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
2025 Business & Industry Miniseries Fall Sponsorship
11/13/2025 - 11/13/2025
Media Kit
Location: Virtual
Fall 2025 Business & Industry Miniseries
11/13/2025 - 11/13/2025
This one day virtual event includes topics specifically geared to CPAs who work within business and industry. For a full description visit the Event Schedule.
Member Price: $299
Non-member Price: $349
*Prices will Increase by $50 on 11/7
Agenda:
8:30 AM - 10:10 AM
A. Economic Update
Chris Kuehl
Credit: 2 CPE (Economic)
10:25 AM – 12:05 PM
B. AI is changing the world... How will it change the future of business, your security, and your life? Practical applications vs. Hype.
Zac Paulson
Credit: 2 CPE (Information Technology)
12:05 PM – 1:00 PM | Lunch
1:00 PM – 2:40 PM
C. Creating High Levels of Internal & External Buy-In --> understanding the ways that buy-in happens to change actions
Kevin Miiller
Credit: 2 CPE (Personnel/Human Resources)
2:55 PM – 4:35 PM
D. Appreciation To Attract, Retain, and Motivate --> the importance of appreciation, the different types, and common mistakes
Kathy Miiller
Credit: 2 CPE (Personnel/Human Resources)
8 Total CPE Credits
Event Schedule
Location: Online
2025 K2's Technology Conference
12/10/2025 - 12/11/2025
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
MNCPA Manufacturing Matters Bundle
10/22/2025
10/22/2025 (10:00 am - 11:15 am)
Unlocking Profitability Through Smarter Cost Accounting
Explore how a well-designed cost accounting system can empower manufacturing leaders to make smarter, data-driven decisions. Unpack key costing concepts, common pitfalls and the strategic importance of aligning cost pools with operational drivers. Learn how to interpret costing data effectively, avoid costly missteps and leverage insights to enhance pricing, efficiency and overall profitability. Whether you're refining an existing system or building one from scratch, this webinar offers practical guidance to strengthen your financial outcomes.
1.5 CPE
10/23/2025 (10:00 am - 11:00 am)
The Cyber Threat Landscape is Changing - Are you Ready?
As threat landscapes rapidly evolve, many organizations find themselves underprepared to protect their most critical asset: Manufacturing. Explore the importance of manufacturing security, learning why organizations need to prioritize investments in Operational Technology (OT) to protect their operations and intellectual property. Discuss the evolving threats in manufacturing environments and how proactive security measures can mitigate risks. Gain insights into best practices and strategies to enhance their security posture.
1 CPE
10/24/2025 (10:00 am - 11:15 am)
OBBB Tax Update - What Manufacturing CPAs Need to Know
The OBBB (One Big Beautiful Bill) has introduced a range of tax changes that significantly impact manufacturing companies. Dive into the most relevant updates, including deductions, depreciation strategies and planning opportunities. Explore how these changes affect your clients and what proactive steps you can take to optimize their tax positions. Whether you're advising small manufacturers or large operations, equip yourself with the insights you need to stay ahead.
1.5 CPE
10/28/2025 (10:00 am - 11:15 am)
Sales Tax Risks and Opportunities
Sales tax is especially important to consider for manufacturers. On the sales side, a manufacturer must be aware of which states they need to register to collect sales tax, know the taxability of their product, maintain exemption certificates and develop a system to apply the correct tax rate on sales. The cost to mitigate risk is much less than the cost of being caught on a state sales/use tax audit or the reduction to sales price in due diligence. Manufacturers must also be aware of the up-front exemptions that apply to the purchases. Often these exemptions are missed, and refund opportunities are available. Utility studies must be considered to determine the percentage of exempt use for production.
1.5 CPE
10/30/2025 (10:00 am - 11:15 am)
Supply Chain Issues and Practical Solutions
Discuss challenges facing small manufacturers, such as supply chain issues, workforce shortages and equipment reliability. Learn how these factors impact operations and financials while discovering actionable strategies for operational improvement and agility. Explore practical solutions and best practices to help manufacturers balance resources with efficiency, quality and customer expectations.
1.5 CPE
Bundle Price: $279 member / $399 nonmember
Location: Virtual
Registration ends on 10/22/2025
MNCPA Manufacturing Matters: Unlocking Profitability Through Smarter Cost Accounting (Webinar)
10/22/2025
Explore how a well-designed cost accounting system can empower manufacturing leaders to make smarter, data-driven decisions. Unpack key costing concepts, common pitfalls and the strategic importance of aligning cost pools with operational drivers. Learn how to interpret costing data effectively, avoid costly missteps and leverage insights to enhance pricing, efficiency and overall profitability. Whether you're refining an existing system or building one from scratch, this webinar offers practical guidance to strengthen your financial outcomes.
Learning Objectives
Prerequisites: Basic understanding of the manufacturing industry.
