{"title":"Accounting","description":"","products":[{"product_id":"disabled-43w4","title":"K2's Excel Financial Modeling Best Practices","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eExcel remains the tool of choice for many professionals when building financial models, including forecasted financial statements and budgets. Yet many of these professionals have never received any training on the best practices associated with generating financial modeling spreadsheets. Participate in this session to learn many amazing techniques that will not only help you to save valuable time when building your Excel-based models but will also improve the accuracy and quality of your results.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eIdentify ten best practices for creating financial models in Excel;\u003c\/li\u003e\n\u003cli\u003eUtilize Excel features and add-in services for sensitivity, trend, and discounted cash-flow analyses;\u003c\/li\u003e\n\u003cli\u003eCreate optimization models using Excel’s Solver tool;\u003c\/li\u003e\n\u003cli\u003eImplement procedures for eliminating errors in Excel-based financial models; and\u003c\/li\u003e\n\u003cli\u003eIncorporate various formatting techniques to improve the usefulness of reports.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Fundamental knowledge of computer operations and Microsoft Office Excel\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Intermediate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Not specified\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Tommy Stephens\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Woodstock, GA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724346040418,"sku":"43w4","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/43w4.jpg?v=1740634686"},{"product_id":"accounting-for-financial-statement-uncertainty-estimates-contingencies-and-going-concern-unct","title":"Accounting for Financial Statement Uncertainty: Estimates, Contingencies, and Going Concern","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eUnderstanding the proper accounting for and reporting of financial statement areas containing uncertainty can be challenging, especially ensuring adequate disclosure of risk to the financial statement users. This course will provide critical considerations when evaluating the proper treatment of accounting estimates, loss contingencies, and going concern in U.S. GAAP-basis financial statements.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eIdentifying financial statement areas containing recognition, measurement, presentation, or disclosure uncertainty\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eApplying common techniques for evaluating the proper accounting treatment of loss contingencies, allowances, accruals, and other areas with recognition and measurement uncertainty\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDescribing important presentation and disclosure considerations when highlighting uncertainty to financial statement users making economic decisions\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eEvaluating the adequacy of disclosure of going concern uncertainty under U.S. GAAP\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eIdentify areas of the financial statements that contain accounting or reporting uncertainty\u003c\/li\u003e\n\u003cli\u003eRecall the proper accounting treatment of loss contingencies under U.S. GAAP\u003c\/li\u003e\n\u003cli\u003eRecognize how to evaluate the sufficiency of accounting for areas of estimation, such as common allowances and accruals\u003c\/li\u003e\n\u003cli\u003eDescribe the important considerations when determining the proper disclosure of going concern and other areas of uncertainty\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Public and industry accountants responsible for monitoring fair presentation of financial statements\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724346433634,"sku":"unct","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Accounting-for-Financial-Statement-Uncertainty-Cl.jpg?v=1775510251"},{"product_id":"the-impact-of-environmental-social-and-governance-esg-related-matters-on-financial-statements-and-audits-esg1","title":"The Impact of Environmental, Social, and Governance (ESG)- Related Matters on Financial Statements and Audits","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eEnvironmental, social, and governance (ESG) has become an area of increasing focus.  ESG reporting includes a broad spectrum of quantitative and qualitative information. Interested parties seek to understand the effects of relevant ESG matters on an entity?s business strategy, cash flows, financial position, and financial performance.  This course will focus on the impact of ESG-related matters on the fair preparation of financial statements and related disclosures, and the related financial statement audit considerations.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eEvolving guidance from the AICPA and other stand-setters related to environmental, social, and governance matters\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eRisks of material misstatement in financial statements and related disclosures emerging from environmental, social, and governance matters\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eExplain the increasing importance of environmental, social, and governance matters to financial statements and annual reports.\u003c\/li\u003e\n\u003cli\u003eDescribe audit risks and considerations in a financial statement audit related to these matters.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone responsible for preparing or attesting upon financial statements.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724346630242,"sku":"esg1","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/The-Impact-of-ESG-Related-Matters-Financial-Statements-Cl_473245a6-a958-4332-95ce-a467deb8275d.jpg?v=1775510254"},{"product_id":"common-financial-statement-disclosures-for-nonpublic-entities-fsdc","title":"Common Financial Statement Disclosures for Nonpublic Entities","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eFinancial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions.  Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns.  This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eGeneral disclosures about the entity and its environment\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCommon critical information that supplements the face financial statements\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHighlighting risks and uncertainties through robust footnotes\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eTailoring disclosures to the nature, size, and complexity of the entity to provide useful information for economic decisions\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRecall common financial statement disclosures for small- and medium-sized nonpublic entities\u003c\/li\u003e\n\u003cli\u003eDescribe critical information useful to financial statement readers for making economic decisions\u003c\/li\u003e\n\u003cli\u003eExplain results of operations through information that supplements the face financial statements\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone responsible for preparing or attesting upon financial statements.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724346728546,"sku":"fsdc","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Common-Financial-Statement-Disclosures-Nonpublic-Entities-Cl.jpg?v=1775510257"},{"product_id":"accounting-for-equity-investments-equi","title":"Accounting for Equity Investments","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eUnderstanding the proper accounting for and reporting of investments can be challenging, especially given recent changes to U.S. GAAP.  This course will provide critical considerations when evaluating the proper treatment of basic investments in other entities and other common investments for nonpublic entities in U.S. GAAP-basis financial statements, including consideration of recent changes in financial instrument accounting, reporting, and disclosure.