CPE & Event Catalog

The trusted advisor. Value evolution to revolution. Value pricing internal questions. Update engagement letters.

Motivations behind creative accounting. U. S. GAAP susceptible to creative accounting. Ethical implications and legal consequences of creative accounting. The role of corporate governance. Channel stuffing. Overstating asset lives. Underreporting liabilities. Hiding pension obligations. Misclassifying debt as equity.

Understanding business law. Critical elements of business law. Responsibility of management. Director liability. Duties of corporate management. Types of intellectual property. Contract law. 4 components of a contract.

Crowdfunding overview. Regulating crowdfunding. Regulation D and Regulation A plus. Stock valuation.

Cybersecurity.

Contract costs. Disclosures. Construction contractors.

Introduction to derivatives and hedging. Forwards futures. Swaps. Options.

Introduction to teams. Team development. Team management. Team decision making. Dispersed teams.

Digital asset. Financial assets. Ownership vs. access. Digital estate planning. Identity theft and hacking.

Understand digital note taking products. Implementing best practices for note taking. Enhancing note taking efficiency.

The need for divestitures. The spin-off option. The asset trade. Transition service agreements. Accounting issues. Human resources issues. IT issues. Marketing issues. Supply chain issues.

Dashboard mockup. Chart overview. Creating charts. Chart basics. In-cell charts. Linking charts and cells. Camera tool. Sparklines. Creating mini charts. Dynamic charts.

Overview of new functions. Dynamic arrays. XLOOKUP. Overview of text functions.

Profits. Profit maximization and marginal analysis. Differential calculus. Constrained optimization. Marginal analysis vs incremental analysis. Demand and revenue. Supply function, and more.

Business cycle. Gross domestic product. Leading indicators. Coincident indicators. Lagging indicators. Labor-related indicators. Retail sales indicators. Personal income and outlay indicators. Housing and construction indicators. Manufacturing indicators. Price and inflation indicators. Federal reserve reports.

Common economic terms. Planning concerns and implications. Product concept. Elasticity of demand. Supply. Activity based costing. Economic value added.

Guiding principles. American opportunity credit. Lifetime learning credit. Qualified tuition programs. Coverdell education savings account. IRA distribution. Student loan interest deduction. Recordkeeping requirements.

Effective communication as a business professional. Choosing appropriate words. Planning and constructing professional compositions for all circumstances. Preparing personal resumes and application letters. Reporting. Listening and creating oral presentations. Technology in business communication.

The basic stages of a turnaround. Turnaround actions. Security interests and collection options. Turnaround legal considerations. The bankruptcy option. The bankruptcy process. Bankruptcy rules.

Effective customer service. The cost of a lost customer. Engage employees. Know the product. Collect information about customers. Get rid of the revenue-first mindset. The multi-lingual conundrum. Customer service metrics.