{"title":"On-Demand","description":null,"products":[{"product_id":"k2s-onedrives-best-practices-23s-1drive","title":"K2's OneDrive's Best Practices","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eAlthough Windows incorporates the OneDrive app, you may not have configured it correctly for your specific needs. Using the OneDrive app and the related Cloud storage service to their fullest potential means you can access your files when and where you need them. Further, sharing your files and collaborating with others is easy when using OneDrive correctly. In this session, you will learn best practices for taking full advantage of OneDrive.\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 to OneDrive on the web\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eSynchronizing your files to your desktop pc\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eWorking with shared files\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eManaging different versions of files\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUnderstanding how OneDrive works with OneNote, Teams, and SharePoint\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 options for accessing and managing your files in OneDrive\u003c\/li\u003e\n\u003cli\u003eList the steps necessary to synchronize your files from the Cloud to your computer\u003c\/li\u003e\n\u003cli\u003eIdentify opportunities for sharing files and accessing previous versions of a file\u003c\/li\u003e\n\u003cli\u003eName the steps for creating a OneNote notebook in OneDrive\u003c\/li\u003e\n\u003cli\u003eList options for viewing OneDrive thru Teams or SharePoint\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 Microsoft apps knowledge and general knowledge of computer operations\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 We recommend you log in to your OneDrive account before starting this session\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Business professionals who seek to enhance their understanding of Microsoft OneDrive\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 Connie Clark\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724345614434,"sku":"23s-1drive","price":49.5,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/K2-OneDrive-Best-Practices-Cl.jpg?v=1775510221"},{"product_id":"k2s-using-onenote-more-and-email-less-23s-1note","title":"K2's Using OneNote More And Email Less","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eOneNote is a fantastic application included in your Microsoft 365 subscription. Yet, it is underutilized and misunderstood most of the time. If you genuinely want to change how you work, embrace OneNote. Stop using Outlook as a filing cabinet for essential emails and move them to OneNote instead. If you share a OneNote notebook with others, you can stop emailing altogether within your group and use OneNote as your collaboration and reference platform.\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\u003eUsing OneNote as a powerful reference resource\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eLearn how to move your emails into OneNote\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eShare OneNote with a group of people and communicate within a notebook rather than email\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 tasks for which you might choose to use OneNote\u003c\/li\u003e\n\u003cli\u003eIdentify ways to reduce email and use OneNote for yourself and your group or team\u003c\/li\u003e\n\u003cli\u003eCite examples of how you can use OneNote for storing and retrieving important reference information\u003c\/li\u003e\n\u003cli\u003eIdentify the process for acquiring OneNote\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 Basic understanding of Microsoft apps\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Overview\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None is required; however, we recommend having OneNote accessible during class\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Business professionals seeking to enhance their understanding of Microsoft OneNote and looking for a new way to organize their email communications\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 Connie Clark\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724345974882,"sku":"23s-1note","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/K2-Using-OneNote-More-Email-Less-Cl.jpg?v=1775510237"},{"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":"professional-ethical-considerations-for-cpas-eth3","title":"Professional Ethical Considerations for CPAs","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eEvery CPA must comply with a Code of Professional Conduct, which is a hallmark of the CPA designation.  CPAs in public practice must overcome higher barriers, such as when attest service providers must also retain independence.  This course will provide an overview of the core principles from which the CPA profession is built upon.\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\u003eCore principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and more\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eThe importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eComparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies\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 core principles underlying the any Code of Professional Conduct that apply to both CPAs in public practice and industry, whether designated by the AICPA, PCAOB, or an international body\u003c\/li\u003e\n\u003cli\u003eExplain common ethical dilemmas faced by all CPAs and how they can be safeguarded to an acceptable level\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 Regulatory 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\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone who needs to comply with ethical principles\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":41724347449442,"sku":"eth3","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Professional-Ethical-Considerations-for-CPAs-Cl.jpg?v=1775510272"},{"product_id":"business-intelligence-featuring-microsofts-power-bi-tools-23c00783","title":"Business Intelligence Featuring Microsoft's Power BI Tools","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eIn today's business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools ? ranging from Excel add-ins to dedicated solutions such as Power BI ? now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.\r\nIn this program, you will learn how to implement ?do it yourself business intelligence? using a variety of techniques and tools. You will learn how to work with some of the advanced data query and summarization features in Excel to create Excel-based dashboards and then you will learn how to leverage that knowledge to build even more powerful BI objects using Microsoft's Power BI tools. If gaining greater insights into your data to make better decisions is of interest to you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.\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\u003eCreate Excel-Based BI dashboards\u003c\/li\u003e\n\u003cli\u003eList the potential shortcomings of BI solutions based wholly on Excel\u003c\/li\u003e\n\u003cli\u003eIdentify and implement various Excel add-ins that might be useful in BI applications\u003c\/li\u003e\n\u003cli\u003eDifferentiate between the BI opportunities in Excel and Power BI\u003c\/li\u003e\n\u003cli\u003eCreate and distribute dashboards using Power BI\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 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 K2 Enterprises\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Hammond, LA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.\r\n\r\nWe make every effort to maintain a high level of integrity, family values, and friendship among all involved.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724347744354,"sku":"23c00783","price":396.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/advancedexcel.jpg?v=1775510287"},{"product_id":"excel-essentials-for-staff-accountants-eesa23c00784","title":"Excel Essentials for Staff Accountants","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eExcel is ubiquitous in the accounting and financial professionals' workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX \u0026amp; MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.\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\u003eList five critical best practices associated with creating workbooks and construct workbooks that comply with these principles\u003c\/li\u003e\n\u003cli\u003eUtilize PivotTables and PivotCharts to summarize and present data quickly, without writing formulas\u003c\/li\u003e\n\u003cli\u003eBuild sophisticated formulas to assist with reporting and analysis, including formulas that use functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM\u003c\/li\u003e\n\u003cli\u003eCreate Tables from ranges of Excel data and identify the primary advantages of working with Tables\u003c\/li\u003e\n\u003cli\u003eApply formats quickly and efficiently to Excel reports and understand the importance of features such as the Accounting format, Accounting Underlines, Precision as Displayed, Center Across Selection, and Flash Fill\u003c\/li\u003e\n\u003cli\u003eWork with date-oriented data in Excel and create calculations ? such as those involving depreciation expense and interest accruals ? that involve the passage of time\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 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 K2 Enterprises\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Hammond, LA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.