Category View
2025 Member Webinars Sponsorship
4/7/2025 - 2/28/2026
Media Kit
Location: Virtual
Special Events: Pipeline Initiatives Sponsorship
4/7/2025 - 2/28/2026
Media Kit
Special Events: Young Professionals Sponsorship
4/7/2025 - 2/28/2026
Media Kit
Young Professionals: Networking & Learning
5/29/2025
Location: Fargo | Minot
2025 Management Conference (In-Person Registration)
6/16/2025 - 6/17/2025
The Management Conference provides CPAs and other financial professionals who work in business and industry a chance to pause from their daily tasks and take a glimpse of the possibilities of what lies ahead. Our sessions focus on many key areas affecting you today such as management and financial issues, technology, human resources and professionalism, as well as personal development. The conference is developed by and for our CPAs in business and industry but you will find that the sessions are of interest to the business community in general. Anyone who is interested is welcome to attend.
This year's lineup features speakers such as Chris Kuehl, Dave Mitchell, Frank Ryan and Courtney Clark.
Location: Holiday Inn - Fargo
3803 13th Avenue South
Fargo, ND 58103
This is for in-person registration only!
2025 Management Conference (Live-Virtual Registration)
6/16/2025 - 6/17/2025
The Management Conference provides CPAs and other financial professionals who work in business and industry a chance to pause from their daily tasks and take a glimpse of the possibilities of what lies ahead. Our sessions focus on many key areas affecting you today such as management and financial issues, technology, human resources and professionalism, as well as personal development. The conference is developed by and for our CPAs in business and industry but you will find that the sessions are of interest to the business community in general. Anyone who is interested is welcome to attend.
This year's lineup features speakers such as Chris Kuehl, Dave Mitchell, Frank Ryan and Courtney Clark.
Location: Online
This is for virtual registration only!
2025 Management Conference Exhibitor and Sponsorship
6/16/2025 - 6/17/2025
Media Kit
Location: Holiday Inn Fargo
3803 13th Avenue South
Fargo, ND 58103
2025 Farm Tax Conference Exhibitor and Sponsorship
8/18/2025 - 8/19/2025
Location: Holiday Inn Bismarck
3903 State Street
Bismarck, ND 58501
2025 Annual Convention Exhibitor and Sponsorship
9/21/2025 - 9/23/2025
Media Kit
Location: Alerus Center
1200 S. 42nd St.
Grand Forks, ND 58201
2025 Business & Industry Miniseries Fall Sponsorship
11/13/2025 - 11/13/2025
Media Kit
Location: Virtual
2025 Technology Conference Sponsorship
12/10/2025 - 12/11/2025
Media Kit
Location: Virtual
2026 Business & Industry Miniseries Spring Sponsorship
2/12/2026 - 2/12/2026
Media Kit
Location: Virtual
2025 Member Webinars Sponsorship4/7/2025 - 2/28/2026
2025 Member Webinars Up to 10 per Year - (Live Virtual)
Sponsor a 50-minute session (1 CPE credit) educational webinar for our members. We will handle the registration, setup, and advertise the event. Topic and speaker must be pre-approved by the ND CPAS. These live webinars have an average attendance of 150 participants. The event sponsor will receive an electronic list of attendees (name, firm/company if applicable).
Would you like to exhibit at multiple events? Start by filling out this form!
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Webinar Sponsor
Media Kit
Location: Virtual
Special Events: Pipeline Initiatives Sponsorship4/7/2025 - 2/28/2026
Special Events: Pipeline Initiatives Sponsorship
If promoting the accounting profession, the value of the CPA credential, and student career pathways is of interest to you, support the ND CPAS career awareness programs. From career fairs to accounting awareness programs, the ND CPAS is working to help the next generation understand the possibilities that can come with getting their CPA - and help them get there.
K-12 Outreach
Support programs and initiatives that educate elementary, middle, and high school teachers and students across North Dakota about the accounting profession.
College Outreach
Support programs and initiatives that educate college students in North Dakota about accounting, CPE credential, and CPA careers.
Would you like to exhibit at multiple events? Start by filling out this form!
K-12 Outreach
Support programs and initiatives that educate elementary, middle, and high school teachers and students across North Dakota about the accounting profession.
College Outreach
Support programs and initiatives that educate college students in North Dakota about accounting, CPE credential, and CPA careers.
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Champion Sponsor
- Leading Sponsor
- Partner Sponsor
- Contributing Sponsor
- Supporting Sponsor
Media Kit
Special Events: Young Professionals Sponsorship4/7/2025 - 2/28/2026
Special Events: Young Professionals Sponsorship
Our young professionals events are the perfect way to get in front of young members. Becoming one of our most popular event series, we travel the state to fun and exciting places to network.
Would you like to exhibit at multiple events? Start by filling out this form!
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Champion Sponsor
- Partner Sponsor
Media Kit
Young Professionals: Networking & Learning5/29/2025
Join us for this exciting in-person event where you can connect and learn alongside fellow young professionals! Lunch will be provided, and after the informative sessions, snacks and beverages will be available for networking with your peers. (Earn 4 CPE Credits)
10:00 AM - 11:50 AM: Panel Discussion
11:50 PM - 12:50 PM: Lunch
12:50 PM - 2:30 PM: Everyone is in Sales | Trina Michels
2:30 PM - 3:30 PM: Networking!
Registration Fees (Add $20 after May 15):
Member: $75.00
Nonmember: $100.00
Student: $20.00
Meet Trina Michels:
Trina Michels is the Director of Technology Sales at Eide Bailly. A North Dakota native, a background in finance, and single mom of two, she balances leadership, family, and a passion for making a lasting impact. A natural networker she enjoys helping businesses drive meaningful outcomes with technology solutions.
Location: Fargo | Minot
2025 Management Conference (In-Person Registration)6/16/2025 - 6/17/2025
*In-person attendance registration*
The Management Conference provides CPAs and other financial professionals who work in business and industry a chance to pause from their daily tasks and take a glimpse of the possibilities of what lies ahead. Our sessions focus on many key areas affecting you today such as management and financial issues, technology, human resources and professionalism, as well as personal development. The conference is developed by and for our CPAs in business and industry but you will find that the sessions are of interest to the business community in general. Anyone who is interested is welcome to attend.
This year's lineup features speakers such as Chris Kuehl, Dave Mitchell, Frank Ryan and Courtney Clark.
Location: Holiday Inn - Fargo
3803 13th Avenue South
Fargo, ND 58103
This is for in-person registration only!
2025 Management Conference (Live-Virtual Registration)6/16/2025 - 6/17/2025
*This is for virtual attendance*
The Management Conference provides CPAs and other financial professionals who work in business and industry a chance to pause from their daily tasks and take a glimpse of the possibilities of what lies ahead. Our sessions focus on many key areas affecting you today such as management and financial issues, technology, human resources and professionalism, as well as personal development. The conference is developed by and for our CPAs in business and industry but you will find that the sessions are of interest to the business community in general. Anyone who is interested is welcome to attend.
This year's lineup features speakers such as Chris Kuehl, Dave Mitchell, Frank Ryan and Courtney Clark.
Location: Online
This is for virtual registration only!
2025 Management Conference Exhibitor and Sponsorship6/16/2025 - 6/17/2025
2025 Management Conference Exhibitor and Sponsorship: June 16-17 (Fargo & Live Virtual)
The Management Conference is our most highly-attended event. We are anticipating an attendance of approximately 300 participants. This conference is developed for CPAs and other financial professionals who work within business and industry. Generally there are very few CPAs from public accounting. Attendees come from North Dakota, Minnesota, and South Dakota.
Would you like to exhibit at multiple events? Start by filling out this form!
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Conference Sponsor*
- Keynote Speaker*
- Lunch/Breakfast Sponsor
- Social/Happy Hour
- Break Sponsor
- Exhibit Booth
- Handout
Media Kit
Location: Holiday Inn Fargo
3803 13th Avenue South
Fargo, ND 58103
2025 Farm Tax Conference Exhibitor and Sponsorship8/18/2025 - 8/19/2025
2025 Farm Tax Conference Exhibitor and Sponsorship: August 18-19, 2025 (Bismarck & Live Virtual)
The Farm Tax Conference is an event designed for practitioners with clientele who are farmers or ranchers. We are anticipating an attendance of approximately 100 participants.
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Conference Sponsor*
- Keynote Speaker*
- Lunch/Breakfast Sponsor
- Social/Happy Hour
- Break Sponsor
- Exhibit Booth
* Limited availability.
Media Kit
Media Kit
Location: Holiday Inn Bismarck
3903 State Street
Bismarck, ND 58501
2025 Annual Convention Exhibitor and Sponsorship9/21/2025 - 9/23/2025
Annual CPA Convention Exhibitor and Sponsorship: September 21-23, 2025 (Grand Forks & Live Virtual)
The Annual Convention is our longest running event. We are anticipating an attendance of approximately 200 participants. This conference is designed for CPAs in both public practice and private industry. Most attendees are CPAs from North Dakota.
Would you like to exhibit at multiple events? Start by filling out this form!
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Conference Sponsor*
- Keynote Speaker*
- Lunch/Breakfast Sponsor
- Hospitality Room
- Social/Happy Hour
- Break Sponsor
- Exhibit Booth (Mon/Tue/Wed)
- Handout
- Golf Hole
Media Kit
Location: Alerus Center
1200 S. 42nd St.
Grand Forks, ND 58201
2025 Business & Industry Miniseries Fall Sponsorship11/13/2025 - 11/13/2025
2025 Business & Industry Miniseries Fall Sponsorship: November 13, 2025 (Live Virtual)
The Business and Industry Miniseries is a one-day virtual event designed to enhance CPAs in business and industry's leadership and analytical skills in the fields of accounting and finance. For this event, we partner with other state societies and have an average attendance of 40 participants.
Would you like to exhibit at multiple events? Start by filling out this form!
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Mini-Series Sponsor*
Media Kit
Location: Virtual
2025 Technology Conference Sponsorship12/10/2025 - 12/11/2025
2025 Technology Conference Sponsorship: December 10-11 (Live Virtual)
This will be the 19th year we have hosted our annual Technology Conference. This is a fully virtual event with approximately 30 participants. The conference is designed and taught by K2 Enterprises.
Would you like to exhibit at multiple events? Start by filling out this form!
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Technology Sponsor*
Media Kit
Location: Virtual
2026 Business & Industry Miniseries Spring Sponsorship2/12/2026 - 2/12/2026
2026 Business & Industry Miniseries Spring Sponsorship: February 12, 2026 (Live Virtual)
The Business and Industry Miniseries is a one-day virtual event designed to enhance CPAs in business and industry's leadership and analytical skills in the fields of accounting and finance. For this event, we partner with other state societies and have an average attendance of 40 participants.
Would you like to exhibit at multiple events? Start by filling out this form!
Would you like to exhibit at multiple events? Start by filling out this form!
Sponsorship Opportunities:
- Mini-Series Sponsor*
Media Kit
Location: Virtual
Surgent's Unlimited Plus Package
1/1/2025 - 12/31/2025
Location: PLSS-9999-01-SSDL
1/1/2025 - 12/31/2025
Get the best value CPE package on the market. For one low price, enjoy 12 months of access to every Surgent CPE course in every online format--plus unlimited CPE credits! This is the only package that includes premium courses, such as our late-breaking tax updates and specialized courses. Order now and you'll receive access instructions via email, so you'll be able to start.
Package includes 12 months of access to:
- Over 10,000 credits to choose from
- 8,500+ live webinars
- 1000+ self-study PDF courses
- 1,300+ on-demand webcasts
- Surgent's exclusive premium courses
Pricing: As a member, you pay just $625.00 – 30% off Surgent’s retail price!
Why Choose the Unlimited Plus Package?
Get the best value CPE package on the market. For one low price, enjoy 12 months of access to every Surgent CPE course in every online format--plus unlimited CPE credits! This is the only package that includes premium courses, such as our late-breaking updates, specialized courses, and our Weekly Expert Hour.
Order now and you'll receive access instructions via email from info@surgent.com. You'll be able to start registering for live webinars and accessing self-study courses right away. Earn as much CPE and explore as many topics as you'd like for one full year from the date of purchase.
What Is Included in the Package? Show all - https://www.surgentcpe.com/search-all-cpe-courses?Readyforsale=Yes&Includedinunlp=
Webinar - https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlp=
Self-Study – https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinunlp=
Location: PLSS-9999-01-SSDL
Surgent's Unlimited Self-Study Package
1/1/2025 - 12/31/2025
Location: LIBS-9999-01-SSDL Unlimited Library packages (LIBS)
1/1/2025 - 12/31/2025
Surgent's Unlimited Self-Study Package
Surgent's Unlimited Self-Study Package includes every PDF download course in Surgent’s catalog – over 250 courses, each from 2-16 credits.
As a member, you pay just $380.00 30% off Surgent’s retail price!
Get 12 months of access to the most practical guidance and analysis in the industry in the form of downloadable pdfs. With over 250 courses, including ethics, accompanied by reference materials, you can learn anytime, anywhere at a pace that works for you.
And when you’re ready, take the test with instant results and immediate certificate delivery. Order today and immediately start downloading the course material you need for the next 12 months.
Package includes annual access to:
- 1,000+ credits
- 250+ PDF courses
- Downloadable course material and supplements
- CPE certificate delivery within 24 hours
What’s included? Click here to view the current course list:
https://www.surgentcpe.com/cpe-courses/self-study?Readyforsale=Yes&Includedinlibr=True&sref
Location: LIBS-9999-01-SSDL Unlimited Library packages (LIBS)
Surgent's Unlimited Webinar Package
1/1/2025 - 12/31/2025
All Surgent webinars feature high-quality audio and video, plus an easy-to-use attendance verification system (you'll just need to click the screen when prompted to verify that you're watching).
Technical support and interactive Q&A are available throughout all webinars.
Order a package now and you'll instructions via email from info@surgent.com. You'll be able to start registering for live webinars courses right away.
Location: UNWS-9999-01-WEBNR
1/1/2025 - 12/31/2025
Surgent's Unlimited Webinar Package
Surgent's Unlimited Webinar Package get unlimited access to our webinar catalog.
With 40+ webinars offered every week, including weekends, airing at a variety of convenient times throughout the day and evening, you’ll never have to worry about our webinars fitting in your schedule. And with the most modern webinar platform in the industry and interactive courses with renowned expert discussion leaders you’ll get the guidance and analysis you need with an unmatched customer experience.
As a member, you pay just $520.00 – 30% off Surgent’s retail price!
Why Choose the Unlimited Webinar Package?
Includes 12 month of access to:
- 8,000+ credits
- 2,100+ live webinars
- Interactive Q&A with renowned subject matter experts
- Downloadable course material and supplements
- Certificate delivery within 24 hours
All Surgent webinars feature high-quality audio and video, plus an easy-to-use attendance verification system (you'll just need to click the screen when prompted to verify that you're watching).
Technical support and interactive Q&A are available throughout all webinars.
Order a package now and you'll instructions via email from info@surgent.com. You'll be able to start registering for live webinars courses right away.
What's Included? Click here to view the current course list:
https://www.surgentcpe.com/cpe-courses/webinars#/?Readyforsale=Yes&Includedinunlm=True&sref=
* Note: this package does not include premium webinar
Location: UNWS-9999-01-WEBNR
Live Webinar K2’s Artificial Intelligence For Accounting And Financial Professionals
5/19/2025
Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.
Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.
Major Topics:
• Exploring AI applications in accounting and finance
• Understanding AI features in everyday tools
• Embracing the future: AI's impact on finance and accounting
Learning Objectives:
• Recognize essential components of Artificial Intelligence
• Distinguish AI, Machine Learning, and Robotic Process Automation
• Explore practical AI applications in accounting and finance
• Identify AI features in applications like Excel
• Evaluate AI's impact on accounting and financial fields
Who Should Attend: Accounting and financial professionals seeking to learn how to use Artificial Intelligence to work more efficiently and improve business processes
Program Level: Basic
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: None
Location: Virtual
5/19/2025
Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.
Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.
Major Topics:
• Exploring AI applications in accounting and finance
• Understanding AI features in everyday tools
• Embracing the future: AI's impact on finance and accounting
Learning Objectives:
• Recognize essential components of Artificial Intelligence
• Distinguish AI, Machine Learning, and Robotic Process Automation
• Explore practical AI applications in accounting and finance
• Identify AI features in applications like Excel
• Evaluate AI's impact on accounting and financial fields
Who Should Attend: Accounting and financial professionals seeking to learn how to use Artificial Intelligence to work more efficiently and improve business processes
Program Level: Basic
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: None
Location: Virtual
Live Webinar K2’s Technology Update
5/19/2025
Which technology trends will impact you and your business? What emerging technologies will potentially help you to address security and efficiency? How will the emergence of Windows 11 affect you? Should you consider subscription-based software? What does the future of communication technology have in store for you? Get answers to these and other questions by participating in K2’s Technology Update, a four-hour review of technology trends and developments affecting virtually all business professionals.
In this session, you will learn about significant issues such as:
• Hardware trends,
• Software innovations,
• Communication and collaboration tools,
• Security issues and solutions,
• Key products to consider for implementation, and
• Unusual and emerging technologies you may have missed.
If you’re taking just one technology-focused training session this year, this should be it!
Major Topics:
• Developments in hardware and software
• Options for communicating and collaborating more effectively
• Addressing cybersecurity issues
Learning Objectives:
• Identify major hardware trends and software developments
• List examples of technologies that can improve communications and data transfers
• Differentiate between various communication tools and platforms
• List key security issues and identify appropriate responses
Who Should Attend: Business professionals and advisors seeking to learn more about technologies impacting accounting and financial professionals
Program Level: Basic
Field of Study: Information Technology (4 CPE)
Prerequisites: General understanding of technology in business settings
Location: Virtual
5/19/2025
Which technology trends will impact you and your business? What emerging technologies will potentially help you to address security and efficiency? How will the emergence of Windows 11 affect you? Should you consider subscription-based software? What does the future of communication technology have in store for you? Get answers to these and other questions by participating in K2’s Technology Update, a four-hour review of technology trends and developments affecting virtually all business professionals.
In this session, you will learn about significant issues such as:
• Hardware trends,
• Software innovations,
• Communication and collaboration tools,
• Security issues and solutions,
• Key products to consider for implementation, and
• Unusual and emerging technologies you may have missed.
If you’re taking just one technology-focused training session this year, this should be it!
Major Topics:
• Developments in hardware and software
• Options for communicating and collaborating more effectively
• Addressing cybersecurity issues
Learning Objectives:
• Identify major hardware trends and software developments
• List examples of technologies that can improve communications and data transfers
• Differentiate between various communication tools and platforms
• List key security issues and identify appropriate responses
Who Should Attend: Business professionals and advisors seeking to learn more about technologies impacting accounting and financial professionals
Program Level: Basic
Field of Study: Information Technology (4 CPE)
Prerequisites: General understanding of technology in business settings
Location: Virtual
MNCPA Audits of Employee Benefit Plans Conference (25CF - EBPA)
5/19/2025
Description:
Tackle employee benefit plans with confidence at the MNCPA Audits of Employee Benefit Plans Conference. Dive into case studies on audit pitfalls to avoid common mistakes and apply practical solutions. Gain a deeper understanding of ESOPs and how they differ from typical 401(k) audits. Learn about the various types of audits and identify the tripping points to navigate challenges effectively. Choose your ideal way to attend — either in-person or via livestream.
Designed for: CPAs, auditors and other financial professionals who are responsible for auditing employee benefit plans
Prerequisites: None
Advanced Prep: None
Level: Update
8 CPE
A1. Department of Labor Update
Speaker: Speaker(s) TBD
Field of study: Auditing - Technical (1.5)
Description:
The Department of Labor has been invited to speak for the Audits of Employee Benefit Plans Conference as they have been for the past several years. Due to extenuating circumstances their participation this year is tentative. We may have a back-up presentation in lieu of the Department of Labor.
9:30 am - 10:45 am
B1. Audit Pitfalls: Experiences From the Field
Speakers: Alicia Schmidt, CPA and Debbie Smith
Field of study Auditing - Technical (1.5)
Description:
Audit challenges are inevitable — but learning from real-world cases can help auditors navigate them more effectively. Unpack key lessons from recent standard implementations and common employee benefit plan audit pitfalls. Through a case study approach, gain valuable insights into how to identify, respond to and mitigate these challenges while ensuring compliance with professional standards.
11:00 am - 11:50 am
C1. Plan Documentation and Retention Policies
Speaker: Debra Linder, JD/MA, CPA
Field of study: Auditing - Technical (1)
Description:
Proper documentation is the foundation of retirement plan administration and audits. Explore the types of plan documents auditors commonly encounter, the records plan sponsors should maintain and best practices for retention. Stay ahead of evolving regulations with an update on SECURE 2.0 and the DOL’s Voluntary Fiduciary Correction Program. Gain the knowledge needed to ensure compliance and improve audit efficiency.
12:40 pm - 1:55 pm
D1. Navigating SOC 1 Reports: A Guide for Employee Benefit Plan Audits
Speaker: Rachel Rafik
Field of study: Auditing - Technical (1.5)
Description:
SOC 1 reports play a crucial role in employee benefit plan audits, but how should auditors use them effectively? This session provides a deep dive into SOC 1 reports, their key components, and how they differ from SOC 2 reports. Learn how to assess subservice organizations, identify critical service providers, and address exceptions and report qualifications. Elevate your audit approach with a stronger grasp of SOC 1 reports and their impact.
2:10 pm - 3:00 pm
E1. Unique Considerations for Auditing DB Plans and ESOPs
Speaker: Marjorie Heap, CPA
Field of study: Auditing - Technical (1)
Description:
Defined benefit plans and employee stock ownership plans come with distinct audit challenges. Examine the complexities that set these audits apart from traditional 401(k) plan audits. Explore the heightened risks, the role of specialists and the specific reporting requirements unique to these plans. Gain a clearer understanding of best practices to navigate these high-risk audits with confidence.
3:15 pm - 4:30 pm
F1. Panel Discussion: Ask the Experts
Speakers: Marjorie Heap, CPA, Rachel Rafik, Alicia Schmidt, CPA, Speaker(s) TBD
Field of study: Auditing - Technical (1.5)
Description:
Experts share their insights on the latest developments, common pitfalls and best practices in auditing employee benefit plans. Gain practical strategies for addressing regulatory updates, improving audit quality and mitigating risk. Whether you’re an experienced auditor or new to the field, gain valuable perspectives to help you stay ahead in an ever-changing landscape.
Marjorie Heap, CPA | Eide Bailly LLP | Minneapolis, MN
Marjorie H. Heap, CPA, a senior manager with Eide Bailly, LLP, has experience in all phases of employee benefit plan engagements including planning, execution and quality control. In addition, she has a wide variety of public accounting experience covering all levels of financial statement service across several industries, developing and teaching training programs, and involvement in various levels of firm quality control.
