2025 | 4 - 5 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Small Business Stock Gains: Exclusion and Deferral Opportunities (Webinar) (25WC-0016)25WC-0016 | *IRC 1202--The benefit of the exclusion
*IRC 1202--The requirements that must be met
*IRC 1202--Limitation on the amount of the exclusion
*Comparison of the IRC 1202 exclusion to making S corporation election
*IRC 1045--The benefit of the deferral
*IRC 1045--The requirements that must be met
*The basics of Employee Stock Ownership Plans (ESOP)
*IRC 1042--The benefit of the deferral
*IRC 1042--The requirements that must be met | McWilliams John G. |
| 4/21/2025 | 3 - 5 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Dealing With IRS Appeals (Webinar) (25WC-0057)25WC-0057 | *Opportunities for appealing IRS actions
*Preparing the case for an appeal
*Best strategies for handling appeals
*Alternate dispute resolution options before and after the appeal
*Appeals of collection and penalty determinations
*Understanding state appeals for income, sales and employment taxes | |
| 4/29/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Nonverbal Communication: The Silent Language of Success (Webinar) (25WC-0030)25WC-0030 | *Nonverbal communication--Virtual | |
| 4/23/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Microsoft 365/Office 365: All The Things You Need To Know (Webinar) (25WC-0067)25WC-0067 | *Understanding the Microsoft 365/Office 365 subscription model
*Working with vital 365-based apps and services
*Using Teams as your primary collaboration tool
*Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription | Stephens Tommy G |
| 4/30/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| Cost Accounting, R.I.P.: Cost Accounting Is Opinion, Cash Flow Is Fact (Webinar) (25WC-0023)25WC-0023 | *Modeling cash flow and capacity
*Adaptive Capacity Model
*Segall's Law | Baker Ronald J |
| 4/22/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| FASB Update: What's New? April 2025 (Webinar) (25WC-0065)25WC-0065 | *FASB's current activities
*ASUs issued
*Workplan agenda | Barnes Bobbe |
| 4/30/2025 | 1:30 - 3 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| The Generation-Skipping Transfer Tax and Dynasty Trusts (Webinar) (25WC-0047)25WC-0047 | *Calculation of the GST tax, and how it relates to the estate tax and gift tax
*Direct skips, taxable distributions, and taxable terminations
*GST tax allocations, Reverse QTIP election, and Exempt and Nonexempt Trusts
*Calculating the benefit of and designing Dynasty Trusts | |
| 4/28/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethical Responsibilities for CPAs: Ethics (Webinar) (25WC-0015)25WC-0015 | *Ethical Responsibilities for CPAs
*The AICPA Code of Professional Conduct
*PCAOB Ethical Standards
*The Sarbanes Oxley Act
*The Foreign Corrupt Practices Act
*Circular 230 for Tax Practitioners
*The Dodd-Frank Banking Reform Act | Basney Dana |
| 4/21/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Executive Presentation Presence: Speak Up, Move Up (Webinar) (25WC-0031)25WC-0031 | *Constructing and delivering effective presentations
*Identifying target audiences
*Common communication problems
*Nonverbal communication | |
| 4/23/2025 | 3 - 5 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Tackling Turnover: Key Reasons Your Staff Are Leaving What to Do About It (Webinar) (25WC-0046)25WC-0046 | *Practice Management
*Factors that Cause Turnover
*Boosting Engagement and Retention | |
| 4/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| K2's Better Productivity Through Artificial Intelligence and Automation Tools (Webinar) (25WC-0026)25WC-0026 | *Practical opportunities to leverage artificial intelligence and automation in business settings
*Potential risks associated with using AI and automation, including inherent ethical issues
*Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier | Stephens Tommy G |
| 4/22/2025 | 12 - 3:30 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| K2's Securing Your Data: Practical Tools for Protecting Information (Webinar) (25WC-0002)25WC-0002 | *Understanding today's cybersecurity risks
*Identifying major cybersecurity risks Implementing specific steps to reduce risk | Stephens Tommy G |
| 4/2/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Form 706 Preparation Part 2: Reporting Assets (Webinar) (25WC-0024)25WC-0024 | *Action steps in 706 preparation engagement
*Filing requirements, new forms, IRS return review procedures, closing letters
*Obtaining transcripts and previously filed returns
*Completing introductory pages 1--4
*Worksheets provided: Summary of Estate Plan
*Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule | Joseph Donita M. |
| 4/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Implementing Internal Controls in QuickBooks Environments (Webinar) (25WC-0052)25WC-0052 | *Critical risks in QuickBooks environments
*Internal control options that can mitigate risk to prudently acceptable levels
*Enabling alternative control measures to improve internal controls in QuickBooks environments | Stephens Tommy G |
| 4/28/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Financial Reporting Changes in Greater Detail (Webinar) (25WC-0012)25WC-0012 | *Reformatted financial statement details
*RFS impact on business operations
*Ten action items for immediate consideration
*Five cases | O'Brien William |
| 4/18/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Hybrid Remote Life: It's Not Going Anywhere (Webinar) (25WC-0062)25WC-0062 | *Leadership
*Management of an Accounting Practice
*Personnel
*The Hiring and Onboarding process
*Managing a Remote Team | |
| 4/30/2025 | 3 - 4 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Advanced Personal Financial Planning Update (Webinar) (25WC-0034)25WC-0034 | *Retirement: accumulation and decumulation techniques, Social Security, Medicare and long-term care
*Debt management, including reverse mortgages and education financing
*Insurance and investments from a life-planning perspective
*Income tax legislation, cases, and rulings
*Estate and trust planning strategies | |
| 4/24/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Living Trust Administration Workshop (Webinar) (25WC-0025)25WC-0025 | *The steps in Trust Administration
*Delaware Tax Trap -its unique use
*Change of the exemption in 2026 and its impact
*Whether to file a 706 for portability election and/or Q-Tipping the Credit Trust
*Preparation of trust accountings
*Trust administration of Medi-Cal Trusts, QPRT, GRAT and IDGTs | |
| 4/22/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Tax Elections: Beware of the Minefield (Webinar) (25WC-0054)25WC-0054 | *Tax elections for various entities
*Tax elections relevant for accounting matters
*Tax elections involving special items | Dellinger Arthur J. |
| 4/29/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Protecting Digital Data: More Important Now Than Ever Before (Webinar) (25WC-0040)25WC-0040 | *Securing individual documents
*Protecting information resident in the Cloud
*Securing data stored on or accessed by mobile devices | Egnatoff Karl W |
| 4/25/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| OCBOA Case Studies (Webinar) (25WC-0051)25WC-0051 | *Income tax-basis financial statement presentations
*Cash and modified-cash financial statement presentations
*Innovative and EBITDA type reports
*OCBOA engagements
*AICPA Financial Reporting Framework for Small- and Medium-Sized Entities | Dennis Suzan C. |
| 4/28/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Fundamentals of Inbound US Rules of International Taxation (Webinar) (25WC-0043)25WC-0043 | *Withholding on dividends, interest, rents, royalties, and compensation
*Withholding rules on foreign investment in US Real Estate
*163(j) and Base Erosion Anti-abuse Tax restrictions on repatriation
*Foreign Persons with a US Trade or Business
*Taking advantage of tax treaties
*Tax-Advantaged Transfer Pricing
*IRS Audit Tools for Foreign-Owned Corporations | |
| 4/25/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| S Corporations: Conversions (Webinar) (25WC-0048)25WC-0048 | *Reasons to terminate an S corporation election
*Involuntary terminations
*Voluntary revocations the process and the consequences
*Tax planning opportunities related to the termination of S corporation status
*Complications arising from a mid-year termination
*Limitations on re-electing S corporation status
*Making the S corporation election how and why
*Built-in gain planning | McWilliams John G. |
| 4/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| International Taxation (Webinar) (25WC-0033)25WC-0033 | *Income tax treaties
*Residence tests
*Effectively connected income
*FDAP and FIRPTA withholding
*Avoiding transfer taxation of foreign investors
*Pre-immigration tax planning | |
| 4/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Everyday Ethics: Doing Well by Doing Good (Webinar) (25WC-0066)25WC-0066 | *AICPA Code of Professional Conduct, Institute of Management Accountants Standards of Ethical Conduct and T.D. Circular 230
*Implications of the Sarbanes-Oxley Act of 2002
*Recent, relevant cases on accounting profession ethics and professional responsibility
*Areas the partner should pay particular attention to
*What it means to be a profession and a professional
*Ethical frameworks | Baker Ronald J |
| 4/30/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| S Corporations: Distributions, Stock Basis and Loss Limitations (Webinar) (25WC-0041)25WC-0041 | *Details of the stock basis adjustments when an S election is effective
*Rules that characterize distributions to S corporation shareholders either as potential stock basis reductions or dividend income
*Definition of "accumulated adjustment account" (AAA)
*Special rule when there is a "net negative adjustment"
*The rule limiting losses to stock and shareholder loans to the corporation
*The tax complications related to using shareholder loans to the corporation to deduct losses
*The basis adjustment ordering rules when there are losses and distributions in the same taxable year
*Tax planning opportunities and strategies | McWilliams John G. |
| 4/25/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Financial Performance Reporting: Changes To Know (Webinar) (25WC-0009)25WC-0009 | *Reformatted financial statements overview
*Status of accounting's perfect storm
*Four cases | O'Brien William |
| 4/17/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Financial Planning Trends and Opportunities for Clients (Webinar) (25WC-0029)25WC-0029 | *Cash flow management and budgeting
*Insurance
*Investments
*Education
*Income tax
*Retirement
*Estate Planning
*Closely-held business owners
*Marriage, cohabitation and divorce | |
| 4/23/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Health Insurance Planning (Webinar) (25WC-0063)25WC-0063 | *The interrelationship of health, happiness and financial well-being
*Tax planning for health care costs
*The failures and successes of the Affordable Care Act
*Medical insurance terminology, alternatives and strategies for selecting the best option
*The pros and cons of health savings accounts | |
| 4/30/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Accounting Industry Update (Webinar) (25WC-0017)25WC-0017 | *FASB Technical Agenda and upcoming changes
*ASUs
*Implementation dates and methods
*Audit quality initiatives
*Changes to AICPA auditing standards; and PCAOB standards | Taylor Summer |
| 4/21/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| CANCELLED - World Class Cost Accounting: A Practical Application (Webinar) (25WC-0038)25WC-0038 | *Tracing direct costs to products
*Substantially reduce MFG overhead
*Embed ABC in MFG cost systems | |
| 4/24/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Financial Statement Analysis for Managers (Webinar) (25WC-0032)25WC-0032 | *Pros/cons of ratio analysis
*Cash flow analysis
*Operating leverage vs. financial leverage
*Effective financial performance measures | Bedwell Robert |
| 4/24/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Form 706 Preparation Part 1: Overview Including Portability (Webinar) (25WC-0018)25WC-0018 | *Action steps in 706 preparation engagement
*Filing requirements, new forms, IRS return review procedures, closing letters
*Obtaining transcripts and previously filed returns
*Completing introductory pages 1--4
*Worksheets provided: Summary of Estate Plan
*Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule | Joseph Donita M. |
| 4/21/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Excel PivotTables for Accountants (Webinar) (25WC-0008)25WC-0008 | *PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
*Formatting PivotTables
*Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot
*Analytical techniques available in PivotTables | Stephens Tommy G |
| 4/11/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Comps, Reviews and Preparations: How the Accounting Profession Got It Right (Webinar) (25WC-0020)25WC-0020 | *General Principles applicable to all SSARS engagements
*Compilations
*Reviews
*Preparations | Ferdinand Richard |
| 4/22/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Master the Remote Audit (Webinar) (25WC-0001)25WC-0001 | *Remote audit challenges*Remote audit benefits*Integrity and professional skepticism*Communicating with clients and the audit team | |
| 4/1/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Forensic Accounting (Webinar) (25WC-0036)25WC-0036 | *Forensic Accounting
*Family Law
*Business Valuations
*Economic Damages
*Fraud
*Financial Investigations | |
| 4/24/2025 | 2 - 5:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Advanced Excel (Webinar) (25WC-0013)25WC-0013 | *Collaboration and security techniques
*Tables, data models, and PivotTables
*Advanced formulas
*Data queries
*Creating effective visualizations | Stephens Tommy G |
| 4/18/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (4 tech, 4 non-tech) | |
| Form 706 Preparation Part 4: GST Schedule R, Form 8971, Payments and Credits (Webinar) (25WC-0058)25WC-0058 | *Generation-Skipping Transfer Tax, Schedule R, including election statements and integration with the marital deduction
*Foreign Death Tax Credit, Schedule P and Prior Transfer Credit, Schedule Q
*Qualified Conservation Easements, Schedule U
*Making Sec. 6166 election and using Graegin loans | Joseph Donita M. |
| 4/29/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Understanding and Creating an Internal Control System (Webinar) (25WC-0045)25WC-0045 | *Underlying concepts of internal control
*Defining where and why controls, policies and procedures are needed
*Legacy control measures that are still important for businesses today
*Creating control measures that address the use and protection of technology | Egnatoff Karl W |
| 4/28/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Senior Healthcare Strategies (Webinar) (25WC-0064)25WC-0064 | *The interrelationship of health, happiness, and financial well-being
*Traditional long-term care insurance, hybrid strategies, or self insure?
