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Professional Development and Event Catalog

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Employee Theft: Understanding the Why and Preventing the Loss with Terry Shulman

Tuesday, May 18   2:00pm - 4:05pm

Online

2.40 Credits

Member Price: $99

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Employee theft is a growing problem, costing businesses billions of dollars annually. In this compelling session, Terry Shulman provides an in-depth look at the psychological, social, and organizational factors that drive employees to steal. As both a legal and behavioral expert, Shulman blends real-world case studies with psychological insights to explore why good employees make bad choices—and what businesses can do to prevent it.

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Ethics – A Line in the Sand; Implications for Daily Business

Tuesday, May 18   2:00pm - 5:49pm

Online

4.20 Credits

Member Price: $149

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Ethical behavior continues to be a problem in society and even in the CPA ranks. "Ethics - A Line in the Sand" looks at the behavioral issues that influence how CPA's act. The course will address why individuals make ethical blunders, the state of ethical conduct in business organizations, the relationship between strong cultures, policy and procedures and successful ethical work environments. In addition, the course will highlight the one behavior to watch for as an indicator of potential ethical violations.

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Audit and Attest Quality Matters that Should be on Your Radar – Avoiding Common Deficiencies in SAS, SSARS and SSAE Engagements

Tuesday, May 18   2:00pm - 9:37pm

Online

8.00 Credits

Member Price: $250

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Quality management is important.  Every CPA firm that provides audit and other attest services must undergo a third-party quality control review.  This session will provide you with the tips on how to avoid common quality control deficiencies in all services that are subject to peer review.

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Assessing Independence Under Yellow Book

Tuesday, May 18   3:00pm - 3:57pm

Online

1.00 Credits

Member Price: $39

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Maintaining independence and adhering to strict ethical standards are essential for professionals in governmental auditing. The Government Accountability Office's (GAO) Yellow Book sets the benchmark for ethics and independence in this field, forming the foundation of professional compliance. This course provides a focused review of key principles and independence requirements, equipping participants with the tools to identify and mitigate common risks of noncompliance. Through practical guidance and real-world examples, attendees will learn to uphold the highest ethical standards and ensure independence in governmental auditing.

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K2’s Innovative Strategy and IT Governance

Tuesday, May 18   3:00pm - 4:00pm

Online

1.00 Credits

Member Price: $39

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Selecting the right technology and ensuring it’s effectively adopted are two of the most critical challenges facing firms today. This session explores practical, structured methods for evaluating software and systems to align with business needs-followed by proven change management strategies that drive adoption, learning, and long-term success. Participants will learn how to assess organizational readiness, evaluate vendors, structure pilot programs, and use modern tools to facilitate user engagement and continuous improvement. Whether your firm is implementing new accounting, workflow, or collaboration technology, this course provides the framework for successful selection and implementation.

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Cost of Capital: What It Is and How to Use It

Tuesday, May 18   3:00pm - 5:00pm

Online

2.00 Credits

Member Price: $89

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Every business needs capital, and capital has a cost. Providers of debt and equity demand a return and the combination is the cost of capital for the business. This session discusses how to calculate the cost of capital, how to use it to make superior business decisions every day and some common ways organizations misuse this number. Who should understand your organization's cost of capital? Even if you are not yet the CFO, you need to thoroughly understand the cost of capital and its use. The cost of capital allows managers to, Get the biggest bang for the buck. If you want to enhance your corporate finance skills, this session is for you.

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Cash Management: Strategies for Long-Term Success

Wednesday, May 19   8:00am - 9:49am

Online

2.00 Credits

Member Price: $89

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Many finance departments spend considerable time managing cash, particularly if the organization is highly leveraged or cash rich.  Many opportunities exist to reduce your financing costs or increase short-term cash returns if you manage cash effectively.  This session will cover a wide variety of day-to-day cash management tools.  

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Effective Governance for Nonprofit Success

Wednesday, May 19   9:00am - 9:57am

Online

1.00 Credits

Member Price: $39

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Effective governance is the cornerstone of any nonprofit organization. This course delves into the foundational elements of nonprofit governance, emphasizing fiduciary duties, board responsibilities, and best practices for board operations. Participants will explore key compliance requirements, risk management strategies, policy development, and regulatory obligations. By the end of the session, you'll be equipped with practical tools and insights to confidently navigate the complexities of nonprofit governance.

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Working Through Grief and Loss - How to Build a Supportive Workplace

Wednesday, May 19   9:00am - 10:01am

Online

1.00 Credits

Member Price: $39

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Now more than ever, navigating loss, grief and crisis in the workplace is a skillset that leaders must possess. Keeping the heart in human resources is so important, especially in this post-pandemic state we are living in. We will explore ways that you can show empathy to your employees while also balancing your business needs. 