\r\n\r\nWe make every effort to maintain a high level of integrity, family values, and friendship among all involved.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724347809890,"sku":"eesa23c00784","price":396.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/excel2.jpg?v=1775510288"},{"product_id":"k2s-now-is-the-time-to-automate-23c00795","title":"K2's Now Is The Time To Automate!","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eThe term ?automate? has been an industry buzzword for at least a decade. Yet, few organizations have embarked on successful automation journeys, leading to greater efficiencies, reduced errors, and happier team members. In this session, you will learn how to crank up your automation projects and see first-hand how easy and effective automation can be. More specifically, this session shows you exactly how you can work with tools from Zoho, Zapier, and Microsoft to enable powerful routines that will allow you and your team to get more done in less time.\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\u003eWhere to begin your automation journey\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eWhich automation tools should you initially focus on\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHow to automate everyday tasks in accounts payable, banking, and approval workflows\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCommon automation pitfalls\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 at least three benefits of successful automation efforts\u003c\/li\u003e\n\u003cli\u003eList two automation tools you can use to extract and transform data\u003c\/li\u003e\n\u003cli\u003eSpecify examples of Microsoft 365 plans that include access to Power Automate\u003c\/li\u003e\n\u003cli\u003eDifferentiate between Power Automate and Zapier\u003c\/li\u003e\n\u003cli\u003eIdentify at least three tasks that most businesses should automate\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 Fundamental understanding of basic computer operations\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 and financial professionals desiring to improve efficiency, accuracy, and internal control\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":41724347940962,"sku":"23c00795","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/K2-Now-Time-to-Automate-Cl.jpg?v=1775510289"},{"product_id":"k2s-ten-must-know-features-in-excel-23c00803","title":"K2's Ten Must Know Features In Excel","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eMost business professionals have used Excel for years, often without the benefit of any formal training. Thus, they don't know about key features in the application and, therefore, don't use them. Of course, this leads to inefficiencies and errors. Isn't it time to stop this madness? This session is for you if you're ready to become more efficient and effective with Excel! You will learn ten critical features that can help you get more work done in less time and improve your accuracy. We encourage you to make plans to join us for this session to learn the best ways of working with Excel!\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\u003eBest practices for working with large volumes of data\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHow to securely and efficiently collaborate with others\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUsing Excel for optimization scenarios\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCreating ?audit trails? in Excel\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDefine ?dynamic arrays? and list examples of their benefits\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 at least three primary features associated with Power Query\u003c\/li\u003e\n\u003cli\u003eIdentify the steps necessary to utilize modern collaboration options in Excel\u003c\/li\u003e\n\u003cli\u003eCite examples of the benefits related to using dynamic arrays\u003c\/li\u003e\n\u003cli\u003eDifferentiate between Solver and Scenario Manager as optimization tools\u003c\/li\u003e\n\u003cli\u003eIdentify at least three benefits of protecting your data with Sensitivity Labels\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 Basic knowledge of 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 Accounting and financial professionals seeking to improve their efficiency and effectiveness when working with Excel\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":41724348006498,"sku":"23c00803","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Excel-26-5.jpg?v=1775510290"},{"product_id":"k2s-taking-another-look-at-pdfs-23s-pdfs","title":"K2's Taking Another Look At PDFs","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eWe're all familiar with PDF documents. However, it's safe to say that most professionals use only a tiny fraction of their features. This circumstance is unfortunate, considering all you can do with PDF documents. Therefore, isn't it time to take another look at PDF documents and all you can do with them?\r\n\r\nParticipate in this session to learn more about PDFs and how and why they should be a cornerstone technology in most organizations. Collaboration options, long-term storage and archival, and fillable forms are just a few features you will learn about in this session. This session is for you if you're ready to elevate your PDF productivity!\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\u003eUnderstanding the Portable Document Format\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eIdentifying tools you can use to work with PDFs\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCollaborating using PDFs\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCreating, distributing, and collecting fillable PDF forms\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUsing PDFs to enhance security\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 examples of PDF software vendors\u003c\/li\u003e\n\u003cli\u003eDifferentiate between PDF options available from Adobe\u003c\/li\u003e\n\u003cli\u003eList at least two ways you can use PDFs in collaborative environments\u003c\/li\u003e\n\u003cli\u003eIdentify critical steps in the process used to create fillable PDF forms\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 understanding of PDFs\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 Business professionals seeking to enhance their understanding of PDFs\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":41724348366946,"sku":"23s-pdfs","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Tech-26-47.jpg?v=1775510292"},{"product_id":"k2s-understanding-your-ransomware-risk-23s-rrisk","title":"K2's Understanding Your Ransomware Risk","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eProtecting yourself from ransomware requires more than just anti-virus software. Additional technology protections are necessary. Further, business continuity, legal and regulatory, and cybersecurity insurance considerations should all be a part of your risk abatement strategy. Attend this session to determine if your current level of ransomware protection reduces your risk to an acceptable and identify ways to ensure that you are protected.\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\u003eUnderstanding how ransomware can cripple a business\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eTrends in ransomware attacks\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eBest practices for minimizing ransomware risk\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\u003eDistinguish between various options to mitigate risk\u003c\/li\u003e\n\u003cli\u003eIdentify practical actions for reducing ransomware risk\u003c\/li\u003e\n\u003cli\u003eList examples of high-profile ransomware attacks and how they occurred\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 Information Technology\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Basic knowledge of computer operations\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 and financial professionals seeking to improve data security by minimizing ransomware threats\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":41724348432482,"sku":"23s-rrisk","price":49.5,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/K2-Understanding-Your-Ransomware-Risk-Cl.jpg?v=1775510293"},{"product_id":"turbo-charging-productivity-with-artificial-intelligence-and-automation-24c00929","title":"Turbo Charging Productivity with Artificial Intelligence and Automation","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 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 Financial professionals, accountants, bookkeepers, and more\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":41724348530786,"sku":"24c00929","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/AI-26-8_76323b1a-8f12-41af-be27-4de98d457176.jpg?v=1775510318"},{"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 ? Understanding the foundational principles\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eInternal control fundamentals - Satisfying the requirements for evaluating the design and implementation of internal control over financial reporting\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 importance of maintaining professional skepticism\u003c\/li\u003e\n\u003cli\u003eExplain critical elements of high-quality audit documentation\u003c\/li\u003e\n\u003cli\u003eList the characteristics of a proper risk assessment process linked to the detailed audit plan\u003c\/li\u003e\n\u003cli\u003eDescribe how to satisfy the minimum requirements for evaluating the design and implementation of internal controls relevant to the audit\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 is new to performing audits\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":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":"k2s-securing-your-data-practical-tools-for-protection-information-r5vp","title":"K2's Securing Your Data - Practical Tools for Protection Information","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eSecurity is not optional and yesterday's security techniques are not working to minimize today's security threats. Therefore, now is the time for you to tune up what you know about protecting sensitive data.  