Professional Development and Event Catalog

Please note: The CPE deadline has been extended to July 31, 2021.

In light of the tax deadline extension, the Connecticut State Board of Accountancy voted unanimously on May 11 to extend the CPE deadline by one month to July 31, 2021. 

Showing 8435 Partner Webinars Results

K2's Paperless Office

Monday, June 21st 11:00am - 6:41pm

Online

8.00 Credits

  Computer Software Document Management Information Technology  Instructor Name: Thomas G. Stephens, Jr., CPA.CITP, CGMA

K2's Securing Your Data - Practical Tools for Protecting Information

Monday, June 21st 2:00pm - 5:39pm

Online

4.00 Credits

Information Technology Security Techniques  Instructor Name: Thomas G. Stephens, Jr., CPA.CITP, CGMA

K2's Technology Update

Monday, June 21st 2:30pm - 6:08pm

Online

4.00 Credits

Information Technology Major Trends in Hardware, Software, and Services. Virtualization Instructor Name: Brian Tankersley

K2's Testing and Auditing Excel Workbooks

Monday, June 21st 9:00am - 12:39pm

Online

4.00 Credits

Information Technology Excel Auditing Spreadsheets Instructor Name: Thomas G. Stephens, Jr., CPA.CITP, CGMA

K2's Top PDF Features You Should Know

Monday, June 21st 9:30am - 1:10pm

Online

4.00 Credits

Information Technology PDF Documents Instructor Name: Thomas G. Stephens, Jr., CPA.CITP, CGMA

Keeping Retirement SECURE - New Act...New Opportunities

Monday, June 21st 12:30pm - 1:30pm

Online

1.00 Credits

Review the maximum period over which an inherited IRA can be withdrawnChanges to Required Minimum Distributions (RMD)Estate planning considerationsInstructor Name: Leon LaBrecque, JD, CPA, CFP?, CFA

Mixed Reality: Real-Life Holodecks to Optimize Work & Profit

Monday, June 21st 11:00am - 1:00pm

Online

2.00 Credits

The major topics that will be covered in this class include:What is mixed reality? What value does it offer accountants?Leading vendors and exhibitionsVirtual reality softwareAugmented reality software3-D modelingEngineering simulationsProductivity and work case studiesProfessional servicesBehavioral insightsDevelopment platformsSector case studies: training, home automation, transportation, education, legal, law enforcement, medical, military, shopping, fitness, construction, travel, hospitality, gaming, sports, entertainment, advertisingMixed reality hardwareHelp resourcesKey takeawaysInstructor Name: Garrett Wasny, MA, CMC, CITP/FIBP

Power BI - Use Power Query to Transform Your Data

Monday, June 21st 1:00pm - 3:00pm

Online

2.00 Credits

The major topics that will be covered in this class include:Append filesCombine multiple files from a folderAdd custom columnsUnpivot a tableCreate a lookup table from a tableThis course is #5 in the Microsoft Power BI series of webinars. Click button below to see suggested viewing order. View Series SequenceInstructor Name: Bryan L. Smith, CPA.CITP, CISA

Power, Influence and Ethics

Monday, June 21st 9:00am - 10:47am

Online

2.00 Credits

The two sides of leadership Practices that build and destroy an organization’s value and spirit Toxic leader characteristics Four sources of leadership power Push vs. pull leadership styles Six 'Rules of Influence' that cause one person to say 'yes' to another person Ways to defend ourselves against toxic leaders How to use corporate politics to our advantage and still do the right thing Instructor Name: Diane D. White

Professional Skepticism

Monday, June 21st 3:00pm - 5:00pm

Online

2.00 Credits

The Professional Skepticism "Mind Set"Recent PronouncementsProfessional Skepticism as DiligenceCases and ControversiesConclusionInstructor Name: Albert D. Spalding, JD, PhD, CPA/CFF

Program Services & Governance: Form 990 Parts III & VI

Monday, June 21st 11:30am - 2:00pm

Online

2.50 Credits

The major topics that will be covered in this class include:Part III's mandated disclosures with respect to the "largest three" programs conducted in the filing periodHandling public relations needs when the size measures for "largest three" result in omission of a 'top 3' programFunction of Part III as an ongoing updating of the filer's listing of all activities being performed as of the tax year being reported uponProperly reporting upon new or changed programmatic efforts and appropriate reporting on program cessationFunction (and methodology) of Part VI, with emphasis on its six most important inquiriesRole of Schedule O in providing mandated narration of governance practices inquired of in Part VICommon 'foot-faults' in answering Part VI's key questionsInstructor Name: Eve R. Borenstein, J.D.

