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Articles
- Data Breaches CPE: What the Notification Letter Teaches You That Training Didn't
- Microsoft Copilot CPE for CPAs: What It Does, Which License You Need, and How to Earn Credit
- AI Automation CPE: Your Clients Already Automate. Here's How CPAs Catch Up and Earn Credit.
- Excel Spreadsheets CPE: What Accountants Actually Need to Know
- Cyber Security CPE for Accountants: What to Take, Why It Counts, and Where Firms Actually Get It Wrong
- AI Automation CPE: Your Clients Already Expect You to Automate. Here's How to Catch Up.
- Business Continuity CPE: What CPAs Actually Need to Know Before Something Goes Wrong
- Information Systems CPE for CPAs: What It Covers and Where to Start
- Identity Theft CPE for CPAs: Have You Actually Tested Your Controls?
- What Information Technology CPE Actually Covers (And Why It's Not What You Think)
- Agentic AI for Accounting Firms: How It Actually Changes the Month-End Close
- How to Choose CPE That Actually Sticks
- Ten Tech Productivity Work Hacks to Save Time
- Exploring the Power of ChatGPT for CPAs
- 21st Annual K2 Quality Award Winners
- Tips for Effective Remote Work
- CPE Today’s New Learning Tool: Power Query and Power BI Training
- An Introduction to Microsoft Teams in the Workplace
- Exploring Tools and Services to Help You Work Smarter!
- Understanding Artificial Intelligence and How to Use it
- Power BI Best Practices: Working with Large Data Sets, Formatting, and DAX
- When is it time to switch to a QuickBooks Alternative?
- PROP Accounting Software: Bridging the Gap for Small Businesses
- 5 ways to get your data into Power BI and their advantages!
- 2022’s Technology Trends for Financial Professionals —Part 1
- Learn the Basics of Databases for Financial Professionals
- 20 Years of K2 Quality Awards
- Cash Flow Tracking Solutions for Financial Health
- Understanding and Effectively Utilizing Integration and Data Sharing
- 7 Ways to Dominate Content Marketing in 2021
- Have Questions About Online Learning? We Have Answers!
- Choosing an Accounting Solution for your Small Business in 2021
- How Long Do You Have To Keep Payroll Records?
- Advantages of Starting an Online Shop and Easy Ways to Start
- 4 Reasons Why AI Helps Customer Service
- 3 Tips to Beat Work-From-Home Burnout
- How to Enhance Consumer Confidence in Small Businesses
- The Rise of “COVID-preneurs”
Upcoming events
October 2026
November 2026
- Efficiency, Ethics & Technology-Driven Best Practices — Nov 2
- Fall Artificial Intelligence Conference — Nov 5
- Year-End Skill Strengthening & Productivity Strategies — Nov 11
- Technology Improvement Week: Better Systems, Better Results — Nov 16
- 2026 Federal Tax Update & Technology Conference — Nov 17
- Final Excellence Week: Security, Automation & Insight — Nov 23
- Winter Multi-State Technology Conference — Nov 30
December 2026
- Performance Enhancement: Tools for the New Year — Dec 2
- Year-End Technology Optimization & Cleanup Week — Dec 7
- 2026 Federal Tax Update & Technology Conference: December Broadcast — Dec 10
- Winter Excel Conference — Dec 14
- Closing the Books with Better Tech Tools — Dec 14
- Holiday Season Tech Tune-Up for CPAs — Dec 21
- Tax & Technology: Gearing Up for Your Best Busy Season — Dec 23
- New Year Readiness: Automation & Analytics Launchpad — Dec 28
Courses by field of study
Accounting (25)
- A Firm Leader’s Guide To The Tech Landscape
- Accounting for Credit Losses- Getting to Know CECL
- Building Success: Mastering Construction Accounting
- Estimates, Contingencies and Going Concern
- Fraud in Today's Workplace: What Accountants Need to Know
- Fraud’s Greatest Hits!