In this program, you will learn about the latest tools and techniques for securing your data, including encryption, virus protection, secure communications, electronic signatures, secure authentication, and more.  You will also learn how to implement a very practical, five-step approach to securing your PC and the types of questions you should be asking of your staff to ensure server-based information remains protected.\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\u003eAssess the relevant security risks in your organization\u003c\/li\u003e\n\u003cli\u003eIdentify specific tools and techniques to protect sensitive data\u003c\/li\u003e\n\u003cli\u003eList five specific steps to improve PC security\u003c\/li\u003e\n\u003cli\u003eImplement security procedures to improve organizational security\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 Basic understanding of computer operations\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":41779886260322,"sku":"r5vp","price":198.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/r5vp.jpg?v=1775510220"},{"product_id":"k2s-better-productivity-through-artificial-intelligence-and-automation-tools-24s-ss","title":"K2's Better Productivity Through Artificial Intelligence And Automation Tools","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eArtificial Intelligence (AI) and automation tools offer incredible opportunities for all business professionals to improve productivity and accuracy. For example, generative AI tools such as ChatGPT and Bard can be beneficial when conducting research or drafting reports and correspondence. Likewise, Microsoft's Power Automate platform and similar tools such as Zapier can help you elevate efficiency to levels you may have thought unattainable.  If this sounds appealing, plan to participate in this session to modernize your workflows and take advantage of these tools.\r\n\r\nThis session will teach you practical applications of today's AI and automation tools. Moving beyond fundamental discussions, you will learn how to use AI and automation to streamline workflows, improve internal control, maximize productivity, and even improve team member morale. In addition, you will learn about some potential pitfalls associated with these technologies and how to avoid making mistakes when using these tools. In sum, this session is ?must-see CPD,? and you should plan to participate in this class today.\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\u003ePractical opportunities to leverage artificial intelligence and automation in business settings\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003ePotential risks associated with using AI and automation, including inherent ethical issues\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003ePros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier\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 potential benefits and risks associated with artificial intelligence and automation\u003c\/li\u003e\n\u003cli\u003eIdentify examples of tasks that you can improve using AI\u003c\/li\u003e\n\u003cli\u003eList examples of how you can use Power Automate and similar tools to automate tasks\u003c\/li\u003e\n\u003cli\u003eSpecify characteristics of tasks that lend themselves to automated workflows\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 Fundamental understanding of business technologies and workflows\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 CPAs and other accounting, financial, and business professionals who want to work more efficiently using AI and automation\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":41779888029794,"sku":"24s-ss","price":198.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/tech53_890941b4-69b5-40bd-9120-da21a5f93ec3.jpg?v=1775510388"},{"product_id":"k2s-better-reporting-with-quickbooks-online-25c0qbo-ss","title":"K2's Better Reporting With QuickBooks Online","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003ePresently, over seven million businesses use QuickBooks Online. However, these businesses often struggle to get the reports they need. In some cases, they are limited because of their chosen subscription. However, necessary reports are available in other cases, yet users do not know how to access them. Join us in this session to learn about better reporting options in QuickBooks Online.\r\n\r\nIn this session, you will learn how to create and customize your reports in QuickBooks Online. You will learn about Standard, Custom, and Management reports. You will also learn about the new Spreadsheet Sync tool that allows you to create customized reports, including multi-company reports in Excel. If you use QuickBooks Online and want to improve reporting, this session is for you!\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 types of reports available in QuickBooks Online, by subscription level\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCustomizing reports to meet your needs\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eSpreadsheet Sync in QuickBooks Online Advanced\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\u003eDifferentiate between report types in QuickBooks Online\u003c\/li\u003e\n\u003cli\u003eList the steps necessary to create custom reports\u003c\/li\u003e\n\u003cli\u003eIdentify how Management Reports differ from traditional reports\u003c\/li\u003e\n\u003cli\u003eSpecify how to use the new Spreadsheet Sync feature in QBO\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 Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Basic understanding of small business reporting needs and tools, including QuickBooks Online\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 QuickBooks Online users seeking to improve reporting 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 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":41779888062562,"sku":"25c0qbo-ss","price":49.5,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/accounting20_7f0743e4-faa4-493d-bc79-a221e2723eec.jpg?v=1775510390"},{"product_id":"k2s-advanced-excel-25c01220","title":"K2's Advanced Excel","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eIf you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2's Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information.\r\n\r\nThe course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.\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\u003eCollaboration and security techniques\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eTables, data models, and PivotTables\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAdvanced formulas\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eData queries\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCreating effective visualizations\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  and  implement  the  best techniques  to  secure  sensitive  information  in  Excel  workbooks and  collaborate with other users to improve accuracy and efficiency\u003c\/li\u003e\n\u003cli\u003eCreate tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model\u003c\/li\u003e\n\u003cli\u003eImport and link data into Excel from external sources ? including text, Access, and SQL Server ? and use advanced tools, such as Power Query and various cleanup tools to manipulate the data to meet specific needs\u003c\/li\u003e\n\u003cli\u003eUse advanced functions, such as SUMPRODUCT, VLOOKUP, HLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV, and XIRR to create and audit complex formulas\u003c\/li\u003e\n\u003cli\u003eAnalyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables\u003c\/li\u003e\n\u003cli\u003eDescribe techniques used to create, manipulate, and customize charts for analyzing and communicating information\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; 4.