CPE & Event Catalog

Using Excel for graphical output and dashboard reporting. Data tools and the Data Analysis ToolPak. Advanced functions and complex formulas. Working with Excel tables and PivotTables.

Leading others. Coaching and developing staff. Building leadership communication skills.

Tips for improving efficiency with QuickBooks and QuickBooks Online. Better reporting when working in QuickBooks environments. Tips for cleaning up QuickBooks and QuickBooks Online instances. Managing inventory more effectively when working with QuickBooks and QuickBooks Online.

Expert witness ethics and responsibilities. Civil litigation and discovery process. Deposition techniques and testimony strategies.

Expert witness testimony techniques. Direct examination strategies. Cross-examination defenses. Courtroom communication and demeanor. Ethical and professional standards for expert witnesses.

Trust or will. Revocable trust. Administrative trust. 65-day election. Fiduciary income tax return.

Accounting for advertising costs. Basics of advertising. A closer look at ASC 735-20. Recognition requirements under ASC 735-20. A closer look at ASC 944-30. Direct-response advertising. Accounting for contract acquisition and fulfillment costs. Interaction with ASC 606. Scope of ASC 340-40. Costs of obtaining a contract. Costs to fulfill a contract. Amortization of costs. Impairment considerations.

Overview of PPACA coverage provisions. Grandfathered health plans. Benefit limits prohibited. Large employer requirement to provide health coverage. Employer credits and requirements. Form W-2 reporting of employer-sponsored health coverage. Small employer health insurance premium credit.

PPACA provisions. PPACA mandated personal tax changes. Tax-favored health plans. FSA contribution limited. Grandfathered health plans.

Agile auditor. Agile audit constraints. Agile audit engagement. Agile audit benefits.

Agricultural accounting. Accrual and cash basis accounting. Accounts. Accounting transactions. Receivables accounting. Investment accounting. Inventory accounting. Fixed assets and depreciation. Non-current farm assets. Payables accounting, and more.

Goal setting. Adding value to tax profession. Finding voice within the tax profession.

Alternative work arrangements. Telecommuting. Organizational and supervisor support in public accounting. Procedural justice. Turnover intentions.

How ACH payment work. Protection against ACH fraud. Best and worst ACH practices. Wire transfers.

GASB changes. SAS reporting requirements.

History of Qualified Property Categories. CARES Act correction of QIP rules. Apply CARES Act changes to returns. QIP as Section 179 property indicator. Integrate Section 179, Bonus, TPRs, Incentives. Compare Bonus Depreciation vs. Section 179. Maximize savings using tax strategies.

Accounting theory and practice. Structures of financial statements.

Analysis of financial statements for liquidity, asset utilization and solvency. Analysis of financial statements for profitability and market value.

How to leverage preliminary and substantive analytic procedures to improve the effectiveness and efficiency of financial statement audits. The required elements of a substantive analytic procedures to address detection risk. Tips and traps of applying an analytic approach to satisfy audit objectives. Explaining the usefulness of analyzing diverse trends and ratios in a nonprofit environment to meet the needs of various financial statement users. Common ratios and trends to assess liquidity, operating efficiency, leverage, and more.

Identifying risk of material misstatement through preliminary analytic review procedures. Ensuring sufficient appropriate audit evidence is gathered through final overall analytic review. Establishing expectations for analytic procedures. Properly designing, documenting and evaluating the results of substantive analytic review procedures. Disaggregating substantive analytics for stronger results. Factors impacting the design of substantive analytic procedures. Common pitfalls in performing substantive analytic procedures.