Debra Linder, JD/MA, CPA | Fredrikson & Byron, P.A. | Minneapolis, MN
Debra J. Linder, JD/MA, CPA, is the Chair of the Compensation Planning & Employee Benefits Group at Fredrikson & Byron, P.A. She advises public, private and tax-exempt employers on plan design, administration and compliance for retirement plans, health and welfare plans, ESOPs and executive compensation programs. Debra frequently speaks on employee benefits law and is admitted to the Minnesota, Iowa and North Dakota Bars. She earned her law degree with the highest distinction from the University of Iowa.
Rachel Rafik | Grant Thornton LLP | Oklahoma City, OK
Rachel Rafik is a Managing Director and Center for Excellence Leader for Employee Benefit Plan Audits at Grant Thornton, with over 18 years of experience in the EBP industry. She manages complex benefit plan audits nationwide, including defined contribution, defined benefit and ESOPs. Rachel leads Grant Thornton’s Employee Benefit Plan SOC 1 project and plays a key role in developing national training programs. She holds a Bachelor of Science in Accounting and a Bachelor of Business Administration in Finance from the University of Central Oklahoma.
Alicia Schmidt, CPA | CliftonLarsonAllen LLP | Minneapolis, MN
Alicia Schmidt, CPA is a principal in CliftonLarsonAllen’s national assurance technical group with over 20 years of public accounting experience. She leads quality control, monitoring activities, technical reviews and consultations for CLA’s employee benefit plan assurance practice. Alicia has extensive experience auditing single, multiple and multi-employer benefit plans and works closely with the DOL on routine inspections. She serves on the AICPA Employee Benefit Plan Expert Panel and contributes to key industry guidance updates.
Debbie Smith | Grant Thornton LLP | Chicago, IL
Debbie Smith, CPA is a client-serving partner at Grant Thornton LLP and a member of the firm’s national professional standards group, specializing in employee benefit plan audits. With over 35 years of experience — 30 focused exclusively on EBP audits — she serves as a technical resource and quality leader for the firm’s EBP audit practice. Debbie is the current chairperson of the AICPA’s Employee Benefit Plan Audit Quality Center and has served on multiple industry committees, task forces and advisory panels, including the U.S. Department of Labor’s ERISA Advisory Council.
Location: Online
5/19/2025
Description:
Tackle employee benefit plans with confidence at the MNCPA Audits of Employee Benefit Plans Conference. Dive into case studies on audit pitfalls to avoid common mistakes and apply practical solutions. Gain a deeper understanding of ESOPs and how they differ from typical 401(k) audits. Learn about the various types of audits and identify the tripping points to navigate challenges effectively. Choose your ideal way to attend — either in-person or via livestream.
Designed for: CPAs, auditors and other financial professionals who are responsible for auditing employee benefit plans
Prerequisites: None
Advanced Prep: None
Level: Update
8 CPE
Sessions:
8:00 am - 9:15 amA1. Department of Labor Update
Speaker: Speaker(s) TBD
Field of study: Auditing - Technical (1.5)
Description:
The Department of Labor has been invited to speak for the Audits of Employee Benefit Plans Conference as they have been for the past several years. Due to extenuating circumstances their participation this year is tentative. We may have a back-up presentation in lieu of the Department of Labor.
9:30 am - 10:45 am
B1. Audit Pitfalls: Experiences From the Field
Speakers: Alicia Schmidt, CPA and Debbie Smith
Field of study Auditing - Technical (1.5)
Description:
Audit challenges are inevitable — but learning from real-world cases can help auditors navigate them more effectively. Unpack key lessons from recent standard implementations and common employee benefit plan audit pitfalls. Through a case study approach, gain valuable insights into how to identify, respond to and mitigate these challenges while ensuring compliance with professional standards.
11:00 am - 11:50 am
C1. Plan Documentation and Retention Policies
Speaker: Debra Linder, JD/MA, CPA
Field of study: Auditing - Technical (1)
Description:
Proper documentation is the foundation of retirement plan administration and audits. Explore the types of plan documents auditors commonly encounter, the records plan sponsors should maintain and best practices for retention. Stay ahead of evolving regulations with an update on SECURE 2.0 and the DOL’s Voluntary Fiduciary Correction Program. Gain the knowledge needed to ensure compliance and improve audit efficiency.
12:40 pm - 1:55 pm
D1. Navigating SOC 1 Reports: A Guide for Employee Benefit Plan Audits
Speaker: Rachel Rafik
Field of study: Auditing - Technical (1.5)
Description:
SOC 1 reports play a crucial role in employee benefit plan audits, but how should auditors use them effectively? This session provides a deep dive into SOC 1 reports, their key components, and how they differ from SOC 2 reports. Learn how to assess subservice organizations, identify critical service providers, and address exceptions and report qualifications. Elevate your audit approach with a stronger grasp of SOC 1 reports and their impact.
2:10 pm - 3:00 pm
E1. Unique Considerations for Auditing DB Plans and ESOPs
Speaker: Marjorie Heap, CPA
Field of study: Auditing - Technical (1)
Description:
Defined benefit plans and employee stock ownership plans come with distinct audit challenges. Examine the complexities that set these audits apart from traditional 401(k) plan audits. Explore the heightened risks, the role of specialists and the specific reporting requirements unique to these plans. Gain a clearer understanding of best practices to navigate these high-risk audits with confidence.
3:15 pm - 4:30 pm
F1. Panel Discussion: Ask the Experts
Speakers: Marjorie Heap, CPA, Rachel Rafik, Alicia Schmidt, CPA, Speaker(s) TBD
Field of study: Auditing - Technical (1.5)
Description:
Experts share their insights on the latest developments, common pitfalls and best practices in auditing employee benefit plans. Gain practical strategies for addressing regulatory updates, improving audit quality and mitigating risk. Whether you’re an experienced auditor or new to the field, gain valuable perspectives to help you stay ahead in an ever-changing landscape.
Speakers:
Marjorie Heap, CPA | Eide Bailly LLP | Minneapolis, MN
Marjorie H. Heap, CPA, a senior manager with Eide Bailly, LLP, has experience in all phases of employee benefit plan engagements including planning, execution and quality control. In addition, she has a wide variety of public accounting experience covering all levels of financial statement service across several industries, developing and teaching training programs, and involvement in various levels of firm quality control.
Debra Linder, JD/MA, CPA | Fredrikson & Byron, P.A. | Minneapolis, MN
Debra J. Linder, JD/MA, CPA, is the Chair of the Compensation Planning & Employee Benefits Group at Fredrikson & Byron, P.A. She advises public, private and tax-exempt employers on plan design, administration and compliance for retirement plans, health and welfare plans, ESOPs and executive compensation programs. Debra frequently speaks on employee benefits law and is admitted to the Minnesota, Iowa and North Dakota Bars. She earned her law degree with the highest distinction from the University of Iowa.
Rachel Rafik | Grant Thornton LLP | Oklahoma City, OK
Rachel Rafik is a Managing Director and Center for Excellence Leader for Employee Benefit Plan Audits at Grant Thornton, with over 18 years of experience in the EBP industry. She manages complex benefit plan audits nationwide, including defined contribution, defined benefit and ESOPs. Rachel leads Grant Thornton’s Employee Benefit Plan SOC 1 project and plays a key role in developing national training programs. She holds a Bachelor of Science in Accounting and a Bachelor of Business Administration in Finance from the University of Central Oklahoma.
Alicia Schmidt, CPA | CliftonLarsonAllen LLP | Minneapolis, MN
Alicia Schmidt, CPA is a principal in CliftonLarsonAllen’s national assurance technical group with over 20 years of public accounting experience. She leads quality control, monitoring activities, technical reviews and consultations for CLA’s employee benefit plan assurance practice. Alicia has extensive experience auditing single, multiple and multi-employer benefit plans and works closely with the DOL on routine inspections. She serves on the AICPA Employee Benefit Plan Expert Panel and contributes to key industry guidance updates.
Debbie Smith | Grant Thornton LLP | Chicago, IL
Debbie Smith, CPA is a client-serving partner at Grant Thornton LLP and a member of the firm’s national professional standards group, specializing in employee benefit plan audits. With over 35 years of experience — 30 focused exclusively on EBP audits — she serves as a technical resource and quality leader for the firm’s EBP audit practice. Debbie is the current chairperson of the AICPA’s Employee Benefit Plan Audit Quality Center and has served on multiple industry committees, task forces and advisory panels, including the U.S. Department of Labor’s ERISA Advisory Council.
Location: Online
Live Webinar K2’s Advanced QuickBooks Tips And Techniques
5/20/2025
The QuickBooks platform – including the desktop and online environments – is one of the leading accounting solutions for small and growing businesses. Further, Intuit has incorporated numerous advanced features and changes into the tools over the past few releases. This seminar will teach you how to use many new and advanced features in the desktop and online environments to help you solve critical issues. For example, you will learn advanced inventory management techniques, including changing the default costing methodology and implementing lot and serial number tracking. You will also learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Additionally, you will learn how to use the Client Data Review feature to streamline how to identify and correct errors and close accounting periods in QuickBooks.
Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. So, take advantage of this opportunity to learn about QuickBooks’ “deep” features to maximize your effectiveness with QuickBooks.
Major Topics:
• Tips for improving efficiency with QuickBooks and QuickBooks Online
• Better reporting when working in QuickBooks environments
• Tips for cleaning up QuickBooks and QuickBooks Online instances
• Managing inventory more effectively when working with QuickBooks and QuickBooks Online
Learning Objectives:
• Identify techniques for handling advanced reporting issues, including the QuickBooks Statement Writer, QuickBooks Online Management Reports, linking QuickBooks data into other applications via Open Database Connectivity, and multi-company reporting
• Manage inventory more effectively in QuickBooks, including using Items, changing inventory costing methodologies, creating Assembly items, adjusting inventory quantities and valuations, and listing the advantages associated with QuickBooks’ Advanced Inventory feature
• Differentiate between various techniques for exchanging QuickBooks data with others, including QuickBooks Accountants’ Copy feature, Portable Company Files, and backup files
• Utilize QuickBooks’ Client Data Review feature to streamline the process of cleaning up QuickBooks data files and closing accounting periods
Who Should Attend: Accounting and financial professionals seeking to learn how to use Artificial Intelligence to work more efficiently and improve business processes
Program Level: Advanced
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental knowledge of QuickBooks and QuickBooks Online
Location: Virtual
5/20/2025
The QuickBooks platform – including the desktop and online environments – is one of the leading accounting solutions for small and growing businesses. Further, Intuit has incorporated numerous advanced features and changes into the tools over the past few releases. This seminar will teach you how to use many new and advanced features in the desktop and online environments to help you solve critical issues. For example, you will learn advanced inventory management techniques, including changing the default costing methodology and implementing lot and serial number tracking. You will also learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Additionally, you will learn how to use the Client Data Review feature to streamline how to identify and correct errors and close accounting periods in QuickBooks.
Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. So, take advantage of this opportunity to learn about QuickBooks’ “deep” features to maximize your effectiveness with QuickBooks.
Major Topics:
• Tips for improving efficiency with QuickBooks and QuickBooks Online
• Better reporting when working in QuickBooks environments
• Tips for cleaning up QuickBooks and QuickBooks Online instances
• Managing inventory more effectively when working with QuickBooks and QuickBooks Online
Learning Objectives:
• Identify techniques for handling advanced reporting issues, including the QuickBooks Statement Writer, QuickBooks Online Management Reports, linking QuickBooks data into other applications via Open Database Connectivity, and multi-company reporting
• Manage inventory more effectively in QuickBooks, including using Items, changing inventory costing methodologies, creating Assembly items, adjusting inventory quantities and valuations, and listing the advantages associated with QuickBooks’ Advanced Inventory feature
• Differentiate between various techniques for exchanging QuickBooks data with others, including QuickBooks Accountants’ Copy feature, Portable Company Files, and backup files
• Utilize QuickBooks’ Client Data Review feature to streamline the process of cleaning up QuickBooks data files and closing accounting periods
Who Should Attend: Accounting and financial professionals seeking to learn how to use Artificial Intelligence to work more efficiently and improve business processes
Program Level: Advanced
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental knowledge of QuickBooks and QuickBooks Online
Location: Virtual
Live Webinar K2’s Excel Charting And Visualizations
5/20/2025
Charts and graphs are nothing new. However, many professionals struggle with building compelling visualizations. If that statement describes you, participate in this session to improve your skills in creating Excel charts and other visualizations. As a result, you will create visualizations to enhance your communication skills.
This session is much more than just a seminar on fundamental charts. Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing – three qualities that will help to ensure that your readers and audience will understand the data you are presenting. This seminar is a must if you want to improve your communication skills.
Major Topics:
• Understanding the best types of visualizations to use in specific situations
• Creating compelling visualizations using Excel
• Adding interactivity to your Excel-based visualizations
Learning Objectives:
• Identify the types of visualizations that you should use to communicate specific messages
• List the steps to creating compelling visualizations in Excel and other Microsoft Office applications
• Identify options for creating interactive visualizations
• Utilize Sparklines and Conditional Formatting to enhance visualizations in Excel
• Identify options for linking Excel-based data and visualizations into Word and PowerPoint
Who Should Attend: CPAs and other accounting, financial, and business professionals who want to learn how to create more effective charts and visualizations in Excel
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental understanding of creating charts in Microsoft Office applications
Location: Virtual
5/20/2025
Charts and graphs are nothing new. However, many professionals struggle with building compelling visualizations. If that statement describes you, participate in this session to improve your skills in creating Excel charts and other visualizations. As a result, you will create visualizations to enhance your communication skills.
This session is much more than just a seminar on fundamental charts. Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing – three qualities that will help to ensure that your readers and audience will understand the data you are presenting. This seminar is a must if you want to improve your communication skills.
Major Topics:
• Understanding the best types of visualizations to use in specific situations
• Creating compelling visualizations using Excel
• Adding interactivity to your Excel-based visualizations
Learning Objectives:
• Identify the types of visualizations that you should use to communicate specific messages
• List the steps to creating compelling visualizations in Excel and other Microsoft Office applications
• Identify options for creating interactive visualizations
• Utilize Sparklines and Conditional Formatting to enhance visualizations in Excel
• Identify options for linking Excel-based data and visualizations into Word and PowerPoint
Who Should Attend: CPAs and other accounting, financial, and business professionals who want to learn how to create more effective charts and visualizations in Excel
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental understanding of creating charts in Microsoft Office applications
Location: Virtual
MNCPA AI Unboxed: Exploring the Power and Potential of AI
5/22/2025
Location: Online
5/22/2025
Whether you're a beginner or looking to deepen your understanding of artificial intelligence (AI), this webinar will provide you with insights into how AI is shaping industries, enhancing decision-making, and driving innovation across the globe. From real-world applications in accounting to future trends, join us as we explore the opportunities and challenges AI presents in today's rapidly evolving technological landscape.
Major subjects:
- Introduction to artificial intelligence
- AI tools and technologies
- AI applications in accounting
- Ethical considerations in AI
- Getting started with AI
- Understand the fundamentals of AI
- Identify real-world applications of AI
- Recognize key AI technologies and tools
- Build a foundation in AI skills
Designed for: Accounting and financial professionals seeking to learn how to use artificial intelligence to improve business processes
Credits: 1.5 (NASBA FOS: Information Technology)
Speakers: Jennifer Elder and Tommy Stephens
Prerequisites: None
Level: Basic
Member Price: $75
Non-member Price: $105
Location: Online
MNCPA AI Unboxed: Member Bundle
5/22/2025
Prerequisites: None
Level: Basic
Session 2:
Date: May 29
Time: 9 – 10:15 a.m. Central
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Tommy Stephens
AI Unboxed: Using AI and Excel
Master the powerful combination of artificial intelligence (AI) and Excel. Learn how to enhance your Excel skills with AI-driven tools to automate tasks, analyze data, and uncover hidden insights. Find out how AI can supercharge your spreadsheets, streamline workflows and improve decision-making by transforming complex data into actionable intelligence. Whether you’re handling large datasets or looking to simplify routine tasks, this course will help you harness the full potential of AI and Excel to boost your productivity and efficiency!
Major subjects:
Prerequisites:
Session 3:
Date: June 5
Time: 9 – 10:15 a.m. Central
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Tommy Stephens
AI Unboxed: Financial Statement Analysis with AI
Use the power of artificial intelligence (AI) to streamline financial analysis, uncover deeper insights, and enhance decision-making. Learn how to leverage AI tools to analyze financial statements more efficiently, identify trends and anomalies, and make data-driven recommendations with confidence. Gain cutting-edge techniques to elevate your financial analysis to drive strategic outcomes.
Major subjects:
Prerequisites:
Session 4:
Date: June 12
Time: 9 – 10:15 a.m. Central
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Jennifer Elder
AI Unboxed: Using AI to Research and Report
Unlock the power of artificial intelligence (AI) to enhance your research and reporting by learning how to leverage AI tools to gather data, analyze trends, and create compelling, data-driven reports in a fraction of the time. Gain cutting-edge techniques to streamline your research process, ensure accuracy, and generate impactful insights.
Major subjects:
Location: Online
Registration ends on 5/22/2025
5/22/2025
Members Only Bundle: $250 for all 4 Webinars
Session 1:
Date: May 22
Time: 9 – 10:15 a.m. Central
Credits: 1.5 (NASBA FOS: Information Technology)
Speakers: Jennifer Elder and Tommy Stephens
AI Unboxed: Exploring the Power and Potential of AI (Webinar)
Whether you're a beginner or looking to deepen your understanding of artificial intelligence (AI), this webinar will provide you with insights into how AI is shaping industries, enhancing decision-making, and driving innovation across the globe. From real-world applications in accounting to future trends, join us as we explore the opportunities and challenges AI presents in today's rapidly evolving technological landscape.
Major subjects:
- Introduction to artificial intelligence
- AI tools and technologies
- AI applications in accounting
- Ethical considerations in AI
- Getting started with AI
- Understand the fundamentals of AI
- Identify real-world applications of AI
- Recognize key AI technologies and tools
- Build a foundation in AI skills
Prerequisites: None
Level: Basic
Session 2:
Date: May 29
Time: 9 – 10:15 a.m. Central
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Tommy Stephens
AI Unboxed: Using AI and Excel
Master the powerful combination of artificial intelligence (AI) and Excel. Learn how to enhance your Excel skills with AI-driven tools to automate tasks, analyze data, and uncover hidden insights. Find out how AI can supercharge your spreadsheets, streamline workflows and improve decision-making by transforming complex data into actionable intelligence. Whether you’re handling large datasets or looking to simplify routine tasks, this course will help you harness the full potential of AI and Excel to boost your productivity and efficiency!
Major subjects:
- AI and Excel integration
- Automating tasks with AI in Excel
- AI-enhanced data analysis in Excel
- AI for predictive modeling and forecasting in Excel
- Data visualization with AI in Excel
- Learn how AI tools and features are incorporated into Excel to enhance its functionality and usability.
- Gain skills to automate repetitive tasks such as data entry, trend recognition and insights generation in Excel.
- Understand how AI-enhanced Excel tools can be applied to accounting and finance.
Prerequisites:
- Fundamental understanding of basic AI concepts
- The ability to create AI prompts
- Understanding of the key differences between the most common AI platforms
Session 3:
Date: June 5
Time: 9 – 10:15 a.m. Central
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Tommy Stephens
AI Unboxed: Financial Statement Analysis with AI
Use the power of artificial intelligence (AI) to streamline financial analysis, uncover deeper insights, and enhance decision-making. Learn how to leverage AI tools to analyze financial statements more efficiently, identify trends and anomalies, and make data-driven recommendations with confidence. Gain cutting-edge techniques to elevate your financial analysis to drive strategic outcomes.
Major subjects:
- How AI is transforming financial statement analysis
- Automating financial data collection and processing
- Detecting anomalies and trends with AI
- Predictive analytics and forecasting
- Enhancing reporting and visualization with AI
- Understand AI’s role in financial analysis.
- Gain skills to use AI for efficiently gathering and processing financial data from statements and other sources.
- Develop the ability to leverage AI for analyzing key financial statements, ratios and performance metrics.
Prerequisites:
- Comprehension of basic AI capabilities and concepts
- Fundamental understanding of privacy and security risks
- Understanding of basic Excel commands
Session 4:
Date: June 12
Time: 9 – 10:15 a.m. Central
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Jennifer Elder
AI Unboxed: Using AI to Research and Report
Unlock the power of artificial intelligence (AI) to enhance your research and reporting by learning how to leverage AI tools to gather data, analyze trends, and create compelling, data-driven reports in a fraction of the time. Gain cutting-edge techniques to streamline your research process, ensure accuracy, and generate impactful insights.
Major subjects:
- AI for data collection and analysis
- Accelerating research tasks
- AI-assisted reporting techniques
- Understand the role of AI in research in reporting
- Leverage AI for efficient data collection and analysis
- Increase efficiency of research processes with AI tools
- Implement AI in your reporting workflow
Designed for: Accounting and financial professionals seeking to learn how to use artificial intelligence to improve business processes
Prerequisites: None
Level: Basic
Location: Online
Registration ends on 5/22/2025
MNCPA AI Unboxed: Using AI and Excel
5/29/2025
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Tommy Stephens
Prerequisites:
Location: Online
5/29/2025
Master the powerful combination of artificial intelligence (AI) and Excel. Learn how to enhance your Excel skills with AI-driven tools to automate tasks, analyze data, and uncover hidden insights. Find out how AI can supercharge your spreadsheets, streamline workflows and improve decision-making by transforming complex data into actionable intelligence. Whether you’re handling large datasets or looking to simplify routine tasks, this course will help you harness the full potential of AI and Excel to boost your productivity and efficiency!
Major subjects:
- AI and Excel integration
- Automating tasks with AI in Excel
- AI-enhanced data analysis in Excel
- AI for predictive modeling and forecasting in Excel
- Data visualization with AI in Excel
- Learn how AI tools and features are incorporated into Excel to enhance its functionality and usability.
- Gain skills to automate repetitive tasks such as data entry, trend recognition and insights generation in Excel.
- Understand how AI-enhanced Excel tools can be applied to accounting and finance.
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Tommy Stephens
Prerequisites:
- Fundamental understanding of basic AI concepts
- The ability to create AI prompts
- Understanding of the key differences between the most common AI platforms
Level: Intermediate
Member Price: $75
Non-member Price: $105
Location: Online
Free Member Webinar: Current Issues in Business Ethics (2025)
6/5/2025
Boz Bostrom will provide participants with an update on business ethics issues. There will be an emphasis on discussing cases that have been in the news over the past year and focusing on what accounting and finance professionals may learn from those cases.
