WICPA CPE & Special Event Catalog
Enhancing Performance Through Effective Coaching
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Online
4.00 Credits
Member Price: $149
This business coaching course is designed to enhance your coaching effectiveness by integrating innovative tools like ChatGPT (Generative AI) to support & elevate your coaching practice. You'll explore the key differences & similarities between coaching & managing, uncover the most important skill every coach should master & learn how to get to the root cause of any problem. With hands-on coaching strategies, including neuro-linguistic programming (NLP) techniques, you'll enhance your ability to drive results. Additionally, you'll discover how to use performance gap analysis to identify & bridge gaps, ensuring the success & growth of the individuals you coach.
K2’s Client Accounting Services For CPA Firms: Strategies For Growth And Success
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Online
2.00 Credits
Member Price: $89
Client Accounting Services (CAS) have become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams & streamlined operations. This course provides accounting professionals with practical guidance on implementing & optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models & client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation & reporting platforms. It offers insights into best practices for managing client expectations & delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends impacting CAS & identify critical steps to build a scalable CAS practice that aligns with their firm's goals. The course also addresses the importance of data security, governance & compliance in providing CAS to ensure ethical & professional service delivery.
Employees Today & Tomorrow: The ROI on Your People?
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Online
2.00 Credits
Member Price: $89
Employees drive the written & unwritten culture at your organization. Understanding the key workplace issues & how to solve them in today's environment can maximize the returns that employees provide for an organization. We take a deep dive into the research behind the larger issues with our workforce & discuss multiple practical solutions that will enhance your leadership & growth. How can we realize the most From our staff?
The Essential FASB Update With Renee Rampulla
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Online
4.00 Credits
Member Price: $149
This course is essential & designed to assist those who want to remain up to date on guidance issued by the Financial Accounting Standards Board (FASB). Learn about the accounting requirements involving crypto assets, income taxes, joint ventures, governmental grants, interim reporting & hedging. Hear about the results & findings of the FASB's post implementation review report involving the lease standard & much more.
Revenue Recognition: Determine the Transaction Price: Part I
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Online
1.20 Credits
Member Price: $39
The new revenue recognition standard outlines five steps for proper compliance. At the surface, these steps seem simplistic. However, there are many considerations that should be considered within each step based on your process & industry. Previous courses in this series have covered the standard at a high level & evaluated step one & two of the standard. They are: Understanding the Revenue Recognition Standard Revenue Recognition: Identify the Contract: Part One Revenue Recognition: Identify the Contract: Part Two Revenue Recognition: Identify Performance Obligations: Part One Revenue Recognition: Identify Performance Obligations: Part Two Revenue Recognition: Determine Transaction Price: Part 1 Revenue Recognition: Determine Transaction Price: Part 2 Revenue Recognition: Allocate the Transaction Price Revenue Recognition: Recognize Revenue This segment is designed to evaluate Step Three of the new model dealing with Determining the Transaction Price.
Emerging Risks & Resilience: How Accounting & Finance are Leading the Way: Part IIII: Managing Supply Chain Risks, Data Analytics & Business Con
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Online
2.00 Credits
Member Price: $89
This is Part 4 in our 5 part series on Emerging Risk & Resilience: How Accounting & Finance is Leading the Way The rapid evolution of technology, globalization & regulatory frameworks has introduced a range of emerging risks that are transforming the fields of accounting, finance & auditing. Innovations such as artificial intelligence, blockchain & big data analytics are redefining traditional business models while creating new challenges related to data integrity, cybersecurity & ethical decision-making. In accounting & finance, the growing reliance on automated systems raises concerns about vulnerabilities, algorithmic bias & the potential for misinformation. Auditors face heightened expectations for real-time assurance, transparency & adaptability to new reporting standards, including sustainability & ESG disclosures. Geopolitical instability, economic volatility & evolving regulatory pressures add layers of uncertainty to financial reporting & audit quality. This four-part seminar series explores these emerging risks, analyzes their implications for professionals & organizations & highlights proactive strategies for risk management, continuous learning & technological competency.
K2's Dynamic Arrays In Excel
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Online
1.00 Credits
Member Price: $39
Dynamic arrays can be a tremendous time-saver in Excel, but most business professionals remain unaware of what should be a commonly used tool. With dynamic arrays you can reduce the time you spend creating & updating formulas & improve your accuracy at the same time. You can also take advantage of some innovative features associated with dynamic arrays to automate many calculations & data entry tasks. If you've yet to discover dynamic arrays, make plans to participate in this session to learn how you can take advantage of this terrific feature. If you're ready to transform your data into actionable insights & finally get the reports you need, this session is your game-changer. Join us & take control of your QuickBooks Online reporting like never before!
Communicate Financial Concepts to Non-Accountants
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Online
2.00 Credits
Member Price: $89
Do you ever get blank looks when you present your company's financial statements? Does your board nod knowingly, during your presentation, but never seem to have any meaningful questions? It could be that they have no idea what you are talking about & are just pretending to understand! Learn how to connect with your CEO, board, fellow managers & ordinary employees so they understand your message.