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Experienced Excel user\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Advanced\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 K2 Enterprises\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Hammond, LA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.\r\n\r\nWe make every effort to maintain a high level of integrity, family values, and friendship among all involved.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41779888128098,"sku":"25c01220","price":396.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/excel4_39a0f577-b7af-4bdb-816b-1f1e2448a12f.jpg?v=1775510391"},{"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":"k2s-next-generation-excel-reporting-25c01223","title":"K2's Next Generation Excel Reporting","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eNew features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel's ?legacy? features, and you have significant new opportunities to improve your Excel-based reporting environments.\r\n\r\nIn this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to format your spreadsheets quickly and efficiently to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.\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 weaknesses in traditional reporting processes\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUsing leading-edge features in Excel to improve reporting practices\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHow to work with Power Query to solve common reporting challenges\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAdding Slicers and Timelines to your Excel-based reports\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\u003eName at least three deficiencies associated with traditional Excel-based reporting practices\u003c\/li\u003e\n\u003cli\u003eDistinguish between the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports\u003c\/li\u003e\n\u003cli\u003eCite the steps for creating data queries and transformations using Power Query\u003c\/li\u003e\n\u003cli\u003eIdentify the opportunities for managing Data Models in Power Pivot\u003c\/li\u003e\n\u003cli\u003eList the steps necessary for summarizing data from a Data Model using a PivotTable\u003c\/li\u003e\n\u003cli\u003eSpecify examples of formatting options and tools that you can use to enhance the appearance of an Excel-based report\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 Fundamental knowledge of Excel 2019 or newer\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 Excel users who want to improve Excel-based reporting processes to create accurate reports quickly and easily\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 K2 Enterprises\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Hammond, LA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.\r\n\r\nWe make every effort to maintain a high level of integrity, family values, and friendship among all involved.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41779888193634,"sku":"25c01223","price":396.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/excel1.jpg?v=1775510394"},{"product_id":"k2s-working-remotely-the-new-normal-25c01224","title":"K2's Working Remotely - The New Normal","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eMany team members now work remotely, whether by choice or necessity. As a result, questions abound about remote access to desktops and data, security, communications, collaboration, and other considerations in this new normal. When implemented correctly, remote work strategies can be a ?win-win? for all involved; however, failed implementations may lead to inefficiencies, security issues, and dissatisfied team members.\r\n\r\nThis session will teach you today's best practices for working remotely. Specifically, you will learn about various remote access tools, communication and collaboration options, and security best practices. You will also learn about managing and monitoring workflows in remote work environments and tools you can use. After completing this session, you can implement a remote work strategy that yields efficiency, security, and satisfaction to all involved.\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\u003eKey technologies that facilitate remote work options\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCybersecurity issues impacting remote work environments\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHow to communicate and collaborate when working remotely\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\u003eDifferentiate between options for remotely accessing your computer, applications, and data\u003c\/li\u003e\n\u003cli\u003eIdentify recommended security practices for remote access and related tools and services\u003c\/li\u003e\n\u003cli\u003eList examples of Cloud-based services and suites that can contribute to working remotely\u003c\/li\u003e\n\u003cli\u003eDistinguish between communication and collaboration tools for remote workers\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 Information Technology\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Fundamental knowledge of computer applications\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 CPAs and other business professionals who are seeking the best ways to implement remote work and work-from-home strategies\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 K2 Enterprises\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Hammond, LA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.\r\n\r\nWe make every effort to maintain a high level of integrity, family values, and friendship among all involved.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41779888226402,"sku":"25c01224","price":198.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/tech38.jpg?v=1775510395"},{"product_id":"k2s-top-pdf-features-you-should-know-25c01225","title":"K2's Top PDF Features You Should Know","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eStop struggling with PDFs! Using Adobe Acrobat, and other PDF tools, provides access to a number of features, which make working with these common files a breeze. This course will teach you to use tools and features such as PDF forms, redaction, converting PDFs to Word and Excel files, and electronic signatures. You will also learn how to create and apply tick marks and build indices, catalogs, and portfolios. You will also learn how to secure PDF documents to their fullest.\r\n\r\nThe popularity and usefulness of PDFs increase daily, but most PDF users have not learned how to manipulate PDF documents effectively. Accordingly, they struggle and strain with these very common files. You do not need to let this be the case. Join us in this very timely program where you will learn the top features necessary to optimize your work with PDF documents.\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\u003eReorganize and manipulate PDF documents ? including applying bookmarks ? to meet specific needs.\u003c\/li\u003e\n\u003cli\u003eCreate and distribute PDF forms and automate the process of collecting and summarizing form response data.\u003c\/li\u003e\n\u003cli\u003eMarkup and edit PDF documents and apply tick marks.\u003c\/li\u003e\n\u003cli\u003eSecure PDF documents and facilitate electronic approvals and signatures.\u003c\/li\u003e\n\u003cli\u003eConvert PDF documents to Word and Excel files.\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 Fundamental knowledge of basic PDF operations\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 K2 Enterprises\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Hammond, LA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.\r\n\r\nWe make every effort to maintain a high level of integrity, family values, and friendship among all involved.\u003c\/li\u003e\n\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":41779888259170,"sku":"25c01225","price":198.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/tech48_9ac18295-ed46-4e7c-b33e-3b729b1fdf07.jpg?v=1775510397"},{"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":"mastering-adobe-acrobat-for-financial-professionals-24c00971","title":"Mastering Adobe Acrobat for Financial Professionals","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003ePDFs (Portable Document Format) are the de facto standard for digital paper. They are used worldwide by virtually all platforms and systems as a method of conveying information. They can be used to transmit an invoice to a client, sign an agreement with a partner, or save a permanent copy of a financial statement. While being widespread, most financial professionals don't know to leverage this format effectively. They lack the knowledge of how to create their documents, edit existing documents, or secure them for transmittal. Additionally, there are many new PDF capabilities such as forms, e-signature, cloud storage, and more which are underutilized by financial professionals.\r\n\r\nThe most common and powerful application for creating, editing, and managing PDF files is Adobe Acrobat Pro DC. This application can be leveraged in so many ways to create effective documents. This course will go through in deep detail the major features and functionalities of this application. It will demonstrate the various ways to create and edit documents. It shows utilizing the review and annotation functionalities such as stamps and comments. It will teach participants how to create forms and collect e-signatures. Additionally, it will present free and open-source alternatives to Acrobat DC to consider. This course is a must-watch for any financial professional that works with PDFs regularly.