CPE & Event Catalog

Analyze a dataset using native Excel tools. Apply Excel tools and formulas to transform and structure your data. Create pivot tables to slice and dice your data. Visualize data with pivot charts and Excel Charts. Explore the landscape of data analysis and visualization.

Nature of earnings management. Compliance with accounting standards. COSO internal control framework.

Economic pandemonium. Organizational ability to deal with enterprise risk compromised. Staff expectations and capabilities. Ineffective business principles.

Future of interest rates. Future of the dollar as world currency.

Presentation of financial statements. Balance sheet. Comprehensive income. Income statement. Statement of cash flows. Notes to financial statements. Accounting changes and error corrections. Changing prices. Earnings per share. Interim reporting, and more.

GAAP hot topics.

Organizational value. Balance sheet value, investor value, and societal value. Data driven organization. Cybersecurity functions. Cybersecurity threats. ESG. Responsible investing.

Ensure detailed, accurate financial statements and break down fees by service line. Explore current market valuations for accounting and tax firms. Learn how to calculate Seller Discretionary Earnings to assess firm value. Understand how location, remote client mix, client interaction, and services impact valuation. Discover how seller financing, revenue guarantees, and outside lending affect deals. Avoid common mistakes that can derail a sale. Hear what's happening in the PE space and their growing interest in accounting firms.

Cost principles for federal grants. Allowable costs. Arms-length transactions. Allocability. Charges relate to benefits. 2 CFR Section 200.405 allocable costs. Consistent treatment. Inconsistent treatment of unemployment insurance taxes. Adequate documentation.

General Standards AR-C Section 60. Engagement principles under SSARS. Definitions and requirements. Client relationships and engagements.

Tax economics. Business planning. Deferred compensation plans. Basic fringe benefits. Business entertainment. Business travel and transportation. Insurance. Equity participation. Estate planning.

Internal control.

Send the invoice to the right place. Create an accurate invoice.

Financial planning framework. Financial planning in tax practice. Business model complications.

Understanding AI tools available today. Creating accounts in AI platforms. Querying data from AI platforms. Customizing your AI subscriptions.

1099 information for bond premiums and qualified dividends. Reporting on Forms 1040 and 1041. Covered securities. Non covered securities. Bond premium. Bond acquisition premium. Accrued market discount.

The state of the standards. Accounting and auditing standards in the United States. Reporting on the going concern assumption for compilations and reviews.

Governmental going concern issues. Risk assessment procedures. Auditor's issues. Communication issues. Auditor best practices.

The nature of goodwill. The nature of goodwill impairment. The nature of a reporting unit. Overview of goodwill impairment accounting.

Business combination refresher. Initial recognition of goodwill. Overall accounting for goodwill. Impairment testing requirements. Income tax considerations. Goodwill impairment accounting alternative. Goodwill disclosures for public entities. Goodwill disclosures for accounting alternative.