Western CPE

K2 Delivers Technology Focused Learning Through Resort Conference Offerings With Western CPE

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Western CPE

K2 Enterprises partners with Western CPE to support our efforts to provide the highest-quality CPE available to accounting and financial professionals in the United States and Canada. As a leader in technology-focused seminars and conferences, K2 Enterprises continuously strives to provide the highest quality, technology focused learning options to our customers. Likewise, Western CPE is a leader in continuing professional education for accounting and financial professionals, particularly in the areas of tax, accounting, auditing, and management. Through this strategic alliance, both parties expect to serve accounting and financial professionals better than ever before.

Western CPE Conferences

For 2020, K2 Enterprises is once again partnering with Western CPE to deliver content at Western CPE Conferences.  Depending upon the resort conference you choose to attend, you will be able to select from up to three K2 sessions created and presented by the K2 team. Complete descriptions for each of these sessions follow and you can see the list of dates and locations below also.

Benefits of Participating in Western CPE Conferences

  • See and hear the highest-quality instructors
  • Ask questions and receive real-time answers
  • Select from courses scheduled on multiple days and times
  • Interact with other participants
  • Learn about a variety of topics—with no test required
  • Receive your certificate of completion by email within 1 business day

K2-Produced Sessions at 2020 Western CPE Conferences

Financial and operational reporting continues to consume too much time because most accounting and financial professionals are not taking advantage of the modern tools available in Excel. These tools can help you produce better quality reports in far less time than many of the traditional reporting processes you may be using today and, in this session, you will learn how to put these tools to work the right way for better results.

Specifically, in this course you will learn the best practices for creating financial and operational reports. You will also learn how you can use tools such as Data Models, Power Query, Power Pivot, and PivotTables to create and publish effective financial and operational reports from Excel. Finally, you will also learn how you can leverage your knowledge of Excel features to create effective reports using Microsoft’s free Power BI application. In sum, if you create financial and operational reports, you can’t afford to miss this session.

Learning Objectives

Upon completing this course, you should be able to:

  • List best practices for Excel-based financial and operational reporting;
  • Define and create Data Models in Excel;
  • Manage Data Models effectively with Power Pivot by adding features such as KPIs;
  • Utilize tools such as Power Query to link accounting transactions into Excel and apply critical transformations to your data to make it more useful;
  • Summarize the data in your Data Models using both PivotTables and formula-based techniques; and
  • Work with Power BI Desktop to create and publish financial and operational reports.

Major Topics

  • Best practices for Excel-based financial and operational reporting
  • Creating and managing Data Models using multiple techniques and tools
  • Using Power Query to link data into Excel and transform the data to make it more useful
  • Create PivotTables to summarize transactional data into financial and operational reports
  • Build fundamental financial and operational reports using Power BI Desktop

Course Information

CPE Credit: Recommended for 6 hours Accounting

Instructional delivery method:  Group-live demonstration and discussion. This course is “laptop-friendly” and participants will have access to demonstration files.  This course focuses on features found in Excel 2016 and newer for Windows.

Prerequisites: Fundamental knowledge of Excel

Program level: Advanced

Advance preparation: None

Who should attend: CPAs and other financial and business professionals who are seeking quicker and more accurate ways to prepare financial reports and summaries using Excel 2016 and newer

Fraud continues to plague businesses at epidemic levels and internal control omissions and failures are a large reason fraud occurs. Using a case study approach, in this session you will learn about the pervasiveness of fraud, the control failures that contribute to fraud, and what you can do to mitigate fraud risk.

A specific focus of this course is the application of information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general control and application control failures that contributed to each of these frauds. By learning through these real-world case studies, you will be in a better position to reduce fraud risk.

Learning Objectives

Upon completing this course, you should be able to: 

·  Define information technology general controls and information technology application controls and distinguish between the two

·  List examples of key information technology controls

·  Recognize control failures and weaknesses that can lead to fraud

·  List recommendations for improving internal controls in an organization 

Major Topics

·  Detailed examination of many of the widely reported frauds of the past decade

·  Examples of control failures and weaknesses that lead to fraud

·  Identify key information technology general controls and application controls that should be in place to deter and prevent fraud

Course Information

CPE Credit: Recommended for 6 hours Auditing

Instructional delivery method:  Group-live demo and discussion.

Prerequisites: Fundamental understanding of internal controls

Program level: Intermediate

Advance preparation: None

Who should attend: CPAs and other accounting, auditing, and business professionals who are seeking to reduce fraud risk

There’s no doubt that the pace of change associated with technology continues to accelerate! Given that, it’s imperative that we keep up with what’s new and how it can impact us and our organizations. In this session, you will learn about all the new and relevant tools and technologies that are likely to impact the profession in the near future.

More than just an update on hardware, you will learn about key software tools and strategies – including emerging collaboration tools such as Teams – that can make you and your organization much more efficient. You will also learn about key developments associated with information security and what you can do to minimize risk. In addition, you will take a forward look at emerging technologies such as blockchain, artificial intelligence, and robotic process automation and identify the potential impact these tools may have on the profession. In sum, if you re planning to take only one technology class this year, this should be the one!

Learning Objectives

Upon completing this course, you should be able to: 

·  Identify major trends in hardware and software, including new features, and take advantage of features that are relevant to you

·  Describe how tools such as Slack and Teams are effective at promoting collaboration

·  List key security risks relevant to technology and implement solutions to mitigate these risks

·  Cite the potential risks and benefits of emerging technologies and create use cases on how these tools might be beneficial

Major Topics

·  Major trends and new features in hardware and software

·  Collaboration tools and why they are important

·  Technology security issues

·  Key emerging technologies and how they can impact you

Course Information

CPE Credit: Recommended for 6 hours Information Technology

Instructional delivery method:  Group-live demo and discussion.

Prerequisites: Fundamental understanding of end-user technology

Program level: Intermediate

Advance preparation: None

Who should attend: CPAs and other accounting, auditing, and business professionals who are seeking to deploy technology efficiently and securely

2020 Western CPE Conference Locations

During 2020, K2 team members will present 62 sessions at Western CPE Conferences in 29 venues. You can view the complete list of conferences, dates, and locations below. We look forward to serving you at one of these events!

Western CPE Webcasts

Western CPE offers some of the highest-quality webcasts available. Included in the Western CPE curriculum are a number of accounting, auditing, and tax subjects, along with technology-focused topics presented by K2 Enterprises. We encourage you to look below to learn more about webcast learning options available from Western CPE!