*Medicare Parts A, B, C, and D and Medigap plans
*Incapacity, elder law, Medicaid, and choosing a long-term care facility
*Hospice and palliative care | |
| 4/30/2025 | 2:30 - 6 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| K2's Technology for CPAs: Don't Get Left Behind (Webinar) (25WC-0044)25WC-0044 | *Emerging technologies all business professionals should know
*Considerations associated with upgrading to Windows 11
*Practical options for protecting your data
*New features in commonly-used applications such as Excel and Adobe Acrobat DC | Stephens Tommy G |
| 4/25/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (0 tech, 8 non-tech) | |
| K2's Backups Done Right (Webinar) (25WC-0039)25WC-0039 | *List the significant backup approaches Identify areas of critical weakness or threats in your backup and recovery systems
*List all critical and non-critical applications and establish their order of recovery
*Differentiate between backup solutions based on their features and benefits | Stephens Tommy G |
| 4/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Audits of 401k Plans (Webinar) (25WC-0014)25WC-0014 | *SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits
*Update of the changes affecting 401k plans
*Compliance issues commonly encountered in 401k plan audits
*Best practices for engagement planning, internal controls, risk assessment, and detailed testing
*Common audit reporting and disclosure issues | Bedwell Robert |
| 4/21/2025 | 2 - 5:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Finance Principles for Accountants (Webinar) (25WC-0005)25WC-0005 | *Relationship between accounting and finance*Risk, diversification, beta*Cost of debt*Growth project selection criterion | |
| 4/4/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Form 706 Preparation Part 3: Reporting Deductions (Webinar) (25WC-0050)25WC-0050 | *How to report funeral and administrative expenses on Schedule J and/or L
*How to report debts, mortgages and liens on Schedule K
*Marital deduction and elections, QTIP, Reverse QTIP, QDOT, over-stated marital deductions
*Charitable deduction Schedule O and potential problems | Joseph Donita M. |
| 4/28/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Estate Planning: A Comprehensive Overview (Webinar) (25WC-0056)25WC-0056 | *Intestate succession and probate administration
*Holding title to assets
*Lifetime asset transfers and testamentary asset transfer planning
*Structures to avoid or minimize transfer taxes
*Living trusts, including A-B and A-B-C, life insurance trusts, terminating irrevocable trusts, use of trust protectors, trust administration during incapacity and post-mortem | |
| 4/29/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Preparation, Compilations and Reviews: A Practical Workshop (Webinar) (25WC-0055)25WC-0055 | *Preparation, Compilations and Reviews | |
| 4/29/2025 | 10 a.m. - 5:30 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| CyberPsychology: Conquering Insider Threat (Webinar) (25WC-0059)25WC-0059 | *Exploiting control gaps and control weaknesses
*Psychological tactics used in attacks
*A review of robust controls
*Data access observables, changes in network patterns
*A review of the audit, HR, IT and management relationships
*Proactive approaches to recognize evolving risks and avoid breaches | Groves Toby L. |
| 4/29/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (2 tech, 2 non-tech) | |
| What's So Funny 'Bout Accounting and Tax Ethics (Webinar) (25WC-0027)25WC-0027 | *AICPA Code of Professional Conduct
*Threats to compliance with Code of Ethics
*Updated Statement of Standards for Taxpayer Services (SSTS)
*Ethical challenges in selecting appropriate GAAP alternatives | Ferdinand Richard |
| 4/23/2025 | 10 a.m. - 1:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| Advanced ChatGPT for Accountants (Self-Study) (24SX-0140)24SX-0140 | *Identify the fundamental features and functionalities of ChatGPT in an accounting context
*Apply Custom Instructions to tailor ChatGPT's responses for specific financial scenarios
*Analyze financial statements, news releases, and other relevant data using ChatGPT
*Explore and identify business opportunities using hyper-local and sectoral analysis techniques
*Utilize Advanced Data Analysis for financial comparisons, and capital project evaluations
*Evaluate assets, space, and user interfaces using image analysis with ChatGPT
*Implement voice interaction with ChatGPT to enhance user experience and accessibility in financial tasks | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| CFO Solutions to IRS Problems (Self-Study) (24SX-0141)24SX-0141 | *The authority of IRS in assessing and collecting taxes
*The common misconceptions when dealing with IRS
*Common questionable actions by business owners
*How to prepare for an IRS audit
*The seven options in IRS collections
*Possible criminal tax violations by CFOs and small business owners | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| ChatGPT for Accountants: 50+ Use Cases (Self-Study) (24SX-0142)24SX-0142 | *Introduction to ChatGPT and artificial intelligence chatbot technologies
*Automating frequently asked questions and the onboarding process
*Verifying and reviewing financial records
*Providing real-time support to clients
*Generating financial reports
*Automating tax return preparation and financial planning
*Providing guidance on financial decision making | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Criminal Tax: How CPAs Bring Value to Defense Attorneys (Self-Study) (24SX-0143)24SX-0143 | *The common weaknesses in a criminal tax investigation
*The key documents to review (In a sea of thousands of documents)
*Crafting questions to recommend in court proceeding | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Erase the Mark: Best Practices in Penalty Abatement (Self-Study) (24SX-0144)24SX-0144 | *The authority of the IRS in assessing tax penalties
*The types of penalties that can be removed
*The process the IRS uses to evaluate penalty abatements
*How to request penalty abatements
*Best practices in asking for penalty abatement, including using appeals | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Guide to Gig Economy Tax Issues (Webinar) (25WS-0099)25WS-0099 | *Characteristics of a gig economy*Who is an employee and who is an independent contractor?*Form 1099-NEC and reporting of non-employee compensation*Reporting on Form 1099-K*Gig workers and the requirement to pay self-employment tax throughout the year*State tax implications of remote work for the business owner and workers*How remote work creates state tax nexus*Tax implications of employee telecommuting for the employer*The "convenience of the employer" rule*Drivers of both people and of meals or other products*Section 199A deduction*Implications of the Vizcaino case | |
| 4/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's How to Effectively Represent Clients Under IRS Audit (Webinar) (25WS-0094)25WS-0094 | *Why the IRS selects a tax return for audit*What happens when the taxpayer disagrees with the results of the audit*IRS employees who interact with taxpayers during an audit*FATCA audits*Types of IRS examinations*Potential IRS audit outcomes*Substitute for returns*Large Partnership Compliance Program*IRS's shift in audit strategies*Responding to IRS Notices online*Audits of high income and high net-worth individuals*The Bipartisan Budget Act of 2015 (BBA) and its impact on auditing partnerships*IRS Letters of Concern | |
| 4/23/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's A Guide to Nonqualified Deferred Compensation (Webinar) (25WS-0090)25WS-0090 | *The basics of nonqualified deferred compensation (NQDC)*NQDC compliance*Taxation of NQDC plans*Types of NQDC plans*Financing/funding NQDC plans*Planning strategies | |
| 4/2/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Sale and Transfer of Energy Credits: Final Regulations and IRS Guidance (Webinar) (25WS-0093)25WS-0093 | *Overview of energy credits eligible for transfer or direct pay*Pre-registration requirement*Which taxpayers are eligible to transfer credits?*Which types of entities may elect direct pay?*Special rules affecting partnerships and S corporations*Rules for transferees, including passive activity loss rules*Who bears the risk of credit recapture?*Tax reporting, filing deadlines, and redesigned Form 3800 | |
| 4/22/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Health Care, Retirement and Fringe Benefit Tax Issues (Webinar) (25WS-0091)25WS-0091 | *ERISA compliance: employee welfare plans and qualified plans*Fringe benefit issues: COBRA, Family and Medical Leave Act, and new developments in health care*Health care plans: HRAs, HSAs, and other employer-sponsored plans*Qualified plan requirements: eligibility, coverage, and vesting | |
| 4/17/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Purchase and Sale of a Residence: Critical Tax Issues (Webinar) (25WS-0096)25WS-0096 | *General rules relating to the sale of a residence under Section 121*Sale of a taxpayer's main home*Qualifying for a partial exclusion of gain on the sale of a home*How a taxpayer meets the residence requirement*Meeting the look-back requirement*Separated, divorced, and widowed taxpayers*Work-related moves and unforeseeable events*Inherited homes and homes received in a divorce*Impact of business or rental use of home on the gain exclusion*Reporting gain or loss on the sale of a home | |
| 4/28/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Business Law for Small Business Owners (Webinar) (25WS-0092)25WS-0092 | *Contract principles*Legal issues related to various types of business organizations*Worker classification*Employee rights and the duties of employers*Real property law | |
| 4/22/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Tax Reporting for Executive Compensation (Webinar) (25WS-0095)25WS-0095 | *Nonqualified deferred compensation (NQDC)*Nonqualified stock options (NQSOs)*Incentive stock options (ISOs)*Restricted stock/restricted stock units (RSUs)*Stock appreciation rights (SARs) and phantom stock*Employee stock purchase plans (ESPPs)*Applicable tax forms and schedules*Stock sale reporting*Estimated taxes*Filing deadlines and extensions*State taxation | |
| 4/28/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Recent Changes in Workplace Regulations: Overtime, Non-compete Agreements and Employee/Independent Contractor (Webinar) (25WS-0098)25WS-0098 | *Final Rule - Employee or Independent Contractor Classification Under the FLSA: the multifactor "economic reality" test; What analysis guides whether a worker is an employee or independent contractor under this final rule? Can a worker voluntarily waive employee status and choose to be classified as an independent contractor? Are any of the economic reality factors adopted in this rule more important than others when evaluating a worker's employment status? How does the final rule explain "extent to which the work performed is an integral part of the employer's business?"*The Federal Trade Commission's Decision on Non-compete Agreements: impact on new and existing non-competes; treatment and definitional terms for senior executives; definition of a non-compete clause; definition of a "worker"*New Overtime Rules: exemptions from minimum wage and overtime pay requirements for executive, administrative, professional, outside sales, and computer employees; increases in the standard level and the highly compensated employee total annual compensation threshold; new mechanism allowing for the timely and efficient updating of the salary and compensation thresholds | |
| 4/29/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Employer's Handbook: Legal, Tax and Health Care Issues (Webinar) (25WS-0097)25WS-0097 | *Hiring and firing issues -- What questions cannot be asked in an interview; how to document employee performance; establishing an annual review system; when an employer may and may not fire an employee, and much more*Employment contracts -- An analysis of the legal and planning issues in structuring employment contracts; when noncompetition agreements will and will not work*Employment issues in the economy -- Telecommuters and other special situations*Legal liability issues -- Recognition of age discrimination, sex discrimination, FLSA issues, minimum wage, overtime, sexual harassment, and more*Fringe benefit issues -- COBRA, Family and Medical Leave Act, and new developments in health care*Medical plans -- Who is a full-time employee? | |
| 4/29/2025 | 8 a.m. - 4 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | |
| Creating a Winning Culture (Webinar) (25WI-0101)25WI-0101 | *Culture - Why, What, and the Magnetic Firm
*Purpose-driven
*Great Leadership
*Culture of Growth
*Inspiring Workplace | |
| 6/18/2025 | 8 - 9 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Next Steps Series: The Next Generation -- A Different Take on the Generations (Webinar) (25WI-0098)25WI-0098 | *Understand the modern workforce, from both a generational angle and from a societal viewpoint.