Level: Overview
1.5 CPE
Fees: $75 member / $105 nonmember
Location: Virtual
MNCPA Manufacturing Matters: The Cyber Threat Landscape is Changing - Are you Ready? (Webinar)
10/23/2025
As threat landscapes rapidly evolve, many organizations find themselves underprepared to protect their most critical asset: Manufacturing. Explore the importance of manufacturing security, learning why organizations need to prioritize investments in Operational Technology (OT) to protect their operations and intellectual property. Discuss the evolving threats in manufacturing environments and how proactive security measures can mitigate risks. Gain insights into best practices and strategies to enhance their security posture.
Learning Objectives
Prerequisites: Basic understanding of the manufacturing industry.
Level: Overview
1 CPE
Fees: $49 member / $79 nonmember
Location: Virtual
MNCPA Manufacturing Matters: OBBB Tax Update - What Manufacturing CPAs Need to Know (Webinar)
10/24/2025
The OBBB (One Big Beautiful Bill) has introduced a range of tax changes that significantly impact manufacturing companies. Dive into the most relevant updates, including deductions, depreciation strategies and planning opportunities. Explore how these changes affect your clients and what proactive steps you can take to optimize their tax positions. Whether you're advising small manufacturers or large operations, equip yourself with the insights you need to stay ahead.
Learning Objectives
Prerequisites: Basic understanding of the manufacturing industry.
Level: Overview
1.5 CPE
Fees: $75 member / $105 nonmember
Location: Virtual
MNCPA Manufacturing Matters: Sales Tax Risks and Opportunities (Webinar)
10/28/2025
Sales tax is especially important to consider for manufacturers. On the sales side, a manufacturer must be aware of which states they need to register to collect sales tax, know the taxability of their product, maintain exemption certificates and develop a system to apply the correct tax rate on sales. The cost to mitigate risk is much less than the cost of being caught on a state sales/use tax audit or the reduction to sales price in due diligence. Manufacturers must also be aware of the up-front exemptions that apply to the purchases. Often these exemptions are missed, and refund opportunities are available. Utility studies must be considered to determine the percentage of exempt use for production.
Learning Objectives
Prerequisites: Basic understanding of the manufacturing industry.
Level: Overview
1.5 CPE
Fees: $75 member / $105 nonmember
Location: Virtual
MNCPA Manufacturing Matters: Supply Chain Issues and Practical Solutions (Webinar)
10/30/2025
Discuss challenges facing small manufacturers, such as supply chain issues, workforce shortages and equipment reliability. Learn how these factors impact operations and financials while discovering actionable strategies for operational improvement and agility. Explore practical solutions and best practices to help manufacturers balance resources with efficiency, quality and customer expectations.
Learning Objectives
Prerequisites: Basic understanding of the manufacturing industry.
Level: Overview
1.5 CPE
Fees: $75 member / $105 nonmember
Location: Virtual
Future Forum: Finance and Accounting 2040 - Rise to the Future Together
11/4/2025
Your Voice. Our Future. 2040. Co-Creating the Profession of Tomorrow
Be part of an important conversation about the future of the accounting and finance profession. This Future Forum is your opportunity to have your voice heard as part of the AICPA’s Finance and Accounting 2040: Rise to the Future Together global initiative. Guided by trained facilitators and inspired by futurist Dan Burrus’s “hard trends” approach, these interactive sessions bring together professionals from every corner of accounting to surface bold ideas, explore disruptive trends, and spark innovative thinking. Your insights will join voices from around the globe to co-create a shared vision for where the profession needs to head by 2040 — a vision that will guide the profession through change with clarity and confidence.
Learning Objectives
Hard Trends: Regulations and standards, Demographics, Technology
Who Should Attend: CPAs and accounting professionals from all sectors, emerging leaders and seasoned professionals seeking to influence the profession’s future direction.
Program Level: Update
Field of Study: Business Management and Organization
2.5 CPE Credits
Facilitators: Rayna Kordonowy and Amanda Gessner
Free to members!
Non-members: $45
Location: United Energy Corportation - Bismarck
Gold Seal Building
Bismarck, ND 58501
Future Forum: Finance and Accounting 2040 - Rise to the Future Together
11/18/2025
Your Voice. Our Future. 2040. Co-Creating the Profession of Tomorrow
Be part of an important conversation about the future of the accounting and finance profession. This Future Forum is your opportunity to have your voice heard as part of the AICPA’s Finance and Accounting 2040: Rise to the Future Together global initiative. Guided by trained facilitators and inspired by futurist Dan Burrus’s “hard trends” approach, these interactive sessions bring together professionals from every corner of accounting to surface bold ideas, explore disruptive trends, and spark innovative thinking. Your insights will join voices from around the globe to co-create a shared vision for where the profession needs to head by 2040 — a vision that will guide the profession through change with clarity and confidence.
Learning Objectives
Hard Trends: Regulations and standards, Demographics, Technology
Who Should Attend: CPAs and accounting professionals from all sectors, emerging leaders and seasoned professionals seeking to influence the profession’s future direction.
Program Level: Update
Field of Study: Business Management and Organization
2.5 CPE Credits
Facilitators: Rayna Kordonowy and Amanda Gessner
Free to members!
