CPE Catalog & Events
Understanding the Form 990 and its Preparation Prerequisites
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Online
2.00 Credits
Member Price: $99
Overview of the Form 990's design and goals behind the Core Form's and Schedules Address of the key factors that make a third-party organization a "related organization" Exploration of the key definitions comprising Part VII-A's managers (i.e., "TDOKEs"): Trustee/Director (TD)/Officer (O)/Key Employee (KE) and "High 5s", two of which categories are based upon the definition (and magnitude) of "reportable compensation" Understanding the definitions of "family member”, "business relationship", "independence" and "35% controlled entity" which are central to both Core Form Part VI and Schedule L Sequencing of the form's preparation tasks and appreciating who will likely be the providers of relevant caches of data Need for 990-filers to engage a filer's Board of Directors in understanding what the completed Form 990 conveys to the public and regulators
K2's Technology for CPAs - Don't Get Left Behind
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Online
8.00 Credits
Member Price: $320
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
K2's Next Generation Excel Reporting
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Online
8.00 Credits
Member Price: $320
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
K2's Mastering Advanced Excel Functions
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Online
4.00 Credits
Member Price: $175
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
K2's Implementing Internal Controls In QuickBooks Environments
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Online
4.00 Credits
Member Price: $175
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
K2's Improving Productivity With Microsoft 365/Office 365 Cloud Applications
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Online
4.00 Credits
Member Price: $175
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
Understanding the "Most Common" Form 990 Schedules: A, B & O
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Online
2.50 Credits
Member Price: $125
The benefits of a 501(c)(3) organization being classified as a public charity rather than a private foundation (and how Schedule A, Part I "claims" qualification as such) The public policy precepts and approach preparers need apply in demonstrating filer has met the predominant "public support test" which is demonstrated at Schedule A's Part II The overarching needs and preparation tasks of Schedule B and related worksheets, including which donors are to be listed and with what identifying information required (dependent on the filer's 501(c)-subsection); and what information 501(c)(3) filers may omit from the 990's public inspection copy
K2's Working Remotely - The New Normal
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Online
4.00 Credits
Member Price: $175
Key technologies that facilitate remote work options Cybersecurity issues impacting remote work environments How to communicate and collaborate when working remotely
K2's Ethics And Technology
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Online
4.00 Credits
Member Price: $175
Understanding the differences between ethics, morals, and laws Key technology issues that can impact ethical behavior in businesses Examples of potential ethical conflicts precipitated by modern technologies
K2's Top PDF Features You Should Know
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Online
4.00 Credits
Member Price: $175
Best practices for creating, editing, and managing PDFs The process for creating and distributing PDF forms Integrating PDFs with other applications Securing your PDFs
K2's Better Productivity Through Artificial Intelligence And Automation Tools
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Online
4.00 Credits
Member Price: $175
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
K2's Technology Update
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Online
4.00 Credits
Member Price: $175
Developments in hardware and software Options for communicating and collaborating more effectively Addressing cybersecurity issues
K2's Microsoft Teams
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Online
4.00 Credits
Member Price: $175
Understanding the Teams platform Communicating and collaborating in Teams Adding applications and services to Teams Extending Teams to individuals outside your organization
K2's Securing Your Data: Practical Tools For Protecting Information
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Online
4.00 Credits
Member Price: $175
Understanding today's cybersecurity risks Identifying major cybersecurity risks Implementing specific steps to reduce risk
K2's Accountant's Artificial Intelligence Conference - VIRTUAL
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Online
8.00 Credits
Member Price: $300
How to get started with today's leading AI tools Examples of what you can - and can't do - with AI Potential security and privacy issues associated with AI Accountant-centric problems AI can help you solve
OSCPA's 2025 Federal Tax Update - Oklahoma City
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Oklahoma City
8.00 Credits
Member Price: $430
The impact of TCJA and the latest tax developments for individuals and businesses Major tax court cases impacting both individuals and businesses Tax credits update Partnership and S-corporation tax matters Tax numbers update for 2024 & 2025
OSCPA's 2025 Federal Tax Update - VIRTUAL
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Online
8.00 Credits
Member Price: $430
The impact of TCJA and the latest tax developments for individuals and businesses Major tax court cases impacting both individuals and businesses Tax credits update Partnership and S-corporation tax matters Tax numbers update for 2024 & 2025
K2's Technology Conference - VIRTUAL
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Online
16.00 Credits
Member Price: $370
K2's Excel Best Practices
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Online
8.00 Credits
Member Price: $320
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
K2's Excel Tips, Tricks, and Techniques for Accountants
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Online
8.00 Credits
Member Price: $320
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