*Realize that our communication patterns must change to reach across the workforce
*Prioritize the effort based on the makeup of the workforce, with Millennials the largest cohort
*Strategies and tips for managing the new workforce
*A reminder about the importance of Ethics and Integrity to the sustainability of a high-performing culture | |
| 6/12/2025 | 10 - 11:05 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| SMART Goal-Setting As a Path to Flourishing (Webinar) (25WI-0093)25WI-0093 | *What is a goal?
*Objectives and key results
*SMART goals: What they are, how to set them and how they lead to success | |
| 6/3/2025 | 12 - 1:30 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethics Under Stress (Webinar) (25WI-0065)25WI-0065 | *Ten effects of stress on ethics
*Stress-induced cognitive bias
*Effects of stress on organizations
*Strategies to remain resilient and bolster ethical behavior during times of stress | |
| 4/15/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Futuristic Audit Trends: The Future is Now (Webinar) (25WI-0095)25WI-0095 | *Cloud technology, AI, Machine Learning and Blockchain
*Cloud Advisory services
*Utilization of remote technology and technologic innovations to create more efficient engagements
*Next steps for audit firms to avoid being disrupted | |
| 6/5/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Next Steps Series: Greatness -- Building a Productive, Resilient Workforce (Webinar) (25WI-0081)25WI-0081 | *Hiring the "best fit" for tough jobs at all levels
*Cloning your top performers
*Motivating and managing for the long term
*Feedback for all generations
*How to manage millennials
*High performers
*The employee/employer relationship
*Core values highly regarded by all generations | |
| 5/13/2025 | 1 - 2 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| A Future Ready Innovation Framework (Webinar) (25WI-0057)25WI-0057 | *Innovation -- Why it Matters Now
*The Three Types of Innovation -- a useful Framework
*Differentiating and Transformational Innovation -- Doors 2 & 3
*Developing your Innovation System | |
| 4/4/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Controller Series: Technology - Must-Have Excel Competencies (Webinar) (25WI-0073)25WI-0073 | *Reality of Excel use
*Gartner - Magic Quadrant of tools for data analysis
*Will Excel go away?
*Two essential Lean principles
*Misuses of Excel
*APIs (Automated Program Interfaces)
*Relationship between Excel and data analytics
*Excel tips and tricks | |
| 4/28/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Controller Series: Communicating for Connections with Coworkers, Customers and Stakeholders (Webinar) (25WI-0069)25WI-0069 | *What are the three types of misconceptions of communication?
*What are the different types of personality styles in the workplace?
*Recognize how to communicate with the different types of personality styles effectively
*Key takeaways | |
| 4/21/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethics in the World of AI: An Accountant's Guide to Managing the Risks (Webinar) (25WI-0094)25WI-0094 | *Business uses of AI
*Nine risk areas of AI
*Three ethical frameworks
*Risk mitigation strategies | |
| 6/4/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Seven Secrets of Successful Business Communication Part 2: More Powerful Presenting and Writing (Webinar) (25WI-0092)25WI-0092 | *Improve your writing and presenting skills by using a checklist
*Lay a solid foundation under your presentation by harnessing The Four Pillars of Confidence
*Clear the slide deck to make your presentation more engaging
*Use your non-verbal skills to present powerfully
*Know how to effectively respond when they say "no" | |
| 5/30/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Ethics With A Dash of Courage (Webinar) (25WI-0089)25WI-0089 | *The Value of a Courageous Culture and courageous decision-making models
*Challenges to creating a culture of courage
*Communicating your courageous culture
*How/When to speak up? Career-ending vs teachable moment?
*Supporting courageous decisions
*Communicating courage
*The Journey to Leading with Courage -- Building a personal action plan | |
| 5/28/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics in the World of AI: An Accountant's Guide to Managing the Risks (Webinar) (25WI-0080)25WI-0080 | *Business uses of AI
*Nine risk areas of AI
*Three ethical frameworks
*Risk mitigation strategies | |
| 5/9/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Next Steps Series: Engagement -- Motivating the Next Workforce (Webinar) (25WI-0062)25WI-0062 | *Understanding motivational theories for the modern employee
*Hiring well
*Engagement tools *Using active listening skills
*New leadership model
*High performers and low performers
*Generations
*Millennials *The motivational chain | |
| 4/10/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Look Lead Love Learn (Webinar) (25WI-0059)25WI-0059 | *Collaborate and connect with others
*Innovate
*Inspire others
*Build a strong and future-ready culture in your company
*Conquer complexity with collaboration | |
| 4/7/2025 | 8:30 - 10 a.m. | Online | 1.5 CPE (0 tech, 1.5 non-tech) | |
| Next Steps Series: Inclusion -- Building a Sustainable Culture of Diversity (Webinar) (25WI-0096)25WI-0096 | *Modern definitions of diversity and inclusion
*Diverse work environment *Types of diversity
*The importance of people as a competitive advantage
*Characteristics of high performers
*Generation Millennials and WIFI
*Recruiting on Linkedin
*Ethical ties to diversity and inclusion
*The art of Culture *Managing diverse workforces
*Bias pitfalls
*Diversity task force
*Metrics to use in the measurement of the effectiveness of a Diversity and Inclusion program. | |
| 6/9/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethics Without Fear for Accounting and Finance Professionals (Webinar) (25WI-0103)25WI-0103 | *Case studies that clarify the challenges of making appropriate ethical decisions in the fast-paced modern organizational world
*A frank discussion of how to decide between a teaching moment rather than a termination moment when bad decisions are made.
*Applying the structure of understanding ethical dilemmas, and then applying the nine-step resolution process to arrive at a fair and consistent decision. | |
| 6/23/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Tax Practice Quarterly: 2025 Future-Focused Tax Practice (Webinar) (25WI-0104)25WI-0104 | *Tax practice management
*Staff management strategies
*Billing and client service strategies | |
| 6/24/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Latest Fraud Trends: Current Research and Examples (Webinar) (25WI-0067)25WI-0067 | *Understand auditor's responsibilities regarding fraud in an audit
*Stay ahead of current trends and types of fraud
*Gain exclusive insights from forensic professionals
*Learn behaviors and strategies for auditor's consideration of fraud | |
| 4/17/2025 | 9:30 a.m. - 12 p.m. | Online | 2.5 CPE (2.5 tech, 0 non-tech) | |
| Tax Practice Quarterly: 2025 Future-Focused Tax Practice (Webinar) (25WI-0100)25WI-0100 | *Tax practice management
*Staff management strategies
*Billing and client service strategies | |
| 6/17/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics and Professional Conduct (Webinar) (25WI-0088)25WI-0088 | *Discussion of what makes an ethical dilemma.
