CPE & Event Catalog

Becoming a stronger negotiator. Negotiation skill building, effective communications, telephone techniques and the negotiation process. The role of empathy, ego and needs in negotiations.

Calendar sharing. Filter clients. Automating emails. Client charging.

Leadership. Development.

Leadership. Development.

Leadership. Development.

Methods of growth. Foreign market development. Porter's Diamond model.

Identifying weaknesses in traditional reporting processes. Using leading-edge features in Excel to improve reporting practices. How to work with Power Query to solve common reporting challenges. Adding Slicers and Timelines to your Excel-based reports.

What is a non-GAAP financial measure? What drove the increase in use of non-GAAP financial measures. Regulation S-K. Prominent presentation. SEC comment letters.

The disclosure of non-GAAP information. Regulation g exemptions. Regulations s-k requirements. The prevalence of non-GAAP financial measures. Validity of non-GAAP financial measures.

Nonprofit entity. Basic nonprofit accounting concepts. Nonprofit financial statements. Revenue accounting. Government grants. Investment accounting. Inventory accounting, and more.

The theory behind the major issues and trends facing nonprofit entities today.

Designing, implementing and monitoring internal controls over reliable financial reporting.

Understanding revenue recognition core principles. Distinguishing exchange transactions and contributions. Applying the five-step recognition model. Identifying performance obligations in contracts. Accounting for conditional and unconditional contributions. Recognizing revenue over time or point-in-time. Using practical examples for better clarity.

Defining and understanding operational risk types. Assessing and prioritizing organizational risk exposure. Mitigating process, people, and tech risks. Strengthening compliance and facility risk controls. Implementing effective internal control strategies. Applying lessons from real-world case studies. Fostering a proactive, risk-aware culture.

Engagements for which written documentation is required or not required. Documentation for engagements. Importance of documentation. Basics for all engagements. Documentation definitions. Form, content and extent. Reviewing documentation. Documentation finalization, and more.

Nonprofit accounting and auditing. Colleges and universities. Voluntary health and welfare organizations. Health care entities. Financial analysis and performance measurement.

Financial statements. Financial reporting. Not-for-profits.

Recent FASB updates for not-for-profits. Impact of CECL and credit losses. FASB projects on software costs and crypto.

Compliance supplements. Uniform guidance. Single audit

General principles and basic premises. Acronyms and definitions of uniform administrative requirements. General provisions. Pre-federal award requirements. Post-federal award requirements.