Professional Development and Event Catalog

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The circled number on the tabs below indicate the number of programs that match your search in each medium. Click on the tabs to find the perfect program! Prefer a PDF?  Download the Spring/Summer Professional Development Catalog. 

Showing 73 Seminars & Conferences Results

Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients

Wednesday, June 29th, 9:00am - 4:30pm

Online

8.00 Credits

Specifically tailored for practitioners who not only perform audits but provide other attest and non-attest services to small and medium-sized businesses, this course is a comprehensive update covering recently issued accounting, compilation, and review standards, as well as other professional guidance impacting small and medium-sized business accountants. The course also discusses the common financial reporting implications of COVID-19. The course uses practical examples and illustrations to help you understand and apply the material in practice. Through a detailed review of the new lease accounting guidance, common special purpose frameworks, and new guidance related to audits and SSARS engagements, this course will get you up to speed on the things that are most important to your smaller and medium-sized clients.

K2's Ethics and Technology

Wednesday, June 29th, 10:00am - 1:30pm

Online

4.00 Credits

With the explosion of technology in the workplace that has occurred over the past thirty years, a fair question to ask is "what are the ethical considerations and impacts related to this technology?" Practical technology issues such as data privacy and security no doubt carry ethical considerations, but technology also affects the ethics associated with issues such as work-life balance, the digital divide, training needs, copyrights, and fraud. In this course, you will learn about "technoethics" and the implications this has on individuals and organizations. To that end, you will explore many of the current and emerging issues associated with ethics and technology, such as copyrights, cybercrimes, privacy versus security, and geo-tracking technologies. Given the deep implications associated with ethics and technology, this could be the most important session in which you will ever participate.

K2's Everything Google! Their Most Effective Tools, Apps, and Services

Wednesday, June 29th, 2:00pm - 5:30pm

Online

4.00 Credits

Google is one of the largest, most widely used and vital technology companies on the planet. Their name has become synonymous with search, knowledge, and cutting-edge technology. Google developed and maintains a wide range of products that have changed how we learn, find things in our community, and communicate with the world. Further, Google offers a business-ready cloud productivity suite used by a growing number of businesses worldwide. Google brings together a wide range of communication and business tools under one roof to serve as the backbone of an organization's technology infrastructure. Most users are familiar with Google's search service or Gmail but are unaware of the other services they provide. Additionally, most users barely scratch the surface of the functionality of Google's tools and services. This course looks at the most valuable features, apps, and services of Google that the busy working professional could better utilize. Course participants will learn how to find better web results using search operators and tools. Further, they will understand Workspace and how to use it as an organization's back office. They will learn how to create dynamic, creative, and useful business documents using Google tools. They will learn how to back up and sync their electronic documents to the Cloud using Google Drive. Finally, they will learn to grow their business and expand their marketing using Google's marketing and website tools. This session finishes with a top-five list of the best-hidden secrets and functionalities of Google's Tools. Beginners to advanced users of Google products will leave this course with a much deeper understanding of the services, time-saving tips to use the products more effectively, and practical advice on how to best leverage their incredible technology.

Basic Staff Training - Level 1

Monday, July 11th, 10:00am - Thursday, July 14th, 4:00pm

Online

24.00 Credits

Participants will meet virtually for 4 consecutive days. Working with and meeting peers from firms around the country. Small breakout groups - provide guidance from others and encouragement to think on their own. Problems and cases that focus on how and why. Shorter training days offers flexibility to respond to clients. Experienced and enthusiastic discussion leaders who care about participants' learning. Levels I through 3 focus on the theory behind audits, reviews, compilations, and financial statement preparation engagements. AHI believes that by understanding the “why” behind the procedures, new staff will be prepared for all types of engagements that will arise in their career. Participants apply these concepts to realistic case scenarios, with a focus on understanding the process rather than the format. The goal is to develop thinkers, not just doers. Levels I through III courses are designed especially for any staff who will be performing audits, reviews, compilations, or financial statement preparation engagements. Discounts for groups of 2 or more.  Contact Lisa Bugryn for more details: 1 registrant - $795 2 - 4 - $745 pp 5 - 9 - $695 pp 10-14 - $645 pp

K2's Microsoft Office 365 - All the Things You Need to Know

Monday, July 18th, 10:00am - 5:30pm

Online

8.00 Credits

Microsoft Office 365 continues to grow and evolve, yet most Office 365 are utilizing only a fraction of the tools available in their subscription. Powerful resources such as SharePoint Online and Skype for Business can change how your entire organization communicates and collaborates, while more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 means that your organization can take advantage of all these features in a highly secure environment. Isn't it time you learned how to move beyond the traditional Office 365 applications such as Excel, Word, and Outlook and unleash all the Office 365 has to offer? Join us in this fast-paced and highly interactive seminar where you will learn the things you need to know to be truly successful with Office 365.

