CPE & Event Catalog

Recognizing and managing workplace stress. Strategies for preventing burnout and fatigue. Enhancing focus and productivity through stress management.

GAAP compliance. Financial disclosure requirements. PCAOB standards.

Moving from traditional compliance work toward advisory services.

Business combinations. Consolidated financial reporting.

Business combinations. Equity method. Goodwill impairment. Financial statement consolidation. Accounting integration.

Understanding the acquisition method. Recognizing and measuring identifiable assets and liabilities. Classifying or designating. Recognition of assets acquired and liabilities assumed. Exceptions to the recognition principle. Measurement of assets acquired and liabilities assumed. Exceptions to the measurement principle. Measurement period adjustments. Subsequent measurement. Accounting alternatives for private and NFP entities.

Identifying risks to business continuity. Differentiating between business continuity and disaster recovery. Implementing effective backup strategies. Creating an effective business continuity/disaster recovery plan.

Setting goals and problem solving. Creating a marketing plan. Building rapport with prospects. Asking the right questions. Implementing solutions. Negotiating next steps.

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.