Revenue Recognition Topic 606 Contract With Customers: Identify the Contract Part II
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Online
1.20 Credits
Member Price: $39
This course is a continuation of discussion over Step One in the revenue recognition process of Identify the Contract. Specifically, this session delves further into the considerations surrounding contract modifications, change orders, unpriced change orders, cancelations, non-finalized changes & accounting treatment when a contract does not exist.
Common Yellow Book & Single Audit Deficiencies
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Online
4.00 Credits
Member Price: $149
Yellow Book & Single Audit engagements are routinely selected for peer review & continue to be areas of heightened scrutiny by peer reviewers & federal oversight agencies. This course examines common deficiencies identified in governmental & Single Audit engagements, with a focus on understanding why these issues arise & how they can be avoided. Participants will review frequent deficiencies related to Yellow Book requirements issued by the U.S. Government Accountability Office, including independence, CPE & reporting considerations. The course also addresses common Single Audit deficiencies, including internal controls over compliance, compliance testing & major program determination. Designed for auditors performing governmental & Single Audit engagements, this course helps participants recognize recurring problem areas & better understand the requirements that continue to drive peer review findings.
K2’s Securing Your Data: Practical Tools For Protecting Information
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Online
4.00 Credits
Member Price: $149
In today's digital landscape, security is non-negotiable. Yesterday's techniques cannot keep up with today's threats. It's time to elevate your knowledge & protect your sensitive data with our comprehensive security program. Join us to discover the latest tools & techniques for securing your data, including encryption, virus protection, safe communications, electronic signatures, secure authentication & more. You'll also learn how to implement a practical, five-step approach to securing your PC & the critical questions to ask your staff to ensure server-based information remains protected. Security failures, such as client or customer data breaches, can be devastating & even drive your company out of business. So, what security tools do you need & how should you use them to safeguard your sensitive data & systems? Can you afford to manage today's threats with outdated techniques? Participate in this valuable session to learn how to identify viable & practical solutions to mitigate today's security threats. Don't miss this opportunity to fortify your defenses & ensure your business's success. Sign up now & take the first step towards a more secure future!
Metrics Management Series
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Online
8.00 Credits
Member Price: $250
Metrics Management is a four-part series that answers the measurement, accountability & performance of our strategies & financials. The titles include: Metrics Management: Linking Strategy to Performance Description - Organizations often fail not because strategy is flawed, but because performance is measured poorly. This session focuses on the critical link between strategy, measurement & execution. Participants will explore why there is no "perfect" metric, how strategy fails due to weak measurement & how financial & non-financial metrics work together to drive performance. The session emphasizes aligning metrics with mission, strategy & organizational priorities using practical frameworks such as the Balanced Scorecard. Humorous videos will be incorporated to drive home some key points & keep things entertaining. Metrics Management: Selecting the Right KPIs Description - Choosing the wrong metrics can create noise, confusion & unintended behavior. This session helps CPAs & CFOs identify & select meaningful KPIs that align with strategy & are understood by users. Participants will learn how to balance financial & operational metrics, tailor KPIs to responsibility centers & think like customers when designing performance measures. The session emphasizes simplicity, relevance & usability over volume & complexity. Humorous videos will be incorporated to drive home some key points & keep things entertaining. ____________________________________________________________________________________________________________________________ Metrics Management: Measuring Performance in the Real World Description - Designing metrics is only half the challenge-- making them work in practice is where most organizations struggle. This session focuses on applying metrics in real-world environments, including responsibility centers, profit centers & service organizations. Participants will explore output measurements, controllable versus non-controllable costs, cost allocation challenges & benchmarking. Case discussions illustrate how better information leads to better decisions & improved performance. Humorous videos will be incorporated to drive home some key points & keep things entertaining. Metrics Management: Dashboards, Performance Tools & Open-Book Management Description - Metrics only add value when they are communicated clearly & used consistently. This session focuses on dashboards, performance management tools & open-book management as ways to turn metrics into action. Participants will learn how dashboards support decision-making, why many reporting projects fail & how transparency & trust improve performance. The session emphasizes visualization, communication & using metrics to answer the most important management questions. Humorous videos will be incorporated to drive home some key points & keep things entertaining.
Supervised AI Agents as Internal Audit Team Members
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Online
1.00 Credits
Member Price: $39
How should internal auditors & finance team leaders use Agentic AI? What are the dos & do nots? When deployed properly AI is wonderful. Can AI help with SOX testing? We review how to avoid the common mistakes that eliminate the benefits that AI can provide. Join us to learn about those expensive lessons. Agentic AI ('Artificial Intelligence') is rapidly being deployed by leading audit, compliance & finance teams. While AI agents are not yet replacing all of today's knowledge workers like auditors, accountants & IT security professionals, the knowledge workers that effectively use Agentic AI may soon be replacing those knowledge workers who do not use these tools to drive high quality business growth & scale. AI is moving beyond automation to become a true teammate, especially in the governance, risk & compliance processes. This session will show how supervised AI agents can work alongside accountants, auditors & IT security professionals to enhance efficiency, consistency & assurance quality. Of critical importance is training & supervision so that the AI agents accomplish their testing to mee the intended quality standards. Attendees will leave with a practical view of how AI-powered testing can be applied to both internal & external assurance. Be prepared & learn From others.
