Professional Development and Event Catalog
This will generate a PDF of the current filtered catalog
Data Science for Accountants – Business Analytics
Thursday, Jun. 17 9:00am - 10:44am
Online
2.00 Credits
Member Price: $89
See more dates
In today’s environment of constant volatility and complexity, organizations are inundated with data yet often lack meaningful insights. The finance and accounting function has a unique opportunity to harness Big Data and the full spectrum of analytics—descriptive, diagnostic, predictive, and prescriptive—to enhance decision-making. However, collecting and reporting data is not the same as analyzing it to extract actionable intelligence. Compared to fields like marketing, sales, and supply chain management, finance has been slower to adopt advanced analytics. This course explores how CFOs and finance leaders can close that gap and transform their function into a true driver of strategic insight.
More Dates
K2’s Top Ten Productivity Booster Apps in Microsoft 365
Thursday, Jun. 17 9:00am - 10:46am
Online
2.00 Credits
Member Price: $89
See more dates
Are you ready to take your productivity to the next level? Join our exclusive two-hour CPE course designed for accounting professionals and technology enthusiasts. Discover how to harness the power of Microsoft 365's versatile applications to streamline your workflows and enhance collaboration. In this course, you'll explore ten essential apps, including Shared Mailboxes, Planner, Lists, To Do, Stream, Viva Learning, Forms, Bookings, Approvals, and Places. Discover how to effectively integrate these tools into your daily tasks and experience immediate improvements in your efficiency. Don't miss out on this opportunity to unlock the full potential of Microsoft 365 and transform the way you work. Sign up now and take the first step towards a more productive and collaborative work environment!
More Dates
Sleepless Nights: In AI It's All About "The Prompt", in Careers It's All About "The Relationships"
Thursday, Jun. 17 9:00am - 10:48am
Online
2.00 Credits
Member Price: $89
See more dates
This course focuses on the individual taking ownership for their career. It provides tools and methods to assist and guide the individual to develop the collateral necessary in navigating their career. It provides a Personal Marketing Plan that can be customized to fit the career objectives and goals of the individual. It also focuses on character self-awareness, crucial for long-tern career success.
More Dates
Becoming an AI-Savvy Controller/CFO: Mastering Tools and Technologies
Thursday, Jun. 17 9:00am - 12:41pm
Online
4.00 Credits
Member Price: $149
See more dates
Ready to elevate your career as an Accountant, Controller, or CFO? This course helps you build the core competencies needed to excel in these roles—focusing on technical expertise, business acumen, leadership, people skills, and the integration of AI tools. Learn how to go beyond tracking financial results to analyze business dynamics, uncover insights, and drive strategic decisions with AI-driven analysis. Develop the vision and strategy to lead organizational growth, while honing leadership skills to inspire teams and navigate change. Strengthen your ability to communicate effectively, collaborate across departments, and influence key stakeholders, with a focus on using AI to enhance decision-making and operational efficiency. With a practical, real-world approach, this course empowers you to master the skills that make you a successful leader in finance.
More Dates
Mental Illness and Depression: Understanding and Supporting Employees Under the ADA
Thursday, Jun. 17 10:00am - 11:01am
Online
1.00 Credits
Member Price: $39
See more dates
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.
More Dates
I want the TRUTH: Preparing to be an Expert Witness
Thursday, Jun. 17 10:00am - 11:47am
Online
2.00 Credits
Member Price: $89
See more dates
Many practitioners dealing with government and not-for-profit issues are asked to serve as expert witnesses in courts of law or other adjudicatory venues. This session will discuss key issues you need to know when you are asked to serve in this capacity, including: Applicable standards and other engagement acceptance considerations. Preparation requirements and techniques. Dos and don'ts of testifying. Avoiding commons traps and tricks designed to undermine your effectiveness. The session will conclude with a “mock cross-examination” with participants serving as the jury to identify what our witness does right and what he does wrong.