- Hospitality Accounting: An Introduction to the USALI Structure
- Jeff Sailor’s A&A Update and Review 2025 - Part 1
- Jeff Sailor’s A&A Update and Review 2025 - Part 2
- K2's Advanced Excel
- K2's Better Productivity Through Artificial Intelligence And Automation Tools with Lavesh Chattlani
- K2's Better Reporting With QuickBooks Online
- K2's Business Intelligence, Featuring Microsoft's Power BI Tools
- K2's Client Accounting Services For CPA Firms: Strategies For Growth And Success
- K2's CPA Firm Update
- K2's Excel PivotTables for Accountants
- K2's Excel Tips, Tricks, and Techniques for Accountants
- K2's Next Generation Excel Reporting
- K2's Next Generation Excel Reporting
- K2's QuickBooks Online For Accountants
- Metrics Which Everyone Should Know
- QuickBooks Online for Accountants Module 9: Advisory Conversations for the Evolving Platform
- The AI-Powered QuickBooks Firm
- The FASB Conceptual Framework
- The GDPR of Canada: Law 25 Compliance Essentials for Non-Quebec Accountants
Auditing (6)
- K2's Case Studies In Fraud And Technology Controls
- K2's Case Studies in Fraud and Technology Controls
- K2's Implementing Internal Controls In QuickBooks Online Environments
- K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection
- K2’s Ripped From The Headlines: Lessons Learned From The Most Interesting Tech Crimes
- The How's And Why's Of Data Analytics
Behavioral Ethics (2)
Business Management & Organization (4)
Computer Software and Applications (72)
- Are You Really Ready? Effective Disaster Recovery & Business Continuity Planning & Security for 2021+
- Artificial Intelligence For Accounting And Financial Professionals
- DIY Penetration Testing for Your Home and Organization
- Eight Awesome PivotTable Features
- Formatting Excel Spreadsheets And Automation Opportunities For Increasing Personal Efficiency And Effectiveness
- Getting Started with Microsoft Teams
- Google for Financial Gurus: A Tactical Workshop
- Intuit Accountant Suite: The Firm Operating System (EN)
- Intuit Accountant Suite: The Firm Operating System (FR)
- K2's Accessing Your Company's Data With Power Query And Power BI
- K2's After QuickBooks, What's Next
- K2's Artificial Intelligence For Accounting And Financial Professionals
- K2's Automation - Beyond The Basics With The Microsoft Power Platform
- K2's Best Word, Outlook, and PowerPoint Features
- K2's Better Productivity Through Artificial Intelligence And Automation Tools
- K2's Excel Best Practices
- K2's Excel Best Practices And Features
- K2's Excel Charting and Visualizations
- K2's Excel Charting and Visualizations
- K2's Excel Essentials for Staff Accountants
- K2's Excel Tips - Today's Best Features
- K2's Excel Tips for an Efficient Tax Season
- K2's Expense Reporting Automation
- K2's Formatting Excel Spreadsheets The Right Way
- K2's Mastering Advanced Excel Functions
- K2's Microsoft Teams
- K2's Office Scripts – The New Macros
- K2's Saving Time With Electronic Forms
- K2's Saving Time With Electronic Forms
- K2's Six Essential Teams Features
- K2's Small Business Accounting Solutions
- K2's Taking A Fresh Look At Teams
- K2's Taking Another Look At PDFs
- K2's Taking Another Look At Power BI
- K2's Technology for CPAs - Don't Get Left Behind
- K2's Ten Must Know Features In Excel
- K2's Ten PDF Tips You Need To Know
- K2's The Best Kept Secrets Of Microsoft 365
- K2's Top PDF Features You Should Know
- K2's Top Tech Productivity Tips And Tricks