CPE: 2 Behavioral Ethics
Instructor: Boz Bostrom
Location: Virtual
6/5/2025
Boz Bostrom will provide participants with an update on business ethics issues. There will be an emphasis on discussing cases that have been in the news over the past year and focusing on what accounting and finance professionals may learn from those cases.
CPE: 2 Behavioral Ethics
Instructor: Boz Bostrom
Location: Virtual
MNCPA AI Unboxed: Financial Statement Analysis with AI
6/5/2025
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Tommy Stephens
Prerequisites:
Location: Online
6/5/2025
Use the power of artificial intelligence (AI) to streamline financial analysis, uncover deeper insights, and enhance decision-making. Learn how to leverage AI tools to analyze financial statements more efficiently, identify trends and anomalies, and make data-driven recommendations with confidence. Gain cutting-edge techniques to elevate your financial analysis to drive strategic outcomes.
Major subjects:
- How AI is transforming financial statement analysis
- Automating financial data collection and processing
- Detecting anomalies and trends with AI
- Predictive analytics and forecasting
- Enhancing reporting and visualization with AI
- Understand AI’s role in financial analysis.
- Gain skills to use AI for efficiently gathering and processing financial data from statements and other sources.
- Develop the ability to leverage AI for analyzing key financial statements, ratios and performance metrics.
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Tommy Stephens
Prerequisites:
- Comprehension of basic AI capabilities and concepts
- Fundamental understanding of privacy and security risks
- Understanding of basic Excel commands
Level: Intermediate
Member Price: $75
Non-member Price: $10
Location: Online
Understanding the Form 990 and its Preparation Prerequisites (Webinar)
6/10/2025
This "initiation to" the Form 990's mechanics and importance will help participants survive the onslaught of the Form 990's force-field! 80+% of the Form’s inputs and definitions fall outside of statutes and Regulations and their breadth can overwhelm novices and even experienced preparers. This course provides an easy-to-digest synopsis of the entirety of the Form’s key definitions, surveying and explaining the pertinent mechanics driving Form 990 preparation tasks.
Packed with practical tips and perspectives on data gathering, this course is a "must" gateway for beginning and intermediate preparers that will allow participants to appreciate the 990’s underlying parameters and somewhat convoluted disclosure paths.
Program Content:
Prerequisites: Familiarity with the nonprofit sector helpful, but not necessary
Developed and Instructed By: Eve Rose Borenstein, J.D. (via Eve Rose Borenstein, LLC)
6/10/2025
This "initiation to" the Form 990's mechanics and importance will help participants survive the onslaught of the Form 990's force-field! 80+% of the Form’s inputs and definitions fall outside of statutes and Regulations and their breadth can overwhelm novices and even experienced preparers. This course provides an easy-to-digest synopsis of the entirety of the Form’s key definitions, surveying and explaining the pertinent mechanics driving Form 990 preparation tasks.
Packed with practical tips and perspectives on data gathering, this course is a "must" gateway for beginning and intermediate preparers that will allow participants to appreciate the 990’s underlying parameters and somewhat convoluted disclosure paths.
Program Content:
- Overview of the Form 990's design and goals behind the Core Form’s and Schedules
- Address of the key factors that make a third-party organization a "related organization"
- Exploration of the key definitions comprising Part VII-A’s managers (i.e., “TDOKEs”): Trustee/Director (TD)/Officer (O)/Key Employee (KE) and “High 5s”, two of which categories are based upon the definition (and magnitude) of "reportable compensation"
- Understanding the definitions of "family member”, “business relationship”, "independence" and “35% controlled entity which are central to both Core Form Part VI and Schedule L
- Sequencing of the form's preparation tasks and appreciating who will likely be the providers of relevant caches of data
- Need for 990-filers to engage a filer’s Board of Directors in understanding what the completed Form 990 conveys to the public and regulators
- Appreciate the public relations and regulatory impact of the 12-page Core Form and the most-common substantive-topic Schedules
- Identify the circumstances "triggering" each of the 15 substantive-topic Schedules
- Master the six key Glossary Terms that all 990 preparers must be able to apply
- Embrace the impact of Board member’s failure to be "independent" when they are the subject directly or indirectly, of Schedule L reporting
- Discern the variety of parties most likely to be able to provide preparers with the data necessary to correctly disclose information relating to the 990's inquiries
- Recognize the value of, and discern approaches appropriate to, public relation sensitive disclosures and presenting the completed form to a filer's Board
Prerequisites: Familiarity with the nonprofit sector helpful, but not necessary
Developed and Instructed By: Eve Rose Borenstein, J.D. (via Eve Rose Borenstein, LLC)
MNCPA AI Unboxed: Using AI to Research and Report
6/12/2025
Location: Online
6/12/2025
Unlock the power of artificial intelligence (AI) to enhance your research and reporting by learning how to leverage AI tools to gather data, analyze trends, and create compelling, data-driven reports in a fraction of the time. Gain cutting-edge techniques to streamline your research process, ensure accuracy, and generate impactful insights.
Major subjects:
- AI for data collection and analysis
- Accelerating research tasks
- AI-assisted reporting techniques
- Understand the role of AI in research in reporting
- Leverage AI for efficient data collection and analysis
- Increase efficiency of research processes with AI tools
- Implement AI in your reporting workflow
Credits: 1.5 (NASBA FOS: Information Technology)
Speaker: Jennifer Elder
Designed for: Accounting and financial professionals seeking to learn how to use artificial intelligence to improve business processes
Prerequisites: None
Level: Basic
Member Price: $75
Non-member Price: $10
Location: Online
Multistate Tax Trends: Interstate Insights and Regional Perspectives
6/16/2025
Location: Webinar
6/16/2025
Navigating cross-border business and the resulting tax impacts has never been more complex. Clarify the latest developments for the Midwest with this curated event developed by Midwest state CPA societies.
Hear from a panel of tax experts from Indiana, Iowa, Illinois, Michigan, Minnesota, Nebraska, North Dakota and Wisconsin about the latest tax developments impacting multistate taxation. Speakers will walk through what’s happening in each state and how those trends impact multistate taxation in the Midwest region. Examine the latest legislative updates and how they’ll impact your short-term next steps and long-term planning strategies.
This event was developed in partnership with the Indiana, Iowa, Illinois, Michigan, Minnesota, Nebraska and North Dakota state CPA societies.
This webinar is sponsored by Avalara.
Designed for:
CPAs and financial professionals in the Midwest who work in multistate taxation or state and local taxation (SALT)
Learning objectives:
*Understand the latest multistate tax trends impacting the Midwest region
*Gain state tax insights and perspectives from Indiana, Iowa, Illinois, Michigan, Minnesota, Nebraska and North Dakota
Major subjects:
*State income taxes for partnerships, S and C Corporations, and individuals
*PTET
*Allocation apportionment and selling goods online
*SALT issues related to starting, growing, buying or selling a business
*Sales and use taxes
*Legislative updates
*Individual state highlights -- what else is happening in each state
Prerequisites: Basic understanding of multistate taxation recommended
Advanced prep: None
Location: Webinar
Live Webinar K2's Excel Best Practices
6/19/2025
As spreadsheets evolve, so must your creating, editing, and auditing practices. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel.
Today’s best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel fully.
Major Topics:
Program Level: Intermediate
Field of Study: Computer Software and Applications (8 CPE)
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
6/19/2025
As spreadsheets evolve, so must your creating, editing, and auditing practices. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel.
Today’s best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel fully.
Major Topics:
- Best practices associated with creating Excel workbooks, including managing workbooks
- How to secure Excel workbooks
- Collaboration options and best practices in Excel
- Effective reporting techniques in Excel
- List critical spreadsheet design fundamentals
- Identify techniques used to minimize data input errors
- Utilize Excel’s Table feature as a foundational component of spreadsheets
- Identify and implement three different methods for consolidating data
- Utilize various Excel features, such as Go To Special, to solve specific spreadsheet issues
- List and apply four techniques for sharing an Excel workbook and collaborating with others
- Implement different practices for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing
- Identify the advantages of working with Defined Names in Excel
- List and apply six techniques for securing Excel data
Program Level: Intermediate
Field of Study: Computer Software and Applications (8 CPE)
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
Live Webinar K2’s Next Generation Excel Reporting
6/23/2025
New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel’s “legacy” features, and you have significant new opportunities to improve your Excel-based reporting environments.
In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to format your spreadsheets quickly and efficiently to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.
Major Topics:
• 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
Learning Objectives:
• Name at least three deficiencies associated with traditional Excel-based reporting practices
• Distinguish between the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports
• Cite the steps for creating data queries and transformations using Power Query
• Identify the opportunities for managing Data Models in Power Pivot
• List the steps necessary for summarizing data from a Data Model using a PivotTable
• Specify examples of formatting options and tools that you can use to enhance the appearance of an Excel-based report
Who Should Attend: Excel users who want to improve Excel-based reporting processes to create accurate reports quickly and easily
Program Level: Intermediate
Field of Study: Accounting (8 CPE)
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
6/23/2025
New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel’s “legacy” features, and you have significant new opportunities to improve your Excel-based reporting environments.
In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to format your spreadsheets quickly and efficiently to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.
Major Topics:
• 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
Learning Objectives:
• Name at least three deficiencies associated with traditional Excel-based reporting practices
• Distinguish between the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports
• Cite the steps for creating data queries and transformations using Power Query
• Identify the opportunities for managing Data Models in Power Pivot
• List the steps necessary for summarizing data from a Data Model using a PivotTable
• Specify examples of formatting options and tools that you can use to enhance the appearance of an Excel-based report
Who Should Attend: Excel users who want to improve Excel-based reporting processes to create accurate reports quickly and easily
Program Level: Intermediate
Field of Study: Accounting (8 CPE)
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
Live Webinar K2's Better Productivity Through Artificial Intelligence & Automation Tools
6/24/2025
Artificial Intelligence (AI) and automation tools offer incredible opportunities for all business professionals to improve productivity and accuracy. For example, generative AI tools such as ChatGPT and Bard can be beneficial when conducting research or drafting reports and correspondence. Likewise, Microsoft’s Power Automate platform and similar tools such as Zapier can help you elevate efficiency to levels you may have thought unattainable. If this sounds appealing, plan to participate in this session to modernize your workflows and take advantage of these tools.
This session will teach you practical applications of today’s AI and automation tools. Moving beyond fundamental discussions, you will learn how to use AI and automation to streamline workflows, improve internal control, maximize productivity, and even improve team member morale. In addition, you will learn about some potential pitfalls associated with these technologies and how to avoid making mistakes when using these tools. In sum, this session is “must-see CPE,” and you should plan to participate in this class today.
Major Topics:
• Practical opportunities to leverage artificial intelligence and automation in business settings
• Potential risks associated with using AI and automation, including inherent ethical issues
• Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier
Learning Objectives:
• List potential benefits and risks associated with artificial intelligence and automation
• Identify examples of tasks that you can improve using AI
• List examples of how you can use Power Automate and similar tools to automate tasks
• Specify characteristics of tasks that lend themselves to automated workflows
Who Should Attend: CPAs and other accounting, financial, and business professionals who want to work more efficiently using AI and automation
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental understanding of business technologies and workflows
Location: Virtual
6/24/2025
Artificial Intelligence (AI) and automation tools offer incredible opportunities for all business professionals to improve productivity and accuracy. For example, generative AI tools such as ChatGPT and Bard can be beneficial when conducting research or drafting reports and correspondence. Likewise, Microsoft’s Power Automate platform and similar tools such as Zapier can help you elevate efficiency to levels you may have thought unattainable. If this sounds appealing, plan to participate in this session to modernize your workflows and take advantage of these tools.
This session will teach you practical applications of today’s AI and automation tools. Moving beyond fundamental discussions, you will learn how to use AI and automation to streamline workflows, improve internal control, maximize productivity, and even improve team member morale. In addition, you will learn about some potential pitfalls associated with these technologies and how to avoid making mistakes when using these tools. In sum, this session is “must-see CPE,” and you should plan to participate in this class today.
Major Topics:
• Practical opportunities to leverage artificial intelligence and automation in business settings
• Potential risks associated with using AI and automation, including inherent ethical issues
• Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier
Learning Objectives:
• List potential benefits and risks associated with artificial intelligence and automation
• Identify examples of tasks that you can improve using AI
• List examples of how you can use Power Automate and similar tools to automate tasks
• Specify characteristics of tasks that lend themselves to automated workflows
Who Should Attend: CPAs and other accounting, financial, and business professionals who want to work more efficiently using AI and automation
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental understanding of business technologies and workflows
Location: Virtual
Live Webinar K2's Ethics And Technology
6/24/2025
With the explosion of technology over the past thirty years, one fair question is, “what are the ethical considerations and impacts related to this technology?” Of course, practical technology issues such as data privacy and security undoubtedly carry ethical considerations. However, technology also affects the ethics associated with work-life balance, the digital divide, training needs, copyrights, and fraud, to name a few.
This course will teach you about “technoethics” and its implications for individuals and organizations. To that end, you will explore many current and emerging issues associated with ethics and technology, such as copyrights, cybercrimes, privacy versus security, and geo-tracking technologies. Given the profound implications of ethics and technology, this could be the most impactful session you will ever attend.
Major Topics:
• Understanding the differences between ethics, morals, and laws
• Key technology issues that can impact ethical behavior in businesses
• Examples of potential ethical conflicts precipitated by modern technologies
Learning Objectives:
• Distinguish between morals and ethics
• Define “technoethics” and identify examples of business ethics issues and how they are affected by technology
• Recognize the influence of ethics requirements in Codes of Conduct
• List at least five examples of potential ethical issues associated with leading technologies today
Who Should Attend: CPAs who desire a deeper understanding of critical ethical issues facing accountants today
Program Level: Basic
Field of Study: Behavioral Ethics (4 CPE)
Prerequisites: None
Location: Virtual
6/24/2025
With the explosion of technology over the past thirty years, one fair question is, “what are the ethical considerations and impacts related to this technology?” Of course, practical technology issues such as data privacy and security undoubtedly carry ethical considerations. However, technology also affects the ethics associated with work-life balance, the digital divide, training needs, copyrights, and fraud, to name a few.
This course will teach you about “technoethics” and its implications for individuals and organizations. To that end, you will explore many current and emerging issues associated with ethics and technology, such as copyrights, cybercrimes, privacy versus security, and geo-tracking technologies. Given the profound implications of ethics and technology, this could be the most impactful session you will ever attend.
Major Topics:
• Understanding the differences between ethics, morals, and laws
• Key technology issues that can impact ethical behavior in businesses
• Examples of potential ethical conflicts precipitated by modern technologies
Learning Objectives:
• Distinguish between morals and ethics
• Define “technoethics” and identify examples of business ethics issues and how they are affected by technology
• Recognize the influence of ethics requirements in Codes of Conduct
• List at least five examples of potential ethical issues associated with leading technologies today
Who Should Attend: CPAs who desire a deeper understanding of critical ethical issues facing accountants today
Program Level: Basic
Field of Study: Behavioral Ethics (4 CPE)
Prerequisites: None
Location: Virtual
Live Webinar K2’s QuickBooks For Accountants
6/25/2025
The QuickBooks platform is robust 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 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. Then, 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 like 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, use the audit trail, customize reports, export reports to Excel, and extend QuickBooks’ usefulness with tools such as the Fixed Asset Manager and Loan Manager.
Major Topics:
• New features in QuickBooks Desktop and Online
• Enhancing internal controls in QuickBooks-based environments
• Improving financial and operational reporting when using QuickBooks and QuickBooks Online
• Best practices for setting up companies
Learning Objectives:
• Identify appropriate responses to common QuickBooks user issues, such as closing accounting periods, eliminating payables and receivables from cash-basis financial statements, purging old transactions from QuickBooks, voiding checks in prior periods, viewing underlying debit and credit entries, and recommended end-of-period procedures
• List new features added to recent versions of QuickBooks Desktop and QuickBooks Online and apply these features; additionally, differentiate between the different products in the QuickBooks family
• Define appropriate procedures for setting up client data files in QuickBooks, including converting data from other accounting applications, creating data files, using templates, entering beginning balances, establishing user access and security rights and privileges, and establishing preferences
• Identify techniques for making reports and analyzing data in QuickBooks, including creating and customizing reports and exporting reports to Excel
• Identify situations where QuickBooks Online may be an appropriate solution for a business currently using or considering using QuickBooks
Who Should Attend: Accountants and other business professionals who use or support clients who use QuickBooks or QuickBooks Online
Program Level: Intermediate
Field of Study: 4 hours Accounting and 4 hours Computer Software and Applications
Prerequisites: Fundamental knowledge of basic QuickBooks and QuickBooks Online operations
Location: Virtual
6/25/2025
The QuickBooks platform is robust 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 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. Then, 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 like 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, use the audit trail, customize reports, export reports to Excel, and extend QuickBooks’ usefulness with tools such as the Fixed Asset Manager and Loan Manager.
Major Topics:
• New features in QuickBooks Desktop and Online
• Enhancing internal controls in QuickBooks-based environments
• Improving financial and operational reporting when using QuickBooks and QuickBooks Online
• Best practices for setting up companies
Learning Objectives:
• Identify appropriate responses to common QuickBooks user issues, such as closing accounting periods, eliminating payables and receivables from cash-basis financial statements, purging old transactions from QuickBooks, voiding checks in prior periods, viewing underlying debit and credit entries, and recommended end-of-period procedures
• List new features added to recent versions of QuickBooks Desktop and QuickBooks Online and apply these features; additionally, differentiate between the different products in the QuickBooks family
• Define appropriate procedures for setting up client data files in QuickBooks, including converting data from other accounting applications, creating data files, using templates, entering beginning balances, establishing user access and security rights and privileges, and establishing preferences
• Identify techniques for making reports and analyzing data in QuickBooks, including creating and customizing reports and exporting reports to Excel
• Identify situations where QuickBooks Online may be an appropriate solution for a business currently using or considering using QuickBooks
Who Should Attend: Accountants and other business professionals who use or support clients who use QuickBooks or QuickBooks Online
Program Level: Intermediate
Field of Study: 4 hours Accounting and 4 hours Computer Software and Applications
Prerequisites: Fundamental knowledge of basic QuickBooks and QuickBooks Online operations
Location: Virtual
Live Webinar K2’s Data Analytics For Accountants And Auditors
6/26/2025
In the world of “Big Data,” virtually all business professionals have become data analysts, at least to some extent. However, that is particularly true in auditing, where internal and external auditors increasingly turn to data analytics to identify situations requiring follow-up and investigation. Those who understand how to use various tools to assist in these efforts benefit by conducting more thorough analyses and achieving superior results in less time.
In this session, you will learn about various tools and techniques you can use for more thorough data analyses. The discussion includes Excel as a data analysis tool, multiple Excel add-ins, and Microsoft’s Power BI application. If you’re seeking to improve your skills in the field of data analytics, this session is the one for you!
Major Topics:
• Understanding the importance of data analytics in modern business environments
• Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft’s Power BI platform
• Using regression analysis to create and validate forecasts and projections
Learning Objectives:
• List the four types of data analytics and identify situations in which each can be useful in auditing environments
• Identify opportunities to use features in Excel to analyze data in the context of auditing
• Distinguish between Business Intelligence and Data Analytics
• Differentiate between correlation and causation
• Cite examples of how Power Query, Power BI, and other tools can streamline and enhance Data Analytics
Who Should Attend: Practitioners and business executives who need to know more about data analytics and their importance
Program Level: Intermediate
Field of Study: Information Technology (4 CPE)
Prerequisites: Basic knowledge of technology strategy and standards
Location: Virtual
6/26/2025
In the world of “Big Data,” virtually all business professionals have become data analysts, at least to some extent. However, that is particularly true in auditing, where internal and external auditors increasingly turn to data analytics to identify situations requiring follow-up and investigation. Those who understand how to use various tools to assist in these efforts benefit by conducting more thorough analyses and achieving superior results in less time.
In this session, you will learn about various tools and techniques you can use for more thorough data analyses. The discussion includes Excel as a data analysis tool, multiple Excel add-ins, and Microsoft’s Power BI application. If you’re seeking to improve your skills in the field of data analytics, this session is the one for you!
Major Topics:
• Understanding the importance of data analytics in modern business environments
• Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft’s Power BI platform
• Using regression analysis to create and validate forecasts and projections
Learning Objectives:
• List the four types of data analytics and identify situations in which each can be useful in auditing environments
• Identify opportunities to use features in Excel to analyze data in the context of auditing
• Distinguish between Business Intelligence and Data Analytics
• Differentiate between correlation and causation
• Cite examples of how Power Query, Power BI, and other tools can streamline and enhance Data Analytics
Who Should Attend: Practitioners and business executives who need to know more about data analytics and their importance
Program Level: Intermediate
Field of Study: Information Technology (4 CPE)
Prerequisites: Basic knowledge of technology strategy and standards
Location: Virtual
Live Webinar K2’s Mastering Advanced Excel Functions
6/26/2025
With approximately 500 functions now available in Excel, some newer and more powerful tools are easy to overlook. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel’s more advanced features – some new and some legacy – to elevate your productivity to higher levels.
In this session, you will learn about many of Excel’s newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power, and create more accurate forecasts with Excel’s FORECAST.ETS function. No matter your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel.
Major Topics:
• Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays
• How to use “legacy” features and functions such as AGGREGATE
• Creating effective forecasts in Excel
Learning Objectives:
• List examples of best practices for constructing formulas in Excel spreadsheets
• Identify situations in which each of the following functions might be useful: SUMIFS, SWITCH, and STOCKHISTORY
• Distinguish between the XLOOKUP function and legacy Excel functions such as VLOOKUP, HLOOKUP, INDEX, and MATCH
• Cite examples of when using Dynamic Arrays would be useful
• Differentiate between Excel’s AGGREGATE and SUBTOTAL functions
• Identify conditions in which the FORECAST.ETS function is preferable to the FORECAST function
Who Should Attend: Business professionals who work with Excel and want to extend their knowledge of advanced features and functions to become more accurate, effective, and efficient with spreadsheets
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental knowledge of Excel 2019 and newer
Location: Virtual
6/26/2025
With approximately 500 functions now available in Excel, some newer and more powerful tools are easy to overlook. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel’s more advanced features – some new and some legacy – to elevate your productivity to higher levels.
In this session, you will learn about many of Excel’s newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power, and create more accurate forecasts with Excel’s FORECAST.ETS function. No matter your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel.
