CPE + Events Catalog
K2's Advanced Excel – Webcast
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Online
8.0 Credits
Member Price: $310
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.
Oregon Ethics and New Developments (4 hours - morning) – Webcast Replay
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Online
4.0 Credits
Member Price: $185
Award winning discussion leader Mark Hugh will review the AICPA Code of Professional Conduct and key Oregon differences; discuss new developments at the national and state level in ethics in the last two years; best practices for CPAs in public accounting and industry; highlight emerging issues; and discuss Oregon administration and enforcement, including case studies.NOTE: This course meets the Oregon Board of Accountancy's biennial four-hour general ethics requirement.For the most current Oregon Administrative Rules (OARs), refer to the BOA website: https://tinyurl.com/OR-BOA-Rules.
CFO Series: Advanced Profit Enhancements – 6 Tech & 2 [NT] – NEW! – Webcast
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Online
8.0 Credits
Member Price: $315
CFO Series - Day 1This four-topic event focuses on three separate, proven tactics to increase profitability, including cost reductions, revenue enhancements, reducing investment, avoiding waste, and taking a more integrated look at avoiding risk. We also look at methods to optimize the return from the marketing function.The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an entire year of CPE with a single decision. Each day consists of a subject matter expert leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises. Register by May 6 and save $25. That's a savings of $100 on the full series! CFO Series - Day 2: June 14, 2024 – CFO Series: Chief Reviewer – NEW! – WebcastCFO Series - Day 3: June 19, 2024 – CFO Series: The Effective CFO – 4 Tech & 4 [NT] – NEW! – WebcastCFO Series - Day 4: June 20, 2024 – CFO Series: Employees Today and Tomorrow [NT] – NEW! – Webcast Each topic and each day stand on its own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more!
Construction Industry Conference – Portland
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Portland
8.0 Credits
Member Price: $310
Learn about the latest challenges and solutions faced by the construction industry and the CPAs who work with them!
Construction Industry Conference – Webcast
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Online
8.0 Credits
Member Price: $310
Learn about the latest challenges and solutions faced by the construction industry and the CPAs who work with them!
CFO Series: Employees Today and Tomorrow [NT] – NEW! – Webcast
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Online
8.0 Credits
Member Price: $315
CFO Series - Day 4The war for talent is ongoing. We review four topics, concentrating on today’s employment realities, getting the most from your team, how to attract and retain talent, how utilizing the employment life cycle can deliver better performance, and how re-invigorating careers (yours and others) can make our professional role easier and deliver better financials. The cost of ‘mismanagement’ is huge, and we discuss tactics to help you and your colleagues improve. You and your team can do better, and we will discuss how.The CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to an entire year of CPE with a single decision. Each day consists of a subject matter expert leading discussions about four different topics. The CFO Series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions, and team exercises. Register by May 6 and save $25. That's a savings of $100 on the full series! CFO Series - Day 1: May 10, 2024 – CFO Series: Advanced Profit Enhancements – 6 Tech & 2 [NT] – NEW! – WebcastCFO Series - Day 2: June 14, 2024 – CFO Series: Chief Reviewer – NEW! – WebcastCFO Series - Day 3: June 19, 2024 – CFO Series: The Effective CFO – 4 Tech & 4 [NT] – NEW! – WebcastEach topic and each day stand on its own. If you are not sure about making a multi-day commitment, sign up for just a single day. We think you will come back for more! Note: Date changed from initially advertised date of 5/13/24.
Audit 203: Auditing Accounts Receivable – Common Risks (2 hours)
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Online
2.0 Credits
Member Price: $89
Auditing Accounts Receivable - Focusing Procedures for Testing Existence and Valuation will explain tips and best practice techniques for auditing common accounts receivable risks, primarily focusing on existence and valuation. Accounts receivable tends to carry higher risk of material misstatement due to the complexity and subjectivity involved with initial recognition, subsequent measurement, and valuation. In addition, revenue recognition is presumed to be a significant fraud risk. Note: This course is recommended as a part of a 16-hour audit skills curriculum for experienced staff auditors, while it is also appropriate for anyone who has responsibilities for auditing accounts receivable. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Coaching Leaders to Handle Sensitive Employee Relations Situations (1.2 hours)
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Online
1.2 Credits
Member Price: $39
This session provides HR Professionals with scripts for and tactics for coaching leaders in handling an array of employee relations situations with sensitivity, good judgment, and high confidence. Topics include employee complaints, personality & attitude problems, performance counseling, personal hygiene problems, disability-related performance issues, misconduct due to mental conditions. You will learn how to use a unique process, "Reset the Clock," that prevents attorneys from taking something leaders did wrong or did not do in the past and using it to support legal challenges in the future. Liability is replaced with credibility. Lawsuits are then avoided rather than won. Financial assets are protected, morale stays high, and bad publicity is averted. HR Professionals avoid hearing from senior leaders: "You should have anticipated this" after an avoidable legal claim.
Power, Influence, and Ethics (2 hours) (NT)
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Online
2.0 Credits
Member Price: $79
Powerful people can choose to undermine or elevate morality in their sphere of influence and authority. Why do some succumb to the dark side of power? This updated course explores the complex relationship between power and morality in our own times. It illustrates enduring ethical principles through recent examples of prominent leaders who rationalized or ignored their abuses of power and disrespected fundamental ethics. This session uses findings from modern science to explain why and how power heightens self-focus and indulges unethical tendencies. It also demonstrates how the universal law of reciprocity guarantees a countering desire and effort to exact consequences from offenders. Whether you aspire to be influential or already possess authority, understanding the insidious side of power and influence can help you walk the tightrope of leadership accountability without falling into an abyss of consequences.