K2's Next Generation Excel Reporting

Tuesday, July 19th, 10:00am - 5:30pm

Online

8.00 Credits

New features added to Excel beginning with the 2016 release offer tremendous opportunities to improve Excel-based reporting, for both financial and operational reporting. Data models, Power Query, Data Analysis Expressions, Power Pivot, and many other tools can help you to create more powerful reports and schedules in less time than ever. Bundle these tools with some of Excel's "legacy" features, and you have significant new opportunities to improve your Excel-based reporting environments. In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how you can incorporate tools such as Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to quickly and easily format your spreadsheets to give them a polished and professional appearance. If you use Excel for any reporting process, this is a must-attend course in 2021.

Featured

Update on Schedules K-2 and K-3 Issues: How Do Advisers Handle These Forms and Filings?

Wednesday, July 20th, 9:00am - 11:00am

Online

2.00 Credits

This program will update tax advisers on the developments that have taken place following the IRS initial posting of its initial set of frequently asked questions in February of this year and give a general overview of the requirements to file the Forms by partnerships and S corporations. The program will also look at issues about how the preparer of a Form 1040 is to deal with information provided related to foreign tax credit matters provided on Schedule K-3s being issued to partners and shareholders.

K2's Excel Charting and Visualizations

Wednesday, July 27th, 10:00am - 1:30pm

Online

4.00 Credits

Charts and graphs are nothing new. However, many professionals struggle with building effective visualizations. If that statement describes you, take part in this session to improve your skills when building charts and other visualizations in Excel. As a result of doing so, you will be able to create visualizations that will enhance your communication skills. This is much more than just a seminar on fundamental charts. Instead, in this session you will learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing - three qualities that will help to ensure that your readers and audience will understand the data you are presenting. If you are looking to improve your communication skills, this seminar is a must for you.

K2's Hands-On With QuickBooks Online Accountant for Public Accounting

Wednesday, July 27th, 2:00pm - 5:30pm

Online

4.00 Credits

The number of accounting applications available today can be staggering for businesses with up to $15 million in annual revenue! In addition, cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth. At the same time, traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use. In this course, we will take a deep look into setting up a Quickbooks Online Accountant (QBOA) account. We will examine all the various firm, staff, and client configuration options for getting this to work inside your organization. This session focuses specifically on the configuration options for the financial professional. QBO is an extensive application, requiring you to ensure you've correctly set up your firm and client files. Additionally, we will look at the various import/export functionality for getting your data into or out of QBO and some of the best 3rd party tools in the Intuit App Marketplace. Participants will leave this class supercharged with the knowledge of getting the most out of their QBOA subscription.

K2's Implementing Internal Controls in QuickBooks Environments

Thursday, July 28th, 10:00am - 1:30pm

Online

4.00 Credits

The QuickBooks ecosystem of accounting tools remains the most widely-used set of accounting applications in use by small businesses, yet many of these organizations struggle because of inadequate internal controls. In this seminar, you will learn options for how you can improve internal controls in small businesses running QuickBooks Pro, Premier, Enterprise, or Online. Through participating in this program, you will learn the importance of maintaining a strong system of internal controls in a small business environment, including businesses using QuickBooks accounting solutions. You will also learn about the four common types of internal controls and how to assess the relative condition of the internal control structure of a small business. With this background in place, the focus then shifts to discovering the opportunities to enhance internal controls in QuickBooks-based environments by using features found in the application. In addition, you will learn about supplemental internal control procedures for situations where effective controls cannot be established through QuickBooks. In sum, while many believe that QuickBooks-based organizations are destined for weak internal control structures, by participating in this program you will learn how QuickBooks-based businesses can benefit from a strong system of internal controls.

K2's Improving Productivity with Office 365 Cloud Applications

Thursday, July 28th, 2:00pm - 5:30pm

Online

4.00 Credits

With tools such as Data Models, Power Query, and Power Pivot, today's versions of Excel offer unparalleled opportunities to move beyond traditional reporting techniques. If you are interested in how to advance your reporting processes and minimize your dependence on formulas, then this is the one class you cannot afford to miss. In this session, you will learn about the importance of creating Data Models to facilitate your financial reporting processes and how you can use Power Pivot to assist in summarizing your data quickly and easily into compelling and interactive statements. You will also learn how to use Excel's Power Query feature to both link and transform data from external data sources - such as your accounting or ERP system - into Excel so that you use this data in your reports.