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eIdentifying the three primary factors in determining proper accounting for investments other entities\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eExploring the principles underlying equity method investment accounting\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eExplaining the practical expedient to account for qualifying alternative investments using net asset value\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDescribing the categorizations for initial recognition and subsequent measurement of equity investments under FASB 321\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDiscussing the key characteristics requiring consolidation of the investee\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDiscussing the foundational principles of fair value measurement and disclosure\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRecall the proper accounting for investments\u003c\/li\u003e\n\u003cli\u003eDescribe special accounting considerations, such as equity method investments, alternative investments with net asset value, and more\u003c\/li\u003e\n\u003cli\u003eExplain fair value presentation and disclosure requirements,\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone responsible for preparing or attesting upon financial statements\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724346892386,"sku":"equi","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Accounting-for-Equity-Investments-Cl.jpg?v=1775510260"},{"product_id":"avoiding-legal-liability-and-peer-review-deficiencies-in-nonaudit-services-including-bookkeeping-and-preparing-financial-statements-nasf","title":"Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eThe majority of peer review deficiencies and malpractice claims result from nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eDifferentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eBest practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eEstablishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eExplain situations when independence should be appropriately safeguarded when performing nonattest services\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eDescribe the nature of risks faced when performing nonaudit services for clients\u003c\/li\u003e\n\u003cli\u003eExplain how to mitigate risks faced by all CPAs in performing nonaudit services\u003c\/li\u003e\n\u003cli\u003eApply best practices for maintaining quality control for nonaudit engagements\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 4.0 hours Auditing\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone who performed nonaudit services\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724347154530,"sku":"nasf","price":198.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/AVOIDI_2.jpg?v=1775510268"},{"product_id":"beyond-the-basics-of-ssars-and-nonattest-services-are-you-certain-you-are-in-compliance-ssar8","title":"Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003ePractitioners that provide non-audit services must strike the right balance between complying with relevant professional and regulatory standards, providing value-added client service, and mitigating litigation and other practice management risks. This course contains many case studies to reinforce best practices for managing the accounting, reporting, and performance issues associated with the attest services of compilations and reviews where reports are issued, as well as the SSARS  preparation of financial statements service and other nonattest engagements.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eNavigating the impact of SSARSs without risking noncompliance with professional and ethical requirements\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003ePreventing malpractice claims related to nonattest accounting services\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eIdentifying and safeguarding independence threats when issuing attest reports\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eEstablishing an understanding with the client regarding non-audit services\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDefining the varying levels of responsibility for accountants performing non-audit services\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003ePerforming compilations and reviews effectively and efficiently, including nature and extent of documentation considerations\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003ePractice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eProperly considering going concern, subsequent events, and other disclosure matters\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCommon issues related to peer reviews, including recurring reporting problems\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eApplying financial analysis best practices to help your clients better interpret their financial results\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eDescribe practice management risks associated with non-audit services\u003c\/li\u003e\n\u003cli\u003eProperly apply relevant professional standards and regulations for non-audit services to minimize litigation and peer review risk\u003c\/li\u003e\n\u003cli\u003eLeverage information obtained on engagements to enhance the quality of client service\u003c\/li\u003e\n\u003cli\u003eBe familiar with the numerous illustrations, examples, and exercises related to practical guidance to implement important key learning points\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 8.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone who performed nonaudit services\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724347285602,"sku":"ssar8","price":396.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Beyond-the-Basics-of-SSARS-and-Nonattest-Services-Cl.jpg?v=1775510269"},{"product_id":"cpa-firm-technology-23c00773","title":"CPA Firm Technology","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eCPA firms have always had challenging times, and the last two years emphasized that point. Technology changes, new service offerings, and profitable compliance will have to be executed well during the next five years. What technologies will you choose for the future? What is the best way to handle everything from better client interaction from PBC to eSignature through the best Advisory service strategy? How do the cloud, next-generation software, and client demands affect partner profitability? Attend this session to get an independent overview of the state of technology in the profession.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eReview of major upcoming technology and industry trends for professional accounting.\u003c\/li\u003e\n\u003cli\u003eDeveloping a strategic road map for improvement of firm operations including recruiting younger clients and implementing new technology.\u003c\/li\u003e\n\u003cli\u003eDiscussion of the CPA top-level domain for the firm’s website and email.\u003c\/li\u003e\n\u003cli\u003eList of specific recommended technology solutions (e.g. apps, programs, platforms, etc.) to assist the firm in meeting organizational objectives.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Information Technology\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Not specified\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Stephen Yoss\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Big Bear Lake, CA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724347613282,"sku":"23c00773","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/tech10.jpg?v=1740634728"},{"product_id":"k2s-accounting-solutions-mid-market-23c00789","title":"K2's Accounting Solutions: Mid-Market","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eMany businesses are being held back by legacy solutions. The old way of doing things doesn't work anymore. Instead, Software as a Service (SaaS) has transformed many mid-market companies. In this new world of cloud-based, workflow-enabled, data-centric, and connected solutions, you can solve existing and future business problems in new ways without being bogged down by paper-centric environments. This session covers integrated and ERP solutions that should work for businesses in the $10 Million to $1 Billion range. If your existing system has been in place for seven or more years, it is time to consider upgrading or replacing it. Leverage your instructor's knowledge of the market to minimize your risk.