CPE Catalog & Events
Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques
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Webinar
4.00 Credits
Member Price: $175
Building change into the planning process, Sales/income plan, Intermediate planning, Technology plan, Capital equipment planning, One-year operating plan, Monthly planning, Cash plan, Risk plan
Cutting-Edge Estate and Financial Planning Trends of 2025
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Webinar
8.00 Credits
Member Price: $280
Navigating the intricacies of uncertain estate and gift tax planning. Unveiling prevalent client errors in estate and financial planning. Mastering the modern intricacies of domicile-related considerations spanning tax, financial, and estate planning. Tackling challenges inherent to charitable planning strategies. Proficiently employing split-interest trusts for optimal outcomes. Unraveling the complexities of advanced insurance concepts. Mandate for meticulous IRA distribution planning. Addressing distinctive planning nuances for the aging clientele. Anticipating the forthcoming horizon in the field.
Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues
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Webinar
2.00 Credits
Member Price: $105
Discuss how productivity strategies may improve work-life balance, Understand the state tax consequences that may arise when working from home, Identify and discuss challenges unique to financial professionals, Review how some organizations are providing support to improve work-life balance, Explore the role of alternative work arrangements, Examine challenges unique to auditors versus tax professionals, A comparison of work-life balance between public and industry accountants, How work-family conflict varies among financial professionals, Recommendations for improving work-life balance
K2's An Accountant's Guide To Blockchain And Cryptocurrency
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Webinar
4.00 Credits
Member Price: $175
Understanding the fundamental tenets of blockchain technology, Examples of applied applications of blockchain technology, Identifying leading cryptocurrencies available today, Understanding risks associated with cryptocurrencies
Understanding the Basic Techniques of Financial Planning
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Webinar
8.00 Credits
Member Price: $280
A comprehensive review of the entire financial planning process. Equipping participants to assist clients in developing practical and functional budgets. Optimizing the utilization of a client's assets for maximum financial benefit. Navigating the complexities of risk and reward evaluation, aligned with a client's investment horizon. Proficiency in assessing a client's propensity for risk-taking. Tackling challenges inherent in measuring a client's risk tolerance. Exploring psychological factors that influence risk behavior. Mastering fundamental investment and portfolio management principles. Unveiling the significance of a strategic asset allocation policy within a financial plan. Addressing regulation and registration considerations for investment advisors. Understanding the strategic deployment of personal financial statements. Setting the stage for participants to become effective financial service professionals. Exploring the cooperative approach to financial planning. Gleaning insights from ten key steps for success as a financial planner.
K2's Artificial Intelligence For Accounting And Financial Professionals
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Webinar
4.00 Credits
Member Price: $175
Exploring AI applications in accounting and finance, Understanding AI features in everyday tools, Embracing the future: AI's impact on finance and accounting
Business Law Essentials for Practitioners and Controllers
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Webinar
8.00 Credits
Member Price: $280
The various types of corporations, Securities law basics, Contract principles, Partnerships and limited liability entities, Worker classification, Employee rights and the duties of employers, Intellectual property, Real property law, Bankruptcy basics, The court system and litigation process, Alternative dispute resolution
Preparation, Compilation, and Review Engagements: Update and Review
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Webinar
4.00 Credits
Member Price: $174
Overview of preparation, compilation, and review guidance, Accounting and reporting issues, Current practice issues, Common deficiencies in peer reviews, Current and future standard setting projects.