*Review of recent ethical violations
*Practical applications of the independence and conflict of interest rules
*Current PCAOB concerns | |
| 5/22/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Tools for Mastering Ethical Decision Making (Webinar) (25WI-0064)25WI-0064 | *Recognize the elements of an ethical dilemma
*Tools to develop moral courage
*What to think, say, and do when faced with an ethical dilemma
*How to use the Four Component Framework (James Rest) to address ethical issues | |
| 4/14/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | 1 Ethics |
| Ethics: Avoiding the Slippery Slope of Ethical Pressures (Webinar) (25WI-0075)25WI-0075 | *Benefits of ethical behavior
*Six steps to creating and maintaining an ethical culture
*Example of unethical behavior in ethical companies | |
| 5/2/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| Leading in Exponential Times (Webinar) (25WI-0063)25WI-0063 | *The 5 C's of leading during exponential times
*Harness the powerful trends of the Fourth Industrial Revolution accelerated by the pandemic
*Learn about the skills you will need to thrive in a world of exponentials
*Create a winning culture that can thrive in the VUCA world
*Become a proactive future-focused leader that drives transformation and avoids disruption | |
| 4/11/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 2025 Summer Tax Rewind (Webinar) (25WI-0106)25WI-0106 | *Proposed tax law changes and fundamental tax reform discussions
*Tax practice and procedures, best practices and reminders
*Recent changes to IRS regulations and other guidance | |
| 7/15/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Risk Assessment Under SAS No. 145 (Webinar) (25WI-0072)25WI-0072 | *Risk assessment under SAS No. 145
*Overview of the steps to perform during risk assessment
*Testing the design, implementation, and operating effectiveness of controls
*New concepts due to the issuance of SAS No. 145 | |
| 4/24/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Let Go and Lead: The Crucial Art of Delegation (Webinar) (25WI-0099)25WI-0099 | *When is it time to delegate
*What should you be delegating
*To whom should you be delegating it
*What are the benefits of creating more time to lead | |
| 6/16/2025 | 9 - 10:10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| 2025 Spring Tax Rewind (Webinar) (25WI-0074)25WI-0074 | *Proposed tax law changes and fundamental tax reform discussions
*Tax practice and procedures, best practices and reminders
*Recent changes to IRS regulations and other guidance | |
| 4/30/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controller Series: Insightful Financial Analysis (Webinar) (25WI-0078)25WI-0078 | *Reasons why it's so difficult to provide an "insightful" financial analysis
*What is the definition of a financial analysis
*The six steps of a financial analysis
*Key takeaways | |
| 5/7/2025 | 1 - 2 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Next Steps Series: Development -- Moving From Employee to Manager to Leader (Webinar) (25WI-0091)25WI-0091 | *The differences between being an employee versus a manager or leader
*New skills needed
*Letting go of your old role
*Building a coaching culture
*Motivating people
*Goal setting
*Leader credibility
*Delegating tasks
*Handling feedback
*Managing friends
*Aligning Leadership with Strategy | |
| 5/29/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Remote Leadership: The Four "Ps" That Remote Teams Need to Thrive (Webinar) (25WI-0079)25WI-0079 | *Culture's driving force
*Shared vision and purpose
*Employee engagement
*Communication
*Platforms and tools
*Process and rhythm to execute | |
| 5/8/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Business Case for Designing an Experience-Led Organization (Webinar) (25WI-0083)25WI-0083 | *Customer Experience as Next-Generation Branding
*Employee Experience as the Future of Work
*Cultural analytics and culture management | |
| 5/15/2025 | 8 - 10:40 a.m. | Online | 3 CPE (0 tech, 3 non-tech) | |
| Next Steps Series: Development -- Moving From Employee to Manager to Leader (Webinar) (25WI-0086)25WI-0086 | *The differences between being an employee versus a manager or leader
*New skills needed
*Letting go of your old role
*Building a coaching culture
*Motivating people
*Goal setting
*Leader credibility
*Delegating tasks
*Handling feedback
*Managing friends
*Aligning Leadership with Strategy | |
| 5/20/2025 | 12 - 1:05 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethics: Critical Thinking, Case Studies and Fraud (Webinar) (25WI-0084)25WI-0084 | *AICPA Code of Professional Conduct
*CPA responsibilities and AU-C 315
*The new AICPA Ethics Codification
*Disciplinary cases and actions
*CPA Vision
*Seminal events
*The impact of ethical and unethical conduct on our profession | |
| 5/16/2025 | 12 - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | 4 Ethics |
| 2025 Spring Tax Rewind (Webinar) (25WI-0077)25WI-0077 | *Proposed tax law changes and fundamental tax reform discussions
*Tax practice and procedures, best practices and reminders
*Recent changes to IRS regulations and other guidance | |
| 5/6/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Accounting for Digital Assets under US GAAP, Part I (Webinar) (25WI-0058)25WI-0058 | *Brief overview of digital assets.
*How to account for investments in crypto assets, like bitcoin.
*How to account for the receipt of digital assets when received as consideration from a contract with a customer.
*How to apply the intangible asset accounting model to holdings of digital assets.
*How to account for the sale of digital assets.
*Factors that custodians or depositors of digital assets may consider to determine when to recognize ownership of digital assets. | |
| 4/7/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics Without Fear for Accounting and Finance Professionals (Webinar) (25WI-0056)25WI-0056 | *Case studies that clarify the challenges of making appropriate ethical decisions in the fast-paced modern organizational world
*A frank discussion of how to decide between a teaching moment rather than a termination moment when bad decisions are made.
*Applying the structure of understanding ethical dilemmas, and then applying the nine-step resolution process to arrive at a fair and consistent decision. | |
| 4/3/2025 | 12 - 2 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| The Power of Women's Networks (Webinar) (25WI-0060)25WI-0060 | *The importance of mentors, sponsors and coaches for yourself and for those at lower levels
*Time management to reduce working overtime
*How to be more present and productive
*Health and scientific research about improving executive skills
*Aligning career and personal life | |
| 4/8/2025 | 8 - 9 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Ethics: Avoiding the Slippery Slope of Ethical Pressures (Webinar) (25WI-0097)25WI-0097 | *Benefits of ethical behavior
*Six steps to creating and maintaining an ethical culture
*Example of unethical behavior in ethical companies | |
| 6/10/2025 | 12 - 4 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | 4 Ethics |
| AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity (Webinar) (25WI-0061)25WI-0061 | *Harnessing AI to streamline your Excel workflows, achieving unparalleled productivity.
*Discover Excel's integrated AI features and learn how to utilize ChatGPT for researching, creating, understanding and troubleshooting Excel functions and formulas. Transform tasks that typically take two hours into mere minutes.
*Explore using ChatGPT for efficient research and learning, enabling quick access to answers for Excel-related inquiries.
*Optimize your Excel work, research and documentation, significantly saving time and effort in your daily tasks. | |
| 4/9/2025 | 9 - 10 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Key Financial and Economic Issues Facing the Financial Executive (Webinar) (25WI-0082)25WI-0082 | *Understanding the current economic issues for the CFO/Controller to include:
*Strategic, operational planning and risk management
*Regulatory, Fiscal and Monetary policies impact on the organization
*Managing the finances of the organization during periods of rapid changes
*Managing risk in an uncertain economic climate | |
| 5/14/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Tax Practice Quarterly: Navigating Innovation in Tax (Webinar) (25WI-0087)25WI-0087 | *Innovation in tax technology
*Gen AI use in tax practices | |
| 5/21/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Essential Skills for Powerful Business Writing (Webinar) (25WI-0076)25WI-0076 | *Save time by planning and organizing your writing
*Prepare beginnings and endings that grab and keep the reader's attention
*Put your writing on a diet, cut the fat and write concisely
*Writing mechanics including word usage, grammar, punctuation, and proofreading
*Edit and polish your writing for maximum impact
*Practice with real-world writing makeovers | |
| 5/6/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| 2025 Summer Tax Rewind (Webinar) (25WI-0107)25WI-0107 | *Proposed tax law changes and fundamental tax reform discussions
*Tax practice and procedures, best practices and reminders
*Recent changes to IRS regulations and other guidance | |
| 7/21/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Seven Secrets of Successful Business Communication Part 1: Questioning and Listening to Discover Clients' Needs (Webinar) (25WI-0070)25WI-0070 | *The common mistakes communicators make
*Why becoming a trusted advisor depends on questioning and listening
*Tactics of effective listening
*Asking the right question the right way
*Coaching employees with varying levels of potential | |
| 4/23/2025 | 8 - 10 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Navigating the AI Landscape: An Introduction to Generative AI and ChatGPT for Accounting Professionals (Webinar) (25WI-0085)25WI-0085 | *Practical examples of productivity improvements using ChatGPT
*Live demonstration of ChatGPT | |
| 5/19/2025 | 12 - 1:20 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Tax Practice Quarterly: Navigating Innovation in Tax (Webinar) (25WI-0090)25WI-0090 | *Innovation in tax technology
*Gen AI use in tax practices | |
| 5/28/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| The Crucial Connection: Why You Should Care About Your Client's System of Internal Control (Webinar) (25WI-0066)25WI-0066 | *The audit risk model
*Key steps in understanding and evaluating your client's system of internal control
*Learn how to identify IT applications and IT controls relevant to the audit
*Apply risk assessment requirements to less complex entities
*Examples of risks arising from the use of IT and general IT controls | |
| 4/17/2025 | 12 - 1:30 p.m. | Online | 1.5 CPE (1.5 tech, 0 non-tech) | |
| Controller Series: Communicating for Connections with Coworkers, Customers and Stakeholders (Webinar) (25WI-0102)25WI-0102 | *What are the three types of misconceptions of communication?
*What are the different types of personality styles in the workplace?
*Recognize how to communicate with the different types of personality styles effectively
*Key takeaways | |
| 6/20/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Use of Technology in an Audit of Financial Statements: Risk Assessment (Webinar) (25WI-0071)25WI-0071 | *Commonly reported barriers to adopting technology and overcoming them
*Illustrating where technology can improve the audit process
*Using technology to increase the efficiency and effectiveness of your risk assessment process | |
| 4/24/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Controller Series: Technology - Must-Have Excel Competencies (Webinar) (25WI-0105)25WI-0105 | *Reality of Excel use
*Gartner - Magic Quadrant of tools for data analysis
*Will Excel go away?