K2's Integrating Data for Improved Efficiency and Control

Friday, July 29th, 10:00am - 1:30pm

Online

4.00 Credits

In today's business climate, data is king! Organizations of all sizes are collecting and managing more data than ever, and that trend is sure to continue. In this environment, the number of apps, services, platforms, etc. that we use also increases every year. Thus, there is a need to standardize, streamline, and optimize our ability to manage the ever-growing list of systems and their data, and in this session, you will learn how to do precisely that. Conquering your data can help improve efficiency, effectiveness, and reduce cost and errors within your organization. In this course, you will learn various ways of sharing data easily between different applications, platforms, and services. Further, you will learn about various tools, desktop application functionalities, and programming tools to manage this process. Participate in this session so that you can truly integrate your data and reap the benefits of improved efficiency and control.

K2's Introduction to Excel Macros

Friday, July 29th, 2:00pm - 5:30pm

Online

4.00 Credits

You have used Excel for years and Lotus prior to that. During this time, you have said repeatedly, "One day, I'll learn how to write macros." Well, that time has arrived because this four-hour program will introduce you to the wide world of macros and Visual Basic for Applications (VBA) in Excel. Designed for those with little, if any, experience working with macros, this course will teach the fundamentals of creating and working with macros in Excel. More specifically, you will learn how to use Excel's Macro Recorder to write simple, yet effective, macros; how to secure and share macros with other Excel users; how to create user-defined functions to solve specific accountant-centric problems in Excel; and how to create macros that run automatically when a user opens a workbook. You will also learn the basics of VBA, including many necessary elements to write macros that can make you and your team more effective and productive with Excel. Don't miss this unique opportunity to learn how to begin working with macros - one of Excel's most powerful tools.

Featured

VIRTUAL - Cannabis Conference

Tuesday, August 2nd, 8:00am - 3:40pm

Online

8.00 Credits

Get important updates on the adult-use cannabis industry and must-know information for CPAs looking to serve cannabis clients in any part of the supply chain.

CFO Series - Preparing for Change

Monday, August 15th, 8:30am - 4:30pm

Online

8.00 Credits

The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an complete entire year of CPE with a single decision. Each day consist of a subject matter expert leading discussions about four different topics. The CFO Series features high-quality presenation and an interactive, executive level colleague-to-colleague approach with case studies, group disussions, and team exercises.

Four Most Overlooked Business Risks

Friday, August 26th, 8:30am - 4:30pm

Online

8.00 Credits

We tend to focus on fighting today's fires without spending adequate time on bigger, more important risk inherent in today's inter-connected, competitive world.

CFO - 360ø Degree Budgeting

Thursday, September 22nd, 8:30am - 4:30pm

Online

8.00 Credits

The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an complete entire year of CPE with a single decision. Each day consist of a subject matter expert leading discussions about four different topics. The CFO Series features high-quality presenation and an interactive, executive level colleague-to-colleague approach with case studies, group disussions, and team exercises.

Driving Corporate Performance

Monday, September 26th, 8:30am - 4:30pm

Online

8.00 Credits

Successful companies implement strategies that use their resources efficiently. By focusing on doing one thing well, organizations can create a competitive advantage that provides superior performances.

FAQ - Accounting and Auditing

Tuesday, October 18th, 8:45am - 4:30pm

Online

8.00 Credits

This program hits the mark by reviewing real issues and questions asked prior to the session by accountants who are past attendees of our seminars. The course covers "live" issues dealing with accounting and disclosures, preparation services, compilations, reviews, and audits. This course lends practical solutions to issues that may confront those in practice.

Equity Compensation Accounting

Wednesday, October 19th, 8:45am - 12:15pm

Online

4.00 Credits

Public and private companies with stock options and restricted shares generally make equity-based, non-cash payments to employees and directors as part of their compensation or to suppliers as payment. This course provides an accounting resource for companies making equity-based payments and illustrates the financial statement impact of equity-based payments. ASC 718, Compensation-Stock Compensation, provides accounting guidance for sharebased payment transactions with employees and for non-employee payment transactions, such as to members of the Board of Directors or to suppliers.