CPE Catalog & Events
Getting On Top of It All: How to Work Smarter, Not Harder - Part 2
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Online
4.00 Credits
Member Price: $149
There is always too much to do and too little time to do it all. Fortunately, if you know the right ways to manage people, projects and your time, you can get on top of everything by working smarter. In Part 2 of this seminar we will go into more depth about how to get more done in less time, as well as how to not burnout from all the work you do. We will discuss additional methods for working smarter through technology, communication, stress reduction, and creating smart and helpful goals. Delivery Method: Individual webcast CPE Credit: 4Program Level: Update
When You Hear Hoofbeats, It May Be a Zebra
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Online
1.00 Credits
Member Price: $39
Young doctors sometimes arrive at an exotic medical diagnosis (You've got Kuru!), when a more common place explanation is likely (You've got a cold). These diagnoses are known as Zebras and doctors are taught, "When you hear hoofbeats, think of horses not zebras". Sometimes, the patient really has a rare disease and suffers from misdiagnosis and subsequent improper treatment. Similarly, managers, auditors, and investigators often see indicators of fraud, but dismiss them because they've been taught or assume based upon experience that it is just a mistake that looks like fraud. This session uses case studies to explore some of the more common symptoms of fraud that are often misdiagnosed. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
The Controllership Series - The Role of the Controller in ESG
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Online
1.50 Credits
Member Price: $79
Why do for profit organizations exist" To make money!!!!! What a great concept. But if the organization does not have the proper collections and credit procedures in place, they may not be able to access that money. Hence the importance of the credit and collection process. Credit and collections are critical areas for the financial statement controllers. Customer credit is a form of payment that allows small business customers to purchase a product or service before paying for it in full. The process works similarly to the way a credit card does - you procure something and pay it back later. Collections is a term used by a business when referring to money owed to that business by a customer. When a customer does not pay within the terms specified, the amount of the bill becomes past due and is sometimes submitted to a collection agency. The sales and collection process includes business activities related to selling products and services, maintaining customer records, billing customers, and recording payments from customers. It also includes activities necessary to manage accounts receivable, such as aging accounts and authorizing credit. This course delves into the topics that impact the sales, credit and collections process for management. We discuss strategic steps management can take to ensure their processes are efficient and that they are able to actually collect their revenue. Delivery Method: Individual webcast CPE Credit: 1.5Program Level: Basic
Sarbanes-Oxley 20 years later - Sourcing Emerging Risks Part 2
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Online
1.80 Credits
Member Price: $79
It would be amiss to not recognize that the passage of time has changed our world. Think of various events such as economic change, technological evolution, the pandemic etc. These are just a few of the changes that may have impacted the manner in which we execute some of the processes outlined in the SOX legislation. In this segment we will focus on sourcing of emerging risks by utilizing to COSO principles. Delivery Method: Individual webcast CPE Credit: 1.8Program Level: Update
Tactical Finance Leadership – Building the Finance Team of Tomorrow
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Online
2.00 Credits
Member Price: $89
The finance function is changing rapidly, driven by technology, demographics, and evolving business expectations. This session focuses on the tactical leadership skills CFOs and CPAs need to build and lead high-performing finance teams in the years ahead. Participants will explore how roles, skills, and expectations are shifting, and how leaders can prepare their teams for increased automation, real-time reporting, and greater strategic involvement. The session blends practical leadership guidance with forward-looking insights. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Nonprofit Internal Control - Practical Insights into Mitigating Financial Reporting, Compliance and Other Risks
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Online
4.00 Credits
Member Price: $149
There is simply no denying that a sufficiently designed and effectively operating system of internal controls over reliable financial reporting is more important than ever. The primary objective of this course is to give participants "hands-on" practice in designing, evaluating, and communicating conclusions related to design and operating effectiveness of internal controls over reliable financial reporting and other risks for nonprofit environments. Delivery Method: Individual webcast CPE Credit: 4Program Level: Basic
The Controllership Series - Managerial Accounting Basics and Costs
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Online
1.20 Credits
Member Price: $39