*Two essential Lean principles
*Misuses of Excel
*APIs (Automated Program Interfaces)
*Relationship between Excel and data analytics
*Excel tips and tricks | |
| 6/26/2025 | 12 - 1 p.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| Finance Business Partnering: A Roadmap to Strategic Influence (Webinar) (25WI-0068)25WI-0068 | *The evolution of the finance role*Defining business partnering*Building relationships*Business acumen*Strategic thinking and problem solving | |
| 4/17/2025 | 9 - 10 a.m. | Online | 1 CPE (0 tech, 1 non-tech) | |
| New CPA to CFO (Webinar) (25WX-0426)25WX-0426 | *The steps necessary to effectively transform a tax or accounting practice into an advisory service*What it means to be a CFO/advisor to small-to-medium sizes businesses*What qualifications are necessary to offer an advisory service*How to find and convert leads and how to price and package services, including combining advisory services with the firm's current offerings | |
| 4/28/2025 | 10:30 - 11:30 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Comprehensive Accounting and Financial Reporting Update (Webinar) (25WX-0427)25WX-0427 | *CECL for nonfinancial institutions*Accounting for Paycheck Protection Program loans*Accounting for web-hosting services*Revenue recognition*Leases*FASB projects in progress | |
| 4/29/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New CFO Series: Ethical Decisions Made Easier -- Blurred Lines? (Webinar) (25WX-0436)25WX-0436 | *Ethics and moral principles*Identifying ethical dilemmas*Analyzing consequences and the impact on stakeholders*Applying ethical decision-making models*Effectively using the Code of Professional Conduct*Managing ethical conflicts and resolutions | |
| 6/13/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (25WX-0424)25WX-0424 | *Review common deficiencies identified by the AICPA and state boards of accountancy*Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment*Review of the areas of concern and how you can overcome them by employing best practices | |
| 4/25/2025 | 1 - 5 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Ethics and Civility in the Workplace (Webinar) (25WX-0421)25WX-0421 | *What is civility and how it is tied to the bottom line?*Principles of Civility*Giving the Benefit of the Doubt*Inclusivity*Communication*Review of ethical values and principles | |
| 4/25/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Corporate Transparency Act Developments (Webinar) (25WX-0405)25WX-0405 | *Background of the Corporate Transparency Act*Beneficial Ownership Information Reporting (BOIR) Rule*Entities required to report*Reporting requirements imposed by the CTA*Due dates of reports*Information needed to satisfy the BOIR*Impact of failure to report*How to submit a report*Court rulings on CTA's unconstitutionality*Implications to entities as a result of the ruling in NSB*Potential reporting requirements due to FinCen's proposed rulemaking with respect to non-financed purchases of residential real estate and gratuitous transfers | |
| 4/15/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Yellow Book Ethics (Webinar) (25WX-0408)25WX-0408 | *The concept of public interest*Ethics, independence, and professional judgment*Competence and continuing professional education*Quality control and peer review*Proper use of government information, resources, and position*Professional behavior | |
| 4/16/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New AI Privacy, Security and Compliance Masterclass (Webinar) (25WX-0389)25WX-0389 | *Introduction: What is AI Security, Privacy and Compliance (AISPC)?*Why AI Security, Privacy and Compliance (AISPC) is Increasingly Important for Accountants*AISPC Policy Best Practices*Key Tactical Questions for Addressing Data Security and Privacy*OpenAI and Compliance with Government Regulations*OpenAI and Two-Factor Authentication*Other OpenAI Security, Privacy and Compliance Considerations*Best Practices for Secure Data Sharing with GPT *How to Create a GenAI and ChatGPT Usage Policy for Your Operations*General AI Policy Do's and Don'ts*AI Copyright Compliance & Protection Guide*Deepfakes and Synthetic Media: A New Frontier for Fraud and Misinformation*From Financial Oversight to AI Governance: The Sarbanes-Oxley Legacy and Accountants' New Frontier in AI Security, Privacy, Compliance and Ethics*Key Takeaways | |
| 4/1/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Investigating Divorce Cases (Webinar) (25WX-0404)25WX-0404 | *The role of a forensic accountant in divorce proceedings*The marketing of forensic accounting services to family law attorneys*How to conduct a financial investigation*Common areas to uncover hidden assets or income*The basic calculations in evaluating marital assets*Testifying in depositions and divorce court | |
| 4/15/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Money Laundering 101 for CPAs (Webinar) (25WX-0415)25WX-0415 | *The theory of money laundering*Common money laundering statutes*Examples from court cases of money laundering statutes*Common occurrences with CPAs*Possible money laundering transactions*Applying the money laundering statutes in real life scenarios | |
| 4/18/2025 | 11:30 a.m. - 3:30 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Cryptocurrency 15 Years Later: A Market Update (Webinar) (25WX-0420)25WX-0420 | *Update on the cryptocurrency marketplace*Cryptocurrency exchanges - the good, the bad and the ugly*Overview of cryptocurrency taxation regulations*The technology behind cryptocurrency - Proof of stake, Layer 2, wallets and more*Blockchain technology update | |
| 4/21/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ethics Case Studies: Remaining Ethical in the Age of Oversharing (Webinar) (25WX-0397)25WX-0397 | *Risks Associated with Social Media*Sections of the AICPA Code of Professional Conduct That Might Be Violated Using Social Media*Case Study Discussions | |
| 4/10/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| Ethics: 10 Crucial Qualities of High Character CPAs (Webinar) (25WX-0396)25WX-0396 | *Discover why the ten crucial qualities of high-character CPAs are essential to your success*Learn how to evaluate these qualities in job candidates and why you must do so | |
| 4/10/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New Microsoft 365 Copilot: Get Ready to Boost Your Productivity (Webinar) (25WX-0428)25WX-0428 | *Explore the nature of generative AI and how Microsoft is harnessing it in the Microsoft 365 ecosystem*How Copilot will help you compose emails and email responses and automate the management of your email organization*How Copilot will assist you in composing documents and reports that more effectively convey your information and message with less effort*How Copilot will assist you in creating more engaging PowerPoint presentations with ease*Steps you can do to prepare your firm or business to take full advantage of the Copilot AI technology | |
| 4/29/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Unlocking Deep Secrets: Case Studies in Financial Analysis (Webinar) (25WX-0402)25WX-0402 | *Overview of financial statement analysis*The impact of GAAP on financial analysis*Overview of the Balance Sheet*Overview of the Income Statement*The importance of the Statement of Cash Flows*Common Size Analysis*Trend Analysis*Profitability Ratio Analysis*Liquidity Ratio Analysis*Solvency Ratio Analysis | |
| 4/14/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: May 2025 Webinar Bundle (Webinar) (25WX-0430)25WX-0430 | *Week 1: CFO Series: CFO or Detective? Running Skillful Investigations | CPE: 2 | Field of Study: Auditing | Discussion Leader: Tracy Cooper, CPA, CFE | Date: Friday, May 2, 10:00 a.m. | Description: CFOs are on the front line of managing risk within the organization, often including investigations into suspected theft or fraud. Fraud investigations are not an accounting audit. Many lack the training needed to conduct a fair and legal investigation. This course will provide the essential knowledge and skills to conduct successful internal investigations. The goal is to ensure that when a case is referred to law enforcement or results in other legal action, the findings will be admissible and robust. How can we respect the rights of all parties involved, preserve evidence, conduct proper surveillance, and distinguish between company materials and individual property? Proper investigations are intricate. Be aware of the risk to the organization and to the investigating team. The goal is to lead and plan internal investigations with confidence and legal integrity. Be aware and be prepared.*Week 2: CFO Series: Better Management Reports, Clear and Simple = Great! | CPE: 2 | Field of Study: Accounting | Discussion Leader: Don Minges, MBA | Date: Friday, May 9, 10:00 a.m. | Description: Most management reports are misunderstood and misused. Reports are dull and have been presented in the same manner for decades. Do your audiences sometimes fail to get the message? Learn how to grab your audiences' attention and deliver an actionable message. Discover the power of "The Trifecta" and the five secrets of effective reports and presentations. Learn how to make your messaging a "re-memorable event" and how to give the users what they need to know. We will discuss how to make your reports useful and understandable to your audience. If management does not understand the financial reports they receive (most do not) this seminar will provide keen insights to make your reports truly useful. Be the hero who delivers informative reports. We will show great examples of what to do and how.*Week 3: CFO Series: Crisis Management -- Navigate the Storms Safely! | CPE: 2 | Field of Study: Auditing; Business Management & Organization | Discussion Leader: Rob Berry, CPA | Date: Friday, May 16, 10:00 a.m. | Description: Whether it's changes in the market, a global pandemic, or loss of a supplier, at some point, most organizations will face a crisis. How you respond can make or break your organization. This intensive seminar on crisis management and business continuity planning will equip you with the knowledge and skills to manage crises confidently and ensure that your organization stays resilient. Resilient organizations recover faster from crises. Failing to plan for the next crisis is planning to fail.*Week 4: CFO Series: Dealing with Ever Changing Accounting Standards | CPE: 2 | Field of Study: Accounting | Discussion Leader: Bob Mims, CPA | Date: Friday, May 23, 10:00 a.m. | Description: GAAP is changing at an increasing rate. Financial leaders are faced with the dual challenge of navigating evolving accounting standards while strategically guiding their organizations toward sustainable growth and profitability. What are the newer accounting changes that will impact professional accounting? This seminar will equip finance professionals with the critical skills and practical insights needed to effectively manage the complexities of ever-changing accounting standards and upgrade your essential strategic planning skills. Strategies that do not keep pace with the market are doomed to fail. If we do not keep up, our successor will. | |
| 5/2/2025 | 10 a.m. - 12 p.m. | Online | 8 CPE (7 tech, 1 non-tech) | |
| Forensic Accounting: When The Office Is A Crime Scene (Webinar) (25WX-0395)25WX-0395 | *A step-by-step process from the initial client phone call to you writing a report of your findings for any civil or criminal actions that may be pursued*How to advise your client in approaching an allegation of embezzlement*What pitfalls may arise in finding the truth*The best practices to ensure that the evidence is preserved properly for potential civil or criminal actions | |
| 4/10/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Ethics of AI: A CPA's Guide (Webinar) (25WX-0417)25WX-0417 | *A primer on AI technology applications in the accounting profession*Ethical dilemmas that originate from the use of AI by CPAs*Practical guidelines for using AI technology ethically*Step by step guide for creating an AI usage policy for your organization*Review of a variety of reference materials to assist you in using AI ethically | |
| 4/18/2025 | 2 - 4 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | 2 Ethics |
| New CFO Series: Enterprise Risk Management Implementation Keys (Webinar) (25WX-0437)25WX-0437 | *What is ERM and why is it important?*What is your risk appetite and risk tolerance?*The COSO framework for ERM and its recent updates*The ERM Steering committee -- what is it for and what does it do?*Risk heat maps -- evaluating what is hot and what is not*Risk owners and the risk control plan*Measuring the effectiveness of the implementation*The role of leading and lagging indicators - KRIs*Making it part of everyday management*The need to integrate ERM into strategic planning | |
| 6/20/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New 1040 Tax Prep Automation with AI Tools (Webinar) (25WX-0406)25WX-0406 | *Overview of AI technology and how it works*Identify where AI can be incorporated into the 1040 process*Using ChatGPT and Microsoft 365 Copilot for 1040 tax research, analysis and communications*Using StanfordTax AI based software to automate client source document collection and organization and integrate it with the leading 1040 tax software solutions including CCH Axcess, CCH ProSystem fx, UltraTax, Lacerte, ProSeries and Drake*A roadmap for using AI to improve client communications and 1040 based advisory services | |
