CPE & Event Catalog

SOC scope audits of systems of internal controls. Performance and operations. Economic value added. Financing. External funds needed. Debt vs. equity. Accounting. Lean accounting and process mapping. Activity-based costing.

SOC scope audits of systems of internal controls. Performance and operations. Altman Z-Score. ROIC Tree. Economic value added. Financing. External funds needed. Debt vs. equity. Accounting. Lean accounting and process mapping. Activity-based costing.

Revenue recognition. Identifying the contract with a customer. Identifying the performance obligations in the contract. Determining the transaction price. Allocating transaction price to performance obligations. Recognizing revenue when the entity satisfies a performance obligation. Lease transactions. Effective dates for the new standard. Lease classification for a lessee. Subsequent measurement requirements.

The essentials of law firm accounting. Law firm financial statements. Fee revenue. Law firm management reporting. Bad debts. Billing rates. Chargeable hours. Law firm controls.

A new type of workplace diversity.

The goals of a management control system. The control loss continuum. The cost of management control systems, and more.

Management introduction. Objectives and planning. Organization. Organization structures and staffing. Motivation and leadership. Communication and developing employees. Other management tips.

Full fiscal year requirements. Liquidity and capital resources. How to improve MD&A. Comment letter analysis on MD&A.

The essential elements of effective decision-making. Opportunity costs. Implicit costs. Five forces framework. The supply and demand concept. Elasticity of demand, and more.

Managing remotely. A prelude to project management. Five keys to time management. Characteristics of leadership. Work breakdown structure. Five phases of project management. Performance enhancers.

Virtual team problems. Running the virtual team. Communicating with the team. Ideal team members. Collaboration tools. Build relationships. Develop structure. The nature of a virtual meeting. Virtual meeting essentials. Setting meeting rules.

The nuts and bolts. Analysis of cash flow. Cash budgeting and optimal cash balances. Cash forecasting. Managing payables. Collection and credit management. Smart banking. Obtaining cash and borrowing. Loan qualifications and banking relationships.

Counting characters. Error functions. Importing data. Rounding values.

Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays. How to use "legacy" features and functions such as AGGREGATE. Creating effective forecasts in Excel.

Calendar sharing. Filter clients. Automating emails. Client charging.

Identifying weaknesses in traditional reporting processes. Using leading-edge features in Excel to improve reporting practices. How to work with Power Query to solve common reporting challenges. Adding Slicers and Timelines to your Excel-based reports.

The most important issues facing nonprofit entities and their auditors.

Nonprofit accounting and auditing. Colleges and universities. Voluntary health and welfare organizations. Health care entities. Financial analysis and performance measurement.

General principles and basic premises. Acronyms and definitions of uniform administrative requirements. General provisions. Pre-federal award requirements. Post-federal award requirements.

Introduction to office scripts. Recording your first script. Integration with power automate.