Non-members: $45
Location: Holiday Inn - Fargo
3803 13th Ave S
Fargo, ND 58103
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
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
Fall 2025 Business & Industry Miniseries11/13/2025 - 11/13/2025
This one day virtual event includes topics specifically geared to CPAs who work within business and industry. For a full description visit the Event Schedule.
Member Price: $299
Non-member Price: $349
*Prices will Increase by $50 on 11/7
Agenda:
8:30 AM - 10:10 AM
A. Economic Update
Chris Kuehl
Credit: 2 CPE (Economic)
10:25 AM – 12:05 PM
B. AI is changing the world... How will it change the future of business, your security, and your life? Practical applications vs. Hype.
Zac Paulson
Credit: 2 CPE (Information Technology)
12:05 PM – 1:00 PM | Lunch
1:00 PM – 2:40 PM
C. Creating High Levels of Internal & External Buy-In --> understanding the ways that buy-in happens to change actions
Kevin Miiller
Credit: 2 CPE (Personnel/Human Resources)
2:55 PM – 4:35 PM
D. Appreciation To Attract, Retain, and Motivate --> the importance of appreciation, the different types, and common mistakes
Kathy Miiller
Credit: 2 CPE (Personnel/Human Resources)
8 Total CPE Credits
Event Schedule
Location: Online
2025 K2's Technology Conference12/10/2025 - 12/11/2025
The Technology Conference offers up to sixteen hours of fast-paced presentations designed to make you more productive and efficient when using technology. K2 Enterprises’ nationally recognized speakers provide you with practical solutions to the real-world issues faced by accounting, financial, and other business professionals. You will receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the ever-increasing pace of changes in technology.
Designed For: Busy accounting and financial professionals who want to improve their personal and organizational productivity.
CPE Credits: Up to 16 in various fields of study
Developer: K2 Enterprises
Prerequisites: Fundamental knowledge of hardware, software, and technology trends.
Advance Preparation: None
Member Price: $475
Non-member Price: $525
One-day Member Price: $375
One-day Non-member Price: $425
*Prices will Increase by $50 on 12/2
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
10/22/2025
10/22/2025 (10:00 am - 11:15 am)
Unlocking Profitability Through Smarter Cost Accounting
Explore how a well-designed cost accounting system can empower manufacturing leaders to make smarter, data-driven decisions. Unpack key costing concepts, common pitfalls and the strategic importance of aligning cost pools with operational drivers. Learn how to interpret costing data effectively, avoid costly missteps and leverage insights to enhance pricing, efficiency and overall profitability. Whether you're refining an existing system or building one from scratch, this webinar offers practical guidance to strengthen your financial outcomes.
1.5 CPE
10/23/2025 (10:00 am - 11:00 am)
The Cyber Threat Landscape is Changing - Are you Ready?
As threat landscapes rapidly evolve, many organizations find themselves underprepared to protect their most critical asset: Manufacturing. Explore the importance of manufacturing security, learning why organizations need to prioritize investments in Operational Technology (OT) to protect their operations and intellectual property. Discuss the evolving threats in manufacturing environments and how proactive security measures can mitigate risks. Gain insights into best practices and strategies to enhance their security posture.
1 CPE
10/24/2025 (10:00 am - 11:15 am)
OBBB Tax Update - What Manufacturing CPAs Need to Know
The OBBB (One Big Beautiful Bill) has introduced a range of tax changes that significantly impact manufacturing companies. Dive into the most relevant updates, including deductions, depreciation strategies and planning opportunities. Explore how these changes affect your clients and what proactive steps you can take to optimize their tax positions. Whether you're advising small manufacturers or large operations, equip yourself with the insights you need to stay ahead.
1.5 CPE
10/28/2025 (10:00 am - 11:15 am)
Sales Tax Risks and Opportunities
Sales tax is especially important to consider for manufacturers. On the sales side, a manufacturer must be aware of which states they need to register to collect sales tax, know the taxability of their product, maintain exemption certificates and develop a system to apply the correct tax rate on sales. The cost to mitigate risk is much less than the cost of being caught on a state sales/use tax audit or the reduction to sales price in due diligence. Manufacturers must also be aware of the up-front exemptions that apply to the purchases. Often these exemptions are missed, and refund opportunities are available. Utility studies must be considered to determine the percentage of exempt use for production.
1.5 CPE
10/30/2025 (10:00 am - 11:15 am)
Supply Chain Issues and Practical Solutions
Discuss challenges facing small manufacturers, such as supply chain issues, workforce shortages and equipment reliability. Learn how these factors impact operations and financials while discovering actionable strategies for operational improvement and agility. Explore practical solutions and best practices to help manufacturers balance resources with efficiency, quality and customer expectations.
1.5 CPE
Bundle Price: $279 member / $399 nonmember
Location: Virtual
Registration ends on 10/22/2025
10/22/2025
Explore how a well-designed cost accounting system can empower manufacturing leaders to make smarter, data-driven decisions. Unpack key costing concepts, common pitfalls and the strategic importance of aligning cost pools with operational drivers. Learn how to interpret costing data effectively, avoid costly missteps and leverage insights to enhance pricing, efficiency and overall profitability. Whether you're refining an existing system or building one from scratch, this webinar offers practical guidance to strengthen your financial outcomes.
