Professional Development and Event Catalog
K2's Saving Time With Electronic Forms
4:00pm - 4:56pm
Online
1.00 Credits
Member Price: $39
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Web portals, "low-code/no-code" data collection, and survey tools have changed how we collect data. Modern solutions like Microsoft 365 Forms, Zoho Survey, SurveyMonkey, Microsoft PowerApps, and legacy tools like Adobe Acrobat Forms allow users to create web forms and integrate the resulting data into business process workflows. This session introduces the range of available tools, demonstrates standard features, and shows how tools permit users to expose or conceal questions based on answers given earlier in the survey. Attend this session to learn how to use tools you already own to efficiently collect data from your team, customers, and vendors.
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AI Lessons Learned for Accountants
4:00pm - 6:00pm
Online
2.00 Credits
Member Price: $89
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This course provides accountants with the leading AI insights and strategies drawn from real-world experience, empirical studies, countless CPA case studies, and social media commentary. It goes beyond theory, offering practical lessons learned from the front lines of AI implementation in the business world and accounting industry. Participants will gain actionable knowledge on bridging the theory-application gap, navigating exponential technological changes, and creating secure, adaptive AI policies. By the end of the session, accountants will be equipped to leverage AI responsibly and innovatively in their roles. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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I Spy with My Little Eye ... an Illegality
5:00pm - 6:00pm
Online
1.00 Credits
Member Price: $55
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In the fight against global corruption, accountants are being asked to be more forthcoming when they discover information or evidence that points to illegal or prohibited activities. This ethics workshop considers new international professional ethics proposals for responding to non-compliance with laws and regulations (NOCLAR). This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Global Internal Audit Standards (GIAS) Domain III - Part 1
5:00pm - 7:14pm
Online
2.50 Credits
Member Price: $79
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The new Standards emphasize that quality performance requires conformance to the Standards. Each standard within Domain III specifically identifies the responsibilities of the CAE and the board, as well as joint responsibilities. The new Global Internal Audit Standards were released on January 9, 2024, and will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating and elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation and examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics and Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
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Change Management: Your Leadership Role for Aligning Profits & Culture
9:00am - 10:46am
Online
2.00 Credits
Member Price: $79
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This is a dynamic course tailored for seasoned accountants who are looking to elevate their skills in navigating and leading through organizational change. This advanced program focuses on enhancing agility by providing the tools and techniques necessary to manage and adapt to rapid shifts in the accounting landscape. Participants will explore theoretical frameworks alongside practical strategies that support effective change management for diverse business environments.
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How to Audit Inventory
9:00am - 11:00am
Online
2.00 Credits
Member Price: $89
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Inventory observations are often a right of passage for audit staff. This course will cover the basics of auditing inventory, including the related audit assertions, risks, & threats to inventory. During this course, we will also highlight the various substantive auditing procedures that staff should perform, and also walk through how to conduct a physical inventory observation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Create Visuals in Power BI to Successfully Analyze Data
9:00am - 1:00pm
Online
4.00 Credits
Member Price: $149
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Unlock the full potential of your data with our cutting-edge course, "Create Visuals in Power BI to Successfully Analyze Data." Designed to span a focused, four-hour session, this course is your gateway to mastering the art of data visualization using the powerful tools of Microsoft Power BI Desktop and PowerBI.com. Whether you're a business professional, a budding data analyst, or simply someone interested in the world of data science, this course is tailored to enhance your skills in transforming raw data into visually stunning and insightful reports. Dive into the intuitive interfaces of Power BI Desktop and PowerBI.com, and learn to navigate these platforms with ease and confidence. The course is meticulously structured to provide you with demonstrations and practical knowledge. Starting with a comprehensive tour of the Power BI Desktop and PowerBI.com interfaces, you'll quickly move to the core of creating impactful visuals. Explore a wide array of available visuals and learn how to select the most effective ones for your data stories. Through detailed sessions on building interactivity into your visuals, you will discover how to create dynamic reports that not only captivate but also communicate effectively. This course will also guide you through the process of publishing your reports on PowerBI.com, ensuring that your insights reach their intended audience with the right impact. By the end of this transformative journey, you will be adept at leveraging the full capabilities of Power BI. Your newfound ability to create interactive, engaging, and informative visual reports will make you an indispensable asset in any data-driven decision-making process. Embrace this opportunity to elevate your professional profile, enhance your analytical capabilities, and become a sought-after expert in the field of data visualization. Join us for "Create Visuals in Power BI to Successfully Analyze Data" and step into the future of data analysis with confidence and skill. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Pass-Through and Corporate Annual Tax Update
9:00am - 1:00pm
Online
4.00 Credits
Member Price: $225
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Practitioners gain access to all-new content to help them stay on top of new business tax developments.