Major Topics:
• Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays
• How to use “legacy” features and functions such as AGGREGATE
• Creating effective forecasts in Excel
Learning Objectives:
• List examples of best practices for constructing formulas in Excel spreadsheets
• Identify situations in which each of the following functions might be useful: SUMIFS, SWITCH, and STOCKHISTORY
• Distinguish between the XLOOKUP function and legacy Excel functions such as VLOOKUP, HLOOKUP, INDEX, and MATCH
• Cite examples of when using Dynamic Arrays would be useful
• Differentiate between Excel’s AGGREGATE and SUBTOTAL functions
• Identify conditions in which the FORECAST.ETS function is preferable to the FORECAST function
Who Should Attend: Business professionals who work with Excel and want to extend their knowledge of advanced features and functions to become more accurate, effective, and efficient with spreadsheets
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental knowledge of Excel 2019 and newer
Location: Virtual
Understanding the "Most Common" Form 990 Schedules: A, B & O (Webinar)
6/26/2025
“C the B A D D O G”' is a handy phrase used to remember the SIX most common 990 Schedules – A, B, C, D and G, along with the key governance and policy asks (with required narrations) appearing upon the always-mandatory Schedule O. This class covers the big three of these six – Schedule A (required of all 501(c)(3) organizations); Schedule B (required for many (c)(3)s as well as certain non-(c)(3)s); and the key and most troublesome lines of Schedule O. The approach to all three is designed to: (1) demystify the Schedule A overall and then demystify the application of the two public support tests); (2) address common misconceptions concerning the Schedule B's reporting of donors; and (3) highlight the reach and underlying disclosure obligations behind Schedule O’s most sensitive lines.
Program Content:
Prerequisites: Some familiarity with the nonprofit sector
Developed and Instructed By: Eve Rose Borenstein, J.D. (via Eve Rose Borenstein, LLC)
6/26/2025
“C the B A D D O G”' is a handy phrase used to remember the SIX most common 990 Schedules – A, B, C, D and G, along with the key governance and policy asks (with required narrations) appearing upon the always-mandatory Schedule O. This class covers the big three of these six – Schedule A (required of all 501(c)(3) organizations); Schedule B (required for many (c)(3)s as well as certain non-(c)(3)s); and the key and most troublesome lines of Schedule O. The approach to all three is designed to: (1) demystify the Schedule A overall and then demystify the application of the two public support tests); (2) address common misconceptions concerning the Schedule B's reporting of donors; and (3) highlight the reach and underlying disclosure obligations behind Schedule O’s most sensitive lines.
Program Content:
- The benefits of a 501(c)(3) organization being classified as a public charity rather than a private foundation (and how Schedule A, Part I "claims" qualification as such)
- The public policy precepts and approach preparers need apply in demonstrating filer has met the predominant "public support test" which is demonstrated at Schedule A's Part II
- The overarching needs and preparation tasks of Schedule B and related worksheets, including which donors are to be listed and with what identifying information required (dependent on the filer’s 501(c)-subsection); and what information 501(c)(3) filers may omit from the 990’s public inspection copy
- Recognize function of Schedule A Part I in reporting the primary basis of a filer’s non-private foundation classification in the tax year, regardless of prior years' qualification
- Identify the revenue input differences underlying each of the two public support tests' bottom-line "public support” percentage-result evaluated over rolling five tax year periods
- Understand "public support" as a measure of donors’ diversity (or of those purchasing related services) and appreciate that both public support tests apply limits on how much of a donor’s gifts (or a purchaser of service’s fees) can comprise “public support”
- Identify the pertinent reporting conventions applicable in Schedule B for disclosing donors' contributions (and/or donors' identity to the IRS or via public inspection conventions)
- Embrace and appreciate: (a) the key six inquiries in Part VI of the 990 and their public relations impact; (b) the narratives to be provided in relation to those key Part VI lines, and (c) that the face of the Form is misleading as to what are appropriate narratives!
- Learn the objective criteria by which the Board can garner a “Yes” answer to the inquiry at Part VI’s Line 11a with respect having been provided the Form 990 pre-filing
- Identify the multiple disclosures required when a management company is employed at any time in the tax year being reported upon and contrast these with Part VII-A reporting
Prerequisites: Some familiarity with the nonprofit sector
Developed and Instructed By: Eve Rose Borenstein, J.D. (via Eve Rose Borenstein, LLC)
Live Webinar K2’s Technology for CPAs - Don't Get Left Behind
6/27/2025
How good are you with the technology you use daily? Are new technology tools available to save time and make you more effective? Technology continues to accelerate rapidly, and keeping pace is essential. This course is for you if you are not an information technology (IT) expert but need a technology update to maintain and improve your skills to serve your companies or clients more efficiently and effectively!
In this fast-paced, update-style course, you will survey today’s IT environment, learning about computer hardware, software (including Microsoft Office), operating systems (including Windows 11), peripheral devices, and what they mean for you. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends. Examples include the latest Excel features, best practices for working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment.
Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools, which can provide you with the knowledge you need to harness the power of technology, both now and in the future. So register now for this “don’t miss” opportunity to get the skills required to enhance the value of your IT investment.
Major Topics:
• Emerging technologies all business professionals should know
• Considerations associated with upgrading to Windows 11
• Practical options for protecting your data
• New features in commonly-used applications such as Excel and Adobe Acrobat DC
Learning Objectives:
• Identify essential hardware and software enhancements and updates that are relevant to accountants, including operating systems, desktop productivity suites, accounting software, and document management systems
• Implement critical features in Microsoft Office applications, including accountant-centric features in Excel, Word, and Outlook
• List and apply features found in Adobe Acrobat for working with PDFs, including commenting, reorganizing PDFs, securing PDFs, and creating and working with PDF forms
• Identify security and privacy issues facing accountants, including practical tools and techniques for mitigating risks, such as data encryption, password management, biometrics, and portals
Who Should Attend: Accounting and financial professionals seeking to improve their knowledge of technology and the return on their investment in technology
Program Level: Basic
Field of Study: Computer Software and Applications (8 CPE hours)
Prerequisites: None
Location: Virtual
6/27/2025
How good are you with the technology you use daily? Are new technology tools available to save time and make you more effective? Technology continues to accelerate rapidly, and keeping pace is essential. This course is for you if you are not an information technology (IT) expert but need a technology update to maintain and improve your skills to serve your companies or clients more efficiently and effectively!
In this fast-paced, update-style course, you will survey today’s IT environment, learning about computer hardware, software (including Microsoft Office), operating systems (including Windows 11), peripheral devices, and what they mean for you. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends. Examples include the latest Excel features, best practices for working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment.
Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools, which can provide you with the knowledge you need to harness the power of technology, both now and in the future. So register now for this “don’t miss” opportunity to get the skills required to enhance the value of your IT investment.
Major Topics:
• Emerging technologies all business professionals should know
• Considerations associated with upgrading to Windows 11
• Practical options for protecting your data
• New features in commonly-used applications such as Excel and Adobe Acrobat DC
Learning Objectives:
• Identify essential hardware and software enhancements and updates that are relevant to accountants, including operating systems, desktop productivity suites, accounting software, and document management systems
• Implement critical features in Microsoft Office applications, including accountant-centric features in Excel, Word, and Outlook
• List and apply features found in Adobe Acrobat for working with PDFs, including commenting, reorganizing PDFs, securing PDFs, and creating and working with PDF forms
• Identify security and privacy issues facing accountants, including practical tools and techniques for mitigating risks, such as data encryption, password management, biometrics, and portals
Who Should Attend: Accounting and financial professionals seeking to improve their knowledge of technology and the return on their investment in technology
Program Level: Basic
Field of Study: Computer Software and Applications (8 CPE hours)
Prerequisites: None
Location: Virtual
AICPA New Quality Management Standards: A Practical Approach to Risk Assessment and Response
7/1/2025
Description:
Field of Study: Auditing
Credits: 2 CPE
Level: Basic
Prerequisites: None
Who should attend:
Location: Online
7/1/2025
Description:
- Create a robust QM system based upon your firm’s needs
- Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management (ital), changes how quality management is approached, with emphasis on creating processes and policies tailored to your firm’s circumstances. The new risk assessment process is a key component to identifying and evaluating the likelihood and potential impact of various risks to your firm. This webcast will offer a practical approach to risk assessment, and to determining the responses — policies and procedures — to the quality risks facing the firm.
Field of Study: Auditing
Credits: 2 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Auditors
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Recognize the steps to perform a quality risk assessment.
- Determine a firm’s risk assessment plan.
- Select responses to quality risks.
- Identify how to monitor results.
Location: Online
AICPA New Quality Management Standards: Resources — Expectations for Firms and Engagement Partners
7/8/2025
In a thriving quality management system for your firm’s A&A practice, your resources need to be allocated properly. We’ve got actionable insights for you.
Description:
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
Location: Online
7/8/2025
In a thriving quality management system for your firm’s A&A practice, your resources need to be allocated properly. We’ve got actionable insights for you.
Description:
- Leverage resources for optimal QM performance
- Managing a firm’s resources to achieve the objectives of a quality management (QM) system involves planning, maintaining, scheduling, and allocating resources in ways that are best for each firm — but the system needs to use and leverage resources effectively.
- In this webcast, you’ll gain a better understanding of how firms can design and operate their QM systems to appropriately manage resources — human, technological, intellectual, and financial. Managing resources is not only about the quantity available but also having the correct proportion of each resource to perform quality engagements.
- These revised standards strengthen an engagement partner’s responsibilities for quality management at the engagement level and may positively change aspects of corporate culture.
- Second in a four-part webcast series
- This is the second webcast in a four-part series on the Auditing Standard Board’s (ASB) new quality management standards. You’ll take a deep dive into the resource component of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management (ital), and the engagement partner’s responsibility for resources under Statement on Auditing Standards (SAS) No. 146, Quality Management for Engagements Conducted in Accordance with Generally Accepted Auditing Standards.
- Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics.
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Auditors
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Identify the four kinds of resources needed to maintain quality management systems.
- Recognize who is included and excluded on an engagement team.
- Distinguish between internal and external human resources.
- Recognize service providers and what they offer firms.
- Assess the engagement partner’s responsibility for quality management at the engagement level.
Location: Online
AICPA New Quality Management Standards: What’s New for Firms’ Monitoring and Remediation Processes
7/15/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
7/15/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
- Boost quality management through improved processes
- With an emphasis on more proactive and continual improvement, the monitoring and enforcement of quality management (QM) systems for audit and accounting practices have changed.
- The revised QM standards take a proactive approach to quality management, with an increased emphasis on monitoring, remediation and improvement. Firms are now required to evaluate their system and annually conclude on its effectiveness.
- Third in a four-part webcast series
- This is the third webcast in a four-part series on the Auditing Standard Board’s (ASB) new quality management standards. In this webcast, you’ll take a deep dive into the monitoring and remediation component of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management.
- Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics.
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Auditors
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Recognize the changes to Quality management standards and why they were implemented.
- Identify the changes to Monitoring and remediation.
- Analyze how deficiencies are identified and Learn how to evaluate their severity.
- Assess the obligation to annually evaluate and conclude on the effectiveness of the QM system.
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
Live Webinar K2’s Microsoft 365/Office 365 - All the things You Need to Know
7/15/2025
Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment.
Isn’t it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.
Major Topics:
• Understanding the Microsoft 365/Office 365 subscription model
• Working with vital 365-based apps and services
• Using Teams as your primary collaboration tool
• Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription
Learning Objectives:
• Implement tools and techniques for securing your Microsoft 365/Office 365 implementations
• List key Microsoft 365/Office 365 apps that can improve collaboration and productivity
• Identify opportunities to utilize SharePoint Online to improve team efficiency
• Utilize Microsoft 365/Office 365 apps to communicate more effectively with others
Who Should Attend: Business professionals seeking to maximize their return on investment in Microsoft 365/Office 365
Program Level: Intermediate
Field of Study: Computer Software and Applications (8 CPE hours)
Prerequisites: Fundamental understanding of computer operations
Location: Virtual
7/15/2025
Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment.
Isn’t it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.
Major Topics:
• Understanding the Microsoft 365/Office 365 subscription model
• Working with vital 365-based apps and services
• Using Teams as your primary collaboration tool
• Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription
Learning Objectives:
• Implement tools and techniques for securing your Microsoft 365/Office 365 implementations
• List key Microsoft 365/Office 365 apps that can improve collaboration and productivity
• Identify opportunities to utilize SharePoint Online to improve team efficiency
• Utilize Microsoft 365/Office 365 apps to communicate more effectively with others
Who Should Attend: Business professionals seeking to maximize their return on investment in Microsoft 365/Office 365
Program Level: Intermediate
Field of Study: Computer Software and Applications (8 CPE hours)
Prerequisites: Fundamental understanding of computer operations
Location: Virtual
Live Webinar K2’s Small Business Internal Controls, Security, and Fraud Prevention and Detection
7/16/2025
Internal controls are more important than ever, and their importance increases daily. However, internal controls present a challenge for many smaller organizations. This program will teach you how to evaluate, develop, and implement an effective internal control structure in a small business environment. You will identify how to assess risk in smaller organizations and implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even without proper segregation of duties. Additionally, participating in this program will teach you technology-focused techniques for preventing and detecting fraud and securing information systems and sensitive data.
For small organizations, maintaining an effective system of internal controls presents a significant challenge. Realistically, implementing many theoretical concepts surrounding internal controls may sometimes be impossible. Consequently, many internal control structures foster an environment where too much risk exists. This factor and uncontrolled information systems can often lead to disastrous results. Participate in this program to learn the necessary insights and tools to design, implement, and monitor small organizations' internal controls, security, and anti-fraud measures.
Major Topics:
• Common challenges associated with implementing appropriate internal controls in small business environments
• Fraud in small business environments
• Internal control options in small business accounting software
• Understanding the need for application controls and general controls
Learning Objectives:
• Cite internal control fundamentals, including definitions and concepts, types of internal control activities, and the need for internal controls
• Identify common small business control deficiencies and issues, including concentration of ownership and inadequate segregation of duties, and list five key risk areas for small businesses
• Recognize the common types of fraud schemes occurring in small businesses and implement internal control measures to reduce the threat of becoming a victim
• List the objectives and common deficiencies of small business accounting systems
• Define the purpose of general controls and list examples of typical control techniques in small businesses
• Implement technology tools to prevent and detect occupational fraud
• List opportunities to enhance security over information systems and sensitive data
Who Should Attend: Business professionals responsible for internal control and fraud prevention and detection
Program Level: Intermediate
Field of Study: Auditing (8 CPE hours)
Prerequisites: Basic understanding of internal controls and accounting and administrative processes in smaller organizations
Location: Virtual
7/16/2025
Internal controls are more important than ever, and their importance increases daily. However, internal controls present a challenge for many smaller organizations. This program will teach you how to evaluate, develop, and implement an effective internal control structure in a small business environment. You will identify how to assess risk in smaller organizations and implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even without proper segregation of duties. Additionally, participating in this program will teach you technology-focused techniques for preventing and detecting fraud and securing information systems and sensitive data.
For small organizations, maintaining an effective system of internal controls presents a significant challenge. Realistically, implementing many theoretical concepts surrounding internal controls may sometimes be impossible. Consequently, many internal control structures foster an environment where too much risk exists. This factor and uncontrolled information systems can often lead to disastrous results. Participate in this program to learn the necessary insights and tools to design, implement, and monitor small organizations' internal controls, security, and anti-fraud measures.
Major Topics:
• Common challenges associated with implementing appropriate internal controls in small business environments
• Fraud in small business environments
• Internal control options in small business accounting software
• Understanding the need for application controls and general controls
Learning Objectives:
• Cite internal control fundamentals, including definitions and concepts, types of internal control activities, and the need for internal controls
• Identify common small business control deficiencies and issues, including concentration of ownership and inadequate segregation of duties, and list five key risk areas for small businesses
• Recognize the common types of fraud schemes occurring in small businesses and implement internal control measures to reduce the threat of becoming a victim
• List the objectives and common deficiencies of small business accounting systems
• Define the purpose of general controls and list examples of typical control techniques in small businesses
• Implement technology tools to prevent and detect occupational fraud
• List opportunities to enhance security over information systems and sensitive data
Who Should Attend: Business professionals responsible for internal control and fraud prevention and detection
Program Level: Intermediate
Field of Study: Auditing (8 CPE hours)
Prerequisites: Basic understanding of internal controls and accounting and administrative processes in smaller organizations
Location: Virtual
Live Webinar K2’s Best Word, Outlook, And PowerPoint Features
7/17/2025
Most professionals routinely use Word, Outlook, and PowerPoint, but many are self-taught and, as a result, have not used many of the best features of these three applications. Consequently, they often use “brute force,” inefficient means when working with these three components of Microsoft Office. If that describes you, carve time out of your schedule to participate in this four-hour session. In it, you will learn how to work much more efficiently when using these tools to get better results in less time.
Major Topics:
• Creating Word and PowerPoint documents with greater ease and efficiency
• Enabling critical Outlook options for improved productivity
• Best practices for working with Word, Outlook, and PowerPoint
Learning Objectives:
• Recognize the benefits associated with using Styles in a Word document
• Identify the key characteristics of effective PowerPoint presentations and the steps required to create them
• List features in Outlook that can improve personal and team productivity
• Identify key Options and Settings in Word, Outlook, and PowerPoint and the steps necessary to manage them
Who Should Attend: CPAs and other accounting, financial, and business professionals who want to work more efficiently when using Word, Outlook, and PowerPoint
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental understanding of Microsoft Office applications
Location: Virtual
7/17/2025
Most professionals routinely use Word, Outlook, and PowerPoint, but many are self-taught and, as a result, have not used many of the best features of these three applications. Consequently, they often use “brute force,” inefficient means when working with these three components of Microsoft Office. If that describes you, carve time out of your schedule to participate in this four-hour session. In it, you will learn how to work much more efficiently when using these tools to get better results in less time.
Major Topics:
• Creating Word and PowerPoint documents with greater ease and efficiency
• Enabling critical Outlook options for improved productivity
• Best practices for working with Word, Outlook, and PowerPoint
Learning Objectives:
• Recognize the benefits associated with using Styles in a Word document
• Identify the key characteristics of effective PowerPoint presentations and the steps required to create them
• List features in Outlook that can improve personal and team productivity
• Identify key Options and Settings in Word, Outlook, and PowerPoint and the steps necessary to manage them
Who Should Attend: CPAs and other accounting, financial, and business professionals who want to work more efficiently when using Word, Outlook, and PowerPoint
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental understanding of Microsoft Office applications
Location: Virtual
Live Webinar K2’s Excel Charting And Visualizations
7/17/2025
Charts and graphs are nothing new. However, many professionals struggle with building compelling visualizations. If that statement describes you, participate in this session to improve your skills in creating Excel charts and other visualizations. As a result, you will create visualizations to enhance your communication skills.
This session is much more than just a seminar on fundamental charts. Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing – three qualities that will help to ensure that your readers and audience will understand the data you are presenting. This seminar is a must if you want to improve your communication skills.
Major Topics:
• Understanding the best types of visualizations to use in specific situations
• Creating compelling visualizations using Excel
• Adding interactivity to your Excel-based visualizations
Learning Objectives:
• Identify the types of visualizations that you should use to communicate specific messages
• List the steps to creating compelling visualizations in Excel and other Microsoft Office applications
• Identify options for creating interactive visualizations
• Utilize Sparklines and Conditional Formatting to enhance visualizations in Excel
• Identify options for linking Excel-based data and visualizations into Word and PowerPoint
Who Should Attend: CPAs and other accounting, financial, and business professionals who want to learn how to create more effective charts and visualizations in Excel
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental understanding of creating charts in Microsoft Office applications
Location: Virtual
7/17/2025
Charts and graphs are nothing new. However, many professionals struggle with building compelling visualizations. If that statement describes you, participate in this session to improve your skills in creating Excel charts and other visualizations. As a result, you will create visualizations to enhance your communication skills.
This session is much more than just a seminar on fundamental charts. Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing – three qualities that will help to ensure that your readers and audience will understand the data you are presenting. This seminar is a must if you want to improve your communication skills.
Major Topics:
• Understanding the best types of visualizations to use in specific situations
• Creating compelling visualizations using Excel
• Adding interactivity to your Excel-based visualizations
Learning Objectives:
• Identify the types of visualizations that you should use to communicate specific messages
• List the steps to creating compelling visualizations in Excel and other Microsoft Office applications
• Identify options for creating interactive visualizations
• Utilize Sparklines and Conditional Formatting to enhance visualizations in Excel
• Identify options for linking Excel-based data and visualizations into Word and PowerPoint
Who Should Attend: CPAs and other accounting, financial, and business professionals who want to learn how to create more effective charts and visualizations in Excel
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental understanding of creating charts in Microsoft Office applications
Location: Virtual
AICPA New Quality Management Standards: Bringing It All Together — Exploring All Components of a Quality Management System
7/22/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
7/22/2025
The newly-issued Statement on Quality Management Standards No. 1 requires firms to design, implement and operate a new system of quality management by December 15, 2025. Start now by learning what you need to know to be in compliance with the new standards and pass your peer review!
Description:
- Pull together all components for an effective and tailored QM system
- For a quality management (QM) system to be successful, it needs achievable objectives and tailored processes in place to enable the performance of quality engagements. It also needs clearly articulated roles and responsibilities and the ability to identify, evaluate, and correct deficiencies.
- The revised QM standards are designed to emphasize firm leadership’s responsibility for proactively managing quality, strengthening a firm’s monitoring and remediation processes, and advancing the ability of the firm to tailor its system of quality management to the nature and circumstances of the firm.
- To succeed under these new standards, you’ll need to know how to set up a functioning QM system that will help your firm identify and address risks for its audit and assurance practice.
- Fourth in a four-part webcast series
- This is the fourth webcast in a four-part series on the Auditing Standard Board’s (ASB) new Quality Management Standards and looks at how to create an effective QM system. You’ll take a deep dive into aspects of the ASB’s Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management.
- Attendance in each webcast in this four-part series will earn you one CPE credit. You can participate in one or all based on your interest in the topics.
Credits: 1 CPE
Level: Basic
Prerequisites: None
Who should attend:
- CPAs
- Peer Reviewers
- QM Directors
- AICPA Members
- Quality Management
- Peer Review
- Audits
- Risk Assessment
- Apply the requirements of SQMS 1.
- Design and implement a system of quality management
Instructors: Sherry Chesser, Jeff Rapaglia, Alan Long
Location: Online
Live Webinar K2’s Artificial Intelligence For Accounting And Financial Professionals
7/29/2025
Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.
Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.
Major Topics:
• Exploring AI applications in accounting and finance
• Understanding AI features in everyday tools
• Embracing the future: AI's impact on finance and accounting
Learning Objectives:
• Recognize essential components of Artificial Intelligence
• Distinguish AI, Machine Learning, and Robotic Process Automation
• Explore practical AI applications in accounting and finance
• Identify AI features in applications like Excel
• Evaluate AI's impact on accounting and financial fields
Who Should Attend: Accounting and financial professionals seeking to learn how to use Artificial Intelligence to work more efficiently and improve business processes
Program Level: Basic
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: None
Location: Virtual
7/29/2025
Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.
Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.
