Professional Development and Event Catalog
This will generate a PDF of the current filtered catalog
The Seven High Quality Questions that Lead to Success and Solutions
Monday, Jun. 21 11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
See more dates
“How will I EVER get this all done?" It’s a question I often hear from clients and on a particularly stressful day, I can hear myself saying these words! Instead of helping us focus, it's a question that leads to stress, anxiety and overwhelm! Regardless of where we are in business and in life, we will run into challenges and problems as we navigate business growth, leadership, work life balance and our quest for success and happiness. This workshop will explore the 7 HIGH QUALITY questions that lead to relief, enthusiasm and success. It will be an interactive exploration that will leave you with a game plan to use right away, as well as an opportunity to practice the mindset that the most successful and happiest people use daily. This program is for both the entrepreneur who wants to be more effective in their day as well as team leaders who want to stand out in their organization. For the business owner or staff member you can expect a new way to work with your day so that it's profitable, productive and happier. For leaders, you will learn new up- leveled skills to increase your efficiency, communication and productivity. You and your team will shine. Your staff will feel appreciated and connected to their value as well as the company's goals. Albert Einstein said 'we can't solve our problems with the same thinking we used when we created them'. The quality of your question will impact the quality of your solution. Learn the 7 questions that take you from confused and frustrated to creative and focused.
More Dates
Revenue Recognition - Allocate the Transaction Price
Monday, Jun. 21 12:00pm - 1:38pm
Online
1.80 Credits
Member Price: $79
See more dates
The updated revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process and industry.
More Dates
Leading Into the Future: Rethinking Work, Value and Leadership in Accounting
Monday, Jun. 21 12:00pm - 1:48pm
Online
2.00 Credits
Member Price: $99
See more dates
The accounting profession is at a crossroads — not because of a new generation, but because the entire architecture of work is being rewritten. Smaller firms are feeling it most: recruiting has become harder, AI is changing client expectations overnight, and leadership succession looms large. In this fast-moving and practical session, global future-of-work strategist Steve Cadigan (LinkedIn’s first CHRO and author of Workquake) unpacks how small and mid-sized firms can reimagine how they attract, develop, and lead talent in a world where certainty is gone and adaptability is gold. Through real-world examples from progressive firms like Bookminders, Prestige Accounting, LedgerWise, Nova Accounting, and Insights CPAs, Steve shows how leaders are reshaping work models, leveraging AI as a time- creator, and making accounting a magnet for modern talent again.
More Dates
The Many Faces of Fraud
Monday, Jun. 21 12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $89
See more dates
What does fraud look like? It depends. What may appear to be an indicator of fraud in one client’s operation could be normal in another, making it critical to understand your client and the transactions you expect to see. Look for what should be present but isn’t—and for what is present but shouldn’t be. This course emphasizes the importance of professional skepticism, which has no on/off switch—it must be applied continuously. As auditors, our role is to independently verify, yet too often we rely on client representations without sufficient validation, increasing the risk of missing fraud. Many auditors recognize, in hindsight, that they have encountered fraud indicators but failed to identify them at the time. This session will provide you with the tools to recognize those indicators and strengthen your ability to detect fraud—so you are better prepared for what you may find.
More Dates
Getting On Top of It All: How to Work Smarter, Not Harder - Part 1
Monday, Jun. 21 12:00pm - 3:41pm
Online
4.00 Credits
Member Price: $149
See more dates
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 this seminar you'll learn the best ways to get more done in less time, how to stay sane with all you have to do, and how to get other people to do some of "your" work by building great relationships.
More Dates
The Single Audit from Beginning to End Update
Monday, Jun. 21 12:00pm - 8:00pm
Online
8.00 Credits
Member Price: $250
See more dates
This course is an updated overview of the single audit of state and local governments and not-for-profit organizations under the OMB Unified Circular, as well as the applicable AICPA standards for compliance audits.