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K2's QuickBooks for Accountants
9:00am - 4:37pm
Online
8.00 Credits
Member Price: $225
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The QuickBooks platform is a robust environment with features and capabilities that many users are unaware of or do not know how to utilize effectively. This course helps you get more out of QuickBooks Desktop and QuickBooks Online and resolve the issues that even experienced QuickBooks users struggle with, such as locking down prior periods. This program starts fast with a chapter covering the top issues accountants face with QuickBooks. The day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves or their clients. You will learn about issues, such as setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features. Also, you will learn how to lock down transactions in prior periods, the audit trail, customizing reports, exporting reports to Excel, and extending QuickBooks’ usefulness with tools such as the Fixed Asset Manager and Loan Manager.
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Surgent's Annual Accounting and Auditing Update
9:00am - 5:00pm
Online
8.00 Credits
Member Price: $299
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Designed as an all-you-need-to-know update for accounting, auditing, and attestation practitioners at all levels in public accounting and industry, this course provides a comprehensive review of recent standard-setting and rulemaking activities of the Financial Accounting Standards Board (FASB), American Institute of Certified Public Accountants (AICPA), Public Company Accounting Oversight Board (PCAOB), and Securities and Exchange Commission (SEC). On the financial accounting front, we will cover the FASB's Post-Implementation Review (PIR) report for revenue recognition under ASC 606 and discuss the best practices in applying the standard and identifying any ongoing issues practitioners are experiencing with applying the standard. We will also discuss the more than a dozen ASUs the FASB has issued since the beginning of 2023 and into 2025 covering crypto assets, disaggregated expenses, business combinations, and leases for entities under common control. Our focus on AICPA standards includes a detailed discussion of revamped AICPA quality management standards. The AICPA updated and modernized the standards by issuing Statement on Quality Management Standards 1, 2, and 3 (SQMS 1, SQMS 2, and SQMS 3, respectively), SSARS No. 26, and SAS 146, Quality Management for an Engagement Conducted in Accordance with Generally Accepted Auditing Standards (SAS 146). These standards, effective December 15, 2025, modernize quality management standards to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on engagements. We will also cover new rules impacting public company audits and present case studies on recent fraudulent accounting stories and best practices for detecting and preventing such frauds. In summary, the course is your go-to source for all things A&A and will prepare you for your upcoming engagements throughout the rest of the year.
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You Don't Know What You Don't Know About Microsoft Excel
9:00am - 5:00pm
Online
8.00 Credits
Member Price: $239
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Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Implementing an AI-Enabled Marketing Strategy for Your Firm
9:30am - 10:30am
Online
1.00 Credits
Member Price: $55
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Unlock the power of artificial intelligence to transform your firm's marketing strategy. This course will explore how AI can revolutionize your marketing efforts, helping you to reach your target audience more effectively and boost your firm's growth. In this session, Gaynor Meilke will guide you through the steps to implement an AI-enabled marketing strategy tailored to your firm's needs. Key Takeaways: Understand the fundamental principles of AI and its applications in marketing. Learn how to leverage AI tools and technologies to enhance your marketing campaigns. Discover practical strategies for integrating AI into your firm's marketing workflow. Gain insights into measuring the effectiveness of your AI-driven marketing efforts. Explore real-life case studies and success stories of firms that have successfully implemented AI in their marketing strategies. By the end of this course, you will be equipped with the knowledge and tools to harness the power of AI, streamline your marketing processes, and achieve remarkable results for your firm. Don't miss this opportunity to stay ahead of the competition and lead your firm to new heights with AI-enabled marketing This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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K2's Small Business Accounting Solutions And Add-Ons
9:30am - 11:16am
Online
2.00 Credits
Member Price: $79
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Small businesses have better options now than ever before in the market of accounting solutions. Participate in this session to learn more about these options and which might be best for you or your clients.
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About the TIGTA: Who Watches the IRS?
9:30am - 11:30am
Online
2.00 Credits
Member Price: $89
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This course will provide an overview of the work and impact of the Treasury Inspector General for Tax Administration (TIGTA) on the US tax system, regulatory ethics, and accounting profession. TIGTA is an independent organization that provides oversight of the Internal Revenue Service (IRS) and conducts audits, investigations, and inspections and evaluations to promote integrity, economy, and efficiency in the administration of the nation's tax system. The course will explore the role of TIGTA in improving the efficiency and effectiveness of the IRS, identifying opportunities to improve the administration of tax laws, and upholding ethical standards in the accounting profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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K2's Saving Time With Electronic Forms
10:00am - 10:56am
Online
1.00 Credits
Member Price: $39
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Web portals, "low-code/no-code" data collection, and survey tools have changed how we collect data. Modern solutions like Microsoft 365 Forms, Zoho Survey, SurveyMonkey, Microsoft PowerApps, and legacy tools like Adobe Acrobat Forms allow users to create web forms and integrate the resulting data into business process workflows. This session introduces the range of available tools, demonstrates standard features, and shows how tools permit users to expose or conceal questions based on answers given earlier in the survey. Attend this session to learn how to use tools you already own to efficiently collect data from your team, customers, and vendors.
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Mental Illness & Depression: Understanding & Supporting Employees Under the ADA
10:00am - 11:01am
Online
1.00 Credits
Member Price: $39
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This webinar aims to provide HR professionals with a comprehensive understanding of mental illness and depression under the Americans with Disabilities Act (ADA). It will cover key aspects of the law, provide practical advice, and address common challenges.
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Design Flexible Work Options To Attract & Retain Your Workforce
10:00am - 11:04am
Online
1.00 Credits
Member Price: $39
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With increasing competition for finding the best qualified candidates and retaining today’s workforce, it’s more important than ever to consider flexible work options in the workplace. We will review the most popular flexible work options your company could consider implementing: telecommuting, compressed work weeks, flexible hours, phased return from leave of absence, job sharing, early release days, and more! We’ll discuss the benefits of this talent management strategy, including increased productivity, decreased costs, better work-life “integration”, and increased employee engagement and satisfaction. You’ll learn how to propose flexible scheduling to your executive team, including how to logistically roll out this program. Whether you’re in a manufacturing plant, corporate headquarters, or retail industry, you can apply any of these flexible work options to your organization.
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K2'S Top Tech Productivity Tips And Tricks
10:00am - 11:49am
Online
2.00 Credits
Member Price: $79
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The world of work changed radically and became much more virtual after the pandemic’s onset in 2020. Over two years into the “new normal,” our team has compiled a list of the top technology productivity tips, tricks, and traps. In this session, you will learn about shortcuts and hacks to help you accomplish more in Excel, Teams, Outlook, virtual meetings, and many other applications you use every day. Attend this session and learn the best tips to help you and your team accomplish more in less time.
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ChatGPT: What Every CPA Should Know-Updated
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $89
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Don't look now, but ChatGPT is taking the business world, including the accounting profession, by storm. Every CPA, whether in public accounting or working in corporate, should have a fundamental understanding of ChatGPT and generative AI applications more broadly. This course will provide you with a foundation of knowledge about ChatGPT technology that will prepare you to have conversations with clients, customers, colleagues and service providers. More importantly, you will learn how to leverage ChatGPT to increase your personal productivity. If you feel your ChatGPT knowledge is lacking, that will not be the case after you attend this course, taught by John Higgins, one of the leading technology strategists and thought leaders for the accounting profession. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
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Surgent's Ethics for Tax Professionals
10:00am - 12:00pm
Online
2.00 Credits
Member Price: $99
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The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course does not cover state-specific issues and so is not applicable in states that require ethics courses to include specific state laws and regulations. Please check with your state board prior to registering for this program if you are in doubt about whether this program satisfies your state's ethics requirements.