Major Topics:
• Exploring AI applications in accounting and finance
• Understanding AI features in everyday tools
• Embracing the future: AI's impact on finance and accounting
Learning Objectives:
• Recognize essential components of Artificial Intelligence
• Distinguish AI, Machine Learning, and Robotic Process Automation
• Explore practical AI applications in accounting and finance
• Identify AI features in applications like Excel
• Evaluate AI's impact on accounting and financial fields
Who Should Attend: Accounting and financial professionals seeking to learn how to use Artificial Intelligence to work more efficiently and improve business processes
Program Level: Basic
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: None
Location: Virtual
Live Webinar K2’s Microsoft Teams
7/29/2025
Microsoft Teams is one of the most exciting personal and organizational productivity tools ever appearing on the business landscape. With Teams, you can communicate and collaborate easily and securely with others, including colleagues outside your organization. Further, you can extend the already-robust functionality in Teams by incorporating add-in solutions with just a few mouse clicks. Unfortunately, despite Teams’ power and relatively simple interface, many organizations struggle to deploy and use Teams.
In this session, you will learn how to get up and running quickly in Teams to take full advantage of this powerful tool. More specifically, you will learn how to get started in Teams and critical decisions affecting your deployment. Also, you will learn how to work in Teams, take advantage of the chat, voice, and video call services, and share documents securely with others. Moreover, you will learn how to extend your Teams platform to external organizations for improved communication and collaboration. Additionally, you will identify how to add other applications to Teams and optimize Team's configuration for the best overall efficiency and security. If you are working with Teams or plan to do so, this is one CPE session you can’t afford to miss!
Major Topics:
• Understanding the Teams platform
• Communicating and collaborating in Teams
• Adding applications and services to Teams
• Extending Teams to individuals outside your organization
Learning Objectives:
• Identify critical potential benefits associated with using Microsoft Teams
• List various elements of functionality offered by Teams
• Differentiate between “guest” and “external” users in Teams
• Cite examples of additional applications that you can incorporate into Teams
• Name examples of communication options available in Teams
• Specify examples of security measures available in Teams
Who Should Attend: CPAs and other business professionals who are seeking to leverage their Office 365/Microsoft 365 subscriptions by taking advantage of Teams for improved communication and collaboration
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental knowledge of computer applications
Location: Virtual
7/29/2025
Microsoft Teams is one of the most exciting personal and organizational productivity tools ever appearing on the business landscape. With Teams, you can communicate and collaborate easily and securely with others, including colleagues outside your organization. Further, you can extend the already-robust functionality in Teams by incorporating add-in solutions with just a few mouse clicks. Unfortunately, despite Teams’ power and relatively simple interface, many organizations struggle to deploy and use Teams.
In this session, you will learn how to get up and running quickly in Teams to take full advantage of this powerful tool. More specifically, you will learn how to get started in Teams and critical decisions affecting your deployment. Also, you will learn how to work in Teams, take advantage of the chat, voice, and video call services, and share documents securely with others. Moreover, you will learn how to extend your Teams platform to external organizations for improved communication and collaboration. Additionally, you will identify how to add other applications to Teams and optimize Team's configuration for the best overall efficiency and security. If you are working with Teams or plan to do so, this is one CPE session you can’t afford to miss!
Major Topics:
• Understanding the Teams platform
• Communicating and collaborating in Teams
• Adding applications and services to Teams
• Extending Teams to individuals outside your organization
Learning Objectives:
• Identify critical potential benefits associated with using Microsoft Teams
• List various elements of functionality offered by Teams
• Differentiate between “guest” and “external” users in Teams
• Cite examples of additional applications that you can incorporate into Teams
• Name examples of communication options available in Teams
• Specify examples of security measures available in Teams
Who Should Attend: CPAs and other business professionals who are seeking to leverage their Office 365/Microsoft 365 subscriptions by taking advantage of Teams for improved communication and collaboration
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental knowledge of computer applications
Location: Virtual
Live Webinar K2’s Advanced QuickBooks Tips And Techniques
7/30/2025
The QuickBooks platform – including the desktop and online environments – is one of the leading accounting solutions for small and growing businesses. Further, Intuit has incorporated numerous advanced features and changes into the tools over the past few releases. This seminar will teach you how to use many new and advanced features in the desktop and online environments to help you solve critical issues. For example, you will learn advanced inventory management techniques, including changing the default costing methodology and implementing lot and serial number tracking. You will also learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Additionally, you will learn how to use the Client Data Review feature to streamline how to identify and correct errors and close accounting periods in QuickBooks.
Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. So, take advantage of this opportunity to learn about QuickBooks’ “deep” features to maximize your effectiveness with QuickBooks.
Major Topics:
• Tips for improving efficiency with QuickBooks and QuickBooks Online
• Better reporting when working in QuickBooks environments
• Tips for cleaning up QuickBooks and QuickBooks Online instances
• Managing inventory more effectively when working with QuickBooks and QuickBooks Online
Learning Objectives:
• Identify techniques for handling advanced reporting issues, including the QuickBooks Statement Writer, QuickBooks Online Management Reports, linking QuickBooks data into other applications via Open Database Connectivity, and multi-company reporting
• Manage inventory more effectively in QuickBooks, including using Items, changing inventory costing methodologies, creating Assembly items, adjusting inventory quantities and valuations, and listing the advantages associated with QuickBooks’ Advanced Inventory feature
• Differentiate between various techniques for exchanging QuickBooks data with others, including QuickBooks Accountants’ Copy feature, Portable Company Files, and backup files
• Utilize QuickBooks’ Client Data Review feature to streamline the process of cleaning up QuickBooks data files and closing accounting periods
Who Should Attend: Accounting and financial professionals seeking to learn how to use Artificial Intelligence to work more efficiently and improve business processes
Program Level: Advanced
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental knowledge of QuickBooks and QuickBooks Online
Location: Virtual
7/30/2025
The QuickBooks platform – including the desktop and online environments – is one of the leading accounting solutions for small and growing businesses. Further, Intuit has incorporated numerous advanced features and changes into the tools over the past few releases. This seminar will teach you how to use many new and advanced features in the desktop and online environments to help you solve critical issues. For example, you will learn advanced inventory management techniques, including changing the default costing methodology and implementing lot and serial number tracking. You will also learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Additionally, you will learn how to use the Client Data Review feature to streamline how to identify and correct errors and close accounting periods in QuickBooks.
Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. So, take advantage of this opportunity to learn about QuickBooks’ “deep” features to maximize your effectiveness with QuickBooks.
Major Topics:
• Tips for improving efficiency with QuickBooks and QuickBooks Online
• Better reporting when working in QuickBooks environments
• Tips for cleaning up QuickBooks and QuickBooks Online instances
• Managing inventory more effectively when working with QuickBooks and QuickBooks Online
Learning Objectives:
• Identify techniques for handling advanced reporting issues, including the QuickBooks Statement Writer, QuickBooks Online Management Reports, linking QuickBooks data into other applications via Open Database Connectivity, and multi-company reporting
• Manage inventory more effectively in QuickBooks, including using Items, changing inventory costing methodologies, creating Assembly items, adjusting inventory quantities and valuations, and listing the advantages associated with QuickBooks’ Advanced Inventory feature
• Differentiate between various techniques for exchanging QuickBooks data with others, including QuickBooks Accountants’ Copy feature, Portable Company Files, and backup files
• Utilize QuickBooks’ Client Data Review feature to streamline the process of cleaning up QuickBooks data files and closing accounting periods
Who Should Attend: Accounting and financial professionals seeking to learn how to use Artificial Intelligence to work more efficiently and improve business processes
Program Level: Advanced
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental knowledge of QuickBooks and QuickBooks Online
Location: Virtual
Live Webinar K2’s Case Studies In Fraud And Technology Controls
7/30/2025
Fraud plagues businesses at epidemic levels, and technology control failures are a major contributing factor. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures that contribute to fraud, and what you can do to mitigate fraud risk.
A specific focus of this course is the application of information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general control and application control failures that contributed to each fraud. By learning through these real-world case studies, you will be better positioned to reduce fraud risk.
Major Topics:
• Key fraud risks impacting businesses today
• Examples of fraud and the monetary impact on victims
• How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
Learning Objectives:
• Define information technology general controls and information technology application controls and distinguish between the two
• List examples of critical information technology controls
• Recognize control failures and weaknesses that can lead to fraud
• List recommendations for improving internal controls in an organization
Who Should Attend: CPAs and other accounting, auditing, and business professionals who are seeking to reduce fraud risk
Program Level: Intermediate
Field of Study: Auditing (4 CPE hours)
Prerequisites: Fundamental understanding of internal controls
Location: Virtual
7/30/2025
Fraud plagues businesses at epidemic levels, and technology control failures are a major contributing factor. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures that contribute to fraud, and what you can do to mitigate fraud risk.
A specific focus of this course is the application of information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general control and application control failures that contributed to each fraud. By learning through these real-world case studies, you will be better positioned to reduce fraud risk.
Major Topics:
• Key fraud risks impacting businesses today
• Examples of fraud and the monetary impact on victims
• How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
Learning Objectives:
• Define information technology general controls and information technology application controls and distinguish between the two
• List examples of critical information technology controls
• Recognize control failures and weaknesses that can lead to fraud
• List recommendations for improving internal controls in an organization
Who Should Attend: CPAs and other accounting, auditing, and business professionals who are seeking to reduce fraud risk
Program Level: Intermediate
Field of Study: Auditing (4 CPE hours)
Prerequisites: Fundamental understanding of internal controls
Location: Virtual
Live Webinar K2’s Excel Essentials for Staff Accountants
8/19/2025
Staff accountants have specific needs when working with Excel. Unfortunately, their existing Excel knowledge often does not meet these needs. Chief among these are summarizing data quickly and accurately, generating accurate and aesthetically pleasing reports, and creating accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills to maximize efficiency and accuracy when working with Excel.
This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a “laptop-friendly” environment, and participants will have access to all the demonstration files. In sum, this seminar is a “must” for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.
Major Topics:
• Best practices for creating and working with Excel workbooks
• Effectively using Excel functions when creating formulas
• The importance of PivotTables in modern reporting environments
• Best practices for formatting your workbooks
Learning Objectives:
• • List five critical best practices associated with creating workbooks and constructing workbooks that comply with these principles
• Utilize PivotTables and PivotCharts to quickly summarize and present data without generating formulas
• Build sophisticated formulas to assist with reporting and analysis, including those that use functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM
• Create Tables from ranges of Excel data and identify the primary advantages of working with Tables
• Apply formats quickly and efficiently to Excel reports and understand the importance of features such as the Accounting format, Accounting Underlines, Precision as Displayed, Center Across Selection, and Flash Fill
• Work with date-oriented data in Excel and create calculations – such as those involving depreciation expense and interest accruals – involving the passage of time
Who Should Attend: Accounting and financial professionals who want to use the power of Excel in common business situations to summarize and analyze data
Program Level: Intermediate
Field of Study: 8 hours Computer Software and Applications (8 CPE)
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
8/19/2025
Staff accountants have specific needs when working with Excel. Unfortunately, their existing Excel knowledge often does not meet these needs. Chief among these are summarizing data quickly and accurately, generating accurate and aesthetically pleasing reports, and creating accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills to maximize efficiency and accuracy when working with Excel.
This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a “laptop-friendly” environment, and participants will have access to all the demonstration files. In sum, this seminar is a “must” for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.
Major Topics:
• Best practices for creating and working with Excel workbooks
• Effectively using Excel functions when creating formulas
• The importance of PivotTables in modern reporting environments
• Best practices for formatting your workbooks
Learning Objectives:
• • List five critical best practices associated with creating workbooks and constructing workbooks that comply with these principles
• Utilize PivotTables and PivotCharts to quickly summarize and present data without generating formulas
• Build sophisticated formulas to assist with reporting and analysis, including those that use functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM
• Create Tables from ranges of Excel data and identify the primary advantages of working with Tables
• Apply formats quickly and efficiently to Excel reports and understand the importance of features such as the Accounting format, Accounting Underlines, Precision as Displayed, Center Across Selection, and Flash Fill
• Work with date-oriented data in Excel and create calculations – such as those involving depreciation expense and interest accruals – involving the passage of time
Who Should Attend: Accounting and financial professionals who want to use the power of Excel in common business situations to summarize and analyze data
Program Level: Intermediate
Field of Study: 8 hours Computer Software and Applications (8 CPE)
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
Live Webinar K2’s Excel Tips, Tricks, and Techniques for Accountants
8/20/2025
Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and streamlining report generation and printing processes.
Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples to improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience delivering spreadsheet training to accounting and financial professionals, assuring you of the relevance and usefulness of the information and guidance provided during the program.
Major Topics:
• Fundamental Excel techniques all accounting and financial professionals should know and use
• Creating date-based calculations in Excel
• How to create Excel templates
• Key options you should enable in Excel
• Linking data in Excel
Learning Objectives:
• Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
• Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity
• Utilize various formula-building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing XLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
• Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports
Who Should Attend: Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively
Program Level: Intermediate
Field of Study: 4 hours Accounting and 4 hours Computer Software and Applications
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
8/20/2025
Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and streamlining report generation and printing processes.
Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples to improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience delivering spreadsheet training to accounting and financial professionals, assuring you of the relevance and usefulness of the information and guidance provided during the program.
Major Topics:
• Fundamental Excel techniques all accounting and financial professionals should know and use
• Creating date-based calculations in Excel
• How to create Excel templates
• Key options you should enable in Excel
• Linking data in Excel
Learning Objectives:
• Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
• Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity
• Utilize various formula-building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing XLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
• Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports
Who Should Attend: Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively
Program Level: Intermediate
Field of Study: 4 hours Accounting and 4 hours Computer Software and Applications
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
Live Webinar K2’s QuickBooks For Accountants
8/21/2025
The QuickBooks platform is robust 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 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. Then, 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 like 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, use the audit trail, customize reports, export reports to Excel, and extend QuickBooks’ usefulness with tools such as the Fixed Asset Manager and Loan Manager.
Major Topics:
• New features in QuickBooks Desktop and Online
• Enhancing internal controls in QuickBooks-based environments
• Improving financial and operational reporting when using QuickBooks and QuickBooks Online
• Best practices for setting up companies
Learning Objectives:
• Identify appropriate responses to common QuickBooks user issues, such as closing accounting periods, eliminating payables and receivables from cash-basis financial statements, purging old transactions from QuickBooks, voiding checks in prior periods, viewing underlying debit and credit entries, and recommended end-of-period procedures
• List new features added to recent versions of QuickBooks Desktop and QuickBooks Online and apply these features; additionally, differentiate between the different products in the QuickBooks family
• Define appropriate procedures for setting up client data files in QuickBooks, including converting data from other accounting applications, creating data files, using templates, entering beginning balances, establishing user access and security rights and privileges, and establishing preferences
• Identify techniques for making reports and analyzing data in QuickBooks, including creating and customizing reports and exporting reports to Excel
• Identify situations where QuickBooks Online may be an appropriate solution for a business currently using or considering using QuickBooks
Who Should Attend: Accountants and other business professionals who use or support clients who use QuickBooks or QuickBooks Online
Program Level: Intermediate
Field of Study: 4 hours Accounting and 4 hours Computer Software and Applications
Prerequisites: Fundamental knowledge of basic QuickBooks and QuickBooks Online operations
Location: Virtual
8/21/2025
The QuickBooks platform is robust 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 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. Then, 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 like 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, use the audit trail, customize reports, export reports to Excel, and extend QuickBooks’ usefulness with tools such as the Fixed Asset Manager and Loan Manager.
Major Topics:
• New features in QuickBooks Desktop and Online
• Enhancing internal controls in QuickBooks-based environments
• Improving financial and operational reporting when using QuickBooks and QuickBooks Online
• Best practices for setting up companies
Learning Objectives:
• Identify appropriate responses to common QuickBooks user issues, such as closing accounting periods, eliminating payables and receivables from cash-basis financial statements, purging old transactions from QuickBooks, voiding checks in prior periods, viewing underlying debit and credit entries, and recommended end-of-period procedures
• List new features added to recent versions of QuickBooks Desktop and QuickBooks Online and apply these features; additionally, differentiate between the different products in the QuickBooks family
• Define appropriate procedures for setting up client data files in QuickBooks, including converting data from other accounting applications, creating data files, using templates, entering beginning balances, establishing user access and security rights and privileges, and establishing preferences
• Identify techniques for making reports and analyzing data in QuickBooks, including creating and customizing reports and exporting reports to Excel
• Identify situations where QuickBooks Online may be an appropriate solution for a business currently using or considering using QuickBooks
Who Should Attend: Accountants and other business professionals who use or support clients who use QuickBooks or QuickBooks Online
Program Level: Intermediate
Field of Study: 4 hours Accounting and 4 hours Computer Software and Applications
Prerequisites: Fundamental knowledge of basic QuickBooks and QuickBooks Online operations
Location: Virtual
Live Webinar K2's Business Intelligence, Featuring Microsoft's Power BI Tools
9/15/2025
Business Intelligence (BI) is perhaps the hottest topic in most professional circles in today’s business climate. Increasingly, organizations of all sizes seek to take advantage of the data available to them to identify previously undiscovered insights and gain competitive advantages thought to be out of reach just a few short years ago. A growing array of tools – from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.
This program will teach you to implement “do-it-yourself business intelligence” using various techniques and tools. First, you will learn to use advanced Excel data query and summarization features to create Excel-based dashboards. You will then learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining better insights into your data to make better decisions interests you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.
Major Topics:
• The importance of Business Intelligence in today’s business climate
• Differentiating between Power BI licensing options
• A hands-on approach to creating effective Power BI reports and dashboards
Learning Objectives:
• Create Excel-based BI dashboards
• List the potential shortcomings of BI solutions based wholly on Excel
• Identify and implement various Excel add-ins that might be helpful in BI applications
• Differentiate between the BI opportunities in Excel and Power BI
• Create and distribute dashboards using Power BI
Who Should Attend: Business professionals seeking to develop and implement BI solutions
Program Level: Advanced
Field of Study: Accounting (8 CPE)
Prerequisites: Basic understanding of computer operations and terminology, including Microsoft Office Excel 2019 and newer
Location: Virtual
9/15/2025
Business Intelligence (BI) is perhaps the hottest topic in most professional circles in today’s business climate. Increasingly, organizations of all sizes seek to take advantage of the data available to them to identify previously undiscovered insights and gain competitive advantages thought to be out of reach just a few short years ago. A growing array of tools – from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.
This program will teach you to implement “do-it-yourself business intelligence” using various techniques and tools. First, you will learn to use advanced Excel data query and summarization features to create Excel-based dashboards. You will then learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining better insights into your data to make better decisions interests you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.
Major Topics:
• The importance of Business Intelligence in today’s business climate
• Differentiating between Power BI licensing options
• A hands-on approach to creating effective Power BI reports and dashboards
Learning Objectives:
• Create Excel-based BI dashboards
• List the potential shortcomings of BI solutions based wholly on Excel
• Identify and implement various Excel add-ins that might be helpful in BI applications
• Differentiate between the BI opportunities in Excel and Power BI
• Create and distribute dashboards using Power BI
Who Should Attend: Business professionals seeking to develop and implement BI solutions
Program Level: Advanced
Field of Study: Accounting (8 CPE)
Prerequisites: Basic understanding of computer operations and terminology, including Microsoft Office Excel 2019 and newer
Location: Virtual
Live Webinar K2’s Case Studies in Fraud and Technology Controls
9/16/2025
Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures contributing to fraud, and what you can do to mitigate fraud risk.
A specific focus of this course is applying information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general and application control failures that contributed to each fraud. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.
Major Topics:
• Key fraud risks impacting businesses today
• Examples of fraud and the monetary impact on victims
• How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
Learning Objectives:
• Define information technology general controls and information technology application controls and distinguish between the two
• List examples of critical information technology controls
• Recognize control failures and weaknesses that can lead to fraud
• List recommendations for improving internal controls in an organization
Who Should Attend: CPAs and other accounting auditing, and business professionals who are seeking to reduce fraud risk
Program Level: Intermediate
Field of Study: Auditing (8 CPE)
Prerequisites: Fundamental understanding of internal controls
Location: Virtual
9/16/2025
Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures contributing to fraud, and what you can do to mitigate fraud risk.
A specific focus of this course is applying information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general and application control failures that contributed to each fraud. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.
Major Topics:
• Key fraud risks impacting businesses today
• Examples of fraud and the monetary impact on victims
• How to create, implement, and assess technology-based internal controls to reduce the probability of becoming a fraud victim
Learning Objectives:
• Define information technology general controls and information technology application controls and distinguish between the two
• List examples of critical information technology controls
• Recognize control failures and weaknesses that can lead to fraud
• List recommendations for improving internal controls in an organization
Who Should Attend: CPAs and other accounting auditing, and business professionals who are seeking to reduce fraud risk
Program Level: Intermediate
Field of Study: Auditing (8 CPE)
Prerequisites: Fundamental understanding of internal controls
Location: Virtual
Live Webinar K2’s Small Business Internal Controls, Security, and Fraud Prevention and Detection
9/17/2025
Internal controls are more important than ever, and their importance increases daily. However, internal controls present a challenge for many smaller organizations. This program will teach you how to evaluate, develop, and implement an effective internal control structure in a small business environment. You will identify how to assess risk in smaller organizations and implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even without proper segregation of duties. Additionally, participating in this program will teach you technology-focused techniques for preventing and detecting fraud and securing information systems and sensitive data.
For small organizations, maintaining an effective system of internal controls presents a significant challenge. Realistically, implementing many theoretical concepts surrounding internal controls may sometimes be impossible. Consequently, many internal control structures foster an environment where too much risk exists. This factor and uncontrolled information systems can often lead to disastrous results. Participate in this program to learn the necessary insights and tools to design, implement, and monitor small organizations' internal controls, security, and anti-fraud measures.
Major Topics:
• Common challenges associated with implementing appropriate internal controls in small business environments
• Fraud in small business environments
• Internal control options in small business accounting software
• Understanding the need for application controls and general controls
Learning Objectives:
• Cite internal control fundamentals, including definitions and concepts, types of internal control activities, and the need for internal controls
• Identify common small business control deficiencies and issues, including concentration of ownership and inadequate segregation of duties, and list five key risk areas for small businesses
• Recognize the common types of fraud schemes occurring in small businesses and implement internal control measures to reduce the threat of becoming a victim
• List the objectives and common deficiencies of small business accounting systems
• Define the purpose of general controls and list examples of typical control techniques in small businesses
• Implement technology tools to prevent and detect occupational fraud
• List opportunities to enhance security over information systems and sensitive data
Who Should Attend: Business professionals responsible for internal control and fraud prevention and detection
Program Level: Intermediate
Field of Study: Auditing (8 CPE hours)
Prerequisites: Basic understanding of internal controls and accounting and administrative processes in smaller organizations
Location: Virtual
9/17/2025
Internal controls are more important than ever, and their importance increases daily. However, internal controls present a challenge for many smaller organizations. This program will teach you how to evaluate, develop, and implement an effective internal control structure in a small business environment. You will identify how to assess risk in smaller organizations and implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even without proper segregation of duties. Additionally, participating in this program will teach you technology-focused techniques for preventing and detecting fraud and securing information systems and sensitive data.
