Professional Development and Event Catalog
This will generate a PDF of the current filtered catalog
Stop Loss and Contract Review: Protecting Your Plan and Your Bottom Line
Friday, Jun. 25 11:00am - 12:52pm
Online
2.00 Credits
Member Price: $89
See more dates
Go in-depth to understand the three main components of self-funded plans: Stop Loss, Third Party Administrators (TPA), and Pharmacy Benefit Managers (PBM). This section will review both Specific and Aggregate Stop Loss as a concept while also providing in-depth knowledge of contract terms and risk management. It will discuss the key components of a TPAs/PBMS and show examples of admin agreements. The instructor will also use real world examples to show how to avoid common pitfalls and use cost savings tools to ensure that waste, fraud, and abuse are eliminated from your plan structures. The end of this unit will also introduce point solutions and how they can be used to ensure peak plan performance and claims savings.
More Dates
Yellow Book Ethics
Friday, Jun. 25 12:00pm - 1:46pm
Online
2.00 Credits
Member Price: $89
See more dates
The Yellow Book outlines essential ethical principles for governmental auditors, including serving the public interest, maintaining integrity, objectivity, and professional behavior. This course provides a focused review of these key concepts and their practical application in governmental auditing. Participants will also explore the independence standards, gaining insights on maintaining objectivity and avoiding conflicts of interest to ensure unbiased and professional audits.
More Dates
FAQ Related to the Most Recent Audit Standards SAS Nos. 142-149
Friday, Jun. 25 12:00pm - 1:49pm
Online
2.00 Credits
Member Price: $89
See more dates
Recently issued generally accepted auditing standards were designed to enhance audit quality. This course will address the most commonly misapplied concepts and FAQ in properly implementing the new requirements in the way intended to achieve that goal.
More Dates
Failure to Detect Fraud and the Reasons Why
Friday, Jun. 25 12:00pm - 2:00pm
Online
2.00 Credits
Member Price: $89
See more dates
SAS 122, AU 240, Consideration of Fraud in A Financial Audit state that auditors fail to detect fraud for two reasons. One, they haven’t been trained to look for it and two, they don’t know what it looks like. I would like to add a third reason: they don’t want to find fraud because it causes problems for the audit. This session is designed to familiarize auditors with the many faces of fraud; where and how to look for them and what to do if you think you have found fraud. Not everyone is able to recognize fraud. During this program, the attributes a fraud auditor (frauditor) will be discussed. In order to recognize fraud, an auditor must understand their client’s operation. What is an indicator in one client’s operation may be business as usual in another, and you have to know the difference. After viewing this program, chances are you will never look at your client the same way!
More Dates
Harnessing ChatGPT and Other Large Language Models at Work
Friday, Jun. 25 12:30pm - 2:00pm
Online
1.50 Credits
Member Price: $69
See more dates
Although many people use ChatGPT or other Large Language Model (LLM) informally at work, very few have received training on how to engage effectively with this powerful technology. This course provides practical advice on how to exploit the full potential of LLMs, while also highlighting the risks that need to be managed.
More Dates
Strategic Government Budgeting: Tools for Long-Term Sustainability
Friday, Jun. 25 1:00pm - 1:57pm
Online
1.00 Credits
Member Price: $39
See more dates
This course equips participants with the tools and strategies needed to create sustainable, long-term budgets that align with policy goals and ensure fiscal responsibility. Participants will explore key budgeting frameworks, learn techniques for forecasting revenue and expenditures, and analyze scenarios to mitigate financial risks. The course incorporates practical exercises and case studies to provide hands-on experience with scenario planning, enhancing budget transparency and resilience. By the end of the session, attendees will have the knowledge and confidence to design and implement budgets that support long-term governmental priorities and strengthen financial stability.