- K2's Top Ten Productivity Booster Apps in Microsoft 365
- K2's What Now, What's Next: Emerging Technologies
- K2's What's New With QuickBooks
- K2’s Choosing Your CPA Firm Tech Stack
- K2’s Dynamic Arrays In Excel
- K2’s Excel’s Best New Features
- K2’s Getting Control Of Your OneDrive Account
- K2’s Improving Productivity With Microsoft 365 Cloud Applications And Services
- K2’s Improving Productivity With Microsoft 365/Office 365 Cloud Applications
- K2’s Microsoft Copilot, Including Agentic AI
- K2’s Microsoft Power Tools
- K2’s NextGen Document Management, Workflows, And Portals
- K2’s Optimizing Your CAS & Advisory Tech Stack
- K2’s Productivity Life Hacks
- K2’s Stop Wasting Time In Excel
- K2’s Tech Update
- K2’s Technology’s Seven (Not Quite) Deadly Sins
- K2’s Ten Questions To Ask Your IT Team
- Leveraging Microsoft Teams Effectively For Your Organization
- Mastering Adobe Acrobat for Financial Professionals
- Microsoft Teams in a Nutshell
- Outlook and Teams: Collaboration Champions
- QuickBooks Online for Accountants Module 1: The QBO Platform in 2026
- QuickBooks Online for Accountants Module 3: Intuit Intelligence and AI Agents
- QuickBooks Online for Accountants Module 5:Canadian Payroll Compliance
- QuickBooks Online for Accountants Module 6:Reporting, Dashboards and Analytics
- QuickBooks Online for Accountants Module 7: Integrations and the QBO App Ecosystem
- QuickBooks Online for Accountants Module 8: Books-to-Tax: The Canadian Workflow
- QuickBooks Online for Accountants Module 2: QBO as a Business Platform
- QuickBooks Online for Accountants Module 4:Bank Feeds, Reconciliation and Automation
- QuickBooks Online: AI, Automation & the Modern Firm
- Supercharging Your Spreadsheet Collaboration
Finance (1)
Information Technology (64)
- 2026's Biggest Security and Privacy Concerns
- Advanced Topics in Power BI
- AI 201: Data Security, Privacy, Security on AI
- An Accountant's Detailed Guide to Databases, Integration, and Data Sharing
- Are You Really Ready? Effective Disaster Recovery & Business Continuity Planning
- Beyond the Buzz: Expert Panel on AI & the Modern Firm
- CAS That Scales
- Cloud Computing for Accountants
- Critical Tips for Avoiding Identity Theft & Data Breaches
- Cybersecurity 2026 Defense for CPAs
- Data and Statistical Analytics Using Microsoft Excel
- Data and Statistical Analytics Using Microsoft Excel
- Data Government and Privacy For Organizations - GDPR and CCPA
- Database Basics for Financial Professionals
- Developing and Deploying Effective Cloud Cyber Security Best Practices For Your Organization
- Essential Data Backup Strategies
- File Intelligence: The Document Layer That Powers Every Modern Tax Firm
- Free and Open Source Technology For Your Organization
- Harnessing ChatGPT – Unlocking Professional Efficiency
- K2's 2026 Tech Update
- K2's Accountant's Artificial Intelligence Conference
- K2's Agentic AI vs. Generative AI: What Accountants Need to Know Now
- K2's AI - Better Prompts, Better Results
- K2's AI - Security And Privacy Issues
- K2's AI - Security And Privacy Issues
- K2's Collaboration Tools And Best Practices
- K2's CRM - The Ultimate Business Automation Tool
- K2's Data Analytics For Accountants And Auditors
- K2's Data Security And Privacy Issues And Solutions
- K2's Getting Started With Artificial Intelligence
- K2's Harnessing ChatGPT
- K2's Integration and Data Sharing for Accountants
- K2's Next Level Home Networking
- K2's Now Is The Time To Automate!