For small organizations, maintaining an effective system of internal controls presents a significant challenge. Realistically, implementing many theoretical concepts surrounding internal controls may sometimes be impossible. Consequently, many internal control structures foster an environment where too much risk exists. This factor and uncontrolled information systems can often lead to disastrous results. Participate in this program to learn the necessary insights and tools to design, implement, and monitor small organizations' internal controls, security, and anti-fraud measures.
Major Topics:
• Common challenges associated with implementing appropriate internal controls in small business environments
• Fraud in small business environments
• Internal control options in small business accounting software
• Understanding the need for application controls and general controls
Learning Objectives:
• Cite internal control fundamentals, including definitions and concepts, types of internal control activities, and the need for internal controls
• Identify common small business control deficiencies and issues, including concentration of ownership and inadequate segregation of duties, and list five key risk areas for small businesses
• Recognize the common types of fraud schemes occurring in small businesses and implement internal control measures to reduce the threat of becoming a victim
• List the objectives and common deficiencies of small business accounting systems
• Define the purpose of general controls and list examples of typical control techniques in small businesses
• Implement technology tools to prevent and detect occupational fraud
• List opportunities to enhance security over information systems and sensitive data
Who Should Attend: Business professionals responsible for internal control and fraud prevention and detection
Program Level: Intermediate
Field of Study: Auditing (8 CPE hours)
Prerequisites: Basic understanding of internal controls and accounting and administrative processes in smaller organizations
Location: Virtual
Live Webinar K2’s Accountant's Guide to QuickBooks Online
9/18/2025
QuickBooks Online’s (QBO) market share continues to expand, and the Cloud-based accounting platform now dominates the small business market. Yet, most accounting and financial professionals have not participated in any formal training on the Cloud-based accounting service. Thus, they are unaware of many of the tool’s available features and do not work with QuickBooks Online as efficiently and effectively as they should.
This course teaches you how to set up QBO and convert QuickBooks Desktop files into a QBO instance. You will learn how to process all types of transactions, including accounts payable, accounts receivable, bank feeds, inventory, and payroll. Further, you will learn how to implement appropriate internal controls and how to capitalize on advanced features such as workflow management and management reports. Join us in this session to learn how to set up QBO properly and take full advantage of all it offers while avoiding common errors and mistakes.
Major Topics:
• Understanding your QBO subscription and licensing options
• Recording routine and non-routine transactions in QBO
• Importing and exporting data to/from QBO
• Creating effective reports
• Describing the process for integrating third-party applications with QBO
• Troubleshooting issues with QBO reports and data
Learning Objectives:
• Identify and access the appropriate QBO subscription for an organization
• List the steps necessary to set up a QBO company
• Differentiate between the reporting options in QBO
• List the fundamental processes for recording transactions in QBO
• Identify examples of automation opportunities in QBO
• List examples of vital internal controls to enable in QBO
Who Should Attend: Business professionals desiring a deeper understanding of how to work efficiently and effectively with QuickBooks Online
Program Level: Intermediate
Field of Study: 4 hours Accounting and 4 hours Computer Software and Applications
Prerequisites: Fundamental understanding of accounting software used by small businesses
Location: Virtual
9/18/2025
QuickBooks Online’s (QBO) market share continues to expand, and the Cloud-based accounting platform now dominates the small business market. Yet, most accounting and financial professionals have not participated in any formal training on the Cloud-based accounting service. Thus, they are unaware of many of the tool’s available features and do not work with QuickBooks Online as efficiently and effectively as they should.
This course teaches you how to set up QBO and convert QuickBooks Desktop files into a QBO instance. You will learn how to process all types of transactions, including accounts payable, accounts receivable, bank feeds, inventory, and payroll. Further, you will learn how to implement appropriate internal controls and how to capitalize on advanced features such as workflow management and management reports. Join us in this session to learn how to set up QBO properly and take full advantage of all it offers while avoiding common errors and mistakes.
Major Topics:
• Understanding your QBO subscription and licensing options
• Recording routine and non-routine transactions in QBO
• Importing and exporting data to/from QBO
• Creating effective reports
• Describing the process for integrating third-party applications with QBO
• Troubleshooting issues with QBO reports and data
Learning Objectives:
• Identify and access the appropriate QBO subscription for an organization
• List the steps necessary to set up a QBO company
• Differentiate between the reporting options in QBO
• List the fundamental processes for recording transactions in QBO
• Identify examples of automation opportunities in QBO
• List examples of vital internal controls to enable in QBO
Who Should Attend: Business professionals desiring a deeper understanding of how to work efficiently and effectively with QuickBooks Online
Program Level: Intermediate
Field of Study: 4 hours Accounting and 4 hours Computer Software and Applications
Prerequisites: Fundamental understanding of accounting software used by small businesses
Location: Virtual
Understanding the Form 990 and its Preparation Prerequisites (Webinar)
9/18/2025
This "initiation to" the Form 990's mechanics and importance will help participants survive the onslaught of the Form 990's force-field! 80+% of the Form’s inputs and definitions fall outside of statutes and Regulations and their breadth can overwhelm novices and even experienced preparers. This course provides an easy-to-digest synopsis of the entirety of the Form’s key definitions, surveying and explaining the pertinent mechanics driving Form 990 preparation tasks.
Packed with practical tips and perspectives on data gathering, this course is a "must" gateway for beginning and intermediate preparers that will allow participants to appreciate the 990’s underlying parameters and somewhat convoluted disclosure paths.
Program Content:
Prerequisites: Familiarity with the nonprofit sector helpful, but not necessary
Developed and Instructed By: Eve Rose Borenstein, J.D. (via Eve Rose Borenstein, LLC)
9/18/2025
This "initiation to" the Form 990's mechanics and importance will help participants survive the onslaught of the Form 990's force-field! 80+% of the Form’s inputs and definitions fall outside of statutes and Regulations and their breadth can overwhelm novices and even experienced preparers. This course provides an easy-to-digest synopsis of the entirety of the Form’s key definitions, surveying and explaining the pertinent mechanics driving Form 990 preparation tasks.
Packed with practical tips and perspectives on data gathering, this course is a "must" gateway for beginning and intermediate preparers that will allow participants to appreciate the 990’s underlying parameters and somewhat convoluted disclosure paths.
Program Content:
- Overview of the Form 990's design and goals behind the Core Form’s and Schedules
- Address of the key factors that make a third-party organization a "related organization"
- Exploration of the key definitions comprising Part VII-A’s managers (i.e., “TDOKEs”): Trustee/Director (TD)/Officer (O)/Key Employee (KE) and “High 5s”, two of which categories are based upon the definition (and magnitude) of "reportable compensation"
- Understanding the definitions of "family member”, “business relationship”, "independence" and “35% controlled entity which are central to both Core Form Part VI and Schedule L
- Sequencing of the form's preparation tasks and appreciating who will likely be the providers of relevant caches of data
- Need for 990-filers to engage a filer’s Board of Directors in understanding what the completed Form 990 conveys to the public and regulators
- Appreciate the public relations and regulatory impact of the 12-page Core Form and the most-common substantive-topic Schedules
- Identify the circumstances "triggering" each of the 15 substantive-topic Schedules
- Master the six key Glossary Terms that all 990 preparers must be able to apply
- Embrace the impact of Board member’s failure to be "independent" when they are the subject directly or indirectly, of Schedule L reporting
- Discern the variety of parties most likely to be able to provide preparers with the data necessary to correctly disclose information relating to the 990's inquiries
- Recognize the value of, and discern approaches appropriate to, public relation sensitive disclosures and presenting the completed form to a filer's Board
Prerequisites: Familiarity with the nonprofit sector helpful, but not necessary
Developed and Instructed By: Eve Rose Borenstein, J.D. (via Eve Rose Borenstein, LLC)
Live Webinar K2’s Technology for CPAs - Don't Get Left Behind
9/19/2025
How good are you with the technology you use daily? Are new technology tools available to save time and make you more effective? Technology continues to accelerate rapidly, and keeping pace is essential. This course is for you if you are not an information technology (IT) expert but need a technology update to maintain and improve your skills to serve your companies or clients more efficiently and effectively!
In this fast-paced, update-style course, you will survey today’s IT environment, learning about computer hardware, software (including Microsoft Office), operating systems (including Windows 11), peripheral devices, and what they mean for you. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends. Examples include the latest Excel features, best practices for working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment.
Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools, which can provide you with the knowledge you need to harness the power of technology, both now and in the future. So register now for this “don’t miss” opportunity to get the skills required to enhance the value of your IT investment.
Major Topics:
• Emerging technologies all business professionals should know
• Considerations associated with upgrading to Windows 11
• Practical options for protecting your data
• New features in commonly-used applications such as Excel and Adobe Acrobat DC
Learning Objectives:
• Identify essential hardware and software enhancements and updates that are relevant to accountants, including operating systems, desktop productivity suites, accounting software, and document management systems
• Implement critical features in Microsoft Office applications, including accountant-centric features in Excel, Word, and Outlook
• List and apply features found in Adobe Acrobat for working with PDFs, including commenting, reorganizing PDFs, securing PDFs, and creating and working with PDF forms
• Identify security and privacy issues facing accountants, including practical tools and techniques for mitigating risks, such as data encryption, password management, biometrics, and portals
Who Should Attend: Accounting and financial professionals seeking to improve their knowledge of technology and the return on their investment in technology
Program Level: Basic
Field of Study: Computer Software and Applications (8 CPE hours)
Prerequisites: None
Location: Virtual
9/19/2025
How good are you with the technology you use daily? Are new technology tools available to save time and make you more effective? Technology continues to accelerate rapidly, and keeping pace is essential. This course is for you if you are not an information technology (IT) expert but need a technology update to maintain and improve your skills to serve your companies or clients more efficiently and effectively!
In this fast-paced, update-style course, you will survey today’s IT environment, learning about computer hardware, software (including Microsoft Office), operating systems (including Windows 11), peripheral devices, and what they mean for you. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends. Examples include the latest Excel features, best practices for working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment.
Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools, which can provide you with the knowledge you need to harness the power of technology, both now and in the future. So register now for this “don’t miss” opportunity to get the skills required to enhance the value of your IT investment.
Major Topics:
• Emerging technologies all business professionals should know
• Considerations associated with upgrading to Windows 11
• Practical options for protecting your data
• New features in commonly-used applications such as Excel and Adobe Acrobat DC
Learning Objectives:
• Identify essential hardware and software enhancements and updates that are relevant to accountants, including operating systems, desktop productivity suites, accounting software, and document management systems
• Implement critical features in Microsoft Office applications, including accountant-centric features in Excel, Word, and Outlook
• List and apply features found in Adobe Acrobat for working with PDFs, including commenting, reorganizing PDFs, securing PDFs, and creating and working with PDF forms
• Identify security and privacy issues facing accountants, including practical tools and techniques for mitigating risks, such as data encryption, password management, biometrics, and portals
Who Should Attend: Accounting and financial professionals seeking to improve their knowledge of technology and the return on their investment in technology
Program Level: Basic
Field of Study: Computer Software and Applications (8 CPE hours)
Prerequisites: None
Location: Virtual
Live Webinar K2’s Next Generation Excel Reporting
9/23/2025
New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel’s “legacy” features, and you have significant new opportunities to improve your Excel-based reporting environments.
In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to format your spreadsheets quickly and efficiently to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.
Major Topics:
• 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
Learning Objectives:
• Name at least three deficiencies associated with traditional Excel-based reporting practices
• Distinguish between the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports
• Cite the steps for creating data queries and transformations using Power Query
• Identify the opportunities for managing Data Models in Power Pivot
• List the steps necessary for summarizing data from a Data Model using a PivotTable
• Specify examples of formatting options and tools that you can use to enhance the appearance of an Excel-based report
Who Should Attend: Excel users who want to improve Excel-based reporting processes to create accurate reports quickly and easily
Program Level: Intermediate
Field of Study: Accounting (8 CPE)
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
9/23/2025
New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel’s “legacy” features, and you have significant new opportunities to improve your Excel-based reporting environments.
In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to format your spreadsheets quickly and efficiently to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.
Major Topics:
• 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
Learning Objectives:
• Name at least three deficiencies associated with traditional Excel-based reporting practices
• Distinguish between the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports
• Cite the steps for creating data queries and transformations using Power Query
• Identify the opportunities for managing Data Models in Power Pivot
• List the steps necessary for summarizing data from a Data Model using a PivotTable
• Specify examples of formatting options and tools that you can use to enhance the appearance of an Excel-based report
Who Should Attend: Excel users who want to improve Excel-based reporting processes to create accurate reports quickly and easily
Program Level: Intermediate
Field of Study: Accounting (8 CPE)
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
Live Webinar K2’s Implementing Internal Controls In QuickBooks Environments
9/24/2025
The QuickBooks ecosystem of accounting tools remains the most widely-used set of accounting applications small businesses use. Yet, many of these organizations struggle because of inadequate internal controls. In this seminar, you will learn options for improving internal controls in small businesses running QuickBooks Pro, Premier, Enterprise, or Online. Participate in this program to understand how you can create a robust system of internal controls in a small business environment, including businesses using QuickBooks accounting solutions.
In this session, 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 using features found in the application. In addition, you will learn about additional internal control procedures for situations where you cannot establish adequate controls in QuickBooks. While many believe that QuickBooks-based organizations will forever face weak internal control structures, participating in this session will teach you how QuickBooks-based businesses can benefit from strong internal controls.
Major Topics:
• Critical risks in QuickBooks environments
• Internal control options that can mitigate risk to prudently acceptable levels
• Enabling alternative control measures to improve internal controls in QuickBooks environments
Learning Objectives:
• Identify the importance of internal controls in QuickBooks environments
• List four common types of internal controls and provide examples of each
• Assess the relative strength or weakness of a QuickBooks-based organization’s internal control structure
• Create and implement appropriate internal controls using tools and features found in various editions of QuickBooks
Who Should Attend: Accountants and other business professionals who want to improve internal controls in QuickBooks and QuickBooks Online environments
Program Level: Intermediate
Field of Study: Auditing (4 CPE hours)
Prerequisites: Fundamental knowledge of internal controls and QuickBooks solutions
Location: Virtual
9/24/2025
The QuickBooks ecosystem of accounting tools remains the most widely-used set of accounting applications small businesses use. Yet, many of these organizations struggle because of inadequate internal controls. In this seminar, you will learn options for improving internal controls in small businesses running QuickBooks Pro, Premier, Enterprise, or Online. Participate in this program to understand how you can create a robust system of internal controls in a small business environment, including businesses using QuickBooks accounting solutions.
In this session, 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 using features found in the application. In addition, you will learn about additional internal control procedures for situations where you cannot establish adequate controls in QuickBooks. While many believe that QuickBooks-based organizations will forever face weak internal control structures, participating in this session will teach you how QuickBooks-based businesses can benefit from strong internal controls.
Major Topics:
• Critical risks in QuickBooks environments
• Internal control options that can mitigate risk to prudently acceptable levels
• Enabling alternative control measures to improve internal controls in QuickBooks environments
Learning Objectives:
• Identify the importance of internal controls in QuickBooks environments
• List four common types of internal controls and provide examples of each
• Assess the relative strength or weakness of a QuickBooks-based organization’s internal control structure
• Create and implement appropriate internal controls using tools and features found in various editions of QuickBooks
Who Should Attend: Accountants and other business professionals who want to improve internal controls in QuickBooks and QuickBooks Online environments
Program Level: Intermediate
Field of Study: Auditing (4 CPE hours)
Prerequisites: Fundamental knowledge of internal controls and QuickBooks solutions
Location: Virtual
Live Webinar K2’s Mastering Advanced Excel Functions
9/24/2025
With approximately 500 functions now available in Excel, some newer and more powerful tools are easy to overlook. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel’s more advanced features – some new and some legacy – to elevate your productivity to higher levels.
In this session, you will learn about many of Excel’s newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power, and create more accurate forecasts with Excel’s FORECAST.ETS function. No matter your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel.
Major Topics:
• Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays
• How to use “legacy” features and functions such as AGGREGATE
• Creating effective forecasts in Excel
Learning Objectives:
• List examples of best practices for constructing formulas in Excel spreadsheets
• Identify situations in which each of the following functions might be useful: SUMIFS, SWITCH, and STOCKHISTORY
• Distinguish between the XLOOKUP function and legacy Excel functions such as VLOOKUP, HLOOKUP, INDEX, and MATCH
• Cite examples of when using Dynamic Arrays would be useful
• Differentiate between Excel’s AGGREGATE and SUBTOTAL functions
• Identify conditions in which the FORECAST.ETS function is preferable to the FORECAST function
Who Should Attend: Business professionals who work with Excel and want to extend their knowledge of advanced features and functions to become more accurate, effective, and efficient with spreadsheets
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental knowledge of Excel 2019 and newer
Location: Virtual
9/24/2025
With approximately 500 functions now available in Excel, some newer and more powerful tools are easy to overlook. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel’s more advanced features – some new and some legacy – to elevate your productivity to higher levels.
In this session, you will learn about many of Excel’s newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power, and create more accurate forecasts with Excel’s FORECAST.ETS function. No matter your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel.
Major Topics:
• Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays
• How to use “legacy” features and functions such as AGGREGATE
• Creating effective forecasts in Excel
Learning Objectives:
• List examples of best practices for constructing formulas in Excel spreadsheets
• Identify situations in which each of the following functions might be useful: SUMIFS, SWITCH, and STOCKHISTORY
• Distinguish between the XLOOKUP function and legacy Excel functions such as VLOOKUP, HLOOKUP, INDEX, and MATCH
• Cite examples of when using Dynamic Arrays would be useful
• Differentiate between Excel’s AGGREGATE and SUBTOTAL functions
• Identify conditions in which the FORECAST.ETS function is preferable to the FORECAST function
Who Should Attend: Business professionals who work with Excel and want to extend their knowledge of advanced features and functions to become more accurate, effective, and efficient with spreadsheets
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental knowledge of Excel 2019 and newer
Location: Virtual
Live Webinar K2’s Improving Productivity With Microsoft 365/Office 365 Cloud Applications
9/25/2025
Many Microsoft 365/Office 365 subscriptions include robust Cloud services for improving productivity. Foundational services, such as SharePoint Online, OneDrive for Business, and Exchange Online, join with other powerful tools such as Teams, Planner, Power Automate, Forms, and Power Apps to provide a productivity platform second to none. Unfortunately, most users will never benefit from working with these tools simply because they remain unaware of these features.
Plan to attend this session to learn about the “rest of 365” and how these Cloud-based applications can enhance personal and team productivity while simultaneously facilitating remote working arrangements. Don’t miss this opportunity to get all the knowledge and guidance necessary to leverage your investment in Microsoft 365/Office 365 fully.
Major Topics:
• Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment
• How to use tools such as Teams, Planner, and Power Automate
• Storing data in SharePoint Online and OneDrive for Business
Learning Objectives:
• Identify relevant, Cloud-based components of the Microsoft 365/Office 365 subscription model
• Differentiate between OneDrive, OneDrive for Business, and SharePoint Online
• Cite examples of how Teams can improve productivity and enhance collaboration and communication
• List examples of other Cloud-based services available through a Microsoft 365/Office 365 subscription
• Specify situations in which tools such as Planner, Power Automate, Bookings, Stream, and Sway might enhance individual and organizational productivity, efficiency, and profitability
Who Should Attend: CPAs and other business professionals who are seeking to leverage their Microsoft 365/Office 365 subscriptions by taking advantage of some of the Cloud-based features available in these environments
Program Level: Intermediate
Field of Study: Computer Software and Applictions (4 CPE hours)
Prerequisites: Fundamental knowledge of computer applications and the Microsoft 365/Office 365 subscription models
Location: Virtual
9/25/2025
Many Microsoft 365/Office 365 subscriptions include robust Cloud services for improving productivity. Foundational services, such as SharePoint Online, OneDrive for Business, and Exchange Online, join with other powerful tools such as Teams, Planner, Power Automate, Forms, and Power Apps to provide a productivity platform second to none. Unfortunately, most users will never benefit from working with these tools simply because they remain unaware of these features.
Plan to attend this session to learn about the “rest of 365” and how these Cloud-based applications can enhance personal and team productivity while simultaneously facilitating remote working arrangements. Don’t miss this opportunity to get all the knowledge and guidance necessary to leverage your investment in Microsoft 365/Office 365 fully.
Major Topics:
• Understanding the Cloud-based options available in a Microsoft 365/Office 365 environment
• How to use tools such as Teams, Planner, and Power Automate
• Storing data in SharePoint Online and OneDrive for Business
Learning Objectives:
• Identify relevant, Cloud-based components of the Microsoft 365/Office 365 subscription model
• Differentiate between OneDrive, OneDrive for Business, and SharePoint Online
• Cite examples of how Teams can improve productivity and enhance collaboration and communication
• List examples of other Cloud-based services available through a Microsoft 365/Office 365 subscription
• Specify situations in which tools such as Planner, Power Automate, Bookings, Stream, and Sway might enhance individual and organizational productivity, efficiency, and profitability
Who Should Attend: CPAs and other business professionals who are seeking to leverage their Microsoft 365/Office 365 subscriptions by taking advantage of some of the Cloud-based features available in these environments
Program Level: Intermediate
Field of Study: Computer Software and Applictions (4 CPE hours)
Prerequisites: Fundamental knowledge of computer applications and the Microsoft 365/Office 365 subscription models
Location: Virtual
Live Webinar K2’s Working Remotely – The New Normal
9/25/2025
Many team members now work remotely, whether by choice or necessity. As a result, questions abound about remote access to desktops and data, security, communications, collaboration, and other considerations in this new normal. When implemented correctly, remote work strategies can be a “win-win” for all involved; however, failed implementations may lead to inefficiencies, security issues, and dissatisfied team members.
This session will teach you today’s best practices for working remotely. Specifically, you will learn about various remote access tools, communication and collaboration options, and security best practices. You will also learn about managing and monitoring workflows in remote work environments and tools you can use. After completing this session, you can implement a remote work strategy that yields efficiency, security, and satisfaction to all involved.