Public Speaking for CPA's: How to Write, Present, and Use Public Speaking to Advance Your Career

Monday, June 21st 2:00pm - 5:37pm

Online

4.00 Credits

Overcoming the Common Obstacles to Public Speaking Fear of rejection/ failure and how to overcome From Unconscious Incompetence to Unconscious Competence Toastmasters and practicing by video Act “As If,” Do One Breath Technique to be more relaxed Creating the Content of the Talk What are the concerns of your audience? Talks consist of a title, an introduction, an opening, a body of content, a conclusion and a closing How to Deliver a Talk Effectively The clothes you wear and how you look matter Charisma = energy Smile and act enthusiastic Use self deprecating humor Making the Talk Entertaining Vary the speed of your delivery The Power of stories Memorization and Practice Key word system and note cards Practice thru video or get feedback through others Creating Stories that RockInstructor Name: Jonathan Robinson, MA, MFT

QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups

Monday, June 21st 12:00pm - 2:00pm

Online

2.00 Credits

The major topics that will be covered in this class include:The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation. Learn why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit. Instructor Name: Dawn W. Brolin, CPA, CFE

Risk Assessment for Small Business Audits

Monday, June 21st 3:30pm - 5:30pm

Online

2.00 Credits

The major topics that will be covered in this class include:Each element of the risk assessment process:Understanding the client's business and industry in which it operatesInternal controlAssessing the magnitude and likelihood of riskLinking risk assessment to substantive audit proceduresInstructor Name: Michael Ramos

S Corporations: How to Calculate Shareholder Basis

Monday, June 21st 9:30am - 11:30am

Online

2.00 Credits

The major topics covered in this class include:How to calculate basis when the entity is formedImpact of contributed propertyExplanation of the importance of shareholder loans to the entityComprehensive example of the mechanics of the basis determination processHow basis is impacted by distributions of corporation propertyHow basis is impacted by the sale/liquidation of S corporation interestHow S corporation losses impact Form 1040, Schedule E reportingIllustration of how to get from the Schedule K-1 information to the basis calculationInstructor Name: Steven C. Dilley, CPA, JD, PhD

SSARS Standards Update and Review

Monday, June 21st 11:00am - 7:00pm

Online

8.00 Credits

The major topics that will be covered in this class include:Analysis of the SSARS statements and interpretations issued the past 18 months including SSARS 25 that was issued in the spring of 2020. Analysis of the "Preparation of Financial Statements" standards as amended by SSARS 25 with detailed implementation guidance.Analysis of the "Compilation" standards as amended by SSARS 25 with implementation guidance.Analysis of the "Review" standards as amended by SSARS 25 with detailed implementation guidance.Common mistakes made in SSARS engagements as identified in peer reviews and in litigationInstructor Name: Walter J. Haig

Success is Not Losing: Risk Management and Disaster Recovery

Monday, June 21st 5:00pm - 7:00pm

Online

2.00 Credits

The major topics that will be covered in this course include:Risk managementDisaster responseBusiness continuityInstructor Name: Jennifer Elder, CSP, CPA, CMA, CIA, CFF, CGMA, MS

Surgent's Data Analytics for Accountants and Financial Managers

Monday, June 21st 1:00pm - 3:00pm

Online

2.00 Credits

Definition of data analytics and big data; challenges and goals; establishing an environment for success; governance; common uses of analytics and current examples Behavioral forces that impact decisions; examples of inaccurate forecasts; identifying strategic measurements (KPIs); data sources Statistical tools, including median, mode, moving average, ratio analysis, Pareto analysis, trend analysis, regression, z-score, and simulation Software tools that are readily available and can assist in visually exploring data, expanding the scope of available data, as well as collecting, analyzing, and presenting results Specific ideas for using data analytics for accountants and financial managers, including current examples and areas for further consideration Lists of readings and next-level software for a participant’s future reference Instructor Name: Tony La Russo, BA, MBA, CMA

Surgent's Financial Reporting Implications of the COVID-19 Pandemic

Monday, June 21st 9:00am - 12:30pm

Online

4.00 Credits

Impairment accounting model for long-lived assets, including PP&E and goodwill Accounting for inventory and accounts receivable reserves Accounting for debt restructurings, including troubled debt restructurings, rent holidays, and other revisions to debt agreements Going concern evaluation and required disclosures Other financial statement presentation and disclosure issues Instructor Name: Richard Daisley, CPA

Surgent's Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees

Monday, June 21st 1:00pm - 3:00pm

Online

2.00 Credits

Outcomes of the recent FASB and IASB Joint Project related to Leases Differentiating between accounting and reporting requirements for operating and finance leases Evaluating possible material misstatement related to lease recognition, measurement, presentation and disclosure Instructor Name: Richard Daisley, CPA