CPE Catalog & Events
K2's 2023 Excel Best Practices WEBCAST
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Your Desk
8.0 Credits
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.
Audits of Employee Benefit Plans Subject to ERISA WEBCAST
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Your Desk
8.5 Credits
ERISA reporting requirements. Audit planning and pre-engagement activities. Risk assessment, including consideration of internal control. Auditing considerations, including prohibited transactions and tax compliance. The auditor's report. Financial statement disclosures. Supplemental schedules.
Audit Risk Assessment in Plain English WEBCAST
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Your Desk
2.0 Credits
Overview of audit risk assessment. AICPA's clarified risk assessment standards. SAS 145. Assessing the entity's environment.
SAS No. 122, AU 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement WEBCAST
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Your Desk
3.0 Credits
How the effect of a misstatement due to error affects the scope of our audit vs a misstatement due to fraud. Inquiries of management and others. The audit planning process: when we start and when we stop. The importance of brainstorming and what two things should a talk about. Revisions of our risk assessment. Determining materiality.
K2's 2023 Excel Essentials For Staff Accountants WEBCAST
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Your Desk
8.0 Credits
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.
K2'S 2022 Windows 11 - What End Users Need To Know WEBCAST
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Your Desk
2.0 Credits
Productivity improvements in Windows 11. How to work with virtual desktops. Customizing the user environment. Improved security tools available in Windows 11.
Taking the Financial Executive's Leadership to the Next Level: Perspective and Skills WEBCAST
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Your Desk
2.0 Credits
Behavioral leader evolution. From agricultural to conceptual age right brain orientation. Emotional intelligence framework. Behavioral self-awareness and self-management. Socially intelligent leader. Social awareness. Transformational leadership.
K2's 2023 Business Intelligence, Featuring Microsoft's Power BI Tools WEBCAST
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Your Desk
8.0 Credits
The importance of Business Intelligence in today's business climate. Differentiating between Power BI licensing options. A hands-on approach to creating effective Power BI reports and dashboards.
Achieving Balance in Work and Life - Part 1 WEBCAST
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Your Desk
4.0 Credits
Why the brain can remember some things a hundred times better than others. Why we typically forget names and faces, and what can be done about it. How our emotions follow the motion of our body, and how that can be used to instill instant confidence. How to tap into a completely relaxed and/or confident state of mind in 10 seconds or less using advanced hypnotic conditioning and Neuro-Linguistic Programming techniques. How to prevent dementia and brain "fog" using specific supplements and exercise. How to stay motivated to use the methods outlined in this course to advance your career and achieve a higher quality of life. How to use the concept of constant learning to help you maintain a balanced and fulfilling.
K2's 2023 Microsoft Access - Tables, Queries, And Beyond WEBCAST
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Your Desk
8.0 Credits
Understanding database principles, including differentiating between databases and spreadsheets. How to create tables and relate tables in the same database. Creating and using queries. Building forms and reports in Access.
Networking Works: Build Relationships to Build Your Business WEBCAST
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Your Desk
1.0 Credits
Communication. Relationship-building. Active listening. Public speaking.
The SECURE Act 2.0 - Planning Opportunities for Employers WEBCAST
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Your Desk
1.0 Credits
Implications for Employers. Starter 401(k) plans for small employers. Requiring automatic 401(k) enrollment. Improving worker access to emergency savings. Increasing part-time workers' access to retirement accounts. Statute of Limitations on excise taxes imposed on overcontributions to retirement plans. Multiple employer 403(b) plans. Automatic portability provisions. Other changes in the administration of company retirement plans
Inventory, Expense and Payroll Fraud WEBCAST
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Your Desk
2.0 Credits
Methods of committing inventory, expense and payroll fraud. What to look for when observing inventory. Detection of inventory fraud. How to recognize fictitious expenses. How to recognize altered expenses. Indicators of fake documentation. The three main reasons we ask for documentation. Detection and prevention of ghost employees.
The SECURE Act 2.0 - Planning Opportunities for Individuals WEBCAST
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Your Desk
1.0 Credits
Implications for individuals. Changes to the Saver's Credit. Changing the required minimum distribution rules for Roth 401(k)s. Changes to required beginning dates for required minimum distributions of retirement plans. Penalty free withdrawals for certain emergency expenses. Special provisions for firefighters and military personnel spouses. Increases in catch-up contributions. Impact on 529 plans. Opportunities for student loan payment matching.
SAS No. 122, AU 240, Consideration of Fraud in a Financial Statement Audit WEBCAST
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Your Desk
3.0 Credits
The importance of professional skepticism. The dangers of making assumptions. How to listen and understand the answer to a question. Why it is important to leave all of your expectations at home. Anticipation and why it's so dangerous. Determining materiality. The fraud triangle. Thinking about, given a set of circumstances, how you would steal. Management and the tone at the top.
Achieving Balance in Work and Life - Part 2 WEBCAST
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Your Desk
4.0 Credits
Why we get off balance and how to overcome those tendencies. Methods that turbo charge motivation, health and happiness. The power of culture and friends to affect our lives. The importance of clear intention in order to effect change that lasts.
ERISA Plans: Planning and Reporting WEBCAST
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Your Desk
2.0 Credits
Pre-engagement, planning, and risk assessment procedures. Standard and modified auditor reports. Effects of new SAS implementation on planning and reporting.
K2's 2023 Mastering Advanced Excel Functions WEBCAST
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Your Desk
4.0 Credits
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.
Tribal Conference 2024 WEBCAST - presented by the New Mexico Society of CPAs
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Your Desk
4.0 Credits
Impact Investing with Native-Owned Businesses – presented by Nichole Johnny, Investment Associate, Raven Indigenous Capital Partners The Economic Dollar in Indian Country: A Look at Economic Development of Tribal Nations – presented by Victor Flores, Principal, REDW LLC A Focus on Native Entrepreneurship in New Mexico – presented by Jake Foreman, Program Director, New Mexico Community Capital
Other Considerations in ERISA Plan Audits WEBCAST
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Your Desk
1.0 Credits
Accounting for and reporting on defined benefit pension and health and welfare plans. Unique audit considerations for ESOPs. Using the work of a specialist.
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The Washington Society of CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of group-live and group-internet-based continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org