CPE Catalog & Events

Foundational Carbon Accounting

Carbon accounting Inventory boundaries and scope 1, 2 & 3 emissions Different approaches to carbon accounting How to categorize emissions Calculate emissions

Annual Federal Tax Update

Income taxation of estates and trusts IRS administrative issues, compliance, and updated forms Court cases settled in the last year that provide tax return guidance IRS summons and notification requirements IRS rulings, procedures and notices published in 2023 Fringe benefits Hobby vs. business Corporate AMT regulations

Advanced Income Tax Accounting

FASB ASC 740, Comparison of FASB ASC 740 to IAS 12, Intra-period tax allocation, Business combinations

Mastering the Excel Lookup Functions

The major topics that will be covered in this class include:A review of the various lookup functions, beyond VLOOKUPLearn which lookup works best for your situationHow to apply the many lookup functionsDiscover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectivelyAn in-depth review of the following functions:VLOOKUP / HLOOKUPXLOOKUPMATCH / INDEXXMATCHINDIRECTFILTERSORT / SORTBYUNIQUEAn overview of some newer functions

Not-for-Profit GAAP Update

The major topics covered in this course include:ASUs impacting nonprofit entitiesNAC

Helena Chapter: Montana Department of Revenue

The Social Media Blueprint for Accounting Firms

The major topics covered in this course include:An overview of the key social media platforms that accounting firms should consider as part of their overall social media strategy.Current trends in lead generation using social platforms.Specific tactics for social media as part of your ongoing marketing, recruitment, and new business development efforts.

Accountants, Meet Chatbot: Starting ChatGPT Conversations

The major topics covered in this course include:ChatGPT BasicsCustom InstructionsPlaygroundOpenAI API KeyChatGPT in BingChatGPT in ExcelMicrosoft 365 CopilotChatGPT in Google SheetsChatGPT in Google DocsPluginsCode InterpreterUsing ChatGPT for Financial AnalysisChatGPT File UploaderChatPDF

Live Webinar K2's Microsoft Office 365 - All the Things You Need to Know

• 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

Microsoft Teams Deployment Best Practices

The major topics covered in this class include:Baseline review of Teams features and functionsBest practices for setting up your teams and channelsHow to use private channels for communication and file exchange portals with clients, customers, suppliers and service providersReview of the Teams administration settingsDeep dive into the Teams/SharePoint integration

Common Deficiencies in EBP Audits

The major topics covered in this course include:Employee benefit plansAudit procedures and documentation

2023 Year-End Payroll Update

The major topics covered in this class include:Year-end tasks an employer should consider with regards to payrollBonus runs & fringe benefit reportingCompliance reporting & W-2 reconciliationsUpdates to payroll wage rates & limitsCurrent issues affecting payrollBest practices for not only year-end, but year-round compliance

SOC School Debrief - The Most Commonly Asked Questions

Complementary User Entity Controls (CUEC). Subservice organization determinations. SOC 2+ reporting. Sufficient tests of design. Non-operating controls. Points of focus.

Fraud, Controls & Ethics: Best Practices & Case Studies

The major topics covered in this course include:Examination of actual fraudsDiscussion of internal controls that could have prevented fraudsContemplation of epiphanies for your own professional scenarios.The AICPA Code of Professional ConductOther elements of professional conduct and compliance with professional standards

ChatGPT: What Every CPA Should Know

The specific topics that will be covered include:Overview of the current landscape for AI in businessHistory of ChatGPT and generative AIFundamentals of generative AI technology and related nomenclatureABC's of how to use ChatGPTDemonstration of practical ChatGPT applications for accounting, finance and taxA word of caution: What you should be concerned aboutDeveloping a ChatGPT usage policy for your firm / business