Learning Objectives
- Understand the foundational principles of cost accounting and its role in internal decision-making for manufacturing organizations.
- Identify common misconceptions and mistakes in costing calculations that can lead to poor business decisions.
- Learn how to align cost pools with operational drivers to improve accuracy and relevance of costing data.
- Explore the impact of capacity utilization and efficiency on cost structures and profitability.
- Gain practical insights into using cost accounting to support pricing strategies, monitor production and drive overall financial performance.
- Principles of cost accounting as it relates to manufacturing
- Common mistakes and misconceptions
- Impact of capacity utilization and efficiency on cost structures and profitability
Prerequisites: Basic understanding of the manufacturing industry.
Level: Overview
1.5 CPE
Fees: $75 member / $105 nonmember
Location: Virtual
FREE Member Webinar: AICPA Town Hall Series (10/23/2025)
10/23/2025
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
Level: Basic
Prerequisite: none
Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners
Instructor: Various
Free to members!
Non-members: $39.00
Location: Online
10/23/2025
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
- Timely & Critical Information
- Interpretation & Analysis
- Firm and Business Strategies
- Practitioner Capabilities
- Recognize the most pressing issues, latest news, relevant programs and tax provisions impacting the accounting and finance profession.
- Recall the latest technical updates and analysis of current topics.
- Identify new practice management strategies and tools.
Level: Basic
Prerequisite: none
Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners
Instructor: Various
Free to members!
Non-members: $39.00
Location: Online
10/23/2025
As threat landscapes rapidly evolve, many organizations find themselves underprepared to protect their most critical asset: Manufacturing. Explore the importance of manufacturing security, learning why organizations need to prioritize investments in Operational Technology (OT) to protect their operations and intellectual property. Discuss the evolving threats in manufacturing environments and how proactive security measures can mitigate risks. Gain insights into best practices and strategies to enhance their security posture.
Learning Objectives
- Define the similarities and differences between IT/OT.
- Awareness of OT security standards and frameworks.
- Quantifying financial impacts on manufacturing security.
- The similarities and differences between IT and OT
- OT security standards and frameworks
- Financial impacts on manufacturing security
Prerequisites: Basic understanding of the manufacturing industry.
Level: Overview
1 CPE
Fees: $49 member / $79 nonmember
Location: Virtual
10/24/2025
The OBBB (One Big Beautiful Bill) has introduced a range of tax changes that significantly impact manufacturing companies. Dive into the most relevant updates, including deductions, depreciation strategies and planning opportunities. Explore how these changes affect your clients and what proactive steps you can take to optimize their tax positions. Whether you're advising small manufacturers or large operations, equip yourself with the insights you need to stay ahead.
Learning Objectives
- Identify key OBBB tax provisions that specifically impact manufacturing clients.
- Understand updates to Section 199A, Section 179 and bonus depreciation rules.
- Evaluate the implications of changes to Qualified Production Property and 100% depreciation.
- Analyze updates to Section 174 R&D capitalization, Section 1202, and Qualified Opportunity Zones (QOZ)
- Key OBBBA tax provisions that impact manufacturing clients
- Updates to Section 199A and Section 179
- Changes to Qualified Production Property and 100% depreciation*And more!
Prerequisites: Basic understanding of the manufacturing industry.
Level: Overview
1.5 CPE
Fees: $75 member / $105 nonmember
Location: Virtual
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
10/28/2025
Sales tax is especially important to consider for manufacturers. On the sales side, a manufacturer must be aware of which states they need to register to collect sales tax, know the taxability of their product, maintain exemption certificates and develop a system to apply the correct tax rate on sales. The cost to mitigate risk is much less than the cost of being caught on a state sales/use tax audit or the reduction to sales price in due diligence. Manufacturers must also be aware of the up-front exemptions that apply to the purchases. Often these exemptions are missed, and refund opportunities are available. Utility studies must be considered to determine the percentage of exempt use for production.
Learning Objectives
- Understand Nexus for sales tax purposes
- Determine if you have nexus in a state and a collection responsibility
- Learn what approaches are available to identify and mitigate sales tax risk
- What is nexus for sales tax purposes
- How can I determine if I have nexus in a state and a collection responsibility
- What approaches are available to identify and mitigate sales tax risk
- What sales/use tax exemptions are available that I may not be aware of
- What is a utility study and how it is helpful
Prerequisites: Basic understanding of the manufacturing industry.
Level: Overview
1.5 CPE
Fees: $75 member / $105 nonmember
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
10/30/2025
Discuss challenges facing small manufacturers, such as supply chain issues, workforce shortages and equipment reliability. Learn how these factors impact operations and financials while discovering actionable strategies for operational improvement and agility. Explore practical solutions and best practices to help manufacturers balance resources with efficiency, quality and customer expectations.
Learning Objectives
- Identify the most common operational challenges faced by small manufacturers such as resource availability, supply chain disruptions and equipment/machine downtime.
- Recognize how these challenges impact productivity, customer satisfaction and profitability.