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eOverview of mid-market solutions\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eProbable third-party solutions required\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAccounting solutions for specific industries\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eSpecific strategies to use in selecting a system\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eGuidance on preparatory steps and conversions\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eList the top five products in the mid-market\r\n\u003c\/li\u003e\n\u003cli\u003eIdentify standard third-party solutions needed\r\n\u003c\/li\u003e\n\u003cli\u003eDifferentiate between a nice-to-have upgrade and a genuine business need\r\n\u003c\/li\u003e\n\u003cli\u003eCreate an implementation plan for your business\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 1.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Update\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Accounting professionals who need to understand the changes and options in Mid-Market accounting software\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Randy Johnston\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Hutchinson, KS\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services.\r\nK2 Enterprises (K2E.com) – Executive Vice President, Shareholder – Nation’s leading technology CPE provider to CPA professionals. Consults to high profile technology vendors. Delivers national seminars to CPAs, business groups and IT leaders on technologies in accounting, healthcare and banking. Creates and presents seminars and articles on 30+ technology topics including CPA Firm Technology, Paperless, Accounting Software, Cloud, Business Continuity, and Strategies leveraging technology. (1990 – Present, Hammond, LA)\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724347875426,"sku":"23c00789","price":49.5,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/K2-Accounting-Solutions-Mid-Market-Cl.jpg?v=1740634736"},{"product_id":"accounting-and-financial-reporting-for-cryptocurrency-and-other-digital-assets-crypto","title":"Accounting and Financial Reporting for Cryptocurrency and other Digital Assets","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eHow to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements.  This course will address common questions, risks, and challenges evolving in this area.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eCommon applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eFeedback from the AICPA?s Digital Assets Working Group intended to assist auditors with opining on these digital records\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eExplain common questions related to the fair presentation and disclosure of cryptocurrency and other digital assets\u003c\/li\u003e\n\u003cli\u003eDescribe common risks and audit techniques relevant to digital records\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone responsible for preparing or attesting upon financial statements\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724348989538,"sku":"crypto","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Accounting-and-Financial-Reporting-Cryptocurrency-Digital-Assets-Cl.jpg?v=1775510345"},{"product_id":"the-basics-of-derivative-and-hedge-accounting-derv","title":"The Basics of Derivative and Hedge Accounting","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eDerivative and hedge accounting can be complex and confusing. This course will provide an introduction to relevant accounting and financial reporting requirements, including recent FASB changes.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eDiscuss an overview of the types and elements of derivatives\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDefine hedge accounting and requirements for application to be eligible\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eExplain common hedges of financial assets and liabilities\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDescribe the impact of discontinuing hedge accounting\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDiscuss simplified hedge accounting available to nonpublic business entities\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRecall an overview of nature and types of common derivatives\u003c\/li\u003e\n\u003cli\u003eRecognize what is hedge accounting and why it is desirable\u003c\/li\u003e\n\u003cli\u003eList recent changes to accounting and financial reporting requirements\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone responsible for preparing or attesting upon financial statements\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724349055074,"sku":"derv","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/The-Basics-of-Derivative-and-Hedge-Accounting-Cl.jpg?v=1775510346"},{"product_id":"applying-the-new-expected-credit-loss-model-ecre","title":"Applying the New Expected Credit Loss Model","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eAll entities are subject to the new expected credit loss model established by recent GAAP.  This course will provide highlights of the latest requirements for measurement, presentation, and disclosure.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003ePrinciples behind the new expectation credit loss model\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAcceptable methods for evaluating expected credit loss for certain financial instruments\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eEnhanced disclosure requirements common for nonpublic entities.\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eIdentify the latest accounting and financial reporting requirements of the expected credit loss model for certain financial instruments\u003c\/li\u003e\n\u003cli\u003eRecall answers to frequently asked questions related to applying the new requirements to nonpublic entities that aren?t financial institutions.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone responsible for preparing or attesting upon financial statements\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724349120610,"sku":"ecre","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Applying-the-New-Expected-Credit-Loss-Model-Cl_356b896a-8d62-4b90-85da-cf541afa3a82.jpg?v=1775510348"},{"product_id":"revenue-recognition-in-an-environment-of-uncertainty-revr","title":"Revenue Recognition in an Environment of Uncertainty","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eApplying Topic 606 in an environment of uncertainty can be especially challenging.  This course will discuss the proper application of the revenue recognition model when facts and circumstances are changing.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eIdentifying contracts with customers\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDefining performance obligations to the customer, including when multiple obligations are involved\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDetermining the total transaction, including noncash and long-term financing considerations\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAllocating the transaction price and recognizing revenue as performance obligations are satisfied\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRecognize challenges with judgments made in applying the revenue recognition model in uncertain times.\u003c\/li\u003e\n\u003cli\u003eApply appropriate accounting in accordance with Topic 606\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone responsible for preparing or attesting upon financial statements\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724349251682,"sku":"revr","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Revenue-Recognition-in-an-Environment-of-Uncertainty-Cl.jpg?v=1775510350"},{"product_id":"audit-skills-for-beginners-abeg","title":"Audit Skills for Beginners","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eLearn the basic skills new staff need to hit the ground running and efficiently complete assigned tasks, including what new auditors are expected to know and do, including the nature, timing, and extent of common audit procedures. Focus on why certain procedures are performed and perform typical procedures.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eProfessional skepticism ? Creating a mindset for finding fraud and error\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAudit documentation basics ? Creating workpapers that pass review\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eThe audit risk model ? 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In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724349349986,"sku":"abeg","price":198.