CPE & Event Catalog

Excel tips and functions. Different types of formatting. Feature for formulas and evaluation.

The worksheet ribbon. Analyze data. Autocorrect enhancement. Chart template. Column width readjustment. Custom views. Data range selection. Data types. Excel templates. Form-based data entry. Keyboard shortcuts. Move across a worksheet. Recently used formulas. Status bar. Watch window. Worksheet navigation.

Excel worksheets: best practices. Worksheet layout. Worksheet design.

Leadership. Development. Firm operations.

Best practices associated with creating Excel workbooks, including managing workbooks. How to secure Excel workbooks. Collaboration options and best practices in Excel. Effective reporting techniques in Excel.

Prohibited expenditures. Late submissions. Mileage overstatements. Card misuse. Cash advances. Payables department review practices. The escalation process. Training first-level supervisors. T&E policy updates.

Common expense reporting issues. Expense reporting problems caused by the traveler. Expense reporting problems caused by the manger. Expense reporting issues that can be addressed if the detailed meal receipt is required. Best expense reporting practices roundup.

Expert witness ethics and responsibilities. Civil litigation and discovery process. Deposition techniques and testimony strategies.

Artificial intelligence in accounting. Financial analysis. Financial reporting. GAAP compliance. Automation for accountants.

Review the optimal layout for FP&A models designed to review and analyze monthly data. Compare FP&A model design to other financial models to understand the differences and the unique requirements of FP&A models. Learn the best and most common Excel formulas and functions used in FP&A models.

Analyze monthly data to determine whether adjustments are needed to financial forecasts. Compare actual results to financial forecasts and budget estimates on a monthly basis. Understand best practices for rolling monthly financial models forward for a new fiscal year.

Understand various levels for applying protection in FP&A financial models in order to maintain financial model integrity. Configure protection to allow full access to model designers but restrict access to only inputs for others who are only updating for actual results. Review the best approaches to print settings in order to present the model findings to important stakeholders.

Fair value accounting. Fair value option. Fair value in asset and liability evaluation.

Background of ASC 820. Fundamentals of fair value. Assessment of the unit of account. Identification of markets for basis of valuation. Application of valuation techniques. Fair value measurements and inactive markets. General rules of financial assets and liabilities. Presentation and disclosure.

Key considerations in property apportionment. Apportioning real estate in family law. Navigating complex property division issues.

Key court decisions and practical implications. Role of CPAs in divorce. Financial matters. Managing child support and asset division.

Calculating temporary and FC Section 4320 support, Understanding guidelines. Child support and add-ons. Pitfalls in support software and data entry.

Best practices for tracing and accounting. Case management in complex family law cases. Insights from the Marriage of Simonis Case.

Family tax planning. Divorce costs. Dependent care assistance. Qualified tuition programs. Home sales. Alimony. Property rights.

How much do you need to retire? Defining retirement. Determining retirement costs and income needs. savings and assets. Social Security benefits and retirement planning. Retirement benefits. Total disability benefits. Retirement plans. Corporate plans. Defined benefits and contributions. Premature distributions. Minimum distribution rules. Postponement of income, and more.