More Dates
Revenue Recognition in an Environment of Uncertainty
Thursday, Jun. 17 10:00am - 11:47am
Online
2.00 Credits
Member Price: $89
See more dates
Applying Topic 606 in an environment of uncertainty can be especially challenging. This course will discuss the proper application of the revenue recognition model when facts and circumstances are changing.
More Dates
How to Get a Better Return on Yellow Book and Single Audits - Avoiding the Most Misapplied Audit Concepts
Thursday, Jun. 17 10:00am - 5:40pm
Online
8.00 Credits
Member Price: $250
See more dates
Yellow Book and Single Audit reporting entities have complex and unique financial statement audit, compliance and reporting issues. Deficiencies in these types of audit engagements are common. This course will reduce the likelihood of noncompliance with relevant professional and regulatory auditing and reporting standards.
More Dates
Effective Governance for Nonprofit Success
Thursday, Jun. 17 11:00am - 11:57am
Online
1.00 Credits
Member Price: $39
See more dates
Effective governance is the cornerstone of any nonprofit organization. This course delves into the foundational elements of nonprofit governance, emphasizing fiduciary duties, board responsibilities, and best practices for board operations. Participants will explore key compliance requirements, risk management strategies, policy development, and regulatory obligations. By the end of the session, you'll be equipped with practical tools and insights to confidently navigate the complexities of nonprofit governance.
More Dates
Assessing the Real Ethics of an Organization?, featuring Joe Oringel, MBA, CPA, CIA and Don Minges, MBA
Thursday, Jun. 17 11:00am - 12:00pm
Online
1.00 Credits
Member Price: $39
See more dates
Every organization claims to be ethical, but words and deeds do not always jibe. How do you assess the real Ethics of an organization? What are the key factors and behaviors to be aware of? Many organizations lack prescriptive policies, but is that an excuse to deviate from the spirit of doing the right thing? How can professionals abuse ‘what is right’ and circumvent policies for their personal benefit. What are some egregious examples of violating policies? How allowing exceptions invites abuse. This seminar outlines steps to gauge the ethics of an organization.
More Dates
K2's AI Accounting and Fraud Detection
Thursday, Jun. 17 11:00am - 1:00pm
Online
2.00 Credits
Member Price: $89
See more dates
As accounting software evolves, AI-native systems are transforming how firms manage data and measure results. This session explores emerging AI-integrated general ledger platforms such as Digits, Puzzle.io, and Docyt. It examines how new technologies, like vibe coding and low-code/no-code automation, are reshaping efficiency and improving fraud detection. Attendees will learn to assess ROI across accounting tools, identify key performance metrics, and develop an automation strategy that enhances accuracy, productivity, and profitability. This course equips professionals to make smarter technology investments and prepare for the next wave of AI-driven accounting transformation.
More Dates
The Psychology of Fraud
Thursday, Jun. 17 12:00pm - 1:20pm
Online
1.50 Credits
Member Price: $79
See more dates
We all know that Fraud Happens. But, why? Why do people we think we can trust let us down? This session will explore the minds of white-collar criminals and examine some recent high-profile fraud cases. Why did they do it? How did they do it? What were the warning signs? If you think that fraud cannot happen to your organization, this session might give you pause.
More Dates
Businesses Receiving Government Assistance
Thursday, Jun. 17 12:00pm - 1:49pm
Online
2.00 Credits
Member Price: $89
See more dates
Many for-profit entities receive government assistance or are required to have financial statement or compliance audits due to law or regulation. This course will discuss the requirements under Generally Accepted Auditing Standards relevant to for-profit entity audits.
More Dates
Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman
Thursday, Jun. 17 12:00pm - 2:05pm
Online
2.40 Credits
Member Price: $99
See more dates
Employee theft is a growing problem, costing businesses billions of dollars annually. In this compelling session, Terry Shulman provides an in-depth look at the psychological, social, and organizational factors that drive employees to steal. As both a legal and behavioral expert, Shulman blends real-world case studies with psychological insights to explore why good employees make bad choices—and what businesses can do to prevent it.