K2’s Getting Control Of Your OneDrive Account
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Online
1.00 Credits
Member Price: $39
Many professionals use OneDrive but don't realize-or use-its full capabilities. Whether you have a business or personal account-or both-OneDrive offers features to enhance productivity & improve data security. Join this exclusive session to discover the advantages of using OneDrive for data storage & collaboration. In it, you will learn how to manage relevant risks & integrate OneDrive seamlessly into your daily workflows. Don't miss this chance to enhance your efficiency & security. Sign up now & unlock the full potential of OneDrive for you & your team.
Global Internal Audit Standards (GIAS) Domain V: Part II
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Online
2.00 Credits
Member Price: $89
The new Global Internal Audit Standards were released on January 9, 2024 & will become effective January 9, 2025. The previous version, the International Standards for the Professional Practice of Internal Auditing, released in 2017, remains approved for use during a one-year transition period. The Global Internal Audit Standards guide the worldwide professional practice of internal audit. They serve as a basis for evaluating & elevating the quality of the internal audit function. The Standards use 15 guiding principles with five separate domains that enable effective internal audit implementation & examples of evidence of conformance. The Global Standards are organized into five domains. Domain I: Purpose of Internal Auditing Domain II: Ethics & Professionalism Domain III: Governing the Internal Audit Function Domain IV: Managing the Internal Audit Function Domain V: Performing Internal Audit Service
K2’s CRM: The Ultimate Business Automation Tool
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Online
2.00 Credits
Member Price: $89
This course provides an in-depth exploration of Customer Relationship Management (CRM) systems as a critical tool for business automation. Designed for accounting professionals, it emphasizes CRM's role in streamlining workflows, organizing communications, enhancing client relationships & improving efficiency. Participants will learn about key CRM features, integration with accounting software & best practices for successful implementation. We will highlight practical applications with actionable insights to help attendees optimize their processes. This two-hour session ensures you walk away with a basic understanding of CRM's transformative potential for business & financial management.
Excelling at Excel: Tips, Tricks & Updates
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Online
2.00 Credits
Member Price: $89
Unlock the full potential of Excel with our comprehensive training on shortcuts & formulas. This course is designed for CPAs & financial professionals who want to enhance their efficiency & accuracy in Excel. Learn how to navigate & utilize different versions of Excel, discover powerful new functions & master the art of creating effective tables & automations. With practical examples & hands-on exercises, you'll transform your Excel skills, making your daily tasks quicker & more precise. Plus, benefit From insider tips & tricks drawn From the instructor's extensive real-world experience. Whether it's mastering keyboard shortcuts that save you time or applying formulas that simplify complex calculations, you'll gain practical knowledge that you can immediately apply in your work. This course isn't just about learning Excel; it's about learning to excel at Excel.
Achieving Balance in Work & Life: Part I
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Online
4.00 Credits
Member Price: $149
Due to the constant stress of a fast paced life, overwork & family demands, it's easy to feel one's life is out of balance. When this happens, all areas of your life can suffer. By learning key methods for setting priorities & goals, overcoming stress & deciding what's most important to you, you can achieve new levels of balance & greater results. Having more balance in your life will allow you to do less of what you don't want & more of what is truly important to you.
K2’s Top PDF Features You Should Know
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Online
4.00 Credits
Member Price: $149
Are you tired of struggling with PDFs? Unlock the full potential of Adobe Acrobat & other PDF tools to make working with PDF files a breeze. Join our course & discover how to use powerful features such as PDF forms, redaction, converting PDFs to Word & Excel files & electronic signatures. You'll also learn how to create & apply tick marks, build indices, catalogs & portfolios & secure your PDF documents to the fullest. As the popularity & usefulness of PDFs continue to grow, many users still haven't learned how to manipulate these documents effectively. Don't let this be you! Join us for this timely session & learn the top features necessary to optimize your work with PDF documents. Say goodbye to frustration & hello to efficiency!
K2's Technology's Seven (Not Quite) Deadly Sins
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Online
1.00 Credits
Member Price: $39
Let's face it: using technology is a necessity because technology permeates all our business activities. Yet, many continue to use technology unwisely, which results in declining productivity & data privacy & security concerns. Participate in this session to learn about seven specific items you can-and should-act upon right away to get back on track with technology. More than just a tech update, in this course, you will learn the "hows" & "whys" associated with implementing the seven technologies discussed. This is "must-see"; CPE for those interested in productivity, efficiency & data privacy & security.