\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\u003eAlternatives to Adobe Acrobat\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDeep detail the major features and functionalities of this application\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDemonstrate the various ways to create and edit documents\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUtilize the review and annotation functionalities such as stamps and comments\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHow to create forms and collect e-signatures\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 various methods of creating PDF documents from the application to the Microsoft Office integration.\u003c\/li\u003e\n\u003cli\u003eDemonstrate the major professional capabilities of Adobe Acrobat DC such as creating forms and collecting e-signatures.\u003c\/li\u003e\n\u003cli\u003eList the various Adobe Acrobat DC alternatives such as Google Chrome, Cute PDF, Sumatra PDF, and more.\u003c\/li\u003e\n\u003cli\u003eRecall and list the major cloud functionalities of Adobe Acrobat DC.\u003c\/li\u003e\n\u003cli\u003eCollaborate and review documents with colleagues using Adobe Acrobat DC\u003c\/li\u003e\n\u003cli\u003eLeverage the mobile app capabilities of Acrobat while on the go with your iOS or Android device.\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 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 Business professionals seeking to enhance their understanding of PDFs\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":42698593337442,"sku":"24c00971","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Mastering-Adobe-Acrobat-for-Financial-Professionals-Cl_e4fc09a5-1804-4e69-8f6e-3582fd330b11.jpg?v=1775510329"},{"product_id":"unleashing-the-power-of-microsoft-ai-a-comprehensive-guide-24c00982","title":"Unleashing The Power Of Microsoft AI ? A Comprehensive Guide","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eEmbark on an exciting journey into the world of Microsoft AI Tools and delve into a top-to-bottom exploration of Microsoft's remarkable AI ecosystem. We will immerse you in an array of cutting-edge AI technologies from Microsoft and its partners. From Microsoft 365 Copilot to the powerful Bing search tools, this comprehensive guide unveils the full spectrum of AI capabilities from Microsoft.\r\n\r\nDiscover the immense potential of Power Automate, Excel AI tools, the AI-driven visualizations in Power BI, and the seamless integration of AI in Windows 11. Gain invaluable insights into each facet as we conduct a meticulous review of all the various AI tools and services Microsoft offers. This course covers everything you've ever wanted to know about Microsoft AI capabilities.\r\n\r\nWhether you're a seasoned professional or just starting your journey, this engaging course equips you with the knowledge and skills to harness the true power of Microsoft AI.\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\u003eMicrosoft AI Tools: Exploring the breadth and depth.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eMicrosoft 365 Copilot: Unleashing its potential.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eEnhancing Presentations: PowerPoint presenter coach and AI.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eStreamlining Workflows: Power Automate and Excel AI.\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\u003eAnalyze diverse Microsoft AI tools and services.\u003c\/li\u003e\n\u003cli\u003eEvaluate the functionalities of Microsoft 365 Copilot.\u003c\/li\u003e\n\u003cli\u003eApply PowerPoint presenter coach techniques effectively.\u003c\/li\u003e\n\u003cli\u003eUtilize the innovative Bing search tools for efficient information retrieval.\u003c\/li\u003e\n\u003cli\u003eReview and discuss the AI capabilities of Power Automate to streamline workflows.\u003c\/li\u003e\n\u003cli\u003eEmploy Excel AI tools for advanced data analysis.\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 Accounting Professionals who are seeking to harness the power of Microsoft AI.\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":42698593435746,"sku":"24c00982","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Unleashing-Power-Microsoft-AI-Comprehensive-Guide-Cl.jpg?v=1775510335"},{"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-taking-a-fresh-look-at-teams-25c-teams","title":"K2's Taking A Fresh Look At Teams","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eJust because Microsoft Teams is no longer a new tool doesn?t mean it hasn?t evolved...it certainly has! Since its introduction in 2016, Teams has become the de facto business productivity platform for organizations worldwide. Yet, many users barely scratch the surface of all that Teams offers. Participate in this session to learn how to get more from Teams and enhance your ROI on the platform. \r\n\r\nIn this session, you will learn about the core options available in Teams and how to leverage them. You will also learn about new enhancements in Teams, including threaded conversations, enhanced meeting features, and integration with Microsoft?s Copilot platform. If you use Teams and want a deeper understanding of the platform, don?t miss your opportunity to participate in this session.\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\u003eHow Teams got to where it is today\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eMajor components in Teams\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCollaboration options\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eExtending Teams functionality\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 examples of core functionality in Teams\u003c\/li\u003e\n\u003cli\u003eIdentify new opportunities to improve Teams-based communications\u003c\/li\u003e\n\u003cli\u003eSpecify how to integrate other services into Teams\u003c\/li\u003e\n\u003cli\u003eName options for collaborating with internal and external Teams users\u003c\/li\u003e\n\u003cli\u003eList some of Teams most significant competitors\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 Microsoft Teams\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 Business professionals seeking to leverage Teams to a higher level\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":42698593730658,"sku":"25c-teams","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/tech27.jpg?v=1775510499"},{"product_id":"k2s-top-ten-productivity-booster-apps-in-microsoft-365-25c-appms365","title":"K2's Top Ten Productivity Booster Apps in Microsoft 365","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eThis two-hour CPD course is designed for accounting professionals and technology enthusiasts seeking to enhance productivity through Microsoft 365's versatile applications. 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The course emphasizes practical applications within accounting contexts, aiming to streamline operations and foster collaboration.\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\u003eEnhancing communication and collaboration: Shared Mailboxes, Groups, and Places\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eOptimizing task and project management: Planner, Lists, and To Do\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eStreamlining training and workflow automation: Stream, Viva Learning, Forms, Bookings, and Approvals\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 and describe the basic functionalities of at least three of the ten productivity apps discussed in this session\u003c\/li\u003e\n\u003cli\u003eExplain how Shared Mailboxes and Groups enhance team communication and help manage departmental emails more effectively\u003c\/li\u003e\n\u003cli\u003eIdentify at least two of the three applications that can be used to manage tasks and\/or projects available in business and enterprise versions of Microsoft 365\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 Basic understanding of Microsoft 365 applications and their use in professional settings\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Overview\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 Business professionals seeking enhance their ROI on Microsoft 365\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":42698593763426,"sku":"25c-appms365","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/tech39.jpg?v=1775510500"},{"product_id":"k2s-expense-reporting-automation-25c-expauto","title":"K2's Expense Reporting Automation","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eManaging and auditing employee spending on personal and corporate credit cards is a challenge everywhere.  Legacy manual expense reporting preparation and approval processes are tedious and repetitive and are an excellent place to start your company?s use of business process automation solutions.  This session will cover a variety of expense workflow tools which use technologies and features like bank feeds, mobile receipt capture, OCR data extraction\/filling, automated policy enforcement, and artificial intelligence-based validation to automate and eliminate the tedium.  