More Dates
K2’s Expense Reporting Automation
Monday, Jun. 21 1:00pm - 2:46pm
Online
2.00 Credits
Member Price: $89
See more dates
Managing and auditing employee spending on personal and corporate credit cards is a challenge everywhere. Legacy manual expense reporting preparation and approval processes are tedious and repetitive and are an excellent place to start your company's use of business process automation solutions. This session will cover a variety of expense workflow tools which use technologies and features like bank feeds, mobile receipt capture, OCR data extraction/filling, automated policy enforcement, and artificial intelligence-based validation to automate and eliminate the tedium. Attend this session and learn how to use automation and cure the expense reporting blues for you and your employees.
More Dates
K2’s Office Scripts – The New Macros
Monday, Jun. 21 1:00pm - 2:49pm
Online
2.00 Credits
Member Price: $89
See more dates
Discover the power of Office Scripts, the game-changing feature that lets you automate tasks in Excel and other Office applications effortlessly. Unlike VBA, which is limited to Windows, Office Scripts run on any platform and device that supports Office on the web. With its modern and intuitive interface, you can easily create, edit, and share your scripts, all stored securely in the Cloud. Office Scripts seamlessly integrate with Office Online apps and Power Automate, enabling you to streamline processes and boost productivity like never before. Say goodbye to repetitive tasks and hello to efficiency with Office Scripts in Excel and beyond!
More Dates
Just Ask Why - Searching for Answers: Generating Solutions
Monday, Jun. 21 1:00pm - 4:34pm
Online
4.00 Credits
Member Price: $149
See more dates
Breaking the Wall of blind acceptance; avoiding habitual complacency and Yoking the dots between cause and effect.
More Dates
Habits That May Keep You from Promotions, Raises or Achieving Your Potential in Organizations: Small Steps Can Lead to Big Changes
Monday, Jun. 21 1:00pm - 4:49pm
Online
4.00 Credits
Member Price: $149
See more dates
In this course, we will discuss what derailer habits keep you from achieving your fullest potential and deserving place.
More Dates
K2’s Excel PivotTables for Accountants
Monday, Jun. 21 1:00pm - 9:00pm
Online
8.00 Credits
Member Price: $250
See more dates
Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge, then this course is for you! In this dynamic and engaging session, you'll master how to: • Build PivotTables from scratch • Group data inside PivotTables, including options for fiscal periods • Create user-defined calculations in your PivotTables We start with the fundamentals and quickly move to advanced techniques, including: • Building PivotTables that consolidate data from multiple ranges • Connecting PivotTables dynamically to external databases and financial accounting systems • Leveraging other Excel features associated with PivotTables, such as Slicers, Power Query, and Power Pivot This seminar is a must for anyone eager to enhance their Excel skills and transform their workflow. With guidance and coaching from your K2 instructor, you'll be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.
More Dates
AI in Action: Your First Steps to Smart Adoption
Monday, Jun. 21 1:30pm - 2:30pm
Online
1.00 Credits
Member Price: $49
See more dates
This session is your practical introduction to AI in the workplace. Designed for professionals in any function from Finance to HR to Marketing and Operations, this course breaks down the AI journey into clear, actionable steps. You'll discover easy-to-use tools, see real-world examples, and leave ready to take your first confident steps toward using AI to save time, boost creativity, and make smarter decisions. Whether you're new to AI or just looking to get started effectively, this session helps you move from curiosity to confident action in just one hour.
More Dates
Revenue Recognition - Recognize Revenue
Monday, Jun. 21 2:00pm - 3:04pm
Online
1.00 Credits
Member Price: $39
See more dates
This segment is designed to evaluate Step Five of the new model dealing with recognizing revenue which is the final step in applying the new revenue recognition standard. For performance obligations that are fulfilled at a point in time, revenue is recognized at the fulfillment of the performance obligation. For performance obligations to be satisfied over time, an entity must decide how to appropriately measure the progress and completion of the performance obligation. A performance obligation is satisfied when or as control of the good or service is transferred to the customer. There are several issues companies should consider in applying step 5 of the standard: • Determining if a Performance Obligation is satisfied over time • Identifying indicators of transfer of control of good/services • Utilizing input and output methods to measure progress of revenue recognition • Understanding stand-ready obligations and how to apply discounts
More Dates
What's Going on at the GASB (2026/27)
Monday, Jun. 21 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
See more dates
This course provides a focused update on major recent pronouncements issued by the Governmental Accounting Standards Board. Coverage includes GASB Statement No. 103 (financial reporting model improvements), GASB Statement No. 104 (enhanced disclosures for capital assets), and GASB Statement No. 105 (subsequent events). Participants will also receive a high-level overview of active GASB exposure drafts and ongoing projects. The course is designed to help auditors, preparers, and financial leaders understand how these developments affect audits, financial statement preparation, and board reporting.