Building Flexible Budgeting Models: Walking Through and Crunching The Numbers (2 hours)
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Online
2.0 Credits
Member Price: $79
The budgeting process can be a time consuming and frustrating process for accountants. The constraints and pressures can lead to poor decisions in both the technical and human components. This session will cover: Building Flexible Budgeting Models: Walking Through and Crunching The Numbers • We can all learn from others and improve our budgeting process by listening to our colleagues' wisdom and experience. This session takes a unique review of the fundamental budget issues faced by all and walks through a detailed modeling process intended to generate discussion and best practices to improve your organization's financial planning.
Valuing Cannabis 2.0: Unique Marijuana Appraisal Challenges (2 hours)
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Online
2.0 Credits
Member Price: $89
This segment will focus on the analytical process required to derive a logical and supportable estimate of value for a regulated marijuana businesses and related intellectual property rights. Valuing recreational and medical license rights for marijuana cultivation, processing or retailing will be emphasized with a focus on use of the income and market approaches to value. A sample sanitized appraisal report will be provided and discussed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
The Happiness Advantage: How to Use Positive Psychology to Enjoy Work More, Get More Done, and Be a Better Professional (4 hours) (NT)
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Online
4.0 Credits
Member Price: $129
The new field of Positive Psychology offers many methods and ideas for helping people be happier, healthier, and better at what they do. Nowadays, the ability to be at your best and get clients to enjoy working with you is critical to growing your business or getting ahead. Studies show that happy people make $750,000 more over the course of their life than unhappy people, have half the number of sick days, and live 9 years longer. In this fun and fascinating seminar, you'll learn how to not only be happier, but help your clients be happier in working with you.
2024 Spring Tax Rewind (2 hours)
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Online
2.0 Credits
Member Price: $118
Explore the dynamic and ever-changing tax terrain alongside Art Auerbach, CPA, CGMA, in the 2024 Spring Tax Rewind edition of our quarterly webcast series, Tax Rewind. During this webcast, we'll delve into vital subjects including: -Tax planning -Legislative shifts -The most recent IRS tax practices and procedures, offering pragmatic approaches to implement diverse tax policies effectively.
Understanding the Form 990 and its Preparation Prerequisites (2 hours)
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Online
2.0 Credits
Member Price: $89
Introductory Session of Borenstein's Form 990 Foundational Series: This "initiation and introduction to" the Form 990's mechanics and importance will prevent you from drowning in the Form 990's force-field! More than 80% of the Form's inputs and relevant definitions are NOT found in the statutes and Regulations that apply to the exempt sector, a reality that can be overwhelming for both novices and more advanced preparers. This session provides an easy-to-digest synopsis of the entirety of the Form's key definitions as well as the mechanics that preparers need embrace from the moment they first approach preparing a 990. Packed with practical tips and perspectives on data gathering, this class is a "must" gateway for beginning (and even more experienced) preparers to learn "how to befriend Form 990 preparation." This webinar will vault preparers past all the initially confounding problems of the Form 990, providing baseline info on the critical nuances the form uses. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Money Laundering Awareness for Accountants (2 hours) [NT]
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Online
2.0 Credits
Member Price: $89
The course provides general information on how to identify money laundering activities during the conduct of normal tax audits. Discover key resources and tools available for effective detection and deterrence. Explore the impact of money laundering on ethical decision-making, and how examiners and auditors can assist criminal investigators in countering money laundering. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Employment Law 101 (1 hour)
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Online
1.0 Credits
Member Price: $39
Review of the major employment laws governing the workplace, when they are triggered, and key compliance aspects under each law. This presentation is designed to give viewers enough information to issue spot when matters arise in the workplace.
Prioritizing Mental Health in the Post-COVID Workplace (1.2 hours) (NT)
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Online
1.2 Credits
Member Price: $39
Over the last few years, mental health has become more of a mainstream issue. In fact, statistics indicate that approximately one in four adults experience a mental health condition. Therefore, it is more important now than ever for organizations to make mental health and wellness a priority, given all the rapid changes leading to higher levels of stress and uncertainty in the post-COVID workplace. The goal of this course is to outline the signs of mental health challenges in the workplace, such as changes in behavior, mood, or performance, while providing practical strategies for HR Professionals and Business Leaders to build and implement accommodations for a mentally healthy work environment.
Avoiding Budget People Issues: Managing Budgeting's Soft Side (2 hours)
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Online
2.0 Credits
Member Price: $79
The budgeting process can be a time consuming and frustrating process for accountants. The constraints and pressures can lead to poor decisions in both the technical and human components. This session will cover: Avoiding Budget People Issues: Managing Budgeting's Soft Side • Financial plans have a technical component and human component. We can resolve some of our budget issues by exploring the process' human aspect. This session includes a case study that measures an individual's personality type and then explores how to use our strengths and weaknesses to create to a better plan.
Audit 204: Auditing Basic Inventory – Focus on Observations (2 hours)
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Online
2.0 Credits
Member Price: $89
Auditing Inventory - Performing Required Observations and Other Common Procedures will primarily focus on performing the inventory observation, while introducing other risk concepts related to inventory. Assets classified as inventory varies widely with the nature of the entity and industry. Depending on the complexity of the inventory and the related pricing model, risk of material misstatement will vary widely as well. Note: This course is recommended as a part of a 16-hour audit skills curriculum for experienced staff auditors, while it is also appropriate for anyone who has responsibilities for auditing inventory. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Communication Miracles At Work and In Life – Part 2 (4 hours) (NT)
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Online
4.0 Credits
Member Price: $129
Following on Part 1 of this course, in Part 2 you will learn advanced ways to solve problems without bruising egos, how to create profound trust quickly, and how to motivate clients and co-workers to do your bidding with a minimal amount of wasted time or hassles. The bottom line will be better client and co-worker relationships, leading to increased enjoyment and productivity at work.