| 4/15/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: Changing Corporate Culture -- How to Improve it (Webinar) (25WX-0391)25WX-0391 | *The eight types of corporate cultures*Determining which culture(s) exist in your organization*How to introduce change in an acceptable way*What are core values, and why they are so important?*What kind of culture(s) fits in the organization?*Where do you need the culture to develop so the organization can thrive?*Why people are so resistant to change?*What is the 'right' speed for change?*How to grow your team into a better culture | |
| 4/4/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New CFO Series: CFO or Detective? Running Skillful Investigation (Webinar) (25WX-0429)25WX-0429 | *What is an investigation, and when is it warranted?*How to prepare for an investigation*Who should conduct it?*Defining the boundaries*When to outsource vs conduct the investigation internally?*Evidence collection and preservation*The paper and data trail*Witness statements*Employee rights during investigations*Investigative techniques (data analytics, surveillance, interviews)*Reporting results*When to take the next step -- the legal process | |
| 5/2/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: June 2025 Webinar Bundle (Webinar) (25WX-0435)25WX-0435 | *Week 1: CFO Series: SALT for CFOs -- What You Don't Know and Should Know | CPE: 2 | Field of Study: Taxes | Discussion Leader: David Barrons, CPA | Date: Friday, June 6, 10:00 a.m. | Description: The changes to state and local taxation are numerous and profound. What are the major changes to state and local taxes (SALT) beyond Wayfair? Be aware of the new, creative methods used to raise taxes. Why does every state need more revenue? How have the rules changed? What information, accounting systems, and software could be helpful? Virtually every organization may not be SALT compliant; the risk is real. For leaders who are not tax focused, you at least need to understand the risks of noncompliance and to learn more about minimizing those risks. Avoid penalties!*Week 2: CFO Series: Ethical Decisions Made Easier -- Blurred Lines? | CPE: 2 | Field of Study: Regulatory Ethics | Discussion Leader: Rob Berry, CPA | Date: Friday, June 13, 10:00 a.m. | Description: Ethics is always complicated. Enhancing your ethical decision-making skills is vital when dealing with omnipresent pressures in today's world. This seminar discusses a clear and easy-to-follow framework for navigating complex ethical dilemmas. You will gain the confidence to make sound ethical decisions in various professional settings using a practical and straightforward approach to ethics. Maintain your integrity and maintain your license. Ethics is not something to merely satisfy requirements; ethics is who we are, what we stand for, and why we are valuable.*Week 3: CFO Series: Enterprise Risk Management Implementation Keys | CPE: 2 | Field of Study: Auditing; Management Services | Discussion Leader: Brian Maturi, MBA, FCA | Date: Friday, June 20, 10:00 a.m. | Description: Every organization faces risks, but successful organizations identify, monitor, and manage risks before they become real. This seminar will help you understand Enterprise Risk Management (ERM) and help you confidently implement an ERM framework in your organization. This seminar will explore what ERM is, why it is crucial, and how you can seamlessly integrate it into your strategic planning. We will discuss a route map of how to implement an effective ERM program without disrupting the organization by building ERM practices into everyday management and planning.*Week 4: CFO Series: Decoding Balance Sheet Accounting Issues | CPE: 2 | Field of Study: Accounting | Discussion Leader: Bob Mims, CPA | Date: Friday, June 27, 10:00 a.m. | Description: We mostly focus on the income statement, but what about other accounting concerns? This seminar discusses multiple common balance sheet issues, both on-the-books and off, that have an impact on our stakeholders and the value of the organization. Using practical analysis and case discussions, we highlight several key tools in understanding and communicating the importance of the cornerstone of accounting: the balance sheet. We must understand the real drivers of accounting issues to ensure that the balance sheet will be exemplary. | |
| 6/6/2025 | 10 a.m. - 12 p.m. | Online | 8 CPE (8 tech, 0 non-tech) | 2 Ethics |
| New ChatGPT Vision for Financial Analysis (Webinar) (25WX-0403)25WX-0403 | *Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities*Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods*Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities*Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots*Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management*Integration with Google Maps - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis*DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data*Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback*Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts*Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis | |
| 4/14/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: Design Incentive Compensation Plans That Work! (Webinar) (25WX-0423)25WX-0423 | *What are incentive plans really trying to achieve?*Types of incentive plans commonly found*What are the advantages and disadvantages of each?*What makes a plan work or fail*Compensation methods -- stock, options, cash, etc*Specific issues in design -- the unequal challenge, upper and lower limits, and tying to objectives*How to test a plan to ensure that it will work | |
| 4/25/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| ChatGPT Bootcamp for CPAs with John Higgins (Webinar) (25WX-0416)25WX-0416 | *Review the history of ChatGPT*Tour of the ChatGPT app and how to use it*Setting up a ChatGPT account (free & premium)*Variety of hands-on case study examples for accounting, finance and tax*A look under the hood at how ChatGPT works*Caution - how to avoid risks in using ChatGPT*A look into the future potential for AI in business | |
| 4/18/2025 | 8 a.m. - 12 p.m. | Online | 4 CPE (0 tech, 4 non-tech) | |
| Coping With the Growth of Online Fraud (Webinar) (25WX-0425)25WX-0425 | *The actuation of online and other cyber frauds*Fraudulent acts that are initiated electronically*Automated and employee driven methods that can reduce cyber-fraud risk | |
| 4/25/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Build Better Budgets: Fundamental Techniques (Webinar) (25WX-0413)25WX-0413 | *Advantages of budgeting*The role of budgeting*Master budgeting*Flexible budgeting*Standards and variances*Capital budgeting | |
| 4/17/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Common Financial Statement Disclosures (Webinar) (25WX-0419)25WX-0419 | *General disclosures about the entity and its environment*Common critical information useful to financial statement readers for making economic decisions*Explain results of operations through information that supplements the face financial statements | |
| 4/18/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| QuickBooks Online: Monthly Closeouts and Year-End Cleanups (Webinar) (25WX-0398)25WX-0398 | *The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation*Learn why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit | |
| 4/10/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: Decoding Balance Sheet Accounting (Webinar) (25WX-0438)25WX-0438 | *Typical accounting issues that impact the balance sheet*Where are the 'hidden' issues in unrecorded liabilities?*Why and how most balance sheets are not correct?*What are unrecorded assets, and why do they matter?*Suggestions to improve balance sheets*Identification and resolution of balance sheet challenges and changes*Communicating with your audience and stakeholders | |
| 6/27/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Income Tax Analysis: Exploring In-Depth Concepts (Webinar) (25WX-0390)25WX-0390 | *Introduction to GAAP and IRC Frameworks*Key Differences Between Financial Reporting and Tax Reporting*Understanding Timing Differences*Recognition of Revenue and Expenses Under GAAP vs. IRC*Discussion of Deferred Tax Assets*Impact of Deferred Tax Liabilities*Permanent vs. Temporary Differences*Reconciliation of Book Income to Taxable Income | |
| 4/1/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: SALT for CFOs -- What You Don't Know and Should Know (Webinar) (25WX-0434)25WX-0434 | *Why do local jurisdictions (e.g., states) need more tax revenue?*The creative new methods to raise taxes:*Including new taxes, rates, limits, exceptions, boundaries, etc*Exporting the tax burden*Employee vs independent contractors*Mobile workforce issues*The myriad, novel schemes to tax*Fees and licensing matters*Leading SALT software providers*Common implementation problems*States' expectations that technology makes compliance simple for the taxpayer*Do the costs of compliance outstrip the taxes due?*Officer liability for taxes -- it is a real thing!*How variable is SALT taxation?*Examples of the differences*Entity classification considerations in the SALT equation*Variability by state and each county within each state*The benefit/necessity of an annual review*Risk reduction strategies | |
| 6/6/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Learning to Teach "Tax" as a Second Language (Webinar) (25WX-0422)25WX-0422 | *Accounting as a foreign language*Commonly misunderstood concepts*Communicating tax matters*Client-practitioner interactions*Interacting with tax authorities | |
| 4/25/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New CFO Series: Dealing with Ever Changing Accounting Standards (Webinar) (25WX-0433)25WX-0433 | *The modern finance and accounting organization chart*GAAP accounting changes*Why so many changes?*The speed of change and complexity*Accepting reality*Recognizing and fixing the top five accounting problems and errors*Revenue*Leases*Management estimates*Why is strategy necessary?*What is strategy?*The two keys to strategy*Balancing strategy with our day-to-day roles | |
| 5/23/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Forensic Accounting: Finding Hidden Treasure in Tax Returns (Webinar) (25WX-0412)25WX-0412 | *The rules of IRS disclosure of tax information*Understanding the role of IRS transcripts*Interpreting the actions of the IRS in transcripts*FOIA requests*Analyzing tax information and returns for financial leads | |
| 4/17/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Professional Ethical Considerations for CPAs (Webinar) (25WX-0411)25WX-0411 | *Core principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and more*The importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client *Comparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies | |
| 4/17/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New CFO Series: Lease or Buy, Debt or Equity -- the Decision? (Webinar) (25WX-0400)25WX-0400 | *What is the cost of capital (COC)?*How does the mix of debt versus equity affect the cost of capital?*What is the right balance of debt to equity, and why does it vary?*Modigliani and Miller's Nobel prize-winning theory*How do risks affect my choices?*Risk aversion choices amongst providers of finance*How will capital structure affect me in times of financial distress?*Buying assets versus leasing them -- what needs to be considered?*Evaluating a lease versus buy decision and why so many get the analysis wrong | |
| 4/11/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Taking Advantage of Array Formulas in Excel (Webinar) (25WX-0387)25WX-0387 | *Introduction to Array Formulas: This segment establishes the foundation by differentiating array formulas from regular Excel formulas and explaining their significance*Using Array Formulas: This section focuses on the practical application of array formulas, teaching participants how to effectively implement and utilize these formulas in a variety of common Excel tasks and scenarios*Dynamic Arrays and Spill Functions: This part covers the utilization of dynamic arrays and spill functions, highlighting their role in modern Excel data handling*Advanced Array Functions: Participants will delve into complex functions such as SUMPRODUCT, UNIQUE, SORT, and FILTER, focusing on multi-condition summing and data management*Using Array Constants: This section teaches how simplify the use of static values called Array Constants | |
| 4/1/2025 | 9 - 11 a.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New Behind the Curtain: Exploring IRS Audit Technique Guides (Webinar) (25WX-0401)25WX-0401 | *Overview of ATGs*Best practices for utilizing ATGs*Salient provisions of selected ATGs*Insights auditors may obtain from analytical procedures*Nuances associated with selected industries | |
| 4/14/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Side-Hustle CFO (Webinar) (25WX-0393)25WX-0393 | *The systems you need to start your own advisory service*Information on how to package, price and market your business*Transforming accounting knowledge into expertise you can sell | |
| 4/7/2025 | 2 - 3 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| 2024 Accounting and Auditing Update for Small Businesses (Webinar) (25WX-0394)25WX-0394 | *Accounting Standards Updates (ASUs) that are most likely to impact small businesses*ASUs initiated by the Private Company Council (PCC)*Alternative reporting options to GAAP including FRF for SMEs and IFRS for SMEs*Audit standards that small business auditors will need to implement | |
