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Events

CFO Reporting Re-Imagined: Visual Storytelling, From Data to Action (NEW) - 11/24/2026 - Live Stream
You’ll move beyond spreadsheets full of numbers and examine visuals that drivedecisions. Discover how to pair Excel’s charting, sparklines, and formula-drivenconditional formatting with clean, executive-ready layouts that make trends and riskspop...
CFO Reporting Re-Imagined: The Modern Reporting Paradign: Structures, Views and Ethical AI (NEW) - 11/24/2026 - Live Stream
You’ll learn how to shift from static spreadsheets to flexible, insight-rich reporting thattoday’s executives expect. You’ll understand the essential reporting structures (trend,comparative, and TTM), when to apply GAAP vs cost-center vs natural...
CFO Reporting Re-Imagined: Building Interactive Excel Reporting with Gen AI Assistnace (NEW) - 11/24/2026 - Live Stream
You’ll learn how to transform static spreadsheets into dynamic, decision-enablingreporting. This session shows how to bring reports to life using Excel’s interactivefeatures—including dropdowns, slicers, conditional formatting, and tips...
CFO Reporting Re-Imagined: Unlocking Operational Insights with Excel and Gen AI (NEW) - 11/24/2026 - Live Stream
You’ll explore how to uncover powerful operational insights by combining Excel’sreporting tools with Gen AI support. This session focuses on AR aging, AP vendoranalysis, sales trends, and employee analysis —the operational metrics CFOs rely...
ChatGPT Deep-Dive Hands-on Bootcamp for CPAs - 11/24/2026 - Live Stream
ChatGPT has grown its user base to over 800 million active users per week. As a leader in the generative market, it is a tool that every CPA should have a basic understanding of how to use it and apply it in business. This course will...
K2's Mastering Advanced Excel Functions - 11/24/2026 - Live Stream
With approximately 500 functions now available in Excel, some newer and more powerful tools are easily overlooked. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel's more...
Avoiding Peer Review Deficiences and Professional - 11/24/2026 - Live Stream
Peer review deficiencies and professional liability claims result from both audit and nonaudit services. Discuss best practices for avoiding legal liability and quality control concerns for various professional services public accountants offer.
All About Fraud: Examples, Prevention and Auditing - 11/25/2026 - Live Stream
Fraud continues to make headlines, underscoring the importance of understanding how fraud occurs, how it can be prevented, and how auditors are expected to respond. This course begins with an overview of common fraud schemes identified in the...
Technology Trends and Hot Topics Impacting the Accounting - 11/25/2026 - Live Stream
From Artificial Intelligence (AI), Robotic Process Automation (RPA), and Audit Data Analytics (ADA) to cloud-based software solutions, our client's technology landscape is rapidly changing. Accordingly, as accounting professionals, we need to be...
Controller/CFO Update: Hot Topics Facing Today's Financial Professional - 11/25/2026 - Live Stream
In today's rapidly changing world, finance professionals are required to wear many hats, which are often the keys to the organization's success. On the one hand, they need to be abreast of the latest proven financial skills for making the best...

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