More Dates
Claims Management Essentials: Cost-Saving Strategies for Employees and Employers
Friday, Jun. 25 1:00pm - 2:49pm
Online
2.00 Credits
Member Price: $89
See more dates
Understand and master the various methods of medical claim reimbursements. This foundation is critical to understand health plan networks and how they function as the baseline for cost in fully insured and self-funded plans. This unit will expand on the previous unit's analysis of point solutions and how to build those into your plan design not only for the benefit if rate structures, but employees as well. The instructor will show you how to structure your medical plans to save the plan money by incentivizing the member through cost reduction programs.
More Dates
Mastering Rapport Skills for Fun and Profit
Friday, Jun. 25 1:00pm - 4:35pm
Online
4.00 Credits
Member Price: $149
See more dates
You only have one chance to make a good first impression. In the fast paced world we live in, being able to create immediate rapport and a sense of trust with people is more important than ever. Fortunately, this is an easily learnable skill that can serve you in both business and in life. People who can master the one minute relationship end up making more money, being better liked, and enjoying their clients more.
More Dates
Understanding the 4 W's in Budgeting: Who, What, When, and Which?
Friday, Jun. 25 2:00pm - 3:46pm
Online
2.00 Credits
Member Price: $89
See more dates
This session introduces a structured approach to government budgeting using the four W’s: Who, What, When, and Which. Participants will explore WHO should be involved in the budgeting process, including internal teams and external stakeholders, while learning effective communication strategies to foster collaboration. The session examines WHAT the budgeting process entails, covering essential phases, components, legal requirements, and common challenges. Attendees will also learn WHEN to engage the public through strategic planning, workshops, and outreach initiatives. Finally, the session highlights WHICH departments play key roles, from financial planning to managing capital projects. By the end of this session, participants will have a comprehensive understanding of government budgeting and how to align financial planning with community priorities.
More Dates
The Three Million Dollar Ribbon
Friday, Jun. 25 2:00pm - 3:53pm
Online
2.00 Credits
Member Price: $89
See more dates
Two conmen used lies and falsified documents to convince the State of Tennessee to give them a $3,000,000 economic development grant to create 1,000 jobs by purchasing and rehabilitating a vacant factory in rural Tennessee. Instead, they spent most of the money on an extravagant lifestyle and invested over $1M in a scheme to defraud the U.S. Federal Emergency Management Agency (FEMA) out of over $30,000,000 pursuant to a contract to provide the tarps for areas such as Puerto Rico, affected by hurricanes. This session provides a detailed case study of how the investigators accumulated, organized, and analyzed hundreds of documents, identified the falsifications and misrepresentations, conducted multiple interviews, and ultimately convicted the conmen. This case study provides multiple takeaways for detecting and investigating grant fraud, which is especially relevant in light of the numerous federal stimulus programs in recent years.
More Dates
Audit Skills for Beginners
Friday, Jun. 25 2:00pm - 5:38pm
Online
4.00 Credits
Member Price: $149
See more dates
Learn 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.
More Dates
The Essential Guide to Understanding Private Company Financial Statement Disclosures with Renee Rampulla
Friday, Jun. 25 2:00pm - 5:43pm
Online
4.00 Credits
Member Price: $149
See more dates
This course addresses frequently encountered disclosures associated with the preparation of private company financial statements prepared in accordance with generally accepted accounting principles (GAAP) issued by the Financial Accounting Standards Board (FASB), or a "Special Purpose Framework"; (SPF), such as cash or tax basis. Learn to research presentation and disclosure requirements and examples using the FASB Codification and other resources. Understand frequent disclosure requirements such as contingencies, risks and uncertainties, accounting policies, revenue recognition, leases, credit losses, impairment, fair value, and much more. Know the additional disclosure requirements needed when preparing private company financial statements using a special purpose framework, such as cash or tax basis.
More Dates
How to Get a Better Return on Financial Statement Audits – Avoiding the Most Misapplied Risk-Based Audit Concepts
Friday, Jun. 25 2:00pm - 9:34pm
Online
8.00 Credits
Member Price: $250
See more dates
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.
