CPE & Event Catalog

Target costing. Life cycle costing. Learning curves, learning rate and learning index.

Introduction to DAX. Advanced DAX formulas. Time intelligence in DAX. Validating measures with DAX. Using PivotTables for measure validation.

Introduction to Power BI Report Builder. Designing report layouts. Data connection and management. Creating visualizations. Advanced report features. Publishing and sharing.

Developer tab. Creating a custom function. Documentation. Saving custom functions. Editing and deleting a custom function.

Creating a chart. Editing and updating charts. Formatting and graphics. Creating a default chart. Custom chart types. Different chart types. Scaling. Printing charts. Link Excel data into Powerpoint presentations.

Four steps to learning. Four giant steps to leadership. Areas of inter-generational conflict. Model of influence through exchange. The law of reciprocity.

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

The role an accounts payable policy and procedures manual plays. Creating the manual. Using the manual. The segregation of duties issue. Reviewing and updating your policy and procedures.

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.

The genesis of accounting controls. Common fraud risk factors. Fraud triggers. Control system documentation. Terminating controls. Credit concepts. Credit process overview.

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.