Major Topics:
• Key technologies that facilitate remote work options
• Cybersecurity issues impacting remote work environments
• How to communicate and collaborate when working remotely
Learning Objectives:
• Differentiate between options for remotely accessing your computer, applications, and data
• Identify recommended security practices for remote access and related tools and services
• List examples of Cloud-based services and suites that can contribute to working remotely
• Distinguish between communication and collaboration tools for remote workers
Who Should Attend: CPAs and other business professionals who are seeking the best ways to implement remote work and work-from-home strategies
Program Level: Intermediate
Field of Study: Information Technology (4 CPE hours)
Prerequisites: Fundamental knowledge of computer applications
Location: Virtual
9/25/2025
Many team members now work remotely, whether by choice or necessity. As a result, questions abound about remote access to desktops and data, security, communications, collaboration, and other considerations in this new normal. When implemented correctly, remote work strategies can be a “win-win” for all involved; however, failed implementations may lead to inefficiencies, security issues, and dissatisfied team members.
This session will teach you today’s best practices for working remotely. Specifically, you will learn about various remote access tools, communication and collaboration options, and security best practices. You will also learn about managing and monitoring workflows in remote work environments and tools you can use. After completing this session, you can implement a remote work strategy that yields efficiency, security, and satisfaction to all involved.
Major Topics:
• Key technologies that facilitate remote work options
• Cybersecurity issues impacting remote work environments
• How to communicate and collaborate when working remotely
Learning Objectives:
• Differentiate between options for remotely accessing your computer, applications, and data
• Identify recommended security practices for remote access and related tools and services
• List examples of Cloud-based services and suites that can contribute to working remotely
• Distinguish between communication and collaboration tools for remote workers
Who Should Attend: CPAs and other business professionals who are seeking the best ways to implement remote work and work-from-home strategies
Program Level: Intermediate
Field of Study: Information Technology (4 CPE hours)
Prerequisites: Fundamental knowledge of computer applications
Location: Virtual
Understanding the "Most Common" Form 990 Schedules: A, B & O (Webinar)
9/25/2025
“C the B A D D O G”' is a handy phrase used to remember the SIX most common 990 Schedules – A, B, C, D and G, along with the key governance and policy asks (with required narrations) appearing upon the always-mandatory Schedule O. This class covers the big three of these six – Schedule A (required of all 501(c)(3) organizations); Schedule B (required for many (c)(3)s as well as certain non-(c)(3)s); and the key and most troublesome lines of Schedule O. The approach to all three is designed to: (1) demystify the Schedule A overall and then demystify the application of the two public support tests); (2) address common misconceptions concerning the Schedule B's reporting of donors; and (3) highlight the reach and underlying disclosure obligations behind Schedule O’s most sensitive lines.
Program Content:
Prerequisites: Some familiarity with the nonprofit sector
Developed and Instructed By: Eve Rose Borenstein, J.D. (via Eve Rose Borenstein, LLC)
9/25/2025
“C the B A D D O G”' is a handy phrase used to remember the SIX most common 990 Schedules – A, B, C, D and G, along with the key governance and policy asks (with required narrations) appearing upon the always-mandatory Schedule O. This class covers the big three of these six – Schedule A (required of all 501(c)(3) organizations); Schedule B (required for many (c)(3)s as well as certain non-(c)(3)s); and the key and most troublesome lines of Schedule O. The approach to all three is designed to: (1) demystify the Schedule A overall and then demystify the application of the two public support tests); (2) address common misconceptions concerning the Schedule B's reporting of donors; and (3) highlight the reach and underlying disclosure obligations behind Schedule O’s most sensitive lines.
Program Content:
- The benefits of a 501(c)(3) organization being classified as a public charity rather than a private foundation (and how Schedule A, Part I "claims" qualification as such)
- The public policy precepts and approach preparers need apply in demonstrating filer has met the predominant "public support test" which is demonstrated at Schedule A's Part II
- The overarching needs and preparation tasks of Schedule B and related worksheets, including which donors are to be listed and with what identifying information required (dependent on the filer’s 501(c)-subsection); and what information 501(c)(3) filers may omit from the 990’s public inspection copy
- Recognize function of Schedule A Part I in reporting the primary basis of a filer’s non-private foundation classification in the tax year, regardless of prior years' qualification
- Identify the revenue input differences underlying each of the two public support tests' bottom-line "public support” percentage-result evaluated over rolling five tax year periods
- Understand "public support" as a measure of donors’ diversity (or of those purchasing related services) and appreciate that both public support tests apply limits on how much of a donor’s gifts (or a purchaser of service’s fees) can comprise “public support”
- Identify the pertinent reporting conventions applicable in Schedule B for disclosing donors' contributions (and/or donors' identity to the IRS or via public inspection conventions)
- Embrace and appreciate: (a) the key six inquiries in Part VI of the 990 and their public relations impact; (b) the narratives to be provided in relation to those key Part VI lines, and (c) that the face of the Form is misleading as to what are appropriate narratives!
- Learn the objective criteria by which the Board can garner a “Yes” answer to the inquiry at Part VI’s Line 11a with respect having been provided the Form 990 pre-filing
- Identify the multiple disclosures required when a management company is employed at any time in the tax year being reported upon and contrast these with Part VII-A reporting
Prerequisites: Some familiarity with the nonprofit sector
Developed and Instructed By: Eve Rose Borenstein, J.D. (via Eve Rose Borenstein, LLC)
Live Webinar K2's Ethics And Technology
10/28/2025
With the explosion of technology over the past thirty years, one fair question is, “what are the ethical considerations and impacts related to this technology?” Of course, practical technology issues such as data privacy and security undoubtedly carry ethical considerations. However, technology also affects the ethics associated with work-life balance, the digital divide, training needs, copyrights, and fraud, to name a few.
This course will teach you about “technoethics” and its implications for individuals and organizations. To that end, you will explore many current and emerging issues associated with ethics and technology, such as copyrights, cybercrimes, privacy versus security, and geo-tracking technologies. Given the profound implications of ethics and technology, this could be the most impactful session you will ever attend.
Major Topics:
• Understanding the differences between ethics, morals, and laws
• Key technology issues that can impact ethical behavior in businesses
• Examples of potential ethical conflicts precipitated by modern technologies
Learning Objectives:
• Distinguish between morals and ethics
• Define “technoethics” and identify examples of business ethics issues and how they are affected by technology
• Recognize the influence of ethics requirements in Codes of Conduct
• List at least five examples of potential ethical issues associated with leading technologies today
Who Should Attend: CPAs who desire a deeper understanding of critical ethical issues facing accountants today
Program Level: Basic
Field of Study: Behavioral Ethics (4 CPE)
Prerequisites: None
Location: Virtual
10/28/2025
With the explosion of technology over the past thirty years, one fair question is, “what are the ethical considerations and impacts related to this technology?” Of course, practical technology issues such as data privacy and security undoubtedly carry ethical considerations. However, technology also affects the ethics associated with work-life balance, the digital divide, training needs, copyrights, and fraud, to name a few.
This course will teach you about “technoethics” and its implications for individuals and organizations. To that end, you will explore many current and emerging issues associated with ethics and technology, such as copyrights, cybercrimes, privacy versus security, and geo-tracking technologies. Given the profound implications of ethics and technology, this could be the most impactful session you will ever attend.
Major Topics:
• Understanding the differences between ethics, morals, and laws
• Key technology issues that can impact ethical behavior in businesses
• Examples of potential ethical conflicts precipitated by modern technologies
Learning Objectives:
• Distinguish between morals and ethics
• Define “technoethics” and identify examples of business ethics issues and how they are affected by technology
• Recognize the influence of ethics requirements in Codes of Conduct
• List at least five examples of potential ethical issues associated with leading technologies today
Who Should Attend: CPAs who desire a deeper understanding of critical ethical issues facing accountants today
Program Level: Basic
Field of Study: Behavioral Ethics (4 CPE)
Prerequisites: None
Location: Virtual
Live Webinar K2’s Top PDF Features You Should Know
10/28/2025
Stop struggling with PDFs! Adobe Acrobat and other PDF tools provide access to features that make working with PDF files a breeze. This course will teach you to use tools and features such as PDF forms, redaction, converting PDFs to Word and Excel files, and electronic signatures. You will also learn how to create and apply tick marks and build indices, catalogs, and portfolios. You will also learn how to secure PDF documents to their fullest.
The popularity and usefulness of PDFs increase daily, but most PDF users have not learned how to manipulate PDF documents effectively. Accordingly, they struggle and strain with these standard files. You do not need to let this be the case. Join us in this very timely session, where you will learn the top features necessary to optimize your work with PDF documents.
Major Topics:
• Best practices for creating, editing, and managing PDFs
• The process for creating and distributing PDF forms
• Integrating PDFs with other applications
• Securing your PDFs
Learning Objectives:
• Identify procedures to reorganize and manipulate PDF documents – including applying bookmarks – to meet specific needs
• Cite examples of how to create and distribute PDF forms and automate the process of collecting and summarizing form response data
• List examples of ways to markup and edit PDF documents, including applying tick marks
• Differentiate between options for securing PDF documents and facilitating electronic approvals and signatures
• Identify options for converting PDF documents to Word and Excel files
Who Should Attend: Business professionals who are seeking to become more efficient and effective when working with PDF documents
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE hours)
Prerequisites: Fundamental knowledge of PDF operations
Location: Virtual
10/28/2025
Stop struggling with PDFs! Adobe Acrobat and other PDF tools provide access to features that make working with PDF files a breeze. This course will teach you to use tools and features such as PDF forms, redaction, converting PDFs to Word and Excel files, and electronic signatures. You will also learn how to create and apply tick marks and build indices, catalogs, and portfolios. You will also learn how to secure PDF documents to their fullest.
The popularity and usefulness of PDFs increase daily, but most PDF users have not learned how to manipulate PDF documents effectively. Accordingly, they struggle and strain with these standard files. You do not need to let this be the case. Join us in this very timely session, where you will learn the top features necessary to optimize your work with PDF documents.
Major Topics:
• Best practices for creating, editing, and managing PDFs
• The process for creating and distributing PDF forms
• Integrating PDFs with other applications
• Securing your PDFs
Learning Objectives:
• Identify procedures to reorganize and manipulate PDF documents – including applying bookmarks – to meet specific needs
• Cite examples of how to create and distribute PDF forms and automate the process of collecting and summarizing form response data
• List examples of ways to markup and edit PDF documents, including applying tick marks
• Differentiate between options for securing PDF documents and facilitating electronic approvals and signatures
• Identify options for converting PDF documents to Word and Excel files
Who Should Attend: Business professionals who are seeking to become more efficient and effective when working with PDF documents
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE hours)
Prerequisites: Fundamental knowledge of PDF operations
Location: Virtual
Live Webinar K2's Better Productivity Through Artificial Intelligence & Automation Tools
10/29/2025
Artificial Intelligence (AI) and automation tools offer incredible opportunities for all business professionals to improve productivity and accuracy. For example, generative AI tools such as ChatGPT and Bard can be beneficial when conducting research or drafting reports and correspondence. Likewise, Microsoft’s Power Automate platform and similar tools such as Zapier can help you elevate efficiency to levels you may have thought unattainable. If this sounds appealing, plan to participate in this session to modernize your workflows and take advantage of these tools.
This session will teach you practical applications of today’s AI and automation tools. Moving beyond fundamental discussions, you will learn how to use AI and automation to streamline workflows, improve internal control, maximize productivity, and even improve team member morale. In addition, you will learn about some potential pitfalls associated with these technologies and how to avoid making mistakes when using these tools. In sum, this session is “must-see CPE,” and you should plan to participate in this class today.
Major Topics:
• Practical opportunities to leverage artificial intelligence and automation in business settings
• Potential risks associated with using AI and automation, including inherent ethical issues
• Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier
Learning Objectives:
• List potential benefits and risks associated with artificial intelligence and automation
• Identify examples of tasks that you can improve using AI
• List examples of how you can use Power Automate and similar tools to automate tasks
• Specify characteristics of tasks that lend themselves to automated workflows
Who Should Attend: CPAs and other accounting, financial, and business professionals who want to work more efficiently using AI and automation
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental understanding of business technologies and workflows
Location: Virtual
10/29/2025
Artificial Intelligence (AI) and automation tools offer incredible opportunities for all business professionals to improve productivity and accuracy. For example, generative AI tools such as ChatGPT and Bard can be beneficial when conducting research or drafting reports and correspondence. Likewise, Microsoft’s Power Automate platform and similar tools such as Zapier can help you elevate efficiency to levels you may have thought unattainable. If this sounds appealing, plan to participate in this session to modernize your workflows and take advantage of these tools.
This session will teach you practical applications of today’s AI and automation tools. Moving beyond fundamental discussions, you will learn how to use AI and automation to streamline workflows, improve internal control, maximize productivity, and even improve team member morale. In addition, you will learn about some potential pitfalls associated with these technologies and how to avoid making mistakes when using these tools. In sum, this session is “must-see CPE,” and you should plan to participate in this class today.
Major Topics:
• Practical opportunities to leverage artificial intelligence and automation in business settings
• Potential risks associated with using AI and automation, including inherent ethical issues
• Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier
Learning Objectives:
• List potential benefits and risks associated with artificial intelligence and automation
• Identify examples of tasks that you can improve using AI
• List examples of how you can use Power Automate and similar tools to automate tasks
• Specify characteristics of tasks that lend themselves to automated workflows
Who Should Attend: CPAs and other accounting, financial, and business professionals who want to work more efficiently using AI and automation
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental understanding of business technologies and workflows
Location: Virtual
Live Webinar K2’s Technology Update
10/29/2025
Which technology trends will impact you and your business? What emerging technologies will potentially help you to address security and efficiency? How will the emergence of Windows 11 affect you? Should you consider subscription-based software? What does the future of communication technology have in store for you? Get answers to these and other questions by participating in K2’s Technology Update, a four-hour review of technology trends and developments affecting virtually all business professionals.
In this session, you will learn about significant issues such as:
• Hardware trends,
• Software innovations,
• Communication and collaboration tools,
• Security issues and solutions,
• Key products to consider for implementation, and
• Unusual and emerging technologies you may have missed.
If you’re taking just one technology-focused training session this year, this should be it!
Major Topics:
• Developments in hardware and software
• Options for communicating and collaborating more effectively
• Addressing cybersecurity issues
Learning Objectives:
• Identify major hardware trends and software developments
• List examples of technologies that can improve communications and data transfers
• Differentiate between various communication tools and platforms
• List key security issues and identify appropriate responses
Who Should Attend: Business professionals and advisors seeking to learn more about technologies impacting accounting and financial professionals
Program Level: Basic
Field of Study: Information Technology (4 CPE)
Prerequisites: General understanding of technology in business settings
Location: Virtual
10/29/2025
Which technology trends will impact you and your business? What emerging technologies will potentially help you to address security and efficiency? How will the emergence of Windows 11 affect you? Should you consider subscription-based software? What does the future of communication technology have in store for you? Get answers to these and other questions by participating in K2’s Technology Update, a four-hour review of technology trends and developments affecting virtually all business professionals.
In this session, you will learn about significant issues such as:
• Hardware trends,
• Software innovations,
• Communication and collaboration tools,
• Security issues and solutions,
• Key products to consider for implementation, and
• Unusual and emerging technologies you may have missed.
If you’re taking just one technology-focused training session this year, this should be it!
Major Topics:
• Developments in hardware and software
• Options for communicating and collaborating more effectively
• Addressing cybersecurity issues
Learning Objectives:
• Identify major hardware trends and software developments
• List examples of technologies that can improve communications and data transfers
• Differentiate between various communication tools and platforms
• List key security issues and identify appropriate responses
Who Should Attend: Business professionals and advisors seeking to learn more about technologies impacting accounting and financial professionals
Program Level: Basic
Field of Study: Information Technology (4 CPE)
Prerequisites: General understanding of technology in business settings
Location: Virtual
Live Webinar K2’s Microsoft Teams
10/30/2025
Microsoft Teams is one of the most exciting personal and organizational productivity tools ever appearing on the business landscape. With Teams, you can communicate and collaborate easily and securely with others, including colleagues outside your organization. Further, you can extend the already-robust functionality in Teams by incorporating add-in solutions with just a few mouse clicks. Unfortunately, despite Teams’ power and relatively simple interface, many organizations struggle to deploy and use Teams.
In this session, you will learn how to get up and running quickly in Teams to take full advantage of this powerful tool. More specifically, you will learn how to get started in Teams and critical decisions affecting your deployment. Also, you will learn how to work in Teams, take advantage of the chat, voice, and video call services, and share documents securely with others. Moreover, you will learn how to extend your Teams platform to external organizations for improved communication and collaboration. Additionally, you will identify how to add other applications to Teams and optimize Team's configuration for the best overall efficiency and security. If you are working with Teams or plan to do so, this is one CPE session you can’t afford to miss!
Major Topics:
• Understanding the Teams platform
• Communicating and collaborating in Teams
• Adding applications and services to Teams
• Extending Teams to individuals outside your organization
Learning Objectives:
• Identify critical potential benefits associated with using Microsoft Teams
• List various elements of functionality offered by Teams
• Differentiate between “guest” and “external” users in Teams
• Cite examples of additional applications that you can incorporate into Teams
• Name examples of communication options available in Teams
• Specify examples of security measures available in Teams
Who Should Attend: CPAs and other business professionals who are seeking to leverage their Office 365/Microsoft 365 subscriptions by taking advantage of Teams for improved communication and collaboration
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental knowledge of computer applications
Location: Virtual
10/30/2025
Microsoft Teams is one of the most exciting personal and organizational productivity tools ever appearing on the business landscape. With Teams, you can communicate and collaborate easily and securely with others, including colleagues outside your organization. Further, you can extend the already-robust functionality in Teams by incorporating add-in solutions with just a few mouse clicks. Unfortunately, despite Teams’ power and relatively simple interface, many organizations struggle to deploy and use Teams.
In this session, you will learn how to get up and running quickly in Teams to take full advantage of this powerful tool. More specifically, you will learn how to get started in Teams and critical decisions affecting your deployment. Also, you will learn how to work in Teams, take advantage of the chat, voice, and video call services, and share documents securely with others. Moreover, you will learn how to extend your Teams platform to external organizations for improved communication and collaboration. Additionally, you will identify how to add other applications to Teams and optimize Team's configuration for the best overall efficiency and security. If you are working with Teams or plan to do so, this is one CPE session you can’t afford to miss!
Major Topics:
• Understanding the Teams platform
• Communicating and collaborating in Teams
• Adding applications and services to Teams
• Extending Teams to individuals outside your organization
Learning Objectives:
• Identify critical potential benefits associated with using Microsoft Teams
• List various elements of functionality offered by Teams
• Differentiate between “guest” and “external” users in Teams
• Cite examples of additional applications that you can incorporate into Teams
• Name examples of communication options available in Teams
• Specify examples of security measures available in Teams
Who Should Attend: CPAs and other business professionals who are seeking to leverage their Office 365/Microsoft 365 subscriptions by taking advantage of Teams for improved communication and collaboration
Program Level: Intermediate
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: Fundamental knowledge of computer applications
Location: Virtual
Live Webinar K2’s Securing Your Data: Practical Tools For Protecting Information
10/30/2025
Security is not optional, and yesterday’s security techniques do not minimize today’s threats. Therefore, now is the time to tune up what you know about protecting sensitive data. This program will teach you the latest tools and techniques for securing your data, including encryption, virus protection, safe communications, electronic signatures, secure authentication, and more. You will also learn how to implement a practical, five-step approach to securing your PC and the questions you should ask your staff to ensure server-based information remains protected.
Security failures, such as client or customer data breaches, are costly – they can even drive your company out of business. So, what security tools do you need, and how should you use them to secure your sensitive data and systems? Can you risk attempting to manage today’s threats using yesterday’s techniques? Participate in this program to learn how to identify viable and practical solutions to mitigating today’s security threats.
Major Topics:
• Understanding today’s cybersecurity risks
• Identifying major cybersecurity risks
• Implementing specific steps to reduce risk
Learning Objectives:
• Assess the relevant security risks in your organization
• Identify specific tools and techniques to protect sensitive data
• List five specific steps to improve PC security
• Differentiate between security procedures to improve organizational security
Who Should Attend: Business professionals and advisors seeking to learn more about technologies impacting accounting and financial professionals
Program Level: Intermediate
Field of Study: Information Technology (4 CPE hours)
Prerequisites: Basic understanding of computer operations
Location: Virtual
10/30/2025
Security is not optional, and yesterday’s security techniques do not minimize today’s threats. Therefore, now is the time to tune up what you know about protecting sensitive data. This program will teach you the latest tools and techniques for securing your data, including encryption, virus protection, safe communications, electronic signatures, secure authentication, and more. You will also learn how to implement a practical, five-step approach to securing your PC and the questions you should ask your staff to ensure server-based information remains protected.
Security failures, such as client or customer data breaches, are costly – they can even drive your company out of business. So, what security tools do you need, and how should you use them to secure your sensitive data and systems? Can you risk attempting to manage today’s threats using yesterday’s techniques? Participate in this program to learn how to identify viable and practical solutions to mitigating today’s security threats.
Major Topics:
• Understanding today’s cybersecurity risks
• Identifying major cybersecurity risks
• Implementing specific steps to reduce risk
Learning Objectives:
• Assess the relevant security risks in your organization
• Identify specific tools and techniques to protect sensitive data
• List five specific steps to improve PC security
• Differentiate between security procedures to improve organizational security
Who Should Attend: Business professionals and advisors seeking to learn more about technologies impacting accounting and financial professionals
Program Level: Intermediate
Field of Study: Information Technology (4 CPE hours)
Prerequisites: Basic understanding of computer operations
Location: Virtual
Live Webinar K2's Excel Best Practices
11/18/2025
As spreadsheets evolve, so must your creating, editing, and auditing practices. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel.
Today’s best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel fully.
Major Topics:
Program Level: Intermediate
Field of Study: Computer Software and Applications (8 CPE)
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
11/18/2025
As spreadsheets evolve, so must your creating, editing, and auditing practices. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel.
Today’s best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel fully.
Major Topics:
- Best practices associated with creating Excel workbooks, including managing workbooks
- How to secure Excel workbooks
- Collaboration options and best practices in Excel
- Effective reporting techniques in Excel
- List critical spreadsheet design fundamentals
- Identify techniques used to minimize data input errors
- Utilize Excel’s Table feature as a foundational component of spreadsheets
- Identify and implement three different methods for consolidating data
- Utilize various Excel features, such as Go To Special, to solve specific spreadsheet issues
- List and apply four techniques for sharing an Excel workbook and collaborating with others
- Implement different practices for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing
- Identify the advantages of working with Defined Names in Excel
- List and apply six techniques for securing Excel data
Program Level: Intermediate
Field of Study: Computer Software and Applications (8 CPE)
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
Live Webinar K2’s Excel Tips, Tricks, and Techniques for Accountants
11/19/2025
Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and streamlining report generation and printing processes.
Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples to improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience delivering spreadsheet training to accounting and financial professionals, assuring you of the relevance and usefulness of the information and guidance provided during the program.
Major Topics:
• Fundamental Excel techniques all accounting and financial professionals should know and use
• Creating date-based calculations in Excel
• How to create Excel templates
• Key options you should enable in Excel
• Linking data in Excel
Learning Objectives:
• Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
• Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity
• Utilize various formula-building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing XLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
• Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports
Who Should Attend: Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively
Program Level: Intermediate
Field of Study: 4 hours Accounting and 4 hours Computer Software and Applications
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
11/19/2025
Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and streamlining report generation and printing processes.
Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples to improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience delivering spreadsheet training to accounting and financial professionals, assuring you of the relevance and usefulness of the information and guidance provided during the program.
Major Topics:
• Fundamental Excel techniques all accounting and financial professionals should know and use
• Creating date-based calculations in Excel
• How to create Excel templates
• Key options you should enable in Excel
• Linking data in Excel
Learning Objectives:
• Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
• Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity
• Utilize various formula-building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing XLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
• Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports
Who Should Attend: Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively
Program Level: Intermediate
Field of Study: 4 hours Accounting and 4 hours Computer Software and Applications
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
Live Webinar K2’s Advanced Excel
11/20/2025
If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2’s Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information.
The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.
Major Topics:
• Collaboration and security techniques
• Tables, data models, and PivotTables
• Advanced formulas
• Data queries
• Creating effective visualizations
Learning Objectives:
• Identify and implement the best techniques to secure sensitive information in Excel workbooks and collaborate with other users to improve accuracy and efficiency
• Create tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model
• Import and link data into Excel from external sources – including text, Access, and SQL Server – and use advanced tools, such as Power Query and various cleanup tools, to manipulate the data to meet specific needs
• Use advanced functions, such as SUMPRODUCT, XLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV, and XIRR, to create and audit complex formulas
• Analyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables
• Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information
Who Should Attend: Business professionals who work with Excel 2019 or newer and want to extend their knowledge with advanced features and functions
Program Level: Advanced
Field of Study: 4 hours Accounting and 4 hours Computer Software and Applications
Prerequisites: Experienced Excel user
Location: Virtual
11/20/2025
If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2’s Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information.
The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.
Major Topics:
• Collaboration and security techniques
• Tables, data models, and PivotTables
• Advanced formulas
• Data queries
• Creating effective visualizations
Learning Objectives:
• Identify and implement the best techniques to secure sensitive information in Excel workbooks and collaborate with other users to improve accuracy and efficiency
• Create tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model
• Import and link data into Excel from external sources – including text, Access, and SQL Server – and use advanced tools, such as Power Query and various cleanup tools, to manipulate the data to meet specific needs
• Use advanced functions, such as SUMPRODUCT, XLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV, and XIRR, to create and audit complex formulas
• Analyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables
• Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information
Who Should Attend: Business professionals who work with Excel 2019 or newer and want to extend their knowledge with advanced features and functions
Program Level: Advanced
Field of Study: 4 hours Accounting and 4 hours Computer Software and Applications
Prerequisites: Experienced Excel user
Location: Virtual
Live Webinar K2’s Excel Essentials for Staff Accountants
12/9/2025
Staff accountants have specific needs when working with Excel. Unfortunately, their existing Excel knowledge often does not meet these needs. Chief among these are summarizing data quickly and accurately, generating accurate and aesthetically pleasing reports, and creating accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills to maximize efficiency and accuracy when working with Excel.
This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a “laptop-friendly” environment, and participants will have access to all the demonstration files. In sum, this seminar is a “must” for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.
Major Topics:
• Best practices for creating and working with Excel workbooks
• Effectively using Excel functions when creating formulas
• The importance of PivotTables in modern reporting environments
• Best practices for formatting your workbooks
Learning Objectives:
• • List five critical best practices associated with creating workbooks and constructing workbooks that comply with these principles
• Utilize PivotTables and PivotCharts to quickly summarize and present data without generating formulas
• Build sophisticated formulas to assist with reporting and analysis, including those that use functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM
• Create Tables from ranges of Excel data and identify the primary advantages of working with Tables
• Apply formats quickly and efficiently to Excel reports and understand the importance of features such as the Accounting format, Accounting Underlines, Precision as Displayed, Center Across Selection, and Flash Fill
• Work with date-oriented data in Excel and create calculations – such as those involving depreciation expense and interest accruals – involving the passage of time
Who Should Attend: Accounting and financial professionals who want to use the power of Excel in common business situations to summarize and analyze data
Program Level: Intermediate
Field of Study: 8 hours Computer Software and Applications (8 CPE)
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
12/9/2025
Staff accountants have specific needs when working with Excel. Unfortunately, their existing Excel knowledge often does not meet these needs. Chief among these are summarizing data quickly and accurately, generating accurate and aesthetically pleasing reports, and creating accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills to maximize efficiency and accuracy when working with Excel.
This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a “laptop-friendly” environment, and participants will have access to all the demonstration files. In sum, this seminar is a “must” for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.
Major Topics:
• Best practices for creating and working with Excel workbooks
• Effectively using Excel functions when creating formulas
• The importance of PivotTables in modern reporting environments
• Best practices for formatting your workbooks
Learning Objectives:
• • List five critical best practices associated with creating workbooks and constructing workbooks that comply with these principles
• Utilize PivotTables and PivotCharts to quickly summarize and present data without generating formulas
• Build sophisticated formulas to assist with reporting and analysis, including those that use functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM
• Create Tables from ranges of Excel data and identify the primary advantages of working with Tables
• Apply formats quickly and efficiently to Excel reports and understand the importance of features such as the Accounting format, Accounting Underlines, Precision as Displayed, Center Across Selection, and Flash Fill
• Work with date-oriented data in Excel and create calculations – such as those involving depreciation expense and interest accruals – involving the passage of time
Who Should Attend: Accounting and financial professionals who want to use the power of Excel in common business situations to summarize and analyze data
Program Level: Intermediate
Field of Study: 8 hours Computer Software and Applications (8 CPE)
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
Live Webinar K2’s Technology for CPAs - Don't Get Left Behind
12/10/2025
How good are you with the technology you use daily? Are new technology tools available to save time and make you more effective? Technology continues to accelerate rapidly, and keeping pace is essential. This course is for you if you are not an information technology (IT) expert but need a technology update to maintain and improve your skills to serve your companies or clients more efficiently and effectively!
In this fast-paced, update-style course, you will survey today’s IT environment, learning about computer hardware, software (including Microsoft Office), operating systems (including Windows 11), peripheral devices, and what they mean for you. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends. Examples include the latest Excel features, best practices for working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment.
Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools, which can provide you with the knowledge you need to harness the power of technology, both now and in the future. So register now for this “don’t miss” opportunity to get the skills required to enhance the value of your IT investment.
Major Topics:
• Emerging technologies all business professionals should know
• Considerations associated with upgrading to Windows 11
• Practical options for protecting your data
• New features in commonly-used applications such as Excel and Adobe Acrobat DC
Learning Objectives:
• Identify essential hardware and software enhancements and updates that are relevant to accountants, including operating systems, desktop productivity suites, accounting software, and document management systems
• Implement critical features in Microsoft Office applications, including accountant-centric features in Excel, Word, and Outlook
• List and apply features found in Adobe Acrobat for working with PDFs, including commenting, reorganizing PDFs, securing PDFs, and creating and working with PDF forms
• Identify security and privacy issues facing accountants, including practical tools and techniques for mitigating risks, such as data encryption, password management, biometrics, and portals
Who Should Attend: Accounting and financial professionals seeking to improve their knowledge of technology and the return on their investment in technology
Program Level: Basic
Field of Study: Computer Software and Applications (8 CPE hours)
Prerequisites: None
Location: Virtual
12/10/2025
How good are you with the technology you use daily? Are new technology tools available to save time and make you more effective? Technology continues to accelerate rapidly, and keeping pace is essential. This course is for you if you are not an information technology (IT) expert but need a technology update to maintain and improve your skills to serve your companies or clients more efficiently and effectively!
In this fast-paced, update-style course, you will survey today’s IT environment, learning about computer hardware, software (including Microsoft Office), operating systems (including Windows 11), peripheral devices, and what they mean for you. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends. Examples include the latest Excel features, best practices for working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment.
Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools, which can provide you with the knowledge you need to harness the power of technology, both now and in the future. So register now for this “don’t miss” opportunity to get the skills required to enhance the value of your IT investment.
Major Topics:
• Emerging technologies all business professionals should know
• Considerations associated with upgrading to Windows 11
• Practical options for protecting your data
• New features in commonly-used applications such as Excel and Adobe Acrobat DC
Learning Objectives:
• Identify essential hardware and software enhancements and updates that are relevant to accountants, including operating systems, desktop productivity suites, accounting software, and document management systems
• Implement critical features in Microsoft Office applications, including accountant-centric features in Excel, Word, and Outlook
• List and apply features found in Adobe Acrobat for working with PDFs, including commenting, reorganizing PDFs, securing PDFs, and creating and working with PDF forms
• Identify security and privacy issues facing accountants, including practical tools and techniques for mitigating risks, such as data encryption, password management, biometrics, and portals
Who Should Attend: Accounting and financial professionals seeking to improve their knowledge of technology and the return on their investment in technology
Program Level: Basic
Field of Study: Computer Software and Applications (8 CPE hours)
Prerequisites: None
Location: Virtual
Live Webinar K2’s Microsoft 365/Office 365 - All the things You Need to Know
12/16/2025
Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment.
Isn’t it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.
Major Topics:
• Understanding the Microsoft 365/Office 365 subscription model
• Working with vital 365-based apps and services
• Using Teams as your primary collaboration tool
• Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription
Learning Objectives:
• Implement tools and techniques for securing your Microsoft 365/Office 365 implementations
• List key Microsoft 365/Office 365 apps that can improve collaboration and productivity
• Identify opportunities to utilize SharePoint Online to improve team efficiency
• Utilize Microsoft 365/Office 365 apps to communicate more effectively with others
Who Should Attend: Business professionals seeking to maximize their return on investment in Microsoft 365/Office 365
Program Level: Intermediate
Field of Study: Computer Software and Applications (8 CPE hours)
Prerequisites: Fundamental understanding of computer operations
Location: Virtual
12/16/2025
Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment.
Isn’t it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.
Major Topics:
• Understanding the Microsoft 365/Office 365 subscription model
• Working with vital 365-based apps and services
• Using Teams as your primary collaboration tool
• Taking advantage of lesser-known features and services in a Microsoft 365/Office 365 subscription
Learning Objectives:
• Implement tools and techniques for securing your Microsoft 365/Office 365 implementations
• List key Microsoft 365/Office 365 apps that can improve collaboration and productivity
• Identify opportunities to utilize SharePoint Online to improve team efficiency
• Utilize Microsoft 365/Office 365 apps to communicate more effectively with others
Who Should Attend: Business professionals seeking to maximize their return on investment in Microsoft 365/Office 365
Program Level: Intermediate
Field of Study: Computer Software and Applications (8 CPE hours)
Prerequisites: Fundamental understanding of computer operations
Location: Virtual
Live Webinar K2’s Next Generation Excel Reporting
12/17/2025
New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel’s “legacy” features, and you have significant new opportunities to improve your Excel-based reporting environments.
In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to format your spreadsheets quickly and efficiently to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.
Major Topics:
• 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
Learning Objectives:
• Name at least three deficiencies associated with traditional Excel-based reporting practices
• Distinguish between the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports
• Cite the steps for creating data queries and transformations using Power Query
• Identify the opportunities for managing Data Models in Power Pivot
• List the steps necessary for summarizing data from a Data Model using a PivotTable
• Specify examples of formatting options and tools that you can use to enhance the appearance of an Excel-based report
Who Should Attend: Excel users who want to improve Excel-based reporting processes to create accurate reports quickly and easily
Program Level: Intermediate
Field of Study: Accounting (8 CPE)
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
12/17/2025
New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel’s “legacy” features, and you have significant new opportunities to improve your Excel-based reporting environments.
In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to format your spreadsheets quickly and efficiently to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.
Major Topics:
• 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
Learning Objectives:
• Name at least three deficiencies associated with traditional Excel-based reporting practices
• Distinguish between the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports
• Cite the steps for creating data queries and transformations using Power Query
• Identify the opportunities for managing Data Models in Power Pivot
• List the steps necessary for summarizing data from a Data Model using a PivotTable
• Specify examples of formatting options and tools that you can use to enhance the appearance of an Excel-based report
Who Should Attend: Excel users who want to improve Excel-based reporting processes to create accurate reports quickly and easily
Program Level: Intermediate
Field of Study: Accounting (8 CPE)
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
Live Webinar K2’s Accountant's Guide to QuickBooks Online
12/18/2025
QuickBooks Online’s (QBO) market share continues to expand, and the Cloud-based accounting platform now dominates the small business market. Yet, most accounting and financial professionals have not participated in any formal training on the Cloud-based accounting service. Thus, they are unaware of many of the tool’s available features and do not work with QuickBooks Online as efficiently and effectively as they should.
This course teaches you how to set up QBO and convert QuickBooks Desktop files into a QBO instance. You will learn how to process all types of transactions, including accounts payable, accounts receivable, bank feeds, inventory, and payroll. Further, you will learn how to implement appropriate internal controls and how to capitalize on advanced features such as workflow management and management reports. Join us in this session to learn how to set up QBO properly and take full advantage of all it offers while avoiding common errors and mistakes.
Major Topics:
• Understanding your QBO subscription and licensing options
• Recording routine and non-routine transactions in QBO
• Importing and exporting data to/from QBO
• Creating effective reports
• Describing the process for integrating third-party applications with QBO
• Troubleshooting issues with QBO reports and data
Learning Objectives:
• Identify and access the appropriate QBO subscription for an organization
• List the steps necessary to set up a QBO company
• Differentiate between the reporting options in QBO
• List the fundamental processes for recording transactions in QBO
• Identify examples of automation opportunities in QBO
• List examples of vital internal controls to enable in QBO
Who Should Attend: Business professionals desiring a deeper understanding of how to work efficiently and effectively with QuickBooks Online
Program Level: Intermediate
Field of Study: 4 hours Accounting and 4 hours Computer Software and Applications
Prerequisites: Fundamental understanding of accounting software used by small businesses
Location: Virtual
12/18/2025
QuickBooks Online’s (QBO) market share continues to expand, and the Cloud-based accounting platform now dominates the small business market. Yet, most accounting and financial professionals have not participated in any formal training on the Cloud-based accounting service. Thus, they are unaware of many of the tool’s available features and do not work with QuickBooks Online as efficiently and effectively as they should.
This course teaches you how to set up QBO and convert QuickBooks Desktop files into a QBO instance. You will learn how to process all types of transactions, including accounts payable, accounts receivable, bank feeds, inventory, and payroll. Further, you will learn how to implement appropriate internal controls and how to capitalize on advanced features such as workflow management and management reports. Join us in this session to learn how to set up QBO properly and take full advantage of all it offers while avoiding common errors and mistakes.
Major Topics:
• Understanding your QBO subscription and licensing options
• Recording routine and non-routine transactions in QBO
• Importing and exporting data to/from QBO
• Creating effective reports
• Describing the process for integrating third-party applications with QBO
• Troubleshooting issues with QBO reports and data
Learning Objectives:
• Identify and access the appropriate QBO subscription for an organization
• List the steps necessary to set up a QBO company
• Differentiate between the reporting options in QBO
• List the fundamental processes for recording transactions in QBO
• Identify examples of automation opportunities in QBO
• List examples of vital internal controls to enable in QBO
Who Should Attend: Business professionals desiring a deeper understanding of how to work efficiently and effectively with QuickBooks Online
Program Level: Intermediate
Field of Study: 4 hours Accounting and 4 hours Computer Software and Applications
Prerequisites: Fundamental understanding of accounting software used by small businesses
Location: Virtual
Live Webinar K2's Excel PivotTables for Accountants
12/29/2025
Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge of PivotTables, then plan to participate in this course. You will learn how to build PivotTables, group data inside PivotTables – including grouping options for fiscal periods – and create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including building PivotTables that consolidate data from multiple data ranges and PivotTables that connect dynamically to external databases and financial accounting systems. Additionally, you will learn to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. You will be a master of Excel PivotTables at the end of the day!
This course is for you if you have been leery of working with PivotTables or have struggled to realize their many benefits. With some information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.
Major Topics:
• PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
• Formatting PivotTables
• Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot
• Analytical techniques available in PivotTables
Learning Objectives:
• Identify the six main elements of a PivotTable report and their use when creating PivotTables
• Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
• Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTables
• Create Consolidation PivotTables to consolidate data from multiple data sources in Excel
• Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers
• Analyze data in PivotTables using tools and techniques, such as sorting, filtering, Excel’s GETPIVOTDATA function, and PivotCharts
• Apply specific PivotTable methods to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact
Who Should Attend: Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data
Program Level: Advanced
Field of Study: 4 hours Accounting and 4 hours Computer Software and Applications (8 CPE)
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
12/29/2025
Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge of PivotTables, then plan to participate in this course. You will learn how to build PivotTables, group data inside PivotTables – including grouping options for fiscal periods – and create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including building PivotTables that consolidate data from multiple data ranges and PivotTables that connect dynamically to external databases and financial accounting systems. Additionally, you will learn to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. You will be a master of Excel PivotTables at the end of the day!
This course is for you if you have been leery of working with PivotTables or have struggled to realize their many benefits. With some information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.
Major Topics:
• PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
• Formatting PivotTables
• Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot
• Analytical techniques available in PivotTables
Learning Objectives:
• Identify the six main elements of a PivotTable report and their use when creating PivotTables
• Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
• Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTables
• Create Consolidation PivotTables to consolidate data from multiple data sources in Excel
• Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers
• Analyze data in PivotTables using tools and techniques, such as sorting, filtering, Excel’s GETPIVOTDATA function, and PivotCharts
• Apply specific PivotTable methods to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact
Who Should Attend: Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data
Program Level: Advanced
Field of Study: 4 hours Accounting and 4 hours Computer Software and Applications (8 CPE)
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer
Location: Virtual
Live Webinar K2's Ethics And Technology
12/30/2025
With the explosion of technology over the past thirty years, one fair question is, “what are the ethical considerations and impacts related to this technology?” Of course, practical technology issues such as data privacy and security undoubtedly carry ethical considerations. However, technology also affects the ethics associated with work-life balance, the digital divide, training needs, copyrights, and fraud, to name a few.
This course will teach you about “technoethics” and its implications for individuals and organizations. To that end, you will explore many current and emerging issues associated with ethics and technology, such as copyrights, cybercrimes, privacy versus security, and geo-tracking technologies. Given the profound implications of ethics and technology, this could be the most impactful session you will ever attend.
Major Topics:
• Understanding the differences between ethics, morals, and laws
• Key technology issues that can impact ethical behavior in businesses
• Examples of potential ethical conflicts precipitated by modern technologies
Learning Objectives:
• Distinguish between morals and ethics
• Define “technoethics” and identify examples of business ethics issues and how they are affected by technology
• Recognize the influence of ethics requirements in Codes of Conduct
• List at least five examples of potential ethical issues associated with leading technologies today
Who Should Attend: CPAs who desire a deeper understanding of critical ethical issues facing accountants today
Program Level: Basic
Field of Study: Behavioral Ethics (4 CPE)
Prerequisites: None
Location: Virtual
12/30/2025
With the explosion of technology over the past thirty years, one fair question is, “what are the ethical considerations and impacts related to this technology?” Of course, practical technology issues such as data privacy and security undoubtedly carry ethical considerations. However, technology also affects the ethics associated with work-life balance, the digital divide, training needs, copyrights, and fraud, to name a few.
This course will teach you about “technoethics” and its implications for individuals and organizations. To that end, you will explore many current and emerging issues associated with ethics and technology, such as copyrights, cybercrimes, privacy versus security, and geo-tracking technologies. Given the profound implications of ethics and technology, this could be the most impactful session you will ever attend.
Major Topics:
• Understanding the differences between ethics, morals, and laws
• Key technology issues that can impact ethical behavior in businesses
• Examples of potential ethical conflicts precipitated by modern technologies
Learning Objectives:
• Distinguish between morals and ethics
• Define “technoethics” and identify examples of business ethics issues and how they are affected by technology
• Recognize the influence of ethics requirements in Codes of Conduct
• List at least five examples of potential ethical issues associated with leading technologies today
Who Should Attend: CPAs who desire a deeper understanding of critical ethical issues facing accountants today
Program Level: Basic
Field of Study: Behavioral Ethics (4 CPE)
Prerequisites: None
Location: Virtual
Live Webinar K2’s Artificial Intelligence For Accounting And Financial Professionals
12/30/2025
Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.
Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.
Major Topics:
• Exploring AI applications in accounting and finance
• Understanding AI features in everyday tools
• Embracing the future: AI's impact on finance and accounting
Learning Objectives:
• Recognize essential components of Artificial Intelligence
• Distinguish AI, Machine Learning, and Robotic Process Automation
• Explore practical AI applications in accounting and finance
• Identify AI features in applications like Excel
• Evaluate AI's impact on accounting and financial fields
Who Should Attend: Accounting and financial professionals seeking to learn how to use Artificial Intelligence to work more efficiently and improve business processes
Program Level: Basic
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: None
Location: Virtual
12/30/2025
Discover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.
Explore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.
Major Topics:
• Exploring AI applications in accounting and finance
• Understanding AI features in everyday tools
• Embracing the future: AI's impact on finance and accounting
Learning Objectives:
• Recognize essential components of Artificial Intelligence
• Distinguish AI, Machine Learning, and Robotic Process Automation
• Explore practical AI applications in accounting and finance
• Identify AI features in applications like Excel
• Evaluate AI's impact on accounting and financial fields
Who Should Attend: Accounting and financial professionals seeking to learn how to use Artificial Intelligence to work more efficiently and improve business processes
Program Level: Basic
Field of Study: Computer Software and Applications (4 CPE)
Prerequisites: None
Location: Virtual
Professional Ethics: The AICPA's Comprehensive Course
1/15/2026
Location: On-Demand
1/15/2026
Professional Ethics: The AICPA's Comprehensive Course On-Demand (For Licensure)
Product# 155906
Upon purchase of this course you will be sent a link to access the course online. This link is good for one year after purchase.
You must pass this course with a score of 90% or higher.
This revised course teaches you the AICPA, SEC and GAO independence rules in an inventive and creative way. Through interactive case studies, exercises and illustrative graphics, you will learn the most up-to-date AICPA, SEC and GAO rules.
This CPE course also explains the revised AICPA Code of Professional Conduct and conceptual framework, which all members of the AICPA must follow. It covers the basic tenets of ethical and professional conduct, covering the principles of ethics, and it explains why the code is necessary and how it is organized.
Location: On-Demand
