CPE Catalog & Events
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Turbo Charging Productivity with Artificial Intelligence and Automation
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Online
4.00 Credits
Member Price: $180
Exploring AI applications in accounting and finance, Understanding AI features in everyday tools, Embracing the future: AI's impact on finance and accounting
Cloud Computing for Accountants
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Online
2.00 Credits
Member Price: $105
Update this attribute value to the course major topic(s).
Advanced Audits of 401(k) Plans: Best Practices and Current Developments
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Online
4.00 Credits
Member Price: $330
• Audit requirements for ERISA §103(a)(3)(C) audits • An annual update of the changes affecting 401(k) plans • Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, and other topics • Best practices for engagement planning, internal controls, risk assessment, and detailed testing • Avoiding common mistakes while performing audit procedures • Plan mergers and acquisitions • Common audit reporting and disclosure issues
Excel Formula's Accountants & Financial Professionals Need to Know
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Online
4.00 Credits
Member Price: $180
The Greatest Hits: Essential Formulas for Every Professional, Dynamic Array Mastery: FILTER, UNIQUE, and SORT, Power Query Integration: Feeding Your Formulas Clean Data, Modern Lookups: Moving Beyond VLOOKUP to XLOOKUP
Understanding the "Most Common" Form 990 Schedules: A, B & O
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Online
2.50 Credits
Member Price: $135
Benefits of public charity classification. Public support tests and common pitfalls. Preparation of Schedule B and related worksheets, including donor disclosure. Governance and public relations considerations. Board review and compliance expectations. Management company disclosure requirements.
Easy Excel Automation with Tables & Power Query
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Online
4.00 Credits
Member Price: $180
Excel Tables: The Basics and Beyond, Power Query: Data Cleanup Made Simple, Connecting Tables and Power Query Together
Review and Analysis of Crucial OBBBA Changes
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Online
2.00 Credits
Member Price: $105
• Changes to the standard deduction • Senior deduction • Deduction for auto loan interest • Estate tax changes and the portability option • Tax consequences associated with investing in revised opportunity zones • Full expensing of domestic R&E • Individual and corporate charitable contributions • Wagering losses • Student loan discharges • Taking advantage of scholarship granting organizations (SGOs) • Dependent care assistance program • Other crucial OBBBA provisions
K2's Six Essential Teams Features
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Online
2.00 Credits
Member Price: $105
Learn how to set up Teams for successful collaboration , 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
K2's Tech Update
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Online
2.00 Credits
Member Price: $105
AI and machine learning trends , Quantum computing in finance , Understanding the growing impact of blockchain and digital currencies in accounting , Software and hardware innovations
The K2 Team's Top Tech Productivity Tips And Tricks
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Online
2.00 Credits
Member Price: $105
Microsoft 365 Optimization: Proven shortcuts and high-efficiency hacks for core applications including Excel, Outlook, and Teams., Virtual Collaboration and Meeting Excellence: Strategies for navigating the "new normal" of remote work, including constructing Teams sites and mastering virtual meeting tools., Automated Data Collection and Workflows: Utilizing templates and forms to streamline routine tasks and eliminate manual data entry., Technology Trap Mitigation and Efficiency: Strategies for identifying and avoiding common digital bottlenecks while implementing time-saving hacks to maximize output across various business applications.
K2's AI - Security And Privacy Issues
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Online
2.00 Credits
Member Price: $105
Major provisions of security and privacy policies , Key risks associated with using commercial AI tools , Steps to take to mitigate AI security and privacy risks
K2's Ten PDF Tips You Need To Know
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Online
2.00 Credits
Member Price: $105
Converting documents to the PDF format , Editing PDF documents , Securing PDF documents , Extracting data from PDFs
K2's Office Scripts – The New Macros
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Online
2.00 Credits
Member Price: $105
Introduction to Office Scripts , Recording your first script , Integration with Power Automate
CFO Series: AI in the Digital World (Live Replay)
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Online
8.00 Credits
Member Price: $330
Module 1: Living in the World of AI - How AI Has Changed Ethics • Is it ethical to use AI, or not? • What is ethical AI? Why it matters for finance and business professionals? • Understanding and managing AI hallucinations and misinformation. • Addressing bias in AI tools—even when you didn't build them. • Internal friction: navigating fear, resistance, and cultural challenges. • Guidelines for responsible AI use in your organization. • Accountability and transparency: who is responsible for AI outcomes? • Real-world use cases and what we can learn from them? • Creating sustainable, people-focused AI practices that build trust. Module 2: Accounting in the Age of AI: What Every Leader Must Know About Using AI • What are autonomous general ledgers: what are they and how much can you depend upon them? • Financial statement analysis using AI. • AI use in Budgeting and Forecasting. • Using AI for research and planning (tax and GAAP), e.g. o AI-driven fraud detection tools: capabilities and limits. o What to automate and what to leave alone? • Evaluating vendor claims and setting reasonable expectations. • What to automate, and what to leave alone. • AI ramification on staffing and hiring. • The impact of self-serve AI research on your relationship with your CPA firm Module 3: AI Is Not the Enemy: Practical Tools to Harness Technology • Common AI use cases in accounting and finance • Fraud, deepfakes, data abuse and related risks • Governance frameworks and oversight responsibilities • The EU AI Act and regulatory developments in the U.S. • AI bias, discrimination, and transparency concerns • Internal control and documentation challenges • Questions finance leaders should ask before adopting AI • Aligning AI oversight with your audit and compliance functions Module 4: Beyond Likes and Shares: Can Social Media Really Work at Work? • The huge scale of social media. o What are the many issues? • The impact on trust, reputation, our workforce, and confidentiality • The legal and ethical impact of social media o Examples of firings, dismissals, and silly blunders. • How to develop a marvelous Policy for social media at work o Reduce risk o Advance preparation for crisis management
K2's Small Business Accounting Solutions
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Online
2.00 Credits
Member Price: $105
Current landscape of small business accounting software , Strengths and limitations of critical solutions , Effective add-ons and integrations , Implementation strategies
Tech Tips and Tricks for Excellent Video Conferences
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Online
2.00 Credits
Member Price: $105
Update this attribute value to the course major topic(s).
Efficient Automation Solutions Using QuickBooks Online Advanced
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Online
3.00 Credits
Member Price: $135
QuickBooks Online Advanced Workflow Automation Systems, Advanced Reporting and Scheduling Solutions, Integration Platforms and Business Process Automation, Custom Workflow Design and Implementation
K2's Excel Best Practices And Features
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Online
2.00 Credits
Member Price: $105
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
K2's Formatting Excel Spreadsheets The Right Way
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Online
2.00 Credits
Member Price: $105
Creating and using Styles in Excel , The Accounting Format and why you should use it, How to Create Custom Formats , Formatting dates for maximum impact , The advantages of storing formats in templates
K2's Client Accounting Services For CPA Firms: Strategies For Growth And Success
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Online
2.00 Credits
Member Price: $105
CAS overview to understand the service offerings, client needs, and market opportunities , Selecting technology tools in CAS for accounting, workflow, and client collaboration , Designing Service Delivery Models that are scalable and efficient processes for CAS , Managing client relationships and setting expectations to deliver consistent value , Evaluating pricing strategies, including fixed fee, subscription, and other pricing models , Ensuring governance and meeting regulatory standards for data security and compliance , Adapting to emerging technologies and evolving client demands to future-proof the practice