More Dates
Where to Hide Fraud Inventory – Expenses – Payroll
Monday, Jun. 21 2:00pm - 4:00pm
Online
2.00 Credits
Member Price: $89
See more dates
Imagine you have one hundred boxes that are all supposed to be full of manufactured inventory. How do you obtain reasonable assurance—now defined as a high level of assurance—that each box is full without opening every one? You begin by assessing risk. If the client has strong internal controls over manufacturing, packing, and transport to the warehouse, there is reasonable assurance the boxes are properly filled. Next, evaluate warehouse security and controls over access, as well as procedures for removing inventory. Once satisfied that controls are both adequate and operating effectively, you can observe and count the boxes and selectively test a sample—ensuring you do not only choose the most accessible ones, as fraud is often concealed within the middle of the inventory. Based on this risk assessment and targeted testing, you can conclude with reasonable assurance that the inventory is properly stated without inspecting every box. This same approach applies to expenses and payroll: evaluate internal controls, observe processes, and perform independent test procedures. Weak internal controls in inventory, expenses, and payroll create opportunities for fraud that may lead to material misstatements. In this session, we will explore how these vulnerabilities arise and how to recognize and address them through effective audit procedures.
More Dates
Achieving Balance in Work and Life - Part 2
Monday, Jun. 21 2:00pm - 5:37pm
Online
4.00 Credits
Member Price: $149
See more dates
In trying to achieve life balance, various internal and external obstacles arise. In this course we will look at these obstacles and provide specific ways to overcome them. In addition, we will look at how to excel in every area of your life including your relationships, finances, sense of purpose, level of happiness, and your physical health and leisure time pursuits. You will leave this course with powerful methods and a specific plan to move forward in your life in a balanced, healthy, and productive manner. Don't forget to take Part 1 of this amazing course.
More Dates
Revenue Recognition - Topic 606 Disclosures
Monday, Jun. 21 4:00pm - 5:14pm
Online
1.20 Credits
Member Price: $39
See more dates
The standard also requires information about the following categories: disaggregation of revenue contract balances performance obligations This webinar will deal directly with disclosure requirements for the standard. Several courses currently exist on the platform related to an overview of the standard and deep dive into individual steps of the standards.
More Dates
Corporate Ethics Cases: Discuss Real Life Conflicts
Tuesday, Jun. 22 8:00am - 12:00pm
Online
4.00 Credits
Member Price: $149
See more dates
If you have ever had someone just read you the rules in an ethics class, you know there is a better way. Cases in Corporate Ethics reviews 8 real life cases and puts you in the position of someone in the middle of it all. You'll learn about conflicts that corporate financial professionals often encounter, you'll gain skills for dealing with a boss who is behaving badly and find out where to go for help. Once you have studied ethics using real world cases, you'll never want to do it any other way.
More Dates
Leading Risk Management Practices in a Dynamic Risk Environment - Part 2
Tuesday, Jun. 22 9:00am - 10:02am
Online
1.20 Credits
Member Price: $39
See more dates
In Session One we evaluated: • Examine Governance Organizational Framework (Strategy & Risk) • Determine how to identify risks • Understand how to Assess Risk - Risk Assessment impact and likelihood • Steps towards performing a comprehensive Risk Assessment and Prioritization This session goes deeper into the process of risk management and risk assessment. This session also includes a case scenario for evaluating risk management risks.
More Dates
Managing Generational and Cultural Variances
Tuesday, Jun. 22 9:00am - 10:23am
Online
1.60 Credits
Member Price: $79
See more dates
Whether you have held a management position for several years, or are just transitioning to a role which requires you to manage other individuals, you will find that becoming and remaining a good manager is often an art rather than just a technical skill! This segment flows nicely with the segment on Managing Traits and Skills. This segment will focus on the dynamics of managing in a world full of several generations in the workforce as well as cultures.