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K2's AI Accounting and Fraud Detection

Wednesday, May 19   9:00am - 11:00am

Online

2.00 Credits

Member Price: $89

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As accounting software evolves, AI-native systems are transforming how firms manage data and measure results. This session explores emerging AI-integrated general ledger platforms such as Digits, Puzzle.io, and Docyt. It examines how new technologies, like vibe coding and low-code/no-code automation, are reshaping efficiency and improving fraud detection. Attendees will learn to assess ROI across accounting tools, identify key performance metrics, and develop an automation strategy that enhances accuracy, productivity, and profitability. This course equips professionals to make smarter technology investments and prepare for the next wave of AI-driven accounting transformation.

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K2's Ripped From The Headlines: Lessons Learned From The Most Interesting Tech Crimes

Wednesday, May 19   9:00am - 11:00am

Online

2.00 Credits

Member Price: $89

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This session dives into real-world cases of financial fraud, cybercrime, and ethics breaches that captivated the business and accounting world. This session analyzes how these crimes unfolded, the warning signs that were missed, and the internal control and technology failures that enabled them. Participants will explore modern threats, including AI-enabled deception, and learn practical steps to strengthen fraud prevention, data protection, and governance. From shocking embezzlements to headline-making cyberattacks, this course turns true stories into powerful lessons for today's accounting and finance professionals.

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Compensation Fundamentals and Pay Transparency: Driving Fairness and Engagement

Wednesday, May 19   10:00am - 11:05am

Online

1.00 Credits

Member Price: $39

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Understanding the principles and practices of compensation is essential for creating a motivated and satisfied workforce. In this webinar, we'll learn how to perform market pay research, key compensation concepts, discuss the pay transparency movement and explore how these crucial elements drive fairness and engagement in HR practices.

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Common Audit and Financial Reporting Deficiencies in State and Local Governments

Wednesday, May 19   10:00am - 11:47am

Online

2.00 Credits

Member Price: $89

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Common Audit and Financial Reporting Deficiencies in State and Local Governments, is a 2 hour webcast detailing many of the more common mistakes that auditors and accountants are making in either the preparation of their annual financial statements or the audits of such financial statements. Deficiencies in audit standards (AICPA, GAO, Single Audit) and preparation standards (GASB) noted in this webcast are driven by the most recent results found in audit organization peer reviews, workpaper or desk reviews, and various organizations checklists for oversight. 

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Fraud Risk Management

Wednesday, May 19   10:00am - 11:47am

Online

2.00 Credits

Member Price: $89

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The ACFE/COSO Fraud Risk Management Guide (FRMG) was published in 2016 (and updated in 2023).  It has quickly gained acceptance as the set of best practices for preventing, detecting, and thus deterring fraud. The fraud landscape is constantly changing and evolving. The FRMG sets out a rigorous set of principles and leading practices for managing fraud risk for forward-thinking organizations to follow.  It covers: How to establish fraud risk management governance. How to conduct rigorous fraud risk assessments. How to design and implement fraud control activities. How to establish reporting mechanisms and investigative procedures. How to monitor the overall fraud risk management program. Fraud risk can be managed.  All anti-fraud and accountability professionals will benefit from this session's focus on effective fraud risk management.

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Cash Conversion Cycle: Tool and Techniques

Wednesday, May 19   10:00am - 12:00pm

Online

2.00 Credits

Member Price: $89

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How well do you understand your organization’s cash flow? Good cash management techniques can provide a competitive advantage! This session shows you how to effectively measure and manage your cash conversion cycle. With a more complete understanding of how cash flows through your organization, you can eliminate impediments. Better cash management lowers your borrowing costs, reduces financing needs, and creates financial flexibility in your organization.

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How to Get a Better Return on Financial Statement Audits – Avoiding the Most Misapplied Risk-Based Audit Concepts

Wednesday, May 19   10:00am - 5:34pm

Online

8.00 Credits

Member Price: $250

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By far, the biggest contributing factor that leads to a profitable, yet high quality, financial statement audit is the proper identification, evaluation, and response to assessed risk of material misstatement. When designing your detailed audit plan, how and where you decide to spend your time is largely a matter of professional judgment. The proven tips and techniques for critically rethinking how you plan and design your audit taught in this course will help auditors enhance audit quality and manage profitability in all engagements.

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K2's Dynamic Arrays In Excel

Wednesday, May 19   11:00am - 11:57am

Online

1.00 Credits

Member Price: $39

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Dynamic arrays can be a tremendous time-saver in Excel, but most business professionals remain unaware of what should be a commonly used tool. With dynamic arrays you can reduce the time you spend creating and updating formulas and improve your accuracy at the same time. You can also take advantage of some innovative features associated with dynamic arrays to automate many calculations and data entry tasks. If you've yet to discover dynamic arrays, make plans to participate in this session to learn how you can take advantage of this terrific feature. If you're ready to transform your data into actionable insights and finally get the reports you need, this session is your game-changer. Join us and take control of your QuickBooks Online reporting like never before!

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Stand Out - How to Create a Unique Employer Brand

Wednesday, May 19   11:00am - 12:00pm

Online

1.00 Credits

Member Price: $39

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Learn why creating an employer brand is so important and instrumental in competing in today's competitive marketplace. Elevate your recruiting experience for candidates and onboarding process for new hires to enhance your employer's brand.

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