CPE & Event Catalog

The economic basis and legal structures of business.

Overview of business insurance. Types of business insurance. Insurance management.

Overview of business insurance. Insurance management.

Types of business insurance. Business interruption insurance. Property insurance. State unemployment insurance. Workers' compensation insurance. Insurance for the home business.

The importance of Business Intelligence in today's business climate. Differentiating between Power BI licensing options. A hands-on approach to creating effective Power BI reports and dashboards.

Introduction to law and the legal system.

Overview of measurements. Cash flow measurements. Growth measurements. Credit and collection measurements. Financing measurements. Inventory measurements. Product design measurements. Sales and marketing measurements.

Data analysis. Covariance and correlation. Variable forecasting options. Probability theory. Sampling techniques. The central limit theorem.

Essential strategy concepts. Strategy analysis. Strategy choices. Types of strategies. Strategy implementation.

Structure, reporting and accounting. Business income, credits and assets. Selected business expenses. Employee compensation and benefits. Automobiles. Business travel and entertainment. Retirement plans. Insurance. Estate planning.

Business travel. Business entertainment.

Business valuation. Discounted cash flows. Comparison analysis. Influencer price point. The key person discount. The valuation floor and ceiling.

Valuation principles and theory. Income approach. Normalization adjustments. Business valuation standards. Types of engagements.

Requirements under Generally Accepted Auditing Standards relevant to for-profit entity audits.

C Corporation characteristics. Shareholders. Payment to shareholders. Methods of accounting. The C Corporation tax return. Filing penalties. Corporate penalty taxes. The corporate spin-off.

Overview of CPA firm mergers and acquisitions. Firm valuations. Ways to build firm valuation. Timing of the merger or acquisitions event. Buyout negotiation points. Types of mergers. Due diligence. Succession planning. Ensuring successful client transitions.

Evolving trends in the accounting profession, including shifts in supplier dynamics. Advanced software solutions tailored for various service lines and niche markets. Innovative automation tools, with an emphasis on AI and machine learning in accounting. Optimized technology stacks to boost productivity and profitability.

The changing nature of the CPA profession.

Overview of capital budgeting. The capital budgeting application form. Capital budgeting strategy. Risk levels. Discounted cash flow analysis. Cash flows. The tax rate. The cost of capital. Cost of capital derivation. Constraint analysis. Other capital budgeting analyses. The lease or buy decision. Capital budgeting controls.

Recording transactions in an accounting system. The ledger concept. Cash basis vs. accrual basis accounting. Accounting for dealership expenses.