- K2's Optimizing Your Tech Stack
- K2's Ripped From The Headlines: Lessons From Interesting Tech Crimes
- K2's Securing Your Data – Practical Tools for Protecting Information
- K2's Strategic Automation: Agentic AI Platform Applications
- K2's Taking the Load Off You - Automation in Office 365
- K2's Technology Update
- K2's The ABCs Of Automation With Microsoft's Power Platform
- K2's Time To Advance Automation
- K2's Understanding Your Ransomware Risk
- K2’s AI & Automation Strategies For Nonprofit Organizations
- K2’s AI Accounting And Fraud Detection
- K2’s AI: Real Tools, Real Results
- K2’s Automation For Increasing Personal Efficiency And Effectiveness
- K2’s Building Future-Ready Businesses
- K2’s Practical Security Considerations For Accounting Professionals - PANEL DISCUSSION
- K2’s Tech Tuneup Tips
- K2’s Top Tech Issues For Governmental Accounting And Financial Professionals
- Microsoft Copilot Tips & Tricks
- Practical Advice for Preventing Organizational Data Breaches
- Practical Microsoft Copilot for Accounting and Finance Professionals
- Privacy Issues And Solutions – What You Need to Know!
- QuickBooks Online and Excel for Bookkeepers
- Risk Assessment of IT Systems
- The Firm of 2030: Stop Fixing the Work. Rebuild the Way Work Works
- Turbo Charging Productivity with Artificial Intelligence and Automation
- Understanding AI Workflows & Infrastructure
- Unleashing The Power Of Microsoft AI – A Comprehensive Guide
- What's Coming Next: Technology Strategies for CPAs
- Winning Hearts and Minds: Building Future-Ready Businesses
- Your Firm's Personal AI: Custom Copilots and GPTs That Know Your Business
Other (1)
Regulatory Ethics (1)
Specialized Knowledge (19)
- Automation For Increasing Personal Efficiency and Effectiveness
- Building Bulletproof Spreadsheets: When Accuracy Is Everything
- Charting, Graphing, and Mapping Data Made Easy!
- Connect, Transform, and Analyze Data Like a Pro with Power Query
- Creating Powerful and Effective Presentations with PowerPoint
- Easy Excel Automation with Tables & Power Query
- Efficient Automation Solutions Using QuickBooks Online Advanced
- Excel Formula's Accountants & Financial Professionals Need to Know
- Excel Functionality That Every Accountant Should Know
- Hands On With QuickBooks Online Accountant (QBOA) for Public Accounting
- Hot Tech Tools and Services for Financial Professionals
- K2's Building A Cutting-Edge Virtual Office
- K2's Connect, Transform, and Analyze Data Like a Pro with Power Query
- K2's Excel PivotTables for Accountants (2 hours)
- K2's The New World of Expense Management: Smart Cards, Real-Time Tracking
- Microsoft 365 Mastery: When Everything Works Together
- Practical AI In Your Firm with Forwardly
- QuickBooks Online Reporting: Beyond The Basics
- Tech Tips and Tricks for Excellent Video Conferences
Taxes (18)
- 20 Tax Problem Solving Tips to Resolve Client IRS Issues
- 2026 Federal Business Tax Update: Pass-Throughs, Depreciation and Planning Under the New Law
- 2026 Federal Individual Tax Update: Form 1040 Changes and Planning Under the New Law
- AI Tax Research
- Demystifying Accounting for Blockchain, Cryptocurrency, and NFTs
- ERC: The Fallout! How to Protect Your Clients and Yourself
- Federal Business Tax Update: What the New Law Means for 2025
- Federal Individual Tax Update: 1040 Changes and What the New Law Means for 2025
- IRA Trust Strategy and Avoiding IRS Penalties
- IRS Collection Solutions for Clients Who Cannot Pay the IRS
- K2’s AI-Powered Tax Workflow: Portals, Prep Tools, and Automation
- Navigating Form 1099-DA
- Practical Uses of IRS Online Tools and Transcripts
- Proactive Case Management: Building a Real-Time IRS Monitoring Workflow
- Sales Tax Compliance Without the Chaos
- Securing Confidentiality: Safeguarding Client Data Under IRS Rules
- Tax Tales: Horror Stories & Solutions with Nick Boscia and Caleb Jenkins
- What the "Big Beautiful Bill" Means for You and Your Clients