CPE & Event Catalog

Credit and collection operations. Credit procedures. Credit controls. Collection procedures. Collection controls. Credit policy. Credit application. Customer credit ratings. Ongoing credit monitoring. Interpretation of financial statements. Credit risk reduction, and more.

Reasons to be ethical. Basic ethical framework. Staying ethical in times of crisis. Burnout and ethics. 5 stages of burnout. Addressing burnout. Ethical culture warning signs. Supporting an ethical culture.

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.

Moving IRA methods. Employer plan assets. Account identification. Unintended distributions. Fix mistakes.

Financial success. Retaining clients through superior client service. Developing other professionals.

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

Crypto adoption ethical concerns. Blockchain uses. Cryptocurrency taxation. Cryptocurrency reporting changes.

What is blockchain? Buying and storing cryptocurrency. Investors. Miners. Tax planning opportunities.

Investors. Tax planning opportunities.

Uncover what makes your firm different. Develop magnetic and authentic brand messaging. Bring your authentic brand to life. Attract the right audience.

Embracing differences and unique contributions. Ethical decision-making in business transactions. Critical thinking skills. Complex problem-solving.

Government Auditing Standards. Yellow Book.

Fraud in nonprofit.

Specialized tax incentives.

Customer value analysis. Portfolio analysis using BCG matrix.

Overview of current cybersecurity threats and how to mitigate data breach risk. Describe how to avoid malware and other security threats.

Cybersecurity definition and importance. Cybersecurity terminology. Overview of cyber threats. Cybersecurity best practices and tools. Virtual Private Networks (VPNs).

The evolution of cybersecurity. Cybersecurity threats and attacks. Create a security-conscious culture. Apply security countermeasures. Meet regulatory compliance.

Understanding the importance of data analytics in modern business environments. Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft's Power BI platform. Using regression analysis to create and validate forecasts and projections.

Data driven finance decisions.