CPE & Event Catalog

Accounting theory and practice. Structures of financial statements.

Annual report: the financial statements. Annual report: other sections of the report. Analysis of financial statements for liquidity, asset utilization and solvency. Analysis of financial statements for profitability and market value.

Introduction to management accounting. Accumulation of costs. Break-even and cost-volume-profit analysis. Budgeting for profit planning and financial modeling. Performance evaluation, transfer pricing, and decentralization. Long-term investment and capital budgeting decisions.

Exploring AI applications in accounting and finance. Understanding AI features in everyday tools. Embracing the future: AI's impact on finance and accounting.

Website. Directories. Content marketing. SEO. Social media. Online ads.

Marketing principles. Marketing automation. Marketing practical tips. Marketing pitfalls.

Objectives of financial reporting. Cash and cash equivalents. Trading securities. Long term investments. Property, plant, and equipment.

Types of bankruptcy. The United States bankruptcy code. Court jurisdiction. Federal tax liens. The individual bankruptcy estate. Tax effects of debt cancellation.

The case for better business writing. The mindset. The writing process. The opening, middle, and close. Types of sentences. Proper paragraph structure. Tips for better business writing, and more.

Practical opportunities to leverage artificial intelligence and automation in business settings. Potential risks associated with using AI and automation. Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier.

Budget-centric features in Excel. Capital budgeting techniques. Working with Solver and Scenario Manager in budgeting and forecasting environments. Collaboration issues, version control, and audit history.

The what and why of budgeting. Types of budgets. Advantages and disadvantages of budgets. Strategic planning. Control, evaluation and analysis. Plans and planning. Budget process, and more.

The revenue budget. The production budget. The direct labor budget. The cost of goods sold budget. The research and development budget. The capital budget. The master budget. Flexible budgeting.

Business combinations. Consolidated financial reporting.

Business combinations. Equity method. Goodwill impairment. Financial statement consolidation. Accounting integration.

The economic basis and legal structures of business. Management and organization. Production and purchasing. Information technology and accounting. Business statistics, finance, and managerial control. Financial markets. Marketing and sales. International business and the government.

Overview of business insurance. Types of business insurance. Insurance management.

Insurance distribution and analysis. Insurer operations, financial performance, and pricing. The insurable interest concept. Claims handling and processing. Insurance management, claim problems, and administration. Accounting for insurance.

Types of business insurance. Business interruption insurance. Property insurance. State unemployment insurance. Workers' compensation insurance. Insurance for the home business.

The importance of Business Intelligence in today's business climate. Differentiating between Power BI licensing options. A hands-on approach to creating effective Power BI reports and dashboards.