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Audit-Skills-for-Beginners-Cl.jpg?v=1775510351"},{"product_id":"fraud-trends-applying-real-life-lessons-to-small-and-mid-size-entities-fraud3","title":"Fraud Trends – Applying Real-life Lessons to Small- and Mid-Size Entities","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eFraud involves an intentional act to deceive, which may result in material misstatement in the financial statements due to fraudulent financial reporting or misappropriation of assets. Management’s responsibility is to design, implement, maintain and monitor a system of internal control to prevent, or detect and correct, fraud. This module will focus on real-life and practical examples of fraud in smaller- and mid-size environments, including nonprofits.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eFraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and Abuse\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eReal-life examples of fraud in nonpublic entity and nonprofit environments.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCyber-security risks of fraud\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRecall the cause and impact on real-life fraud cases\u003c\/li\u003e\n\u003cli\u003eExplain what to be alert for in an audit in order to identify fraud potential\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\r\n\r\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Accountants who have a need to be aware of current fraud trends\r\n\r\n\r\n\r\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization’s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm’s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (“core-level” staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm’s national “Train the Trainers” program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724349382754,"sku":"fraud3","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Fraud-Trends-Applying-Real-life-Lessons-Small-and-Mid-Size-Entities-Cl.jpg?v=1740634784"},{"product_id":"general-ethics-for-business-professionals-eth4","title":"General Ethics for Business Professionals","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eUnethical behavior can ruin professional careers.  It can also result in fines, penalties, or even a loss of licensure.  This course focuses on the moral dilemmas regularly faced by those that work in either public accounting or industry and how to making the most ethical decisions.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eIntroduction to the concept of ethics\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eExamples of handling personal and professional moral dilemmas\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eSuggested steps in making ethical decisions\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eThe importance role that ethics in internal controls needed to achieve organizational objectives\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eDescribe the foundation of ethical behavior\u003c\/li\u003e\n\u003cli\u003eAnalyze moral and ethical dilemmas faced in day-to-day situations\u003c\/li\u003e\n\u003cli\u003eExplain important principles underlying ethical decision-making\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Behavioral Ethics\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\r\n\r\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone who needs to comply with ethical principles\r\n\r\n\r\n\r\n\r\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success.  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Jennifer also served as an instructor and consultant for the firm’s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (“core-level” staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm’s national “Train the Trainers” program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724349513826,"sku":"eth4","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/General-Ethics-for-Business-Professionals-Cl.jpg?v=1740634788"},{"product_id":"whats-coming-next-technology-strategies-for-cpas-24c01153","title":"What's Coming Next: Technology Strategies for CPAs","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eIn an era where technology dictates the pace of change, financial professionals are tasked with staying abreast of the latest and greatest tech advancements to maintain a competitive edge. This course is designed to guide you through the maze of new technologies, ensuring that you have the knowledge to stay at the forefront of your field. Participants will delve into the most recent developments in networking, cloud solutions, and connectivity, understanding how these foundational technologies can be harnessed to drive efficiency and innovation. Specific hardware considerations will be addressed, providing attendees with practical advice on which devices and tools can best support their business objectives.\r\n\r\nThis course is specifically tailored for those who are not just looking to keep up but to lead the charge in their organizations. From the nuances of advanced AI applications and IoT integration to the strategic use of cloud-based services and robust cybersecurity measures, attendees will leave with a comprehensive understanding of the technology landscape. The curriculum goes beyond theory, offering real-world applications and networking opportunities that can translate into immediate benefits for your business. By exploring the latest offerings from industry leaders and uncovering the potential of cutting-edge hardware, this course is an indispensable resource for financial experts eager to capitalize on technological innovation. Embrace this opportunity to elevate your professional toolkit and ensure that your organization is not just prepared for the future but actively shaping it.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eHarness AI for Financial Insight and Precision\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCloud Computing: Collaborate and Access Anywhere\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eIoT Integration: Smart Tech for Smart Businesses\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eIoT Integration: Smart Tech for Smart Businesses\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eStrategic Hardware: Tools for Tomorrow’s CPA\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eIdentify the role of AI and machine learning in driving innovation within financial services.\u003c\/li\u003e\n\u003cli\u003eApply cloud computing strategies to improve accessibility and collaboration in financial tasks.\u003c\/li\u003e\n\u003cli\u003eEvaluate the practical implications of adopting IoT technologies in business operations.\u003c\/li\u003e\n\u003cli\u003eUtilize the latest productivity software to enhance effectiveness in day-to-day financial activities.\u003c\/li\u003e\n\u003cli\u003eAnalyze major technology trends to prepare organizations for future technological shifts.\u003c\/li\u003e\n\u003cli\u003eImplement new hardware solutions to support and streamline financial management processes.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 3.0 hours Information Technology\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e CPAs eager to integrate cutting-edge tech and boost their firm’s performance should attend.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Stephen Yoss\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Big Bear Lake, CA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724349612130,"sku":"24c01153","price":148.5,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/What-is-Coming-Next-Technology-Strategies-CPAs-Cl.jpg?v=1740634790"},{"product_id":"k2s-kicking-it-up-a-notch-with-kpis-23s-kpis","title":"K2's Kicking It Up A Notch With KPIs","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eThe adage, “what gets measured, gets managed,” has never been more true than it is today. Organizations of all kinds and sizes are creating systems and processes to categorize, track, and report on many of their operations by creating reports featuring key performance indicators (KPIs). This session will teach you about many different kinds of KPIs. Further, you will learn how to find data and use tools like Microsoft Excel and Power BI to measure performance. You will also identify the benefits and drawbacks of using KPIs in management philosophies like holacracy to make it easier for employees to know in real time where they stand.