- Learn ways in which small manufacturers can adapt processes, workforce allocation and technology use to remain resilient in the face of changing market conditions.
- Common operational challenges faced by small manufacturers
- How challenges can impact productivity, satisfaction and profitability
- How small manufacturers can adapt to remain resilient
Prerequisites: Basic understanding of the manufacturing industry.
Level: Overview
1.5 CPE
Fees: $75 member / $105 nonmember
Location: Virtual
MNCPA Business Valuation Conference
11/3/2025
Early Registration (registered on or before 10/17/25): $449 member / $549 Nonmember
Standard fee (registered after 10/17/25): $499 member / $599 Nonmember
Location: Virtual
11/3/2025
The MNCPA Business Valuation Conference equips CPAs, business valuation specialists, appraisers and financial professionals with niche information to take your valuation expertise to the next level. Gain specialized insights related to various valuation methods and calculations; litigation and expert witness testimony; mergers, acquisitions and business sales; and court cases impacting your work. Plus, choose how you attend: in-person or via livestream.
Designed for: CPAs, business valuation specialists, appraisers and other financial professionals who perform business valuations
Prerequisites: None
Advanced Prep: None
Level: Update
Sessions (please note – titles and marketing copy may change):
8:00 - 9:20 a.m.
A1. Economic Update
Speaker: King Banaian
Field of study: Economics – Technical (1.5)
9:35 - 10:25 a.m.
B1. ASC 805 in Action: A Case Study Exploration of Purchase Price Allocation
Speakers: Rachel Flaskey, CPA/ABV/CFF/CGMA and Daniel Korsman, CPA,ABV,JD
Field of study: Auditing - Technical (1)
10:40 - 11:30 a.m.
C1. Evolution of the Built-Up Method for Cost of Capital
Speaker: Ronald Seigneur, MBA, CPA/ABV, ASA, CVA
Field of study: Auditing - Technical (1)
12:00 - 12:50 p.m.
D1. Deposition and Trial Do's and Don'ts: Tips From 40 Years of Being a Testifying Financial Expert
Speaker: Ronald Seigneur, MBA, CPA/ABV, ASA, CVA
Field of study: Specialized Knowledge - Technical (1)
1:05 - 1:55 p.m.
E1. Estate Tax Issues
Speaker: Michael Sampson
Field of study: Taxes - Technical (1)
2:10 - 3:25 p.m.
F1. BVFLS 3.0: Harnessing AI to Transform Your BVFLS Practice
Speaker: Rod Burkert, CPA/ABV, CVA
Field of study: Auditing - Technical (1.5)
3:40 - 4:30 p.m.
G1. Court Case Update
Speaker: Richard Berning, CPA/ABV, CBA, CVA, ABAR, CFF, CMA
Field of study: Specialized Knowledge - Technical (1)
Early Registration (registered on or before 10/17/25): $449 member / $549 Nonmember
Standard fee (registered after 10/17/25): $499 member / $599 Nonmember
Location: Virtual
11/4/2025
Your Voice. Our Future. 2040. Co-Creating the Profession of Tomorrow
Be part of an important conversation about the future of the accounting and finance profession. This Future Forum is your opportunity to have your voice heard as part of the AICPA’s Finance and Accounting 2040: Rise to the Future Together global initiative. Guided by trained facilitators and inspired by futurist Dan Burrus’s “hard trends” approach, these interactive sessions bring together professionals from every corner of accounting to surface bold ideas, explore disruptive trends, and spark innovative thinking. Your insights will join voices from around the globe to co-create a shared vision for where the profession needs to head by 2040 — a vision that will guide the profession through change with clarity and confidence.
Learning Objectives
- Identify major global trends, emerging technologies, and regulatory shifts likely to impact the accounting and finance profession by 2040.
- Apply futurist thinking tools, including Dan Burrus’s “hard trends” methodology, to envision strategic opportunities for the profession.
- Contribute informed perspectives to a collaborative, global conversation shaping the profession’s 2040 vision.
- Recognize how diverse stakeholder input can strengthen the resilience, relevance, and impact of the accounting and finance profession.
Hard Trends: Regulations and standards, Demographics, Technology
Who Should Attend: CPAs and accounting professionals from all sectors, emerging leaders and seasoned professionals seeking to influence the profession’s future direction.
Program Level: Update
Field of Study: Business Management and Organization
2.5 CPE Credits
Facilitators: Rayna Kordonowy and Amanda Gessner
Free to members!
Non-members: $45
Location: United Energy Corportation - Bismarck
Gold Seal Building
Bismarck, ND 58501
FREE Member Webinar: AICPA Town Hall Series (11/6/2025)
11/6/2025
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
Level: Basic
Prerequisite: none
Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners
Instructor: Various
Free to members!
Non-members: $39.00
Location: Online
11/6/2025
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
- Timely & Critical Information
- Interpretation & Analysis
- Firm and Business Strategies
- Practitioner Capabilities
- Recognize the most pressing issues, latest news, relevant programs and tax provisions impacting the accounting and finance profession.
