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Events

Staff Training: Level 1 Basic (0-12 Months) - 7/13/2026 - Live Stream
Part one of a five-course series, address common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fundamentals:...
Easy Excel Automation with Tables and Power Query (NEW) - 7/13/2026 - Live Stream
Transform your daily Excel workflows and eliminate hours of manual data processing with powerful automation techniques designed for business professionals. This comprehensive course reveals the full potential of Excel Tables and Power Query,...
Audit Documentation Requirements (NEW) - 7/14/2026 - Live Stream
Audit documentation provides evidence that the audit was planned and performed in accordance with generally accepted auditing standards (GAAS) and applicable legal and regulatory requirements. It also serves other purposes, such as assisting the...
A&A To Go Series: Best Practices: Audit Workpapers & Proper Documentation (NEW) - 7/14/2026 - Live Stream
AU-C Section 230 requires that auditors maintain sufficient audit documentation throughout the engagement. Audit documentation is essential, as it serves as the evidence that auditors performed appropriate procedures to support their opinion on...
IRAS: Contributions and Distributions for Traditional, Roth, SEP & SIMPLE IRAs - 7/14/2026 - Live Stream
This comprehensive training is designed to get the accountant up to speed quickly with the different types of individual retirement accounts (IRAs). The cornerstone of the course is an in-depth coverage of the contribution and distribution rules...
The Complete Trust Workshop (IRS)(CFP) - 7/15/2026 - Live Stream
The use of trusts will continue to change in the current year. Clients need to be informed why planning is essential in these changing times. Explore the many beneficial issues of trusts, an essential element in estate planning. Receive insights...
Preparing and Reviewing Workpapers: Essential Tips for Avoiding Deficient Audit and Other Attest Engagements - 7/15/2026 - Live Stream
Workpapers are the primary support for findings, conclusions and opinions on any audit or other attest engagement.  This course will provide the essential tips and techniques for ensuring workpaper documentation is of a high quality, yet...
K2's QuickBooks Online for Accountants - 7/15/2026 - Live Stream
Discover the power of QuickBooks Online (QBO)! Intuit's cloud-based accounting platform has evolved and thrived over the past decade, now generating approximately five times the revenue of its desktop counterpart. Yet, many accountants and...
Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance? (YB) - 7/16/2026 - Live Stream
Practitioners who provide non-audit services must balance complying with relevant professional and regulatory standards, providing value-added client service, and mitigating litigation and other practice management risks. Examine many case...
Human Leadership in an AI-World (NEW) - 7/16/2026 - Live Stream
“AI won’t take your job. But, AI will take parts of your job. And if you don’t learn to do theparticularly human things that AI will never do, then, you may in fact be without a job.” -Kassi Rushing"Human Leadership in an AI World" workshop is...

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