CPE & Event Catalog

Advanced strategies for managing IRS audits and appeals.

What to look for in Excel 2024. How to take advantage of new functions and features in Excel. Integrating Excel data with other applications. Improving Excel security.

Understanding the best types of visualizations to use in specific situations. Creating compelling visualizations using Excel. Adding interactivity to your Excel-based visualizations.

Excel charts and visualizations. The worksheet ribbon. Chart overview. Chart sheets. Advanced charting practices. Sparkline graphics. Custom number formats and shapes. Excel dashboarding.

Pivot tables. The worksheet ribbon. Pivot table data analysis. Goal seeking.

The worksheet ribbon. Importing and cleaning data. Validating data. Worksheet outlines. Lining worksheets. Protecting data.

Best practices for creating and working with Excel workbooks. Effectively using Excel functions when creating formulas. The importance of PivotTables in modern reporting environments. Best practices for formatting your workbooks.

The worksheet ribbon. Common mathematical operations. Text manipulation formulas. Date and time formulas. Conditional analysis formulas. Financial analysis formulas. Conditional formatting. Formula error elimination.

The most common formulas and functions used by Excel power users.

PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables. Formatting PivotTables. Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot. Analytical techniques available in PivotTables.

The value of money concepts. Present value of single sum. Future value of single sum. Present value annuities. Future value annuities. Computing periodic rate. Annuities due. Uneven cash flows and capital budgeting.

Fundamental Excel techniques all accounting and financial professionals should know and use. Creating date-based calculations in Excel. How to create Excel templates. Key options you should enable in Excel. Linking data in Excel.

Excel worksheets: best practices. Worksheet layout. Worksheet design.

Best practices associated with creating Excel workbooks, including managing workbooks. How to secure Excel workbooks. Collaboration options and best practices in Excel. Effective reporting techniques in Excel.

Prohibited expenditures. Late submissions. Mileage overstatements. Card misuse. Cash advances. Payables department review practices. The escalation process. Training first-level supervisors. T&E policy updates.

Common expense reporting issues. Expense reporting problems caused by the traveler. Expense reporting problems caused by the manger. Expense reporting issues that can be addressed if the detailed meal receipt is required. Best expense reporting practices roundup.

Fair value accounting. Fair value option. Fair value in asset and liability evaluation.

Evolution of fair value. Measurement. Valuation techniques and inputs. Auditing fair value measurements and disclosures. Fair value option. Fair value controversy.

Background of ASC 820. Fundamentals of fair value. Assessment of the unit of account. Identification of markets for basis of valuation. Application of valuation techniques. Fair value measurements and inactive markets. General rules of financial assets and liabilities. Presentation and disclosure.

Basic marital tax matters. Children. Education. Medical, charitable and casualty. Home sales and moving expenses. Home mortgage interest. Transfers incident to divorce. Alimony and child support.