- Recall the latest technical updates and analysis of current topics.
- Identify new practice management strategies and tools.
Level: Basic
Prerequisite: none
Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners
Instructor: Various
Free to members!
Non-members: $39.00
Location: Online
11/18/2025
Your Voice. Our Future. 2040. Co-Creating the Profession of Tomorrow
Be part of an important conversation about the future of the accounting and finance profession. This Future Forum is your opportunity to have your voice heard as part of the AICPA’s Finance and Accounting 2040: Rise to the Future Together global initiative. Guided by trained facilitators and inspired by futurist Dan Burrus’s “hard trends” approach, these interactive sessions bring together professionals from every corner of accounting to surface bold ideas, explore disruptive trends, and spark innovative thinking. Your insights will join voices from around the globe to co-create a shared vision for where the profession needs to head by 2040 — a vision that will guide the profession through change with clarity and confidence.
Learning Objectives
- Identify major global trends, emerging technologies, and regulatory shifts likely to impact the accounting and finance profession by 2040.
- Apply futurist thinking tools, including Dan Burrus’s “hard trends” methodology, to envision strategic opportunities for the profession.
- Contribute informed perspectives to a collaborative, global conversation shaping the profession’s 2040 vision.
- Recognize how diverse stakeholder input can strengthen the resilience, relevance, and impact of the accounting and finance profession.
Hard Trends: Regulations and standards, Demographics, Technology
Who Should Attend: CPAs and accounting professionals from all sectors, emerging leaders and seasoned professionals seeking to influence the profession’s future direction.
Program Level: Update
Field of Study: Business Management and Organization
2.5 CPE Credits
Facilitators: Rayna Kordonowy and Amanda Gessner
Free to members!
Non-members: $45
Location: Holiday Inn - Fargo
3803 13th Ave S
Fargo, ND 58103
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
FREE Member Webinar: AICPA Town Hall Series (11/20/2025)
11/20/2025
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
Level: Basic
Prerequisite: none
Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners
Instructor: Various
Free to members!
Non-members: $39.00
Location: Online
11/20/2025
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
- Timely & Critical Information
- Interpretation & Analysis
- Firm and Business Strategies
- Practitioner Capabilities
- Recognize the most pressing issues, latest news, relevant programs and tax provisions impacting the accounting and finance profession.
- Recall the latest technical updates and analysis of current topics.
- Identify new practice management strategies and tools.
Level: Basic
Prerequisite: none
Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners
Instructor: Various
Free to members!
Non-members: $39.00
Location: Online
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
FREE Member Webinar: Taking The Numb Out of Numbers - Explaining and Presenting Financial Information with Confidence and Clarity
11/24/2025
Do your clients, customers, associates and peers tune you out when you are delivering financial information? There are two reasons for this. The first reason is that you are cursed. That’s right…cursed with knowledge! You can’t and don’t want to unlearn your accounting knowledge AND you have forgotten the painful struggles you went through in learning the technical aspects of accounting. The second reason is that accounting is a foreign language to those who don’t possess the same competency level as you.
Major Topics:
Program Level: Intermediate
Field of Study: Communications and Marketing
2 CPE Credits
Instructor: Jennifer Elder, CPA, CMA, CIA CFF, CGMA
Free to members!
Non-members: $109.00
Location: Virtual
11/24/2025
Do your clients, customers, associates and peers tune you out when you are delivering financial information? There are two reasons for this. The first reason is that you are cursed. That’s right…cursed with knowledge! You can’t and don’t want to unlearn your accounting knowledge AND you have forgotten the painful struggles you went through in learning the technical aspects of accounting. The second reason is that accounting is a foreign language to those who don’t possess the same competency level as you.
Major Topics:
- Communicating financial information in an impactful way
- Telling more effective stories with your financial data
- Connecting with your audience through real world examples
- Interpreting and presenting complex financial information through storytelling skills
- Unlocking the powerful story hidden within the numbers
- Summarize the historical financial information to be delivered
- Translate accounting/financial language into plain English through similar and understandable context
- Recognize the value of using charts and pictures in your in financial presentations
- Design your PowerPoint presentation to let the audience see only what you want them to see at that moment
- Demonstrate and explain why storytelling is an effective method of getting your recommendations and next-steps across to your audience
Program Level: Intermediate
Field of Study: Communications and Marketing
2 CPE Credits
Instructor: Jennifer Elder, CPA, CMA, CIA CFF, CGMA
Free to members!
Non-members: $109.00
Location: Virtual
MNCPA 2025 Federal Tax Update: Individuals and Business (Webinar)
12/3/2025
The tax landscape is shifting fast -- are you ready for the upcoming tax season? Get the critical updates you need to keep your clients ahead. From the sweeping new legislation – One Big Beautiful Bill Act (OBBBA) -- to IRS guidance and court rulings, learn about the key changes impacting individuals and businesses. Packed with planning strategies and practical insights, this update equips you to navigate complexity, uncover opportunities and provide trusted advice in the year ahead.