Attend this session and learn how to use automation and cure the expense reporting blues for you and your employees.\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 selected expense and corporate credit card reporting and management platforms\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eMajor fraud schemes associated with expense reporting\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eExtracting and importing transaction data from bank feeds and matching to receipts\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\u003eSelect at least two types of employee expenses that are identified as very risky by the course\u003c\/li\u003e\n\u003cli\u003eIdentify at least two common expense reimbursement fraud schemes.\u003c\/li\u003e\n\u003cli\u003eChoose responses that explain how bank feeds are different from data extraction\/OCR applications\u003c\/li\u003e\n\u003cli\u003eIdentify at least two comprehensive expense reporting solutions discussed in detail during the course which offer both OCR data extraction and mobile receipt capture\u003c\/li\u003e\n\u003cli\u003eExplain how artificial intelligence can be used to identify unusual items in expense 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 expense reporting fundamentals\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 Business professionals seeking to improve expense reporting process\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":42698593796194,"sku":"25c-expauto","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/accounting21.jpg?v=1775510501"},{"product_id":"k2s-collaboration-tools-and-best-practices-25c-colltbp","title":"K2's Collaboration Tools And Best Practices","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eCollaboration remains one of today?s hottest topics. Technology has fueled today?s collaboration options, and work-from-anywhere environments virtually demand collaboration platforms. In this session, you will learn today?s best tools and practices to facilitate more effective collaboration in your organization.\r\n \r\nIn this session, you will learn about today?s mainstream collaboration platforms ? Microsoft 365, Google Workspace, and Zoho ? and how these options are similar and differ. You will also learn about other collaboration options, including Slack, Zoom, and Webex, and you can incorporate these tools into your collaboration environments. Further, you will learn about some of the best practices and procedures that must be in place to optimize your collaborative environments and experiences.\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 primary drivers of collaboration\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eWho are the leading collaboration technology providers\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eWhy collaboration sometimes fails\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eBest practices to facilitate collaboration\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eToday?s leading collaboration providers and tools\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 at least three drivers for today?s collaboration needs\u003c\/li\u003e\n\u003cli\u003eDifferentiate between key technology providers in the field of collaboration\u003c\/li\u003e\n\u003cli\u003eSpecify examples of policies and procedures that can enhance collaborative efforts\u003c\/li\u003e\n\u003cli\u003eName key benefits and risks associated with collaboration\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 Fundamental knowledge of collaboration technologies\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 Business professionals seeking to create or enhance collaboration in their work environments\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":42698593828962,"sku":"25c-colltbp","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/tech30_3113d274-0687-4f98-b7b0-cfb86a14c5a6.jpg?v=1775510502"},{"product_id":"k2s-data-security-and-privacy-issues-and-solutions-25c-dataspis","title":"K2's Data Security And Privacy Issues And Solutions","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eData security and privacy issues continue to plague businesses of all sizes. No matter where you look, the numbers are bad ? really bad! But that doesn?t mean you can?t take steps to reduce these risks. In this session, you will learn about the key security and privacy risks facing businesses today and the steps you can take to mitigate these risks.\r\n\r\nThis session starts with a review of how cybercriminals attack businesses of all sizes and the related costs of these attacks. From there, you will progress into discussions of practical tools, policies, and other solutions you can use to mitigate cybersecurity risks to prudently acceptable levels. This is a ?must-see? session for all concerned about data security and how to mitigate threats to sensitive and confidential data.\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\u003eUnderstanding the differences between data security and data privacy\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eThe major types of security and privacy breaches\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eKey steps you can take to mitigate your risks of becoming another victim\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 at least five examples of common data security and privacy issues affecting businesses today\u003c\/li\u003e\n\u003cli\u003eCreate estimates of the costs associated with data security and privacy breaches\u003c\/li\u003e\n\u003cli\u003eList examples of internal control best practices you can use to mitigate your security and privacy risks\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 Fundamental understanding of information security principles and practices\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 Update this attribute value to the course desired audience.\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":42698593927266,"sku":"25c-dataspis","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Privacy-3.jpg?v=1775510505"},{"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":"k2s-crm-the-ultimate-business-automation-tool-25c-crm","title":"K2's CRM - The Ultimate Business Automation Tool","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eThis course provides an in-depth exploration of Customer Relationship Management (CRM) systems as a critical tool for business automation. Designed for accounting professionals, it emphasizes CRM?s role in streamlining workflows, organizing communications, enhancing client relationships, and improving efficiency. Participants will learn about key CRM features, integration with accounting software, and best practices for successful implementation. We will highlight practical applications with actionable insights to help attendees optimize their processes. This two-hour session ensures you walk away with a basic understanding of CRM?s transformative potential for business and financial management.\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 CRM functionalities tailored to accounting, including customizations and integrations\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eIntegrated tools that leverage CRM data for automating tasks and improving efficiency\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eStrategies for successfully adopting a CRM platform and solutions to overcome common challenges\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 Customer Relationship Management (CRM) and explain its significance in business automation\u003c\/li\u003e\n\u003cli\u003eIdentify key CRM features that optimize accounting and financial workflows\u003c\/li\u003e\n\u003cli\u003eName at least two best practices for implementing and customizing CRM systems for use in common accounting workflows\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 Accounting and other business professionals seeking to leverage CRM technologies for more profitable client\/customer interactions\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":42698593992802,"sku":"25c-crm","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/tech41.jpg?v=1775510507"},{"product_id":"k2s-whats-new-with-quickbooks-25c-newqb","title":"K2's What's New With QuickBooks","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eQuickBooks Desktop, Online, and Enterprise Solutions remain three of the most widely used accounting applications in use today. However, each platform continues to experience major changes across several fronts. Feature sets, licensing requirements, and price changes all impact users at unprecedented levels. Further, competition continues to emerge in the small business accounting battleground, adding confusion to the options existing QuickBooks and QuickBooks Online users may have. In this session, you will learn about many of the changes impacting QuickBooks Desktop, Online, and Enterprise users, and you can manage these changes for the benefit of your company or your clients.