CPE Catalog & Events

Live Webinar K2's Mastering Advanced Excel Functions

Live Webinar K2's Next Generation Excel Reporting

• Identifying weaknesses in traditional reporting processes• Using leading-edge features in Excel to improve reporting practices• How to work with Power Query to solve common reporting challenges• Adding Slicers and Timelines to your Excel-based reports

K2's Artificial Intelligence Conference: Moving Beyond the Basics

Getting started with today's AI tools and how AI can benefit any business professional Creating effective prompts to get the data you need Managing AI-related risks Advanced topics in AI, including creating customized AI tools

K2's Excel Conference

Why and how to use new functions and features in Excel Advanced formulas and best practices for constructing them Excel productivity tips and tricks The power of the PivotTable

Excel - Auditing Your Spreadsheets for Maximum Accuracy

Proofing methodsExcel Auditing ToolsUsing the Data Validation featureTechniques to cross-foot and validate your spreadsheets

Excel - Feature Review in 100 minutes

Review of Excel's features and functionsWalk-through of Excel's ribbons What the Excel features and functions can do for you

Excel - From a Blank Sheet to a Finished Workbook

Best practices for creating a report in Excel Getting data into Excel Techniques to efficiently create reports in Excel Using PivotTables to create interactive reports in Excel

Excel - Functions & Formula Shootout

Review of formula creation best practicesDemonstration of various Excel functions to enhance calculationsUsing Excel functions to perform advanced calculations

Excel - Using PivotTables for Data Analysis

The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotCharts

Accountants and Malpractice; Can We Get Sued for This?

How accountant liability is a very real threat in today's litigious society.A discussion of scenarios in which accounting professionals can find themselves inadvertently involved in a lawsuit.Pitfalls in which the accountant may find him- or her- self while dealing with clients.Real-life examples from the speaker's extensive experience as a practitioner and as an expert witness in accounting malpractice cases.

Advanced Excel: Hidden Secrets and Gems

Awareness of advanced functions Creative methods for data manipulation Using intellectual curiosity and professional skepticism to develop a problem-solving mentality Real-life examples of innovative ways to analyze and report data with Excel Using Excel to perform e-mail merges Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox Enhance creativity in your approach to developing Excel models

Advanced Planning: Balance Sheet and Cash Flow Projections

Accounts Receivable Inventory Capital Budget Depreciation Accounts Payable Accrued Liabilities Working Capital Loans Debt Project interest expense more accurately Solving for Cash Projecting Covenant Calculations Create a Projected Statement of Cash Flow Choose your format How to make your Statement of Cash Flow maintenance free Debugging a statement of Cash Flow

Aligning Budgets to Strategy

A Proper Practical Planning Process (P4) The steps to planning The results of strategic planning Examples of budgets

Cases in Corporate Ethics

We introduce new case selections to this seminar every year. Past cases have included these issues: Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?

Communicating Financial Information to Non-Accountants

The math literacy barrier The financial literacy barrier What to say and how to say it Communicating ideas graphically

Compilations, Reviews and Audits: How They Differ

Review of differences of compilation, review and audit engagements Compare and contrast major considerations of each type of engagement Provide practical tips and strategies Professional standards that govern each type of engagement

Corporate Ethics: Cases in Diversity and Inclusion

Everyone can experience discrimination or harassment What the AICPA Code of Professional Conduct says about harassment and discrimination Other sources of ethical guidance Recent EEOC CasesLearning about each other

Dream Wide Awake

The three promises to live and achieve by A different way to approach goals that brings out what is really holding you back The five areas of wishful thinking and how to surpass with inspired action The six areas of fearful thinking and how to overcome with courageous intent

Entertainment, Meals & Travel Expenses: Review & Update

Definition of what qualifies as an entertainment expense Strategies to deduct business entertainment expenses Deductibility of meals Situations not subject to the 50% meals and entertainment reduction How to handle automobile issues related to employer-provided parking Proper accounting for deductible vs. non-deductible expenditures The four steps to analyze business expenses The latest federal legislation, cases and rulings

Ethics: 10 Crucial Qualities of High-Character CPAs

Discover why the ten crucial qualities of high-character CPAs are essential to your success Learn how to evaluate these qualities in job candidates and why you must do so