| 4/10/2025 | 12 - 4 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| New Guide Strategy, Attract Investments with Financial Forecasts (Webinar) (25WX-0407)25WX-0407 | *Introduction to Financial Statement Forecasting*Overview of the importance and benefits of forecasting for strategic planning and investment attraction*The Forecasting Process: Steps to project future income, expenses, and resources using historical data and market trends*Analyzing Historical Data: Methods for leveraging past financial data to inform future projections*Incorporating Market Trends: How to integrate market insights into financial forecasts*Forecasting Profitability: Techniques for predicting future earnings and their implications for budgeting, cash flow management, and investment planning*Forecasting the Balance Sheet: Approaches for predicting future financial positions, including growth potential, solvency, and capital structure | |
| 4/15/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Donating Cryptocurrency and Avoiding Traps for the Unwary (Webinar) (25WX-0410)25WX-0410 | *Intro to digital assets*Differences between cryptocurrency and non-fungible tokens (NFTs)*IRS Notice 2014-12*Tax implications of contributing digital assets*Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs*Substantiating charitable contributions of digital assets*Traps for the unwary | |
| 4/16/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ethics: What a CPA in Business and Industry Needs to Know (Webinar) (24WX-4706)24WX-4706 | *Ethics for Members in Business: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Basic Ethics Rules for Members in Business*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Analysis: Members in Business | |
| 3/31/2025 | 8:30 - 10:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Ethics: What a CPA in Business and Industry Needs to Know (Webinar) (25WX-0418)25WX-0418 | *Ethics for Members in Business: Why Bother?*Re-Introducing the AICPA Code of Professional Conduct*The Basic Ethics Rules for Members in Business*The Conceptual Framework: Avoiding the Risk of Noncompliance*Case Analysis: Members in Business | |
| 4/18/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| New CFO Series: April 2025 Webinar Bundle (Webinar) (25WX-0392)25WX-0392 | *Week 1: CFO Series: Changing Corporate Culture -- How to Improve it? | CPE: 2 | Field of Study: Business Management & Organization | Discussion Leader: Jane Mims, Ph.D. | Date: Friday, April 4, 10:00 a.m. | Description: Every organization, team, and family have its own unique culture. Additionally, everyone within each business, team, and family has their own definition for what the culture is or should be. We will review several types of culture, what makes each type work, what can destroy them, and how to shift and shape your actions to transform the culture. Learn how to shift the culture without demanding major changes in the individuals, how to reduce resistance to change, and create a culture with low fear and high confidence - which translates into higher levels of productivity, profitability, and lower turnover. The best employees actively seek out organizations with the best cultures. Culture matters.*Week 2: CFO Series: Lease or Buy, Debt or Equity -- the Decision? | CPE: 2 | Field of Study: Finance | Discussion Leader: Brian Maturi, MBA, FCA | Date: Friday, April 11, 10:00 a.m. | Description: Is there a perfect mix of financing that we should aspire to achieve? What does financial theory tell us we should do? What is the cost of our financing decisions? Should we lease an asset, or buy it outright? How do we analyze this decision? How can we survive financial distress? These are all topics that every enterprise faces. In this seminar we will look at theory and practice to help resolve the dilemmas. If you are involved with financing the organization, this seminar is essential.*Week 3: CFO Series: Beyond the Boardroom -- Best Governance Practices | CPE: 2 | Field of Study: Auditing | Discussion Leader: Rob Berry, CPA | Date: Friday, April 18, 10:00 a.m. | Description: Balancing financial responsibilities with ethical leadership and governance practices can often seem daunting, particularly in smaller organizations. In this session we will discuss practical skills needed to lead with accountability, set high ethical standards, how to engage with the Board effectively, and drive true governance practices that go beyond buzzwords. Numerous organizations have embraced better governance because it is needed and is effective. We will discuss why better governance is imperative and how to implement the best governance practices.*Week 4: CFO Series: Design Incentive Compensation Plans That Work! | CPE: 2 | Field of Study: Finance; Business Management & Organization | Discussion Leader: Don Minges, MBA | Date: Friday, April 25, 10:00 a.m. | Description: Incentive plans change behavior, but do they really incentivize the performance we want? This seminar will examine incentive plans to see which ones work and which do not. We will also examine difficult issues, such as what happens when we have upper and lower limits on incentives. How do we recognize performance in divisions facing different challenges? Sadly, too many incentive plans do not achieve the intended goals. Learn from the many mistakes made by others so your incentive plans will work as planned! | |
| 4/4/2025 | 10 a.m. - 12 p.m. | Online | 8 CPE (5 tech, 3 non-tech) | |
| New CFO Series: Better Management Reports -- Clear + Simple = Great! (Webinar) (25WX-0431)25WX-0431 | *Why do most managers not understand financial reports?*The mistakes users make and the mistakes the accountants make*Steps to take to correct the issues*What do managers need from their reports?*The step-by-step process to build reports to give them vital information*How to learn what your users want*Alternative methods to present reports*Systems and software could be helpful*Examples of great reports*What works and what does not work well?*Crafting the report to suit your audience*The benefit of and necessity of an annual review | |
| 5/9/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Deep Dive Into Common Auditing Deficiencies (Webinar) (24WX-4705)24WX-4705 | *Review common deficiencies identified by the AICPA and state boards of accountancy*Feature discussion on a variety of topics, including analytical procedures, sampling, group audits and risk assessment*Review of the areas of concern and how you can overcome them by employing best practices | |
| 3/31/2025 | 9 a.m. - 1 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Analyzing Financial Statements (Webinar) (25WX-0399)25WX-0399 | *Balance sheet analysis*Income statement analysis*Cash flow statement analysis*Clues in the notes and MD&A*Industry nuances | |
| 4/10/2025 | 12:30 - 2:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Google Gemini AI for Accountants (Webinar) (25WX-0409)25WX-0409 | *Google Gemini Quick Start*Gemini Standalone Chatbot*Mobile App*Gemini integration with:*Workspace*Gmail*Docs*Sheets*Slides*User Tips | |
| 4/16/2025 | 8 - 10 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New AI and ChatGPT for Accounting Communication Webinar Bundle (Webinar) (25WX-0388)25WX-0388 | *Course 1: Accountants, Meet Chatbot: Starting ChatGPT Conversations | CPE: 2 | Field of Study: Information Technology | Description: The presentation highlights the game-changing potential of ChatGPT in the realm of AI-driven conversations and its specific benefits for accountants in their analytical and advisory roles. It demonstrates how this AI tool can be seamlessly integrated into various platforms, making it a versatile and valuable addition to accountants' professional toolkits. With its unprecedented language capabilities, ChatGPT opens up new horizons for interactions with artificial intelligence. You'll walk away with a foundational understanding of the limitless potential of AI chatbots and how these new digital tools can help accountants enhance productivity and deliver superior value to their clients and stakeholders.*Course 2: ChatGPT for Accountants: 50+ Use Cases | CPE: 2 | Field of Study: Information Technology | Description: This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients.*Course 3: Google Gemini AI for Accountants | CPE: 2 | Field of Study: Information Technology | Description: This course provides a concise overview of Gemini AI, Google's advanced multimodal artificial intelligence model. It explains how Gemini is integrated into different Google products, including Gmail, Docs, Sheets, Slides, and as a stand-alone chatbot. Participants will learn how Gemini enhances productivity by summarizing email threads, suggesting responses, drafting emails, generating formulas, creating tables, and more. By the end of the course, students will have a solid foundation in understanding Gemini AI's role in the evolving landscape of artificial intelligence. | |
| 4/1/2025 | 8 a.m. - 2 p.m. | Online | 6 CPE (6 tech, 0 non-tech) | |
| New CFO Series: Beyond the Boardroom -- Best Governance Practices (Webinar) (25WX-0414)25WX-0414 | *Accountability in the workplace*Leadership, governance and ESG (Environmental, Social and Governance)*The role of the Board in governance*Setting ethical standards*The keys to true governance best practices*Practical applications in smaller organizations | |
| 4/18/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New CFO Series: Crisis Management -- Navigate the Storms Safely! (Webinar) (25WX-0432)25WX-0432 | *The need for crisis management and business continuity plans*Risk assessment and identification*How to develop a crisis management framework*Crisis communication strategies*Business continuity planning essentials*Keys to crisis leadership and decision making in a crisis | |
| 5/16/2025 | 10 a.m. - 12 p.m. | Online | 2 CPE (1 tech, 1 non-tech) | |
| A Future Ready Innovation Framework [FutureReady Core Curriculum] (Self-Study) (24SI-0002)24SI-0002 | *Innovation: Why it Matters Now *The Three Types of Innovation : a useful Framework *Differentiating and Transformational Innovation : Doors 2 & 3 *Developing your Innovation System | |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Accounting and Attest Update Part 1: Hot Topics for Preparing Current Period Financial Statements (Self-Study) (24SI-0003)24SI-0003 | *U.S. GAAP accounting standards updates that have recent or current period effective dates *Other relevant matters, including highlights of accounting and financial reporting issues related to the current environment | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Accounting and Attest Update Part 2: Hot Topics for Current Period Audits and Other Attest Services (Self-Study) (24SI-0004)24SI-0004 | *Recently issued AICPA attest standards, including the SSARSs and SSAEs *Recently issued changes in AICPA audit standards | |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| How AI Is Automating Internal Control (Self-Study) (24SX-0145)24SX-0145 | *An explanation of Artificial Intelligence (AI)
*Specific ways AI is replacing human cognition
*What is on the internal control horizon related to AI and other technologies | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| How Changes in Business Methods Affects Internal Control (Part 1) (Self-Study) (24SX-0146)24SX-0146 | *Recognize changes that are occurring because of AI
*Recall specific control types that have changed
*Identify ways AI will strengthen controls | |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| How Changes in Business Methods Affects Internal Control (Part 2) (Self-Study) (24SX-0147)24SX-0147 | *How is business changing
*What is driving the change and how long will it last
*How specifically is an organizations control system important
*What steps are needed to “keep up” with the upheaval
| |
| Self-Study | | On-Demand | 4 CPE (4 tech, 0 non-tech) | |
| Everything There Is To Know About Summonsing (Self-Study) (24SX-0148)24SX-0148 | *The ingredients that make up an IRS summons
*The IRS' legal authority to summons
*How to comply with a summons
*Whether to appear in response with your client or not
*Common errors the IRS can make that will invalidate a summons
*Following DOJ summons referral process; all based on an actual case
| |
| Self-Study | | On-Demand | 1 CPE (1 tech, 0 non-tech) | |
| Finding Errors in Excel Spreadsheets (Self-Study) (24SX-0149)24SX-0149 | *Understanding Common Excel Errors: Gain insights into the most common types of errors encountered in Excel, including formula errors, reference errors, and logic errors
*Advanced Formulas and Functions:> Learn to use advanced Excel functions and formulas that are crucial for error detection and data analysis
*Data Validation Techniques: Master the art of data validation to prevent errors before they occur. This includes setting up data validation rules and using conditional formatting to highlight potential inaccuracies
*Error Tracing and Auditing Tools: Delve into Excel's auditing tools to trace and fix errors. Learn to use Trace Precedents, Trace Dependents, and the Error Checking tool effectively
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Professional Skepticism: Finding Fraud and Error (Self-Study) (24SX-0150)24SX-0150 | *The importance of professional skepticism, especially when performing audit or other attest services
*Specific fraud responsibilities in a financial statement audit
*The varying levels of persuasiveness of evidence to support assurance conclusions or opinions
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Audit Documentation: Workpapers To Pass Review (Self-Study) (24SX-0151)24SX-0151 | *Proper documentation as a means of audit quality
*Factors impacting the nature and extent of documentation
*Sample workpaper index and other organization tips
*Use of audit programs as means of audit documentation
