CPE & Event Catalog

Team roles. High-performing teams. Success behaviors.

An introduction to organizational behavior. Managing people and organizations. Motivation. Work-related attitudes. Organizational communication and power. Groups and teams in organizations. Leadership. Culture, creativity, and innovation. Managing organizational changes and development.

U.S. GAAP guidance under ASC 735-20. ASC 735-20 recognition requirements. Guidance under ASC 944-30. Disclosure requirements.

History of RPA technology. RPA providers. How RPA works, and more.

Understanding economic data and indicators. Microeconomics and macroeconomics. Private and public sectors. Economic systems and policy. Basic concepts-supply and demand. Inflation and deflation. Unemployment and full employment, and more.

Rational choice theory. The issue-contingent model. The impact of gender om ethical decisions. Bribery. Collusion. Ponzi schemes. Accounting fraud. The fraud triangle. Accounting fraud tools. Tax fraud. Prevention of unethical behavior.

2 CPR 200, Subpart E - General Principles and Basic Premises. Test of cost allowability. Composition of costs. Selected items of cost - overview. Compensation for personal services. Costs for services. Buildings and equipment costs. Additional selected items of cost.

Key changes in the 2024 Uniform Guidance.

Cognitive routines. Psychological safety. Learning from risk and failure.

Introduction to Copilot in Excel. Automating tasks and enhancing productivity. Advanced data insights with Copilot.

Fraud overview. Fraudulent financial reporting. