Skip to main content

Professional Development and Event Catalog

Not finding the class you're looking for?

The circled number on the tabs below indicate the number of programs that match your search in each category. Click on the tabs to find the perfect program!

Showing 2545 All Results

Not-for-Profit Accounting & Auditing Update

Saturday, January 28th, 10:30am - 2:30pm

Online

4.00 Credits

This course covers FASB Accounting Standard Updates (ASUs) that impact NFPs. It includes a deep dive into the new disclosure requirements for contributed nonfinancial assets in ASU 2020-07. We also review the impact of COVID-19 on accounting for various federal funding in response to the global pandemic. Then we will turn our attention to the audit side of the house and focus on changes to the auditor's report. The course closes with a look at the new compliance supplement and changes to the Uniform Guidance.

Not-for-Profit Accounting Update

Saturday, January 28th, 10:30am - 2:30pm

Online

4.00 Credits

This course covers FASB Accounting Standard Updates (ASUs) that impact NFPs. It includes a deep dive into the new disclosure requirements for contributed nonfinancial assets in ASU 2020-07. We also review the impact of COVID-19 on accounting for various federal funding in response to the global pandemic. Finally, attendees will also gain an understanding of what must be considered in order to implement standards impacting nonprofit entities including leases.

Introduction to Yellow Book

Saturday, January 28th, 11:00am - 12:49pm

Online

2.00 Credits

Performing engagements in accordance with Generally Accepted Government Auditing Standards (GAGAS or “Yellow Book”) requires additional reporting, ethics, and performance requirements. This course will identify and review the guidance found in the Yellow Book and analyze the relationship between Government Auditing Standards and the AICPA Code of Professional Conduct. We will review the Yellow Book requirements for financial statement audits while also touching upon ethical principles and independence

Keeping Up with the FASB

Saturday, January 28th, 11:00am - 1:00pm

Online

2.00 Credits

This course will explore significant elements of the FASB's technical agenda, focusing on recent updates to revenue recognition and lease accounting standards. A Special Purpose Framework overview will be provided, which may reveal salient alternatives to U.S. GAAP for certain entities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

K2's Technology Planning For A Post-Pandemic Environment

Saturday, January 28th, 12:00pm - 1:49pm

Online

2.00 Credits

Strategic and tactical business planning contributes to short and long-term success. Your technology plan should follow your business plan. But what if your goals become disrupted in the short term, and these events have long-term effects? Think 9/11, smartphones, or COVID-19 and consider if things will go back the way they were. This session will consider the impact of remote work, security risks, collaboration tools, VOIP, and other tools your team require. How do we manage our various applications and meet our business plan goals? Attend this session to consider how technology planning works in the new normal.  

K2's The Very Real Risk of Ransomware

Saturday, January 28th, 12:00pm - 1:49pm

Online

2.00 Credits

Over the past two years, ransomware has surged as a major threat to individuals and organizations of all sizes. Ransomware's annual cost to businesses is now estimated at over $8 billion, up from $1 billion in 2016. Most businesses are at risk. Avoid becoming yet another victim by attending this session. The survival of your business may depend on it!

K2's Advanced Topics in Power BI

Saturday, January 28th, 12:00pm - 1:50pm

Online

2.00 Credits

So, you’ve been using Power BI to create fundamental reports and dashboards and now you’re ready for even more advanced reporting…if so, this session is for you. In this session, you will learn how to extend your Power BI environment by incorporating tools such as Data Analysis Expressions, Key Performance Indicators, Hierarchies, and Apps and Content Packs, among others. By taking advantage of the tools and techniques covered in this session, you will be able to move beyond simple reports and dashboards in Power BI and truly leverage the power of this awesome reporting tool.

K2's Backups Done Right

Saturday, January 28th, 2:00pm - 3:49pm

Online

2.00 Credits

Where is your data? Do you have it controlled and backed up? If all your information is in the cloud, how do you verify that the backup recovery is rapid? If your data is in various silos from your application providers, how do you ensure you have the necessary protection and disposal approaches? This session will help you understand and guide your IT team and providers to take the right actions to protect your business. Backup considerations, including cloud, backup appliance, disaster recovery, and business continuity approaches, are included. If you are from the trust but verify school of thought, this session will help you ask the right questions.  

K2's Data Analysis Using Power Pivot

Saturday, January 28th, 2:00pm - 3:49pm

Online

2.00 Credits

With Power Pivot, your PivotTable reports can become even more powerful than you might have thought possible. This powerful tool can connect directly to many external data sources to link data directly into your reports. Alternatively, you can use it in conjunction with Power Query for superior data import and transformation capabilities. Further, DAX functions allow you to create sophisticated calculations in your PivotTables, adding even more analytical capabilities. And the relational database functionality of Power Pivot provides all the tools necessary for building an intermediary database from multiple data sources. Put Power Pivot to use immediately by participating in this session, which surely will help you improve your analytical and reporting processes.

What's Going on at the GASB

Saturday, January 28th, 2:00pm - 6:00pm

Online

4.00 Credits

This course reviews accounting standards issued by the Government Accounting Standards Board (GASB) that will be effective this year as well as those that will be effective in the near future. In addition to reviewing the standards, we will also focus on implementation strategies and challenges. Finally, we will turn our attention to the future by discussing GASB’s current projects and exposure drafts.

K2's Implementing Internal Controls In Quickbooks Environments

Saturday, January 28th, 2:15pm - 5:56pm

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 Testing and Auditing Excel Workbooks

Saturday, January 28th, 2:30pm - 6:10pm

Online

4.00 Credits

Excel errors continue to plague organizations of all sizes – estimates peg the error rate at approximately 90%. As spreadsheets become ever-more common, testing and auditing Excel workbooks becomes more necessary than ever to mitigate the effects these errors could have on virtually every Excel user and those who rely on Excel-based data and analyses. Fortunately, that need not be the case because many options exist to prevent, identify, and correct spreadsheet errors before they adversely affect reports and decision-making processes and in this session you will learn procedures for testing and auditing Excel workbooks.   In this session you will learn how to apply best practices to reduce the error rate in workbooks that you and others on your team create and edit. Equally important, you will learn how to take advantage of add-ins for Excel that can programmatically scan and audit your spreadsheets to identify potentially disastrous errors while there is still time to correct them. You do not want to miss this opportunity to learn how tools such as PerfectXL, ClusterSeven, and ActiveData can help you and your team to identify and correct potentially disastrous spreadsheet errors.  

K2'S Evaluating Technology Controls

Saturday, January 28th, 4:00pm - 5:49pm

Online

2.00 Credits

Technology controls are more important than ever. Without internal controls that function correctly, entire systems and the data contained therein can quickly become infected, breached, or stop working. Auditors, business managers, and consultants all need to know how to evaluate critical technology controls. You will learn the best ways to assess essential information technology general controls and application controls in this session.

K2's A Scary Ride Through the Dark Web

Saturday, January 28th, 4:00pm - 5:50pm

Online

2.00 Credits

You have heard of the Dark Web, but have you experienced it? If not, buckle up for a scary ride through the underbelly of the Internet. Here many illicit and illegal activities occur every day, potentially affecting our personal and organizational security. In this session, you will experience first-hand the Dark Web and all that it entails - both positive and negative. Upon completing this session, you will understand why it is essential to secure your information so that you do not become yet another victim of the Dark Web.

K2's Turbocharging Small Business Reporting With Power Query

Saturday, January 28th, 4:00pm - 5:53pm

Online

2.00 Credits

Every small business accountant knows and accepts the reporting limitations associated with entry-level tools. Most of these same professionals periodically export data to Excel, text, or other file formats to create custom reports to manage their business.  The related data transformations required to utilize exported data can be automated using Microsoft’s Power Query tool in Excel. With Power Query, these professionals can perform simple and complex tasks almost instantly.  Participate in this session to learn how to use Power Query – a tool you already own – to create more accurate and timely reports for your small business.  

K2's Hosting, Self-Service, And Managed Service Options

Saturday, January 28th, 4:00pm - 5:59pm

Online

2.00 Credits

Remote access has evolved beyond anywhere, anytime, any device access to full-service remote support. Various tools help us work virtually, starting with hosting productivity applications. In this session, you will learn about supporting tools needed, too, including multi-factor authentication, VOIP telephony, video conferencing, document management systems, portals, and Microsoft 365. Learn about options from Self-Serve to hosting to managed service provider options. Of course, the goal is to have all team members effectively work wherever they are with a full complement of tools. Attend this session to learn the best ways to make these technologies work.

Retirement Planning: IRAs

Monday, January 30th, 9:00am - 10:00am

Online

1.00 Credits

Having sufficient assets to live a comfortable and secure retirement is one of the concerns that many people face. This concern cannot be resolved without having a solid retirement plan. In this course, we will discuss the fundamentals of IRAs, stating the rules related to contributions and distributions and highlighting the effect of the recent tax law changes on the planning process. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment

Monday, January 30th, 9:00am - 12:30pm

Online

4.00 Credits

Professional standards are changing with the times and the desire of the AICPA to move the profession into a new era where use of data analytics and artificial intelligence will play a key role in an audit. We are seeing changes already as the AICPA has recently issued standards that significantly modify the form of the independent auditor's report. In addition, its Omnibus standard modifies several professional standards including those on related parties, consideration of fraud and the auditor's communication to those charged with governance. The new auditing standard on employee benefit plan audits makes significant changes in the auditor's report as well as other aspects of an employee benefit plan audit. Another revision, which has also affected the SSARs and SSAEs is a change to the definition of materiality. Other major revisions to professional standards include an updated standard on Audit Evidence and Auditing Accounting Estimates. This program will cover SASs 134 through 143. Recently issued Statements on Standards for Accounting and Review Services (SSARS) have addressed the consideration of going concern and other significant issues (SSARS 24) and a change in the definition of materiality and changes to the review report (SSARS 25). The AICPA has also recently issued new Statements on Standards for Attestation Engagements on Agreed-Upon Procedures (SSAE 19) and materiality (SSAE 20). Clearly, with regard to professional standards, the only constant is change. This course will provide both insights into the new standards including how to best implement them.

Cases in Corporate Ethics: Discuss Real Life Conflicts

Monday, January 30th, 9:00am - 1:00pm

Online

4.00 Credits

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 10 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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Surgent's Assessing the Risk of Fraud In a Financial Statement Audit

Monday, January 30th, 9:00am - 5:00pm

Online

8.00 Credits

The Association of Certified Fraud Examiners says that there is fraud lurking in all businesses including not for profit organizations. It often goes undetected for years and when uncovered, management and the board may question why the auditor did not identify it. The auditor's responsibility in a financial statement audit is to assess risk and perform sufficient procedures to obtain reasonable assurance that the financial statements are free from material misstatement due to fraud or error. However, failure to perform an adequate fraud risk assessment and report deficiencies in internal control, such as lack of segregation of duties can leave a firm vulnerable. This course will discuss the audit procedures that should be performed in accordance AU-240 as recently amended, best practices in performing fraud risk assessment procedures, when and how to report control deficiencies noted in an audit and the most frequent types of fraud found in small to mid-size entities along with internal controls that could be implemented to help prevent and detect them. We will take a look at various cyber fraud schemes and how they might be prevented/detected, at the use of analytics as fraud risk procedures, and at assessing the risk of fraud in a Single Audit. This course features case studies.