Major subjects
*One Big Beautiful Bill provisions, including new deductions for overtime, tips and car loans; expanded SALT deduction; revised itemized deduction phase-out; updates to Section 199A, bonus depreciation and excess business losses; PTET deduction rules; permanent extensions of individual tax rates; increases to the standard deduction; changes to employer-provided meals; and estate and gifting opportunities
*Roth accounts -- new "Rothification" of catch-up contributions
*Administrative releases, including IRS guidance on misclassification of employees as independent contractors
*Developments in the self-employment tax of LLC members
*New regulations on administrative appeals before the IRS
Learning objective(s)
*Summarize the key provisions of the One Big Beautiful Bill Act (OBBBA) and their implications for tax planning
*Identify other critical tax developments from the past year affecting compliance and client strategies
*Analyze how recent legislation impacts individuals and businesses
*Apply practical planning strategies to help clients maximize opportunities under the new law
Who should take this program?
Tax professionals who want to stay current on recent tax law changes, legislative updates and IRS guidance impacting both individuals and businesses
Prerequisites: A basic understanding of federal tax law and experience with individual and business tax return preparation
Advance prep: None
Field(s) of study: Taxes - Technical (8.0)
Level: Update
Format: Group Internet Based
Instructor: George Koutelieris, CPA and Greg White, CPA
George Koutelieris, CPA, MS-Tax, is the managing shareholder of the CPA firm Johnson & Shute, P.S. in Bellevue, Washington. He has more than 22 years of tax accounting experience. George is a frequent lecturer for organizations providing professional education to other tax CPAs and has written and presented live courses and webinars, covering a wide range of tax topics, for the last eight years.
Greg White, CPA, has practiced tax for more than 40 years, is licensed to practice in U.S. Tax Court and has argued cases before the Tax Court. He is founder and shareholder in the Seattle CPA firm WGN, P.S. and served as an adjunct professor at the Golden Gate University’s Seattle campus for more than 14 years. Greg has been named a “Top 50” IRS Practitioner by CPA Magazine.
Location: Webinar
12/3/2025
The tax landscape is shifting fast -- are you ready for the upcoming tax season? Get the critical updates you need to keep your clients ahead. From the sweeping new legislation – One Big Beautiful Bill Act (OBBBA) -- to IRS guidance and court rulings, learn about the key changes impacting individuals and businesses. Packed with planning strategies and practical insights, this update equips you to navigate complexity, uncover opportunities and provide trusted advice in the year ahead.
Major subjects
*One Big Beautiful Bill provisions, including new deductions for overtime, tips and car loans; expanded SALT deduction; revised itemized deduction phase-out; updates to Section 199A, bonus depreciation and excess business losses; PTET deduction rules; permanent extensions of individual tax rates; increases to the standard deduction; changes to employer-provided meals; and estate and gifting opportunities
*Roth accounts -- new "Rothification" of catch-up contributions
*Administrative releases, including IRS guidance on misclassification of employees as independent contractors
*Developments in the self-employment tax of LLC members
*New regulations on administrative appeals before the IRS
Learning objective(s)
*Summarize the key provisions of the One Big Beautiful Bill Act (OBBBA) and their implications for tax planning
*Identify other critical tax developments from the past year affecting compliance and client strategies
*Analyze how recent legislation impacts individuals and businesses
*Apply practical planning strategies to help clients maximize opportunities under the new law
Who should take this program?
Tax professionals who want to stay current on recent tax law changes, legislative updates and IRS guidance impacting both individuals and businesses
Prerequisites: A basic understanding of federal tax law and experience with individual and business tax return preparation
Advance prep: None
Field(s) of study: Taxes - Technical (8.0)
Level: Update
Format: Group Internet Based
Instructor: George Koutelieris, CPA and Greg White, CPA
George Koutelieris, CPA, MS-Tax, is the managing shareholder of the CPA firm Johnson & Shute, P.S. in Bellevue, Washington. He has more than 22 years of tax accounting experience. George is a frequent lecturer for organizations providing professional education to other tax CPAs and has written and presented live courses and webinars, covering a wide range of tax topics, for the last eight years.
Greg White, CPA, has practiced tax for more than 40 years, is licensed to practice in U.S. Tax Court and has argued cases before the Tax Court. He is founder and shareholder in the Seattle CPA firm WGN, P.S. and served as an adjunct professor at the Golden Gate University’s Seattle campus for more than 14 years. Greg has been named a “Top 50” IRS Practitioner by CPA Magazine.
Location: Webinar
FREE Member Webinar: AICPA Town Hall Series (12/9/2025)
12/9/2025
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
Level: Basic
Prerequisite: none
Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners
Instructor: Various
Free to members!
Non-members: $39.00
Location: Online
12/9/2025
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
- Timely & Critical Information
- Interpretation & Analysis
- Firm and Business Strategies
- Practitioner Capabilities
- Recognize the most pressing issues, latest news, relevant programs and tax provisions impacting the accounting and finance profession.
- Recall the latest technical updates and analysis of current topics.
- Identify new practice management strategies and tools.
Level: Basic
Prerequisite: none
Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners
Instructor: Various
Free to members!