CFO - Staying Ahead in a Dynamic Economy

Cybersecurity for the CFO: Ransomware and Beyond. Cybercrime increased by over 500% during the pandemic. Many financial leaders are tasked with overseeing computer security, which is typically outsourced. Recall the maxim, trust but verify. Why do we not inspect those we pay to manage our cybersecurity? How many backup plans should we have? Verizon reports that 44% of all data breaches by companies with less than 1,000 employees were caused by malicious employees. How to test for security? Is insurance enough? What is the `worst thing that could happen' and how to prepare for it? We will review a multi-step plan on how to enhance your data integrity. Be prepared, because at the end of day - you will be held accountable and responsible for cybersecurity. Identifying weaknesses within your cybersecurity. What are some of the more common threats? Understand your most vulnerable risk - your employees, including you. How, where, and how many backup plans. Is an IT Disaster Recovery plan sufficient? The pros and cons of the cloud. Do we truly understand our cyber-insurance policy? The need for a method to shut everything down immediately. How cybersecurity is not for IT alone, it is crucial for the entire organization. Detecting Internal Fraud - Expect the Unexpected. Two-thirds of small businesses will experience some form of employee fraud according to the Better Business Bureau. 30% of business failures result from employee fraud. Current estimates indicate businesses lose 5% of their revenues to occupational fraud. Small businesses incur higher median losses when fraud occurs. Many businesses do not have adequate controls in place to prevent and detect fraud, often because of time, staff, or financial constraints. This session will discuss common frauds and fraudsters and identify realistic ways for businesses to take steps to prevent becoming the next victim. Defining the problem - what are the key elements of Occupational Fraud. Requirements for internal controls - SOX, FCPA, SAS 115 as well as lenders, investors, regulatory bodies. How to develop a risk profile for the organization and employees. Addressing company culture. Establishing specific controls targeting the business' risk. Monitoring the culture, the staff, and the controls for effectiveness. Mergers and Acquisitions: Tips and Speed Bumps to Avoid. Mergers, acquisitions, and alliances have been - and will continue to be - major paths to organizational growth and increased competitive advantage. Despite the great initial promise of many mergers and alliances, few seem to yield the anticipated results. Numerous studies indicate that between 55% and 77% of mergers fail to accomplish their intended purpose. This course helps financial professionals, and their advisors identify, execute, and consummate mergers and acquisitions that create shareholder value while avoiding the many traps that can cause post-acquisition failure. Identifying potential acquisition candidates. Make strategic acquisitions. Identify and understand company culture. Understand the keys to effective and efficient due diligence. Plan and execute an effective integration. Key considerations. Transition Smoothly in Business: Success and Fun in Your New Role. Every professional will change roles many times. Is your position changing, e.g., a promotion, a new job, retirement, joining a Board, or a fresh college graduate? How to transition smoothly and understand those who you will work with? How do I fit in? How do I learn what to do and what not to do? Do not forget your life outside of work. It is a job, not there for your personal convenience to work when you want to. Can you have it all? How do I work with older/other/younger people? Everyone will move on to new opportunities, this seminar will prepare you on how to move on and be successful! What are the two crucial questions to ask when taking on a new role? How to check out the new organization and the new manager - before you start. Approaches to maintaining professionalism when others do not. Ways to interact with multiple generations. Learning to adapt to changing situations. Techniques to integrate work and social life. Social media recommendations.

Federal Tax Update - Individuals (Form 1040) with Pat Garverick

This session is a comprehensive review of the Federal individual income tax provisions and tax forms/schedules that will affect the 2022 tax returns and 2023 tax projections with an emphasis on newly enacted income tax legislation, court cases, and IRS guidance. Each participant will receive a comprehensive individual income tax reference manual that includes numerous practice aids, real world examples, new Federal income tax forms and schedules, and Pat Garverick's Quick Reference Chart. Topics include but are not limited to: Discuss the most recent individual income tax legislation passed to date (e.g., American Rescue Plan Act, SECURE Act, CARES Act and COVID-related Tax Relief Act, Taxpayer Certainty & Disaster Relief Act and Tax Cuts & Jobs Act), Review numerous individual income tax provisions related to business (i.e., sole proprietors and owners in pass through entities) including but not limited to the 20% qualified business income (QBI) deduction, Schedule 461(l) business loss limitations, Schedule 163(j) interest deduction limitations and depreciation. Cover issues related and any changes to the various taxes (i.e., income tax rates, capital gain tax rates, self-employment tax and alternative minimum tax (AMT), 3.8% net investment income tax), Brush up on other topics such as income filing status, personal exemptions, itemized deductions, exclusions from income, adjustments to income, rentals, passive activity rules and individual income tax credits (e.g., child tax credit and dependent care credit), Look at any changes to the Form 1040 and other related schedules and forms.