Managerial accounting provides economic and financial information for managers and other internal users. Managerial and Financial Accounting have similarities and differences. Each field of accounting deals with the economic events of a business. Both managerial and financial accounting require that a company’s economic events be quantified and communicated to interested parties. This another course in our series on the controller’s role. The controller’s role encompasses many traditional functions. Within this segment of our controllership series, we discuss the area of managerial accounting and the basic concepts that surround this discipline as it primarily relates to cost accounting issues. Delivery Method: Individual webcast CPE Credit: 1.2Program Level: Basic
Introduction to Not-for-Profit Accounting
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Online
2.00 Credits
Member Price: $89
Not-for-profit organizations encounter distinct accounting complexities. This course provides an introduction to the financial statements and specialized accounting principles relevant to nonprofits. Attendees will explore key topics such as net assets, agency transactions, contributions, and endowments, focusing on the unique transactions and account balances that define not-for-profit accounting. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
K2's Tech Update
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Online
2.00 Credits
Member Price: $89
Staying current with today's technology is no longer optional; it is essential. Tech Update 2026 offers accounting professionals a clear, strategic view of the evolving tech landscape, enabling them to cut through the noise and make informed decisions. This forward-looking session is built for practitioners who want to leverage innovation to enhance client service, boost operational efficiency, and remain competitive. Explore the most impactful trends in artificial intelligence, quantum computing, automation, and cloud-based ecosystems. Understand how technologies like Microsoft 365 Copilot, generative AI tools, industry-specific SaaS platforms, and blockchain are reshaping the profession. Learn to identify which solutions align with your firm's goals-and which are just vendor hype. Delivery Method: Individual webcast CPE Credit: 2Program Level: Update
Cash Management: Strategies for Long-Term Success
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Online
2.00 Credits
Member Price: $89
Many finance departments spend considerable time managing cash, particularly if the organization is highly leveraged or cash rich. Many opportunities exist to reduce your financing costs or increase short-term cash returns if you manage cash effectively. This session will cover a wide variety of day-to-day cash management tools. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
New PCAOB Quality Control Standard Overview
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Online
2.00 Credits
Member Price: $89
Due to advances in technology, use of outside resources, and more, PCAOB released a new integrated, risk-based standard focused on accountability and continuous improvement for all PCAOB-registered firms. This course will provide an overview of the significant elements and foundational principles of this new standard. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
Better Business Writing: Improve Your Speed and Quality
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Online
2.00 Credits
Member Price: $89
Technology has given us many new writing tools, but they may just allow an inexperienced novice to turn out poor communications more quickly. Whatever your expertise level, this webinar will help you take your writing skills to another level, saving your time and making it far more likely your reader will read and understand your message. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Preparing to be a Forensic Accountant - Focus on Computer Forensics - Part 2 (Cryptology)
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Online
1.00 Credits
Member Price: $39
This is a continuing part of our series on forensic accounting. Within this segment we discuss the concepts that are part of computer forensics known as cryptology. The term cryptography is from Ancient Greek and means “hidden secret”. It is the practice and study of techniques for secure communications in the presence of adversarial behavior. Cryptography is about constructing and analyzing protocols that prevent third parties or the public from reading private messages. Cryptography starts with secrets. Various aspects in information security such as data confidentiality, data integrity, authentication and non-repudiation (where a statement’s author cannot successfully dispute its authorship) are central to modern cryptography. Delivery Method: Individual webcast CPE Credit: 1Program Level: Basic
Preparing for & Conducting Discharge Meetings
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Online
1.00 Credits
Member Price: $39
Over 80% of all employment-related lawsuits relate to termination. Every termination should be treated as a potential lawsuit. The facts supporting a leader's recommendation of discharge must be fully investigated. The discharge of an employee requires prior review and approval. Narrow self-interest, spite, or personal animosity must not play a part in making termination decisions. This course provides practical knowledge and scripts for handling discharges with good judgment such that personal and employer liability is avoided. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
Audit Blind Spots in Modern Cloud: Risks Audits Keep Missing
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Online