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eTypes of KPIs\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHow to look for data in your existing systems\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eThe basics of data prep tools\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eTools for tracking and reporting on KPIs\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eIdentify the correct definition for terms associated with key performance indicators from a list of options\r\n\u003c\/li\u003e\n\u003cli\u003eDifferentiate the benefits and limitations of using tools such as Excel, Power BI, and Tableau for reporting KPIs\r\n\u003c\/li\u003e\n\u003cli\u003eWhen presented with the name of an Excel or Power Query feature discussed in the session, select the definition that best describes the feature\r\n\u003c\/li\u003e\n\u003cli\u003eList examples of KPIs that might be useful in many business environments\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 1.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Basic understanding of Microsoft Excel\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Accounting and financial professionals who want to learn and utilize best practices for measuring business performance\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Brian Tankersley\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Knoxville, TN\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005, and he is also one of the national instructors for Yaeger CPA Review.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41779886784610,"sku":"23s-kpis","price":49.5,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/K2-Kicking-It-Up-Notch-KPIs-Cl_d733f83c-3281-410b-b027-bb92556f6208.jpg?v=1740634743"},{"product_id":"k2s-artificial-intelligence-for-accounting-and-financial-professionals-25c01222","title":"K2's Artificial Intelligence For Accounting And Financial Professionals","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eDiscover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.\r\n\r\nExplore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eExploring AI applications in accounting and finance\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUnderstanding AI features in everyday tools\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eEmbracing the future: AI's impact on finance and accounting\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRecognize essential components of Artificial Intelligence.\u003c\/li\u003e\n\u003cli\u003eDistinguish AI, Machine Learning, and Robotic Process Automation.\u003c\/li\u003e\n\u003cli\u003eExplore practical AI applications in accounting and finance.\u003c\/li\u003e\n\u003cli\u003eIdentify AI features in applications like Excel.\u003c\/li\u003e\n\u003cli\u003eEvaluate AI's impact on accounting and financial fields.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 4.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Accounting and financial professionals seeking to learn how to use Artificial Intelligence to work more efficiently and improve business processes\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Stephen Yoss\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Big Bear Lake, CA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread?his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41779888160866,"sku":"25c01222","price":198.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/tech46_5e2bf9b2-4679-4fb9-954c-8b5134875099.jpg?v=1775510393"},{"product_id":"accounting-summit-ticket","title":"Accounting Innovation Summit In Toronto","description":"\u003cp\u003e \u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\" id=\"docs-internal-guid-e76d5e62-7fff-59b2-d855-a24f801128ae\"\u003e\u003cstrong\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial, sans-serif; color: rgb(0, 0, 0); background-color: transparent; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003eTerms and Conditions for Ticket Purchase\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\"\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003eWelcome to the Accounting Innovation Summit! Before you proceed with your ticket purchase, please review the following terms and conditions:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\"\u003e\u003cstrong\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial, sans-serif; color: rgb(0, 0, 0); background-color: transparent; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003eTicket Purchase and Confirmation\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\"\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003eBy purchasing a ticket to the Accounting Innovation Summit, you agree to the terms and conditions outlined herein. \u003c\/span\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003eUpon successful processing of your payment, you will receive a confirmation email with your ticket details. Please ensure that the information provided during registration is accurate.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\"\u003e \u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\"\u003e\u003cstrong\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial, sans-serif; color: rgb(0, 0, 0); background-color: transparent; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003eTicket Use\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\"\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003eTickets are non-transferable and may only be used by the individual named on the ticket. \u003c\/span\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003eYou must present a valid ticket and identification upon arrival to gain entry to the event.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\"\u003e \u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\"\u003e\u003cstrong\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial, sans-serif; color: rgb(0, 0, 0); background-color: transparent; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003eRefunds and Cancellations\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\"\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003eRefund requests can be made up to four weeks prior to the event date. Refunds will be processed using the original payment method. \u003c\/span\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003eRefunds requested after this period will not be processed. Please contact caroline@k2e.ca to request a refund. \u003c\/span\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003eIn the unlikely event that the summit is cancelled, ticket holders will be notified, and full refunds will be issued.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\"\u003e \u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\"\u003e\u003cstrong\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial, sans-serif; color: rgb(0, 0, 0); background-color: transparent; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003eEvent Changes\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\"\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003eThe event organizers reserve the right to make changes to the event program, speakers, and venue if necessary. Any changes will be communicated to ticket holders as soon as possible.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\"\u003e \u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\"\u003e\u003cstrong\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial, sans-serif; color: rgb(0, 0, 0); background-color: transparent; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003eLiability\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\"\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003eThe organizers are not liable for any personal injury, loss, or damage to personal property incurred during the event. \u003c\/span\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003eAttendees are responsible for their own travel and accommodation arrangements and costs.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\"\u003e \u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\"\u003e\u003cstrong\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial, sans-serif; color: rgb(0, 0, 0); background-color: transparent; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003ePrivacy\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\"\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003eYour personal information collected during the ticket purchase process will be used in accordance with our Privacy Policy. We are committed to protecting your privacy and ensuring the security of your information.