CPE Catalog & Events

Creating A Coaching Culture in Your Company

What is and is Not Coaching Definition of Culture and a Coaching Culture Historical and Current Views of Coaching Coaching Competencies Solution Focused Coaching Framework Coaching Culture Framework Coaching Results Measuring Success of Coaching

Controller Series: Sending and Receiving the Gift of Feedback

What are the three types of feedback and when to use each? Type 1: Evaluation Type 2: Appreciation Type 3: Coaching Commonality in all three Identify the barriers and blind spots in receiving feedback Recognize how emotions turn feedback into a battle Solicited & unsolicited feedback Key takeaways

Documenting Internal Control

Documentation tools such as internal control questionnaires, narratives, flowcharts and control matrixes Auditor considerations for documenting internal controls in a risk assessment Documentation of an assessment of internal control

Accounting for Exchange Transactions, Contributions and Gains and Losses in an NFP

Exchange transactions, Contributions, Gains and losses

Use of technology in an audit of financial statements - Risk Assessment

Commonly reported barriers to adopting technology and overcoming them Illustrating where technology can improve the audit process Using technology to increase the efficiency and effectiveness of your risk assessment process

Partnership Checkup: Key Tax Issues & Forms Reporting

Discussion of the impact of the Section 199A flow-through entities deduction on partnerships and their partners The meaning of a “tax basis capital account” -- how do the financial accounting and tax capital accounts differ from one another Distinguishing “recourse” loans from “nonrecourse” loans What are “qualified nonrecourse financing” loans and how they affect partners Review of the Sec. 704 “built-in gain or loss” and Sec. 465 “at risk” rules and how they impact Schedule K-1 reporting Schedules K-2 and K-3 How to calculate tax basis capital accounts, including when the entity is formed, including the impact of contributed property Clarify the importance of partnership capital accounts and partnerships debt on partner's tax basis Comprehensive example to illustrate the mechanics of the basis determination process

Accounting & Auditing Update

Leases FASB Update Audit Evidence

Tax Research II - Tax Staff Essentials

The elusive nature of tax questions Assessing and applying authority External communications Research methodology for tax planning comprehensive examples

K2'S 2022 Implementing Data Loss Prevention For Better Security And Privacy

Understanding the concept of Data Loss Prevention Examples of how DLP rules are beneficial Creating and enforcing DLP rules

Obtaining an Understanding of Internal Control

Various definitions and aspects of internal control, including separation of duties and safeguarding of assets Key aspects of internal control from various organizations, such as COSO, SEC, and PCAOB Factors to consider, for example, industry, regulation, and nature of the entity Risk assessment procedures, namely inquiry, analytical procedures, and observation and inspection, as well as brainstorming

Business Tax Update for Industry

Recent Federal legislative, rules and tax developments impacting business taxpayers Impact of Inflation Reduction Act on business Depreciation rules and developments Business losses and interest expense Latest legislative, judicial, and IRS developments

Excel for Accounting Professionals Session 4: Conditional Summing and Lookups

K2's 2023 Mastering Advanced Excel Functions

Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays How to use “legacy” features and functions such as AGGREGATE Creating effective forecasts in Excel

Your Front-Row Ticket to the 2023 Accounting & Auditing Season

Analysis of relevant GAAP provisions Reminders regarding the continuing importance of ASC 606 for revenue recognition Fresh perspectives of lease accounting in the wake of ASC 842 implementation Overview of U.S. GAAP alternatives for certain entities Summary of selected, salient standards for today’s audit, review, and compilation engagements.

Crucial Tax Topics 2021-2022 with Art Werner - Mergers and Acquisitions: Complete Guide to Relevant Issues

Taxable asset acquisitions vs. non-taxable stock/equity acquisitions What happens in an asset acquisition What happens in a stock or equity acquisition 338 and 336 elections Basics of 382 Basics of 280G Earnouts and contingent payments Assumed liabilities Acquired reserves Acquired deferred revenue Treatment of transaction costs Basics of mixed entity transactions, examples such as: C-Corp buys an interest in a partnership C-Corp buys an S-Corp C-Corp buys an interest in an LLC (lots of possibilities here) S-Corp buys a partnership S-Corp buys a C-Corp S-Corp buys an interest in an LLC Partnership acquisitions of various entity types Very basic overview of tax-free re-organizations High level overview of entity formations High level overview of entity liquidations or termination

AICPA Town Hall Series (4/25/2024)

Status update Current Treasury guidance Top questions related to the CARES Act and PPP AICPA resources & tools update

Using Microsoft Teams to Host Virtual Meetings Online

The major topics covered in this course include:Overview of using Microsoft Teams for online meetingsDetailed review and demonstration of all the Teams meeting app featuresSetting up a meeting with all the meeting options availableTips for scheduling meetings with internal and external participantsIntegrating with Microsoft OutlookCreating a registration page for invitation only meetingsManaging your audio/video settingsConfiguring your "in meeting" featuresRecording and transcribing a meetingTips for hosting virtual meetings in TeamsUnderstanding Teams meetings integration with other Microsoft 365 apps

Accounting & Auditing Update - 2023

Leases FASB Update Audit Evidence