\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\u003eLicensing issues\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003ePricing updates\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eNew and improved features\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eTransitioning from QuickBooks Desktop to QuickBooks Online\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 examples of key new features in QuickBooks Desktop, Online, and Enterprise Solutions\u003c\/li\u003e\n\u003cli\u003eIdentify changes in the licensing agreements across the QuickBooks platform\u003c\/li\u003e\n\u003cli\u003eCite examples of similarities and differences in features and functions across the QuickBooks platform\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 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 Business professionals seeking to stay abreast of key developments associated with QuickBooks Desktop, Online, and Enterprise Solutions\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":42698594058338,"sku":"25c-newqb","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Accounting-26-16.jpg?v=1775510509"},{"product_id":"k2s-next-level-home-networking-25c-homenw","title":"K2's Next Level Home Networking","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eIn this course, accounting professionals and technology enthusiasts will explore advanced home networking concepts to support remote work and modern digital needs. Learn to select prosumer-grade hardware, configure multi-SSID networks, and integrate functionalities like VPNs, media servers, and remote file access to boost productivity and security. Discover cutting-edge technologies, including SPF+ (10G networking), to future-proof your setup for data-intensive workflows. With practical demonstrations and relevant use cases, this session equips you with the tools to optimize your home network for efficiency, security, and scalability.\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\u003eExplanation of common network services such as file sharing, VPN?s, media servers, and network isolation using multiple SSIDs\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHardware options and examples of solutions for every budget\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eTips and tricks for rebuilding your home network to meet your needs today and into the future\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 at least one prosumer-grade networking hardware brand for enhancing home office performance and security\u003c\/li\u003e\n\u003cli\u003eIdentify how isolating your work, personal, and guest networks can enhance information security\u003c\/li\u003e\n\u003cli\u003eDefine at least three advanced networking functionalities, including VPNs, remote file access, media servers, VLANs, and SFP+\u003c\/li\u003e\n\u003cli\u003eList at least to high-speed networking technologies that can help to future-proof home networks\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 Basic understanding of home networking, IT concepts, and familiarity with remote work tools and software solutions\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 Business professionals seeking to optimize their home network solution\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":42698594123874,"sku":"25c-homenw","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Tech2_b7a8f6dc-794b-4b5a-9dc1-6ad3717f76f1.png?v=1775510511"},{"product_id":"k2s-ripped-from-the-headlines-lessons-from-interesting-tech-crimes-25c-rippedhl","title":"K2's Ripped From The Headlines: Lessons From Interesting Tech Crimes","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eGenerative AI and ?ransomware for hire? have helped cybercriminals thrive in the post-pandemic period ? but how do they do it?  This all-new session is a series of case studies that examine actual criminal filings and news accounts and use them to highlight some of the actions you can take to limit your exposure to similar schemes.  Attend this session and learn more about how high-profile control failures occurred so you can be more effective at preventing crimes such as theft, malware, ransomware, phishing, and hacking.\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 security weaknesses that occur with hardware and software at home and in the office\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eMalware, ransomware, data breach, and incident response tips\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eInternal control failures which result in the theft of assets or unauthorized manipulation of data\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 at least three major security incidents reported in the headlines in the last year, and explain at least one major internal control design or operation flaw that allowed the hack to occur\u003c\/li\u003e\n\u003cli\u003eSelect the correct definitions for common security terms such as attack surface, vulnerability, exploit, social engineering, phishing, malware, heuristics, biometrics, and multi-factor authentication (MFA)\u003c\/li\u003e\n\u003cli\u003eList at least three best practices learned by reviewing the control failures cited in the case studies\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 Basic understanding of common business technologies and related risks\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 Business professionals seeking to optimize their home network solution\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":42698594320482,"sku":"25c-rippedhl","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/tech19_54a44c66-2e0b-4340-8e52-4c5e416086eb.jpg?v=1775510514"},{"product_id":"k2s-accessing-your-companys-data-with-power-query-and-power-bi-25c01236","title":"K2's Accessing Your Company's Data With Power Query And Power BI","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003ePower Query and Power BI are genuinely incredible tools to revolutionize your workflow. 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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":42698594418786,"sku":"25c01236","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/default_808fa14f-51fc-4cac-8f8a-d0183358f310.png?v=1775510400"},{"product_id":"k2s-excel-tips-todays-best-features-25css-exltip","title":"K2's Excel Tips - Today's Best Features","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eWow! So many new Excel features and so little time! Microsoft continues to add tremendous functionality to Excel ? the business professional?s tool of choice. Yet most Excel users have not discovered these new tools and remain mired in yesterday?s practices for working in Excel. In this session, you will learn how to use many of Excel?s latest features to work more efficiently and effectively with your spreadsheets.\r\n\r\nParticipate in this session to learn about recently released features such as PIVOTBY, GROUPBY, Office Scripts, integration with Copilot, new ways to share and collaborate in Excel, and data entry and formula improvements. If you work with Excel ? and who doesn?t ? this session is necessary to help you improve your efficiency and effectiveness when using Excel.\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\u003eNew features and functions in Excel\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHow to improve efficiency and effectiveness when working in Excel\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eTaking advantage of Copilot integration with Excel\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eBetter ways of creating and working with formulas\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 examples of key new features in Excel and how and why business professionals can take advantage of these tools\u003c\/li\u003e\n\u003cli\u003eIdentify use cases for Excel?s PIVOTBY and GROUPBY functions\u003c\/li\u003e\n\u003cli\u003eSpecify how Office Scripts differ from traditional Excel macros\u003c\/li\u003e\n\u003cli\u003eCite examples of using Copilot in conjunction with Excel\u003c\/li\u003e\n\u003cli\u003eList examples of new opportunities to collaborate with others using Excel\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 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 Update this attribute value to the course desired audience.\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":42698594517090,"sku":"25css-exltip","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/default_400df468-f84a-4c38-8fd7-b91cc7f1a2f5.png?v=1775510407"},{"product_id":"k2s-data-analytics-for-accountants-and-auditors-25c01304","title":"K2's Data Analytics For Accountants And Auditors","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eIn the world of ?Big Data,? virtually all business professionals have become data analysts, at least to some extent. However, that is particularly true in auditing, where internal and external auditors increasingly turn to data analytics to identify situations requiring follow-up and investigation. Those who understand how to use various tools to assist in these efforts benefit by conducting more thorough analyses and achieving superior results in less time.\r\n\r\nIn this session, you will learn about various tools and techniques you can use for more thorough data analyses. The discussion includes Excel as a data analysis tool, multiple Excel add-ins, and Microsoft's Power BI application. If you're seeking to improve your skills in the field of data analytics, this session is the one for you!