*Checklist for self-review of workpapers and clearing review notes
*Multiple exercises on identifying workpaper deficiencies
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| Donating Cryptocurrency and Avoiding Traps for the Unwary (Self-Study) (24SX-0152)24SX-0152 | *Intro to digital assets
*Differences between cryptocurrency and non-fungible tokens (NFTs)
*IRS Notice 2014-12
*Tax implications of contributing digital assets
*Gift tax rules for donating, gifting or bequeathing cryptocurrency and NFTs
*Substantiating charitable contributions of digital assets
*Traps for the unwary
| |
| Self-Study | | On-Demand | 2 CPE (2 tech, 0 non-tech) | |
| New MNCPA Insight Hour (Webinar) (25FR-WM01)25FR-WM01 | *Fraud enforcement cases and environment *Leadership development *Minnesota Board of Accountancy Updates *Quality Management (QM) Standards *Key highlights from the 2025 Minnesota Legislature | |
| 4/25/2025 | 10 - 11 a.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Surgent's Communicating Financial Results to Stakeholders: A Guide for Client Advisory Services (Webinar) (25WS-0100)25WS-0100 | *Communicating financial results*The role of the accountant in communication*The challenges accountants face in communication
Creating better awareness of a company’s financials*Behavioral biases of stakeholders*Tips for staying on-point in communication
Case study | |
| 4/9/2025 | 1 - 3 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| Surgent's 2024 Tax Update for Client Advisory Services (Webinar) (25WS-0103)25WS-0103 | *Common tax deadlines and penalties*Employee Retention Credit – new developments*Beneficial ownership information reporting*Bonus depreciation changes*Form 1099 reporting and changes*Online accounts and IP PINs*Virtual currency updates*Green energy credit compliance | |
| 4/24/2025 | 8 - 11:30 a.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| Surgent's Guide to the AICPA Quality Management Standards (Webinar) (25WS-0101)25WS-0101 | *Quality management standards*SSARS No. 26*SAS 146*Risk assessment and risk-based approaches to quality management*Audit engagement leadership*Managing technology and the use of external service providers | |
| 4/1/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
Leadership Academy (In-person) (25SR-0001)25SR-0001 | *Workshop 1 – Leadership Foundations
Leadership in a professional service firm; building a strong personal foundation; your unique qualities and how they impact your leadership approach; creating your leadership development plan. (8 CPE)
*Workshop 2 – How to Lead Well in All Directions
Leading yourself; leadership challenges; work-life tensions; leading across, down and up; emotional intelligence; 360-degree feedback. (8 CPE)
*Workshop 3 – Essential Leadership Skills
Coaching skills; the anatomy of a coaching session; communication and difficult conversations; effective delegation; engaging and productive meetings; leading in a remote or hybrid environment. (8 CPE)
*Workshop 4 – The Innovative and Strategic Leader
Strategic thinking and innovation skills; building high-performance teams; adaptive and situational leadership; leading change; closing session with sponsoring partners. (8 CPE)
*Personalized Training Session
50-minute Zoom session with instructor to review your leadership development plan progress and develop next steps unique to your leadership journey. (1 CPE) | |
| 6/26/2025 | 8:30 a.m. - 4:30 p.m. | Bloomington, MN | 33 CPE (0 tech, 33 non-tech) | 1.5 Ethics |
| Surgent's More Money at the End of the Month: Strategic Ways to Improve Cash Flow (Webinar) (25WS-0102)25WS-0102 | *How to optimize cash flow*Qualitative evaluations: core earnings and sustainable growth*Quantitative evaluations: liquidity ratios*Increasing customer base vs. payment terms*Business cycle and cash*Behavioral finance biases*Managing head count*Other potential areas of excess cost | |
| 4/28/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Unique Tax Attributes of Different Entity Types (Webinar) (25WS-0104)25WS-0104 | *Considerations for a small business owner*Self-employment taxes*Guaranteed payments to partners*QBI deductions: Section 199A*Built-in gains tax: S corporations*Excess passive income tax: S corporations*PTE elections: S corporations and partnerships*Taxation of fringe benefits: S corporations*Double taxation of C corporation dividends*Taxation of limited liability companies*Which entity to choose? | |
| 4/21/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Exploring Client Advisory Services: Tax Due Date and Penalties/Where Do I Need to File? (Webinar) (25WS-0105)25WS-0105 | *Estimated taxes and deadlines*Tax due dates for common returns and filings*Potential penalties and interest*Information return penalties*Penalties applicable to pass-through entities*Accuracy-related penalties*First-time abatement (FTA)*FTA eligible returns*Reasonable cause*Nexus: sales tax vs. income tax*Sales tax nexus with state specific examples*Remote work and sales tax nexus*Income tax nexus with state-specific examples*Remote work and income tax nexus*Sales factor: throwback rules | |
| 4/30/2025 | 9 - 11 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Surgent's Hiring New Workers and Payroll Taxes (Webinar) (25WS-0106)25WS-0106 | *Form W-4*Form I-9*Form W-9*End-of-year compliance*Payroll tax returns*Unemployment insurance | |
| 4/3/2025 | 1 - 3 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| K2's Excel Conference (Virtual) (25CF-K2EX)25CF-K2EX | *Why and how to use new functions and features in Excel*Advanced formulas and best practices for constructing them*Excel productivity tips and tricks*The power of the PivotTable | |
| 5/21/2025 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (see agenda) | |
| K2's Artificial Intelligence Conference (Virtual) (25CF-K2AI)25CF-K2AI | *Getting started with today's AI tools and how AI can benefit any business professional*Creating effective prompts to get the data you need*Managing AI-related risks*Advanced topics in AI, including creating customized AI tools | |
| 6/30/2025 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (see agenda) | |
| New Quality Management Standards: Bringing it All Together -- Exploring All Components of a Quality Management System (Webinar) (25WI-0117)25WI-0117 | *Quality management
*Peer review
*Audits | |
| 7/22/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Quality Management Standards: A Practical Approach to Risk Assessment and Response (Webinar) (25WI-0113)25WI-0113 | *Quality management
*Peer review
*Audits
*Risk assessment | |
| 7/1/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes (Webinar) (25WI-0116)25WI-0116 | *Quality management
*Peer review
*Audits
*Remediation
*Monitoring | |
| 7/15/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Quality Management Standards: A Practical Approach to Risk Assessment and Response (Webinar) (25WI-0108)25WI-0108 | *Quality management
*Peer review
*Audits
*Risk assessment | |
| 4/3/2025 | 12 - 2 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Quality Management Standards: Bringing it All Together -- Exploring All Components of a Quality Management System (Webinar) (25WI-0111)25WI-0111 | *Quality management
*Peer review
*Audits | |
| 4/24/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes (Webinar) (25WI-0110)25WI-0110 | *Quality management
*Peer review
*Audits
*Remediation
*Monitoring | |
| 4/17/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| QM Conversations: Client Acceptance and Engagement Continuance, Engagement Performance, and Information and Communication (Webinar) (25WI-0112)25WI-0112 | *Quality management
*Communication
*Evaluating risk | |
| 5/13/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Quality Management Standards: Resources -- Expectations for Firms and Engagement Partners (Webinar) (25WI-0114)25WI-0114 | *Quality management
*Peer review
*Audits
*Risk assessment | |
| 7/8/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| QM Conversations: Standards -- Documentation (Webinar) (25WI-0115)25WI-0115 | *Quality management
*Documentation of QM systems | |
| 7/15/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Quality Management Standards: Resources -- Expectations for Firms and Engagement Partners (Webinar) (25WI-0109)25WI-0109 | *Quality management
*Peer review
*Audits
*Risk assessment | |
| 4/10/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| QM Conversations: Monitoring and Retention (Webinar) (25WI-0118)25WI-0118 | *Monitoring techniques*Implementing remediation processes | |
| 9/9/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ask About QM Series (Webinar) (25WI-0120)25WI-0120 | *Resources necessary to build a strong QM framework*Best practices for leveraging resources to support the quality management objectives, including assessing and responding to risk | |
| 4/2/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| QM Conversations: Peer Review (Webinar) (25WI-0119)25WI-0119 | *Preparing for peer review*Understanding expectations*Responding to feedback | |
| 11/4/2025 | 2 - 4 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| Ask About QM Series (Webinar) (25WI-0122)25WI-0122 | *How peer review intersects with the new QM standards*How to address common questions on compliance, and gain insights on preparing for peer reviews*Aligning your QM processes to meet peer review expectations | |
| 8/12/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| Ask About QM Series (Webinar) (25WI-0123)25WI-0123 | *Final checklist walkthrough to ensure your policies and procedures are robust and responsive to quality risks | |
| 9/30/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| K2's Technology Conference (Virtual) (25CF-TECH)25CF-TECH | *The latest information technology and software trends*Power BI, Excel, and QuickBooks*Artificial intelligence skills and security issues*Automation*Accounting software*Tech crimes*And more! | |
| 6/18/2025 | 8 a.m. - 4:15 p.m. | Online | 16 CPE (see agenda) | |
| Ask About QM Series (Webinar) (25WI-0121)25WI-0121 | *Practical steps for implementing QM standards effectively*Challenges and strategies of transitioning from planning to action in quality management | |
| 6/17/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
| MNCPA Business Valuation Conference (25CF-BVAL)25CF-BVAL | | |
| 11/3/2025 | 8 a.m. - 4:30 p.m. | Bloomington, MN and Online | 8 CPE (see agenda) | |
| MNCPA Audits of Employee Benefit Plans Conference (25CF-EBPA)25CF-EBPA | | |
| 5/19/2025 | 8 a.m. - 4:30 p.m. | Bloomington, MN and Online | 8 CPE (see agenda) | |
| MNCPA Audits of School Districts Conference (Virtual) (25CF-SCHL)25CF-SCHL | | |
| 6/2/2025 | 8 a.m. - 4:30 p.m. | Online | 8 CPE (see agenda) | 1 Ethics |
| K2's Artificial Intelligence Conference (Virtual) (25CF-K2A2)25CF-K2A2 | *Coming soon | |
| 11/7/2025 | 8:30 a.m. - 4 p.m. | Online | 8 CPE (see agenda) | |
| Controller/CFO Update: Hot Topics Facing Today's Financial Professional (Webinar) (25SR-0006)25SR-0006 | *Economic update
*Leadership and management changes as a result of the pandemic
*Productivity tips and tricks
*Hiring strategies
*Motivation techniques | |
| 4/29/2025 | 8:30 a.m. - 12 p.m. | Online | 4 CPE (4 tech, 0 non-tech) | |
| MNCPA Estate & Personal Financial Planning Conference (25CF-EPFP)25CF-EPFP | | |
| 6/4/2025 | 8 a.m. - 4:30 p.m. | Bloomington, MN and Online | 16 CPE (see agenda) | 1 Ethics |
| New Yellow Book Update (Webinar) (25WX-0443)25WX-0443 | *Yellow Book engagements*Independence requirements in GAGAS*Quality management in Yellow Book*Common deficiencies found in Yellow Book engagements | |
| 5/1/2025 | 9:30 - 11:30 a.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Advanced Excel for Staff: Build Reports and Analyze Data (Webinar) (25WX-0439)25WX-0439 | *Building Reports Workflow: Understand the steps for creating professional and functional reports*Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis*Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights*Format and Structure Report: Use formatting tools to create visually appealing and structured reports*Review and Validate: Verify data accuracy and troubleshoot potential errors*Share the Report: Learn methods for distributing reports effectively within your organization | |
| 5/1/2025 | 11:30 a.m. - 1:30 p.m. | Online | 2 CPE (0 tech, 2 non-tech) | |
| New AICPA Regulatory Ethics Update (Webinar) (25WX-0442)25WX-0442 | *The Professional Ethics Executive Committee's updated ethics rules*An overview of recently issued ethics rules that CPAs need to know to be compliant | |
| 5/1/2025 | 2:30 - 4:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | 2 Ethics |
| Tax Depreciation: Review and Update (Webinar) (25WX-0441)25WX-0441 | *Recent tax legislation and developments related to capitalization*Eligible property for Section 179 and Section 168(k)*Discussion of the Section 179 deduction and its use to depreciate real property*The Section 168(k) deduction and its use to depreciate real property*Disposition of segments of real property*Exchanges of tangible personal property after repeal of the like-kind exchange rules*Other related topics | |
| 5/1/2025 | 1:30 - 3:30 p.m. | Online | 2 CPE (2 tech, 0 non-tech) | |
| New Mastering IRS Form 7217: Partnership Property Distributions (Webinar) (25WX-0440)25WX-0440 | *Property distributions in liquidation of a partner's interest*Section 751 and its impact on property distributions from a partnership*Mechanics of completing Form 7217 -- new for 2024*The Section 754 election and its role in partnership property distributions | |
| 5/1/2025 | 12 - 1 p.m. | Online | 1 CPE (1 tech, 0 non-tech) | |