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\"\u003e \u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\"\u003e\u003cstrong\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial, sans-serif; color: rgb(0, 0, 0); background-color: transparent; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003eCode of Conduct\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\" style=\"line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;\"\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003eAll attendees are expected to behave respectfully and professionally. The organizers reserve the right to refuse entry or remove any individual who engages in disruptive or inappropriate behavior. \u003c\/span\u003e\u003cspan style=\"font-size: 11pt; font-family: Arial,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;\"\u003eBy purchasing a ticket, you acknowledge that you have read, understood, and agree to abide by these terms and conditions. If you have any questions or require further assistance, please contact us at caroline@k2e.ca.\u003c\/span\u003e\u003c\/p\u003e","brand":"K2E Canada","offers":[{"title":"Virtual $95","offer_id":42219263787106,"sku":null,"price":95.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/AccountingInnovationSummitGray.png?v=1754446323"},{"product_id":"accounting-technology-seminar-series-8-cpd-hours-virtual","title":"Accounting Technology Seminar Series – 8 CPD Hours (Virtual)","description":"\u003cp\u003eAccounting Technology Today is excited to host:\u003c\/p\u003e\n\u003cp\u003eThe Accounting Technology Seminar Series\u003c\/p\u003e\n\u003cp\u003e📅 Series Dates: October 8, 15, 22, 29 (Wednesdays)\u003cbr\u003e🕑 Time: 2 hours per session (8 hours total)\u003cbr\u003e📍 Location: Virtual (link will be sent upon registration)\u003c\/p\u003e\n\u003cp\u003eEarn 8 Verified CPD Credits with Certificates of Completion.\u003cbr\u003eLearn from leading industry experts (K2, Zoho, Sage, TaxDome, PaymentEvolution, Remitian \u0026amp; more).\u003cbr\u003eStay ahead in accounting technology: automation, payroll, tax, cybersecurity, AI, employee retention, and more.\u003c\/p\u003e\n\u003cp\u003ePricing: $149\u003c\/p\u003e\n\u003cp\u003eWhy Attend?\u003c\/p\u003e\n\u003cp\u003eDiscover Innovations – stay updated on the latest tech.\u003c\/p\u003e\n\u003cp\u003eIdentify Solutions – practical guidance from experts.\u003c\/p\u003e\n\u003cp\u003eEarn CPD Credits – verified, with certificate of completion.\u003c\/p\u003e","brand":"K2E Canada","offers":[{"title":"Default Title","offer_id":42116669800546,"sku":null,"price":149.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/250818ATTLogoPlaceholder.jpg?v=1755558362"},{"product_id":"private-company-fasb-gaap-alternatives-pcpa2024","title":"Private Company FASB GAAP Alternatives","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eThe FASB formed the Private Company Council to provide certain alternatives in U.S. GAAP that are only available to nonpublic business entities, with limited exceptions for certain nonprofits.  This course will provide insight into when adopting the accounting and financial reporting alternatives would be to the advantage of private companies.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eEntities permitted to adopt the U.S. GAAP simplified alternatives\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eGuidance, related to ?plain vanilla? interest rate swaps that convert variable into fixed rate debt and other derivatives\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eGuidance related to amortization and impairment of goodwill\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eGuidance related to separately recognizing intangible assets from goodwill in a business combination\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eGuidance related to not consolidating variable interest entities\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eGuidance related to lease accounting and revenue recognition options\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eList the recognition, measurement, presentation and disclosure options only available to nonpublic business entities in U.S. GAAP.\u003c\/li\u003e\n\u003cli\u003eExplain the benefits of adopting the U.S. GAAP alternatives, and the most advantageous time to do so\u003c\/li\u003e\n\u003cli\u003eApply illustrative examples for how financial statements look different before and after application of the allowable simplifications in accordance with U.S. GAAP\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Public and industry accountants responsible for monitoring fair presentation of financial statements\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":42698591993954,"sku":"pcpa2024","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Private-Company-Simplified-GAAP-Alternatives-Cl_3d10b961-f4f7-44db-a128-e7350857a100.jpg?v=1775510242"},{"product_id":"annual-accounting-and-financial-reporting-update-afru2024","title":"Annual Accounting and Financial Reporting Update","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eThis course focuses on explaining the theory behind major issues and trends, enabling professionals to understand the most important aspects of relevant technical standards related to accounting and financial reporting.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eThe latest FASB standard-setting activity, including significant projects on the horizon\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUnderstanding the impact of current period changing accounting standards\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHow to appropriately address on-going or emerging accounting and reporting issues due to the current environment\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eNonpublic entity alternatives within U.S. GAAP important to the current environment\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eIdentify ?hot topics? in accounting and financial reporting\u003c\/li\u003e\n\u003cli\u003eRecall ?plain language? explanations of current and emerging U.S. GAAP requirements\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 4.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e Basic knowledge for GAAP\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Public and industry accountants at all levels interested in remaining current on U.S. GAAP requirements\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":42698593599586,"sku":"afru2024","price":198.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/2024-Annual-Accounting-Financial-Reporting-Update-Cl_e8ac0a39-4482-420b-9dd1-37d91c82ac2e.jpg?v=1775510343"},{"product_id":"k2s-client-accounting-services-for-cpa-firms-strategies-for-growth-and-success-25c-cascpaf","title":"K2's Client Accounting Services For CPA Firms: Strategies For Growth And Success","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eClient Accounting Services (CAS) have become a cornerstone of modern CPA firms, offering opportunities for enhanced client relationships, recurring revenue streams, and streamlined operations. This course provides accounting professionals with practical guidance on implementing and optimizing CAS within their firms. Participants will explore the foundational elements of CAS, including service offerings, pricing models, and client communication strategies. The course delves into the technology tools essential for CAS, including accounting software, workflow automation, and reporting platforms. It offers insights into best practices for managing client expectations and delivering consistent, high-value services. In addition, participants will examine case studies of successful CAS implementations, review current trends impacting CAS, and 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, and compliance in providing CAS to ensure ethical and professional service delivery.