More Dates
A Human’s Guide to Artificial Intelligence
Friday, Jun. 25 2:30pm - 3:30pm
Online
1.00 Credits
Member Price: $49
See more dates
This webinar is a great opportunity to boost your digital literacy and feel more confident around AI. The webinar explains some of the core terminology surrounding Artificial Intelligence and offers practical advice on getting the most out of Large Language Models such as ChatGPT. It concludes with simple, practical steps to future-proof your career as technology continues to revolutionize the workplace.
More Dates
Emotional Intelligence for Professionals: Mastering the Human Side of Success
Friday, Jun. 25 3:00pm - 4:01pm
Online
1.00 Credits
Member Price: $39
See more dates
Technical expertise may get you in the door—but emotional intelligence (EQ) is what builds trust, earns loyalty, and sustains lasting success. For CPAs, attorneys, financial professionals, bankers, and insurance agents, your ability to navigate emotions—your own and others'—is often the difference between a good client interaction and a great one, between a team that functions and a team that thrives. This interactive course goes beyond theory and dives into real-world application. You’ll uncover what emotional intelligence really is, why it matters more than ever in today’s professional world, and how to strengthen your EQ to improve performance, strengthen relationships, and manage stress with confidence. You’ll walk away with tools you can use immediately to transform how you lead meetings, manage conflict, build client trust, and drive results—while also enriching your personal life. Whether you're looking to become a better leader, communicate with more clarity, or create meaningful client connections, this course gives you the insight and strategies to make it happen.
More Dates
Behind the Rx: Demystifying Pharmacy Benefit Management and Creating Transparency
Friday, Jun. 25 3:00pm - 4:38pm
Online
2.00 Credits
Member Price: $89
See more dates
Learn the history of PBMs and how they have developed into one of the leading drivers of health plan cost. Understand how drug prices are set and how PBMs control the flow of money (and not always to our benefit!). This course will also show you how rebates and sourcing programs are used to offset the cost of drugs in self funded plans while also learning how to protect the plan from unfavorable PBM practices.
More Dates
Interview Techniques and Detecting Deception
Friday, Jun. 25 4:00pm - 5:51pm
Online
2.00 Credits
Member Price: $89
See more dates
The ability to create and ask good questions as well as the ability to know when someone is being deceptive are important skills for managers, auditors, and investigators. This session will improve your interview techniques and your lie detection abilities. Multiple videos from various movies, TV shows, and public figures showcasing the behaviors of liars are included.
More Dates
Preparing and Reviewing Workpapers for Higher Quality Audits
Friday, Jun. 25 4:00pm - 7:37pm
Online
4.00 Credits
Member Price: $149
See more dates
This course will focus on preparing financial statement audit documentation critical for high quality audits that can pass peer review.
More Dates
K2's Introducing Artificial Intelligence to Human Resources Pros
Saturday, Jun. 26 9:00am - 10:08am
Online
1.20 Credits
Member Price: $39
See more dates
Artificial Intelligence (AI) is the hottest topic in technology circles today. And for good reason! AI can help all business professionals – including HR professionals – work more efficiently and effectively. AI tools such as ChatGPT, Gemini, and Copilot are proving themselves daily as valuable assets. These tools can help you automate research, draft documents, summarize emails, analyze Excel data, and even create PowerPoint presentations for you. If you haven't yet explored what today's AI tools can do, you'll want to participate in this session to become more productive and efficient with this very practical technology.
More Dates
Sampling - Avoiding Common Mistakes on Financial Statement and Compliance Audits
Saturday, Jun. 26 9:00am - 10:48am
Online
2.00 Credits
Member Price: $89
See more dates
Sampling is an important method for determining the extent of testing controls, testing compliance, and tests of substantive details. It allows the auditor to apply procedures to less than 100% of the population yet extend results to project likely conclusions about the entire population. This module will describe the proper process for both attribute testing and variable sampling in financial statement and compliance audits.