1.00 Credits
Member Price: $39
As organizations rapidly adopt cloud platforms, traditional audit approaches often fail to identify the risks that matter most. This webinar explores common audit blind spots in modern cloud environments, including misconfigurations, identity sprawl, excessive permissions, and ineffective continuous monitoring. Attendees will learn why checklist-based audits fall short in dynamic cloud environments and how leveraging Cloud Security Posture Management (CSPM) and risk-based audit techniques can significantly improve assurance. Practical examples will illustrate how auditors and risk professionals can enhance visibility, prioritize findings, and provide stronger assurance to leadership. Delivery Method: Individual webcast CPE Credit: 1Program Level: Intermediate
The Controllership Series: The Controllers Role in Internal Controls
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Online
1.50 Credits
Member Price: $79
This course in part of our series on the Controllership Role. Internal control is relevant to everyone in the workplace. It represents our moral responsibility to understand and comply with organization policies and procedures. It also provides the means to hold individuals accountable for their work. The controller is an impactful position that affects a company's processes including financial, compliance and operational. Controller functions vary across companies often following the size and complexity of the business and the industry. Smaller companies require more versatility for the controller Larger companies are more able to segregate job responsibilities across other employees. The controller should be knowledgeable of the various controls to create a control system that will appropriately safeguard company assets and processes. Internal controls are typically comprised of control activities such as authorization, documentation, reconciliation, security and segregation of duties. Delivery Method: Individual webcast CPE Credit: 1.5Program Level: Update
K2’s Formatting Excel Spreadsheets The Right Way
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Online
2.00 Credits
Member Price: $89
Did you know that business professionals can spend up to half their time in Excel just formatting? It’s time to change that! Join this fast-paced, results-driven session and discover Excel formatting best practices that will save you hours and elevate your spreadsheets to a professional level. From Custom Format Codes and Templates to Styles, Precision as Displayed, and powerful date and accounting formats, you'll learn how to streamline your workflow and make your data shine. Whether you're building reports, dashboards, or financial models, these formatting techniques will help you work smarter, not harder. Don't let formatting slow you down. Transform your Excel experience, starting now! Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
K2’s Getting Started With Artificial Intelligence
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Online
2.00 Credits
Member Price: $89
Are you intrigued by the buzz around Artificial Intelligence (AI) but unsure how to dive in? You're not alone! Many professionals find AI tools like Gemini, ChatGPT, and Copilot to be a mystery. But don't worry, we're here to help you unlock the potential of these powerful tools! Join K2's "Getting Started With Artificial Intelligence" session and discover how to harness the power of today's AI tools to boost your efficiency and productivity. This session will guide you through accessing and using multiple popular AI tools, making it easier than ever to integrate AI into your daily workflow. If you're new to AI, this is the perfect opportunity to get started and transform the way you work! Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate
Preparation, Compilation and Review Engagements
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Online
2.00 Credits
Member Price: $89
This course is an introduction to preparation, compilation, & review engagements. During this course, we will compare and contrast these different engagements by reviewing the procedures that should be performed, different reports, as well as the level of assurance specific to each type of engagement. Delivery Method: Individual webcast CPE Credit: 2Program Level: Basic
The Commonsense Approach to Auditing for Fraud
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Online
3.00 Credits
Member Price: $89
As reported by the Association of Certified Fraud Examiners 2024 Report to the Nations on Occupational Fraud and Abuse, organizations lose an average of 5% of their revenues to fraud. Yet, the report disclosed that only 3% of all frauds are detected by the external auditor. However, the thing that management depends on the detect fraud is the external audit. To detect fraud an auditor must: Know what fraud looks like; be able to think like a thief; always maintain healthy professional skepticism; be able to recognize the risk of fraud; and build your audit program to look for fraud. Auditing For Fraud addresses each of these areas as well as several others. During this presentation, I will discuss how to distinguish between an error and a fraud; how to recognize the indicators of fraud; develop and refine a hypothec as to how a fraud was committed; who steals (the basic honest person) and why and lastly; how to prove intent. If you cannot prove intent, all you have is a dumb mistake! Chances are that after this presentation, you will never look at an audit the same way you do now. Delivery Method: Individual webcast CPE Credit: 2Program Level: Intermediate