CPE & Event Catalog

Understanding your QBO subscription and licensing options. Recording routine and non-routine transactions in QBO. Importing and exporting data to/from QBO. Creating effective reports. Describing the process for integrating third-party applications with QBO. Troubleshooting issues with QBO reports and data.

Retailers and their structure. Retail management requirements. Retail store location. Store buildings, fixtures, and equipment. Arranging the store's interior layout. Structure of retail. Retain human resource management. Merchandising policies and budgets. Planning and selecting item assortments. Selecting merchandise resources. Merchandise control, and more.

Changes in accounting principle. Changes in accounting estimate. Changes in reporting entity. Correction of an error in previously issued financial statements. Corrections related to prior interim periods. Accounting changes disclosures. Error corrections disclosures. Updating reserves. Issuing customer invoices. Valuing inventory. Calculating depreciation.

The duration of a report. Responsibility reporting. The flash report. Expense reporting. Margin reporting. Variance reporting. The purchase price variance. Material yield variance. Labor rate variance. Variable overhead spending variance.

ASC 852 scope. Overview of Chapter 11 process. Financial reporting impacts. Specific impacts during Chapter 11. Specific impacts after Chapter 11.

Overview of best practices. Credit best practices. Billing best practices. Collections best practices. Cash best practices. Payables best practices. Payroll best practices. Commission best practices. Cost accounting best practices. General ledger best practices. Budgeting best practices. Financial statements best practices. Error-proofing excel spreadsheets. Records management best practices. Accounting management best practices

Changes in accounting principle. Changes in accounting estimate. Changes in reporting entity. Correction of an error in preciously issued financial statements. Corrections related to prior interim periods. Materiality of an error.

Changes in accounting principle. Accounting for the change in accounting principle. Justifying a change in accounting principle. Change in accounting principle. Disclosures required for changes in accounting principles. Change in accounting estimate. Change in reporting entity. Accounting for correction of errors. Internal control considerations. Accounting standards updates.

Accounting controls environment. Order entry controls. Credit controls. Shipping controls. Customer billing controls. Collection controls. Cash receipt controls. Purchase controls. Accounts payable controls. Expense report controls. Procurement card controls, and more.

Accounting estimates. Fair value.

Auditor overall responsibilities. Evaluating methods of estimation. Identification and evaluation of significant assumptions. Auditor derived expectations. Evaluating post-measurement date evidence. Evaluating audit results. Audit challenges. Best practices when auditing accounting estimates.

Accounting estimates. Risks and challenges in using estimates. Examples of key estimates. Fair value measurements. Impairment of goodwill and other intangible assets. Contingent liabilities. Revenue recognition. Pension and other post-retirement benefits. Income taxes. Allowance for doubtful accounts. Stock-based compensation. Asset retirement obligations.

Recent cases of accounting fraud. Motivations of fraud. Opportunity for fraud.

Characteristics of Useful Accounting Information. AIS and Business Processes. The Data Processing Cycle. Types of Fraud. The Fraud Triangle. Computer Attacks. Fraud and Theft Detection. Control Principles. Committee of Sponsoring Organizations (COSO). Control Objectives for Information and Related Technology (COBIT). Security Controls. Types of Audits, and more.

Changes in accounting principle. Accounting for the change in accounting principle. Justifying a change in accounting principle. Change in accounting principle. Disclosures required for changes in accounting principles. Change in accounting estimate. Change in reporting entity. Accounting standards updates.

Financial statements, the Sarbanes Oxley act, and corporate governance. How to evaluate and improve a company's financial performance. Internal accounting applications for your company. Cost-volume-profit analysis, operating leverage, and discounting analysis. Capital budgeting. Assets management, financing techniques, and portfolio theory. Long-term debt and equity financing. Decision-making with forecasting. The evolving world of accounting.

Illustrative computations for revenue recognition. Analysis of FASB revenue recognition standard and the anticipated impact on the construction industry. Application of risk-based audit model to contractors. The lookback analysis and the contractor's estimating reliability. Practical approach to auditing contracts completed and in progress. Numerous computations and alternative approaches. Independent contractor qualifications.

Essentials of accounting and finance. Types of cost data and cost analysis. Contribution analysis. Break-even and cost-volume profit analysis. Cost data analysis. Forecasting cash needs and budgeting. Cost control and variance analysis. Financial assets. Accounts receivable and credit. Inventory. Time value of money, and more.

Regulatory environment and accounting standards governing cryptocurrency and blockchain-based assets.

Accounting and reporting long-term debt.