\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\u003eUnderstanding the importance of data analytics in modern business environments\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eGenerating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft?s Power BI platform\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUsing regression analysis to create and validate forecasts and projections\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 four types of data analytics and identify situations in which each can be useful in auditing environments\u003c\/li\u003e\n\u003cli\u003eIdentify opportunities to use features in Excel to analyze data in the context of auditing\u003c\/li\u003e\n\u003cli\u003eDistinguish between Business Intelligence and Data Analytics\u003c\/li\u003e\n\u003cli\u003eDifferentiate between correlation and causation\u003c\/li\u003e\n\u003cli\u003eCite examples of how Power Query, Power BI, and other tools can streamline and enhance Data Analytics\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 Information Technology\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Basic knowledge of technology strategy and standards\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 Practitioners and business executives who need to know more about data analytics and their importance\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 K2 Enterprises\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Hammond, LA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.\r\n\r\nWe make every effort to maintain a high level of integrity, family values, and friendship among all involved.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":42698594648162,"sku":"25c01304","price":198.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/default_67207d4c-347f-4217-ae7b-ddfa51d99323.png?v=1775510415"},{"product_id":"risk-assessment-of-it-systems-25c01322","title":"Risk Assessment of IT Systems","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eThe issuance of SAS 145 made many changes to risk assessment in the planning of audits. One of the major changes was the increased focus. On the risk assessment of Information Technology Systems. This course will cover the requirements of SAS 145 as well as discuss many of the troubling issues related to IT in an audit.\r\n\r\nIn addition to the exceptional material, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.\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\u003eUnderstand the key requirements of SAS 145 that impact the planning of audits with a focus on IT risk assessment\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eLearn to perform effective risk assessments of Information Technology systems during audits.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAnalyze the critical areas of concern within IT systems that may present significant risks in the audit process.\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\u003eApply the requirements of SAS 145\u003c\/li\u003e\n\u003cli\u003ePerform proper risk assessment of IT systems in an audit\u003c\/li\u003e\n\u003cli\u003eDescribe the areas of concern in a system of IT\u003c\/li\u003e\n\u003cli\u003eDescribe areas which present the most concern\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 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 Accountants and financial professionals who want to understand IT risks and identify hazards.\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 Jeff Sailor\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Ocala, FL\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jeff Sailor is a provider of high-quality, innovative Accounting and Auditing CPE Courses. For more than 30 years, Jeffrey L. Sailor, CPA and his creative team have produced the most informative, engaging and fun CPE courses available.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":42698594713698,"sku":"25c01322","price":49.5,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Risk-Asses---CI.jpg?v=1775510421"},{"product_id":"metrics-which-everyone-should-know-25c01325","title":"Metrics Which Everyone Should Know","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eMetrics are world of ratios and KPIs. In this course, Jeff will cover the most common and useful metrics that every CFO, Controller and CPA Advisor should know. The discussion will be categorized by type and use of metric.\r\nThe course will also include many examples to aid in understanding. In addition to the exceptional material, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.\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\u003eAUDIT UPDATE - In-depth coverage of the COSO and impact on risk assessment, as well as Focus on Fraud.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eSSARS UPDATE - Covers the requirements for preparations, compilations, and reviews in a step by step format with a focus on the new AICPA Guide to Analytical Procedures in a Review.\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 difference between a ratio and a KPI\u003c\/li\u003e\n\u003cli\u003eDescribe the purpose of ratios\u003c\/li\u003e\n\u003cli\u003eDescribe the purpose of KPIs\u003c\/li\u003e\n\u003cli\u003eApply various Balance Sheet metrics\u003c\/li\u003e\n\u003cli\u003eApply various Cash Flow and Liquidity metrics\u003c\/li\u003e\n\u003cli\u003eApply various Profitability metrics\u003c\/li\u003e\n\u003cli\u003eApply various Operational metrics\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 Basic understanding of accounting and reporting\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 Accountants and financial professionals who want to understand KPI metrics\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 Jeff Sailor\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Ocala, FL\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jeff Sailor is a provider of high-quality, innovative Accounting and Auditing CPE Courses. For more than 30 years, Jeffrey L. Sailor, CPA and his creative team have produced the most informative, engaging and fun CPE courses available.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":42698594779234,"sku":"25c01325","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Metrics--CI.jpg?v=1775510424"},{"product_id":"k2s-implementing-internal-controls-in-quickbooks-online-environments-26s-iqo-4","title":"K2's Implementing Internal Controls In QuickBooks Online Environments","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eThe QuickBooks Online (QBO) ecosystem is rapidly expanding, with millions of small businesses now relying on it for their accounting and business management needs. However, many QBO implementations lack adequate internal control infrastructures, which can lead to potential risks and inefficiencies. This is often due to a lack of understanding of the internal control options available in the cloud-based version of QuickBooks and how to implement them effectively.\r\nJoin our session to learn about the four common types of internal controls and how to assess the internal control structure of a small business. We'll guide you through the opportunities to enhance internal controls in QBO environments using features found within the application. Additionally, you'll discover additional internal control procedures for situations where adequate controls cannot be established in QBO. Contrary to popular belief, QBO-based organizations can indeed benefit from strong internal controls, and this session will show you how.\r\nDon't miss this opportunity to strengthen your QuickBooks Online implementation and ensure your business is safeguarded against risks. 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We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.\r\n\r\nWe make every effort to maintain a high level of integrity, family values, and friendship among all involved.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":42698594877538,"sku":"26s-iqo-4","price":198.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/default_3ad5cb5f-ab90-4092-86e4-d2df7419d5ba.png?v=1775510430"},{"product_id":"excel-pivot-tables-for-accountants-and-financial-professionals-26c01358","title":"Excel Pivot Tables For Accountants and Financial Professionals","description":"\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003ePivotTables are widely considered the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their daily activities. If you are ready to learn how to take advantage of PivotTables or how to extend your existing knowledge of PivotTables, then make plans to participate in this course. In this program, you will learn how to build PivotTables, how to group data inside PivotTables, and how to create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques. Some of these techniques will include consolidating data with PivotTables and linking data from external data sources into PivotTables. Additionally, you will learn how to take advantage of many other features associated with PivotTables. Among them are Slicers, Power Query, and Power Pivot. At the end of the day, you will be a master of Excel PivotTables! If you have been leery of working with PivotTables or have struggled to realize their many benefits, this course is for you. With a little information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables in no time at all. 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