Non-members: $39.00
Location: Online
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
FREE Member Webinar: AICPA Town Hall Series (12/18/2025)
12/18/2025
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
Level: Basic
Prerequisite: none
Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners
Instructor: Various
Free to members!
Non-members: $39.00
Location: Online
12/18/2025
The AICPA Town Hall Series is the profession’s resource for timely and critical information which includes real-time interpretation and analysis, along with a broader discussion on strategies and capabilities to drive long-term success. It is a high-impact, award-winning* news broadcast series that delivers accounting and finance professionals with the latest news, analysis, and insights, and practical guidance to help them understand and respond to the most pressing issues facing the profession. Town Hall contributors include practitioners, thought leaders, regulators and lawmakers, and a range of experts from across the profession, government, and business. *Awarded by Accounting Today magazine as the top education tool for 2022.
Key Topics:
- Timely & Critical Information
- Interpretation & Analysis
- Firm and Business Strategies
- Practitioner Capabilities
- Recognize the most pressing issues, latest news, relevant programs and tax provisions impacting the accounting and finance profession.
- Recall the latest technical updates and analysis of current topics.
- Identify new practice management strategies and tools.
Level: Basic
Prerequisite: none
Who should attend: CPAs, Tax professionals, Other qualified professionals, Sole practitioners, Small & medium size business owners
Instructor: Various
Free to members!
Non-members: $39.00
Location: Online
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
MNCPA 2026 Federal Tax Update: Individual and Business Current Developments (Livestream)
1/13/2026
With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day fast-paced update course focusing on the hottest federal income tax topics affecting individuals, businesses and their owners with an emphasis of newly enacted income tax legislation. Gain insights into newly enacted income tax legislation, issuance of income tax regulations, court cases, IRS notices, revenue procedures and private letter rulings affecting individuals and businesses.
Major subjects
Learning objective(s)
Prerequisites: Background in individual and business income tax law
Advance prep: None
Area of study: Taxation
Field(s) of study: Taxes - Technical (8.0)
Level: Update
Format: Group Internet Based
Instructor: J. Patrick Garverick, CPA, MT, CFP
J. Patrick (Pat) Garverick, CPA, MT, CFP, after receiving his Master of Taxation (MT) degree from Arizona State University in 1992, began operating his own tax and financial planning business. In 1993, Pat started writing, reviewing, and teaching tax and financial planning continuing professional education courses around the country. As an award-winning speaker and author, Pat's knowledge, expertise and high energy has made him one of the profession's highest rated speakers.
Location: Webinar
1/13/2026
With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs a one-day fast-paced update course focusing on the hottest federal income tax topics affecting individuals, businesses and their owners with an emphasis of newly enacted income tax legislation. Gain insights into newly enacted income tax legislation, issuance of income tax regulations, court cases, IRS notices, revenue procedures and private letter rulings affecting individuals and businesses.
Major subjects
- Federal income tax laws affecting individuals, corporations, partnerships, LLCs and LLPs
- Legislative and IRS updates, including the One Big Beautiful Bill Act (OBBB), IRS guidance, TCJA provisions expiring after 2025
- Tax changes and compliance tied to tax forms, schedules and major tax changes
- Business tax provisions including the 20% QBI deduction, NOL changes, business loss limitations, depreciation, accounting methods, retirement plans and fringe benefits and entertainment expenses
- Tax rates and calculations for individuals and businesses, including capital gains, self-employment tax, AMT and the 3.8% net investment income tax
- Individual tax provisions, including filing status, exemptions, deductions, income adjustments, and tax credits
- Updates to IRAs and new final RMD regulations
- IRS audit and compliance issues, including basis and at-risk limitations, passive activity losses, real estate professionals, and self-employment tax concerns
Learning objective(s)
- Explore the One Big Beautiful Bill Act (OBBB) and the expiration or extension of any TCJA provisions after 2025
- Understand federal income tax laws impacting individuals, C and S Corporations, partnerships, LLCs and LLPs
- Identify newly enacted legislation, changes and IRS guidance affecting individual and business income tax returns
- Walk through major tax changes to corporations, partnerships and/or individuals
- Understand changes to the income tax forms and other related schedules
- Review business income tax provisions
- Brush up on the individual and business income tax rates
- Understand changes to IRAs and the NEW final required minimum distribution (RMD) regulations
- Review IRS audit areas such as basis and at-risk limitations for S shareholders and partners, passive activity losses and real estate professionals and self-employment taxes
Prerequisites: Background in individual and business income tax law
Advance prep: None
Area of study: Taxation
Field(s) of study: Taxes - Technical (8.0)
Level: Update
Format: Group Internet Based
Instructor: J. Patrick Garverick, CPA, MT, CFP
J. Patrick (Pat) Garverick, CPA, MT, CFP, after receiving his Master of Taxation (MT) degree from Arizona State University in 1992, began operating his own tax and financial planning business. In 1993, Pat started writing, reviewing, and teaching tax and financial planning continuing professional education courses around the country. As an award-winning speaker and author, Pat's knowledge, expertise and high energy has made him one of the profession's highest rated speakers.
Location: Webinar
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