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eCAS overview to understand the service offerings, client needs, and market opportunities\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eSelecting technology tools in CAS for accounting, workflow, and client collaboration\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDesigning Service Delivery Models that are scalable and efficient processes for CAS\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eManaging client relationships and setting expectations to deliver consistent value\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eEvaluating pricing strategies, including fixed fee, subscription, and other pricing models\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eEnsuring governance and meeting regulatory standards for data security and compliance\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAdapting to emerging technologies and evolving client demands to future-proof the practice\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eDefine the scope and benefits of Client Accounting Services for CPA firms\u003c\/li\u003e\n\u003cli\u003eIdentify essential technology tools and strategies for CAS implementation\u003c\/li\u003e\n\u003cli\u003eEvaluate various pricing models and their application to CAS offerings\u003c\/li\u003e\n\u003cli\u003eOutline critical considerations for maintaining data security and regulatory compliance in CAS\u003c\/li\u003e\n\u003cli\u003eDevelop a roadmap for building or enhancing a scalable CAS practice\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Intermediate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Accounting professionals seeking to successfully enter or expand the client accounting sector of their practice\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Randy Johnston\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Hutchinson, KS\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services.\r\nK2 Enterprises (K2E.com) ? Executive Vice President, Shareholder ? Nation?s leading technology CPE provider to CPA professionals. Consults to high profile technology vendors. Delivers national seminars to CPAs, business groups and IT leaders on technologies in accounting, healthcare and banking. Creates and presents seminars and articles on 30+ technology topics including CPA Firm Technology, Paperless, Accounting Software, Cloud, Business Continuity, and Strategies leveraging technology. (1990 ? Present, Hammond, LA)\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":42698593960034,"sku":"25c-cascpaf","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/tech17_9b8e4ae3-554a-48d5-9b41-878456c5c7b9.jpg?v=1775510507"},{"product_id":"intuit-accountant-suite-the-firm-operating-system-webinar","title":"Intuit Accountant Suite: The Firm Operating System Webinar (EN and FR)","description":"\u003cdiv class=\"relative basis-auto flex-col -mb-(--composer-overlap-px) pb-(--composer-overlap-px) [--composer-overlap-px:28px] grow flex\"\u003e\n\u003cdiv class=\"flex flex-col text-sm\"\u003e\n\u003csection data-turn=\"assistant\" data-scroll-anchor=\"false\" data-testid=\"conversation-turn-4\" data-turn-id=\"request-WEB:33465a89-89c4-446e-b4c5-c4e65b83e5c6-1\" dir=\"auto\" class=\"text-token-text-primary w-full focus:outline-none [--shadow-height:45px] has-data-writing-block:pointer-events-none has-data-writing-block:-mt-(--shadow-height) has-data-writing-block:pt-(--shadow-height) [\u0026amp;:has([data-writing-block])\u0026gt;*]:pointer-events-auto [content-visibility:auto] supports-[content-visibility:auto]:[contain-intrinsic-size:auto_100lvh] R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]\"\u003e\n\u003cdiv class=\"text-base my-auto mx-auto [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm\/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg\/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)\"\u003e\n\u003cdiv class=\"[--thread-content-max-width:40rem] @w-lg\/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group\/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn\"\u003e\n\u003cdiv class=\"flex max-w-full flex-col gap-4 grow\"\u003e\u003cbr\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection data-turn=\"assistant\" data-scroll-anchor=\"false\" data-testid=\"conversation-turn-6\" data-turn-id=\"request-WEB:33465a89-89c4-446e-b4c5-c4e65b83e5c6-2\" dir=\"auto\" class=\"text-token-text-primary w-full focus:outline-none [--shadow-height:45px] has-data-writing-block:pointer-events-none has-data-writing-block:-mt-(--shadow-height) has-data-writing-block:pt-(--shadow-height) [\u0026amp;:has([data-writing-block])\u0026gt;*]:pointer-events-auto [content-visibility:auto] supports-[content-visibility:auto]:[contain-intrinsic-size:auto_100lvh] R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]\"\u003e\n\u003cdiv class=\"text-base my-auto mx-auto pb-10 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm\/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg\/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)\"\u003e\n\u003cdiv class=\"[--thread-content-max-width:40rem] @w-lg\/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group\/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn\"\u003e\n\u003cdiv class=\"flex max-w-full flex-col gap-4 grow\"\u003e\n\u003cdiv data-turn-start-message=\"true\" class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal outline-none keyboard-focused:focus-ring [.text-message+\u0026amp;]:mt-1\" data-message-model-slug=\"gpt-5-3\" dir=\"auto\" data-message-id=\"456408cc-1ebc-4f91-8dcc-c8b680806d3d\" data-message-author-role=\"assistant\" tabindex=\"0\"\u003e\n\u003cdiv class=\"flex w-full flex-col gap-1 empty:hidden\"\u003e\n\u003cdiv class=\"markdown prose dark:prose-invert w-full wrap-break-word light markdown-new-styling\"\u003e\n\u003cp\u003eMany firms have successfully moved to the cloud but now face fragmented technology environments that reduce efficiency and increase complexity. This course introduces Intuit Accountant Suite (IAS) as an integrated firm operating system that unifies client management, close workflows, AI-powered insights, and team governance. Through a hands-on, structured session, participants will configure IAS across key operational areas, gaining practical, real-world application for QBO-centric practices.\u003c\/p\u003e\n\u003cp\u003eParticipants will leave with a clear, actionable framework to improve efficiency and scalability. They will learn to assess the cost of fragmented systems, design role-based access controls, standardize month-end close, implement AI with appropriate governance, and streamline Books-to-Tax workflows. Each attendee receives a 30-Day Activation Plan, Firm Configuration Checklist, and SOP templates to support immediate implementation.\u003c\/p\u003e\n\u003cstrong\u003eWhen: \u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"markdown prose dark:prose-invert w-full wrap-break-word light markdown-new-styling\"\u003eEnglish Version: Thursday June 4th 12:00 to 4:00 PM ET\u003c\/div\u003e\n\u003cdiv class=\"markdown prose dark:prose-invert w-full wrap-break-word light markdown-new-styling\"\u003eFrench Version: Thursday June 11th 12:00 to 4:00 PM ET\u003c\/div\u003e\n\u003cdiv class=\"markdown prose dark:prose-invert w-full wrap-break-word light markdown-new-styling\"\u003e\u003cbr\u003e\u003c\/div\u003e\n\u003cdiv class=\"markdown prose dark:prose-invert w-full wrap-break-word light markdown-new-styling\"\u003e\u003cbr\u003e\u003c\/div\u003e\n\u003cdiv class=\"markdown prose dark:prose-invert w-full wrap-break-word light markdown-new-styling\"\u003e\n\u003cstrong\u003e\u003cbr\u003eWhere: \u003c\/strong\u003eLive Training - link provided\u003c\/div\u003e\n\u003cdiv class=\"markdown prose dark:prose-invert w-full wrap-break-word light markdown-new-styling\"\u003e\u003cbr\u003e\u003c\/div\u003e\n\u003cdiv class=\"markdown prose dark:prose-invert w-full wrap-break-word light markdown-new-styling\"\u003e\u003cem\u003e\u003cstrong\u003eCan't make that time?  This session will also be available for Live Replay!\u003c\/strong\u003e\u003c\/em\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\u003cbr\u003e\u003c\/div\u003e","brand":"K2E Canada","offers":[{"title":"English Version: Thursday June 4th; 12:00 to 4:00 PM ET","offer_id":42887662239842,"sku":null,"price":195.0,"currency_code":"CAD","in_stock":true},{"title":"French Version: Thursday June 11th 12:00 to 4:00 PM ET","offer_id":42887662272610,"sku":null,"price":195.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/WhatsAppImage2026-05-11at4.06.40PM.jpg?v=1778540838"},{"product_id":"quickbooks-online-for-accountants-ai-automation-and-the-modern-firm","title":"QuickBooks Online for Accountants:  AI, Automation and the Modern Firm","description":"\u003cp\u003e\u003cstrong\u003eAll 9 Modules weekly July 8th through September 2nd.