CPE & Event Catalog

Overview of new quality control standards. Implementing risk-based quality management approach. Determining root causes of quality risks. Responding to identified quality risks. Monitoring and remediation best practices.

Learn best practices when designing your spreadsheets. How to create a proper worksheet structure. Learn to use Excel's built in features to find errors. How to create your custom controls to prevent and find errors. Using links to quickly move to controls. Using Conditional Formatting to highlight errors.

Improve auditor and auditee relationship. Useful presentation skills. Auditee communication. Audit findings and response techniques.

Using ChatGPT to write Excel formulas. Using Excel for Web's built-in AI capabilities. VBA Workbook coding.

Lean systems. Customer value through target costing. The value stream. Improving capacity management and flow. Managing pull through the system. Achieving perfection.

Conducting conferences with the auditee. Presentation skills. Staffing and selling the findings. Soliciting written comments. Incorporating the auditee's response.

Accounting for imputed interest. Scope of ASC 835-30. Imputing interest. Determining the right interest rate. The interest method. Subsequent measurement requirements. Presentation and disclosure requirements. Accounting for capitalized interest. Scope of ASC 835-20. Capitalization period. How much to capitalize.

Named ranges. Named formulas.

Conditional formatting basics. Conditional formatting icon sets. Conditional formatting formulas.

Workplace inclusivity. Diversity. Microaggressions.

Sources and effects of stress. Stress management techniques.

Federal income tax credits. Non-refundable income tax credits. Energy-related nonrefundable income tax credits. Partially and fully refundable income tax credits. Due diligence requirements.

Traditional individual retirement accounts. Roth individual retirement accounts. Individual retirement account funding. Education IRAs. Simplified employee pension IRAs. SIMPLE IRAs.

Five forces model. The industry lifecycle. The external environment.

Energy-efficient home improvement provisions. Electric vehicle purchase incentives. Refueling property provisions. Inflation reduction act miscellany.

Information security terminology. Information security. Types of information security. IRS commentary on information security. Specific information security threats and solutions. FTC safeguards rules. Insurance options.

Inherited retirement account planning under the SECURE Act and SECURE 2.0.

Tips for improving the critical audit skills of inquiry and research.

Overview of the FASB. Mission, purpose, and board composition. Financial Accounting Standards Advisory Council (FASAC). FASB challenges. Engaging with the FASB. The FASB standard-setting process. Concept statements. Objective of general purpose financial reporting, and more.

An inside look at the Private Company Council and its work with the FASB.