More Dates
Ethics – A Line in the Sand; Implications for Daily Business
Thursday, Jun. 17 12:00pm - 3:49pm
Online
4.20 Credits
Member Price: $149
See more dates
Ethical behavior continues to be a problem in society and even in the CPA ranks. "Ethics - A Line in the Sand" looks at the behavioral issues that influence how CPA's act. The course will address why individuals make ethical blunders, the state of ethical conduct in business organizations, the relationship between strong cultures, policy and procedures and successful ethical work environments. In addition, the course will highlight the one behavior to watch for as an indicator of potential ethical violations.
More Dates
K2's Dynamic Arrays In Excel
Thursday, Jun. 17 1:00pm - 1:57pm
Online
1.00 Credits
Member Price: $39
See more dates
Dynamic arrays can be a tremendous time-saver in Excel, but most business professionals remain unaware of what should be a commonly used tool. With dynamic arrays you can reduce the time you spend creating and updating formulas and improve your accuracy at the same time. You can also take advantage of some innovative features associated with dynamic arrays to automate many calculations and data entry tasks. If you've yet to discover dynamic arrays, make plans to participate in this session to learn how you can take advantage of this terrific feature. If you're ready to transform your data into actionable insights and finally get the reports you need, this session is your game-changer. Join us and take control of your QuickBooks Online reporting like never before!
More Dates
The Ethics Hour: Heartfelt Leadership: How Ethical Leaders Build Trust, featuring John F. Levy, MBA, CPA, CIA and Don Minges, MBA
Thursday, Jun. 17 1:00pm - 2:00pm
Online
1.00 Credits
Member Price: $39
See more dates
The best leaders are always ethical. Every great leader has heart and readily shows that they care. What is the true value of a trustworthy leader? Why do we need trustworthy leaders? How do we examine ethical issues - what is the process? Trust provides a safety net that enables innovation to flourish. Be the best leader you can be by caring about others and remaining ethical. Ethics is fundamentally how we treat others. Do we measure up to that standard?
More Dates
Taking the Financial Executive's Leadership to the Next Level
Thursday, Jun. 17 1:00pm - 2:45pm
Online
2.00 Credits
Member Price: $89
See more dates
Financial Leaders often achieve their position primarily with left brain analytical skills. They need to develop right brain thinking to evolve to the next level either professionally or as part of their personal growth plan. This course will help the financial executive and professional focus on where they are currently and help them bridge the gap in leadership skills that will enable them to gravitate to the next level. This course will guide the financial executive and professional to position themselves as leaders that others will trust and want to follow. The financial executive and financial professional will walk away understanding a more holistic approach to people and organizations and a transformational leadership style.
More Dates
Progressive Management Accounting
Thursday, Jun. 17 1:00pm - 2:47pm
Online
2.00 Credits
Member Price: $89
See more dates
Traditional managerial accounting has often been criticized as ineffective, and in some cases even misleading, leaving many line managers skeptical of the information it provides. Modern management accounting addresses these shortcomings by developing precise cost-per-unit metrics that support budgeting, cost analysis, and performance control. Activity-Based Costing (ABC) enhances accuracy by tracing costs through cause-and-effect relationships rather than relying on broad overhead allocations. This fact-based approach delivers clear visibility into true profit margins across products, service lines, sales channels, and customers. In addition, ABC empowers organizations to reduce costs and improve productivity by reporting unit costs that track trends and benchmark performance against competitors. By moving beyond outdated accounting methods, organizations can unlock significant strategic and financial advantages.
More Dates
Introduction to Not-for-Profit Accounting
Thursday, Jun. 17 1:00pm - 2:48pm
Online
2.00 Credits
Member Price: $89
See more dates
Not-for-profit organizations encounter distinct accounting complexities. This course provides an introduction to the financial statements and specialized accounting principles relevant to nonprofits. Attendees will explore key topics such as net assets, agency transactions, contributions, and endowments, focusing on the unique transactions and account balances that define not-for-profit accounting.