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cdiv class=\"bcontact_checkbox\"\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eModule 1\u003c\/strong\u003e: The QBO Platform in 2026\u003cbr\u003eWednesday, July 8, 1:00-2:00 PM ET\u003cspan\u003e \u003c\/span\u003e\u003cem\u003e1.0 CPD\u003c\/em\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eModule 2\u003c\/strong\u003e: QBO as a Business Platform\u003cbr\u003eWednesday, July 15, 1:00-2:30 PM ET\u003cspan\u003e \u003c\/span\u003e\u003cem\u003e1.5 CPD\u003c\/em\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eModule 3\u003c\/strong\u003e: Intuit Intelligence \u0026amp; AI\u003cbr\u003eWednesday, July 22, 1:00-2:30 PM ET\u003cspan\u003e \u003c\/span\u003e\u003cem\u003e1.5 CPD\u003c\/em\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eModule 4\u003c\/strong\u003e: Bank Feeds \u0026amp; Automation\u003cbr\u003eWednesday, July 29, 1:00-2:00 PM ET\u003cspan\u003e \u003c\/span\u003e\u003cem\u003e1.0 CPD\u003c\/em\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eModule 5\u003c\/strong\u003e: Canadian Payroll Compliance\u003cbr\u003eWednesday, August 5, 1:00-2:15 PM ET\u003cspan\u003e \u003c\/span\u003e\u003cem\u003e1.0 CPD\u003c\/em\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eModule 6\u003c\/strong\u003e: Reporting \u0026amp; Analytics\u003cbr\u003eWednesday, August 12, 1:00-2:30 PM ET\u003cspan\u003e \u003c\/span\u003e\u003cem\u003e1.5 CPD\u003c\/em\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eModule 7\u003c\/strong\u003e: Integrations \u0026amp; App Ecosystem\u003cbr\u003eWednesday, August 19, 1:00-2:00 PM ET\u003cspan\u003e \u003c\/span\u003e\u003cem\u003e1.0 CPD\u003c\/em\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eModule 8\u003c\/strong\u003e: Books-to-Tax: Canada\u003cbr\u003eWednesday, August 26, 1:00-2:00 PM ET\u003cspan\u003e \u003c\/span\u003e\u003cem\u003e1.0 CPD\u003c\/em\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003eModule 9\u003c\/strong\u003e: Advisory Conversations\u003cbr\u003eWednesday, September 2, 1:00-2:30 PM ET\u003cspan\u003e \u003c\/span\u003e\u003cem\u003e1.5 CPD\u003c\/em\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cem\u003eCan't make a session date?  You'll have the Live Replay On-Demand available!\u003c\/em\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003c\/div\u003e","brand":"K2E Canada","offers":[{"title":"Default Title","offer_id":42887551811682,"sku":null,"price":525.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/luky-triohandoko-ugGd6GTRYcQ-unsplash_1.jpg?v=1777583067"},{"product_id":"intuit-accountant-suite-the-firm-operating-system-webinar-en-and-fr-copy","title":"Intuit Accountant Suite: The Firm Operating System Webinar (EN and FR)","description":"\u003cdiv class=\"relative basis-auto flex-col -mb-(--composer-overlap-px) pb-(--composer-overlap-px) [--composer-overlap-px:28px] grow flex\"\u003e\n\u003cdiv class=\"flex flex-col text-sm\"\u003e\n\u003csection data-turn=\"assistant\" data-scroll-anchor=\"false\" data-testid=\"conversation-turn-4\" data-turn-id=\"request-WEB:33465a89-89c4-446e-b4c5-c4e65b83e5c6-1\" dir=\"auto\" class=\"text-token-text-primary w-full focus:outline-none [--shadow-height:45px] has-data-writing-block:pointer-events-none has-data-writing-block:-mt-(--shadow-height) has-data-writing-block:pt-(--shadow-height) [\u0026amp;:has([data-writing-block])\u0026gt;*]:pointer-events-auto [content-visibility:auto] supports-[content-visibility:auto]:[contain-intrinsic-size:auto_100lvh] R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]\"\u003e\n\u003cdiv class=\"text-base my-auto mx-auto [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm\/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg\/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)\"\u003e\n\u003cdiv class=\"[--thread-content-max-width:40rem] @w-lg\/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group\/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn\"\u003e\n\u003cdiv class=\"flex max-w-full flex-col gap-4 grow\"\u003e\u003cbr\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003csection data-turn=\"assistant\" data-scroll-anchor=\"false\" data-testid=\"conversation-turn-6\" data-turn-id=\"request-WEB:33465a89-89c4-446e-b4c5-c4e65b83e5c6-2\" dir=\"auto\" class=\"text-token-text-primary w-full focus:outline-none [--shadow-height:45px] has-data-writing-block:pointer-events-none has-data-writing-block:-mt-(--shadow-height) has-data-writing-block:pt-(--shadow-height) [\u0026amp;:has([data-writing-block])\u0026gt;*]:pointer-events-auto [content-visibility:auto] supports-[content-visibility:auto]:[contain-intrinsic-size:auto_100lvh] R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]\"\u003e\n\u003cdiv class=\"text-base my-auto mx-auto pb-10 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm\/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg\/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)\"\u003e\n\u003cdiv class=\"[--thread-content-max-width:40rem] @w-lg\/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group\/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn\"\u003e\n\u003cdiv class=\"flex max-w-full flex-col gap-4 grow\"\u003e\n\u003cdiv data-turn-start-message=\"true\" class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal outline-none keyboard-focused:focus-ring [.text-message+\u0026amp;]:mt-1\" data-message-model-slug=\"gpt-5-3\" dir=\"auto\" data-message-id=\"456408cc-1ebc-4f91-8dcc-c8b680806d3d\" data-message-author-role=\"assistant\" tabindex=\"0\"\u003e\n\u003cdiv class=\"flex w-full flex-col gap-1 empty:hidden\"\u003e\n\u003cdiv class=\"markdown prose dark:prose-invert w-full wrap-break-word light markdown-new-styling\"\u003e\n\u003cp\u003eMany firms have successfully moved to the cloud but now face fragmented technology environments that reduce efficiency and increase complexity. This course introduces Intuit Accountant Suite (IAS) as an integrated firm operating system that unifies client management, close workflows, AI-powered insights, and team governance. Through a hands-on, structured session, participants will configure IAS across key operational areas, gaining practical, real-world application for QBO-centric practices.\u003c\/p\u003e\n\u003cp\u003eParticipants will leave with a clear, actionable framework to improve efficiency and scalability. They will learn to assess the cost of fragmented systems, design role-based access controls, standardize month-end close, implement AI with appropriate governance, and streamline Books-to-Tax workflows. Each attendee receives a 30-Day Activation Plan, Firm Configuration Checklist, and SOP templates to support immediate implementation.\u003c\/p\u003e\n\u003cstrong\u003eWhen: \u003c\/strong\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"markdown prose dark:prose-invert w-full wrap-break-word light markdown-new-styling\"\u003eEnglish Version: Thursday September 3rd 12:00 to 4:00 PM ET\u003c\/div\u003e\n\u003cdiv class=\"markdown prose dark:prose-invert w-full wrap-break-word light markdown-new-styling\"\u003eFrench Version: Thursday September 10th 12:00 to 4:00 PM ET\u003c\/div\u003e\n\u003cdiv class=\"markdown prose dark:prose-invert w-full wrap-break-word light markdown-new-styling\"\u003e\u003cbr\u003e\u003c\/div\u003e\n\u003cdiv class=\"markdown prose dark:prose-invert w-full wrap-break-word light markdown-new-styling\"\u003e\u003cbr\u003e\u003c\/div\u003e\n\u003cdiv class=\"markdown prose dark:prose-invert w-full wrap-break-word light markdown-new-styling\"\u003e\n\u003cstrong\u003e\u003cbr\u003eWhere: \u003c\/strong\u003eLive Training - link provided\u003c\/div\u003e\n\u003cdiv class=\"markdown prose dark:prose-invert w-full wrap-break-word light markdown-new-styling\"\u003e\u003cbr\u003e\u003c\/div\u003e\n\u003cdiv class=\"markdown prose dark:prose-invert w-full wrap-break-word light markdown-new-styling\"\u003e\u003cem\u003e\u003cstrong\u003eCan't make that time?  This session will also be available for Live Replay!\u003c\/strong\u003e\u003c\/em\u003e\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/section\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv\u003e\u003cbr\u003e\u003c\/div\u003e","brand":"K2E Canada","offers":[{"title":"English Version: Thursday September 3rd; 12:00 to 4:00 PM ET","offer_id":43018090774626,"sku":null,"price":195.0,"currency_code":"CAD","in_stock":true},{"title":"French Version: Thursday September 10th 12:00 to 4:00 PM ET","offer_id":43018090807394,"sku":null,"price":195.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/WhatsAppImage2026-05-11at4.06.40PM.jpg?v=1778540838"}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/collections\/accounting.jpg?v=1743463891","url":"https:\/\/www.k2e.ca\/collections\/accounting.oembed?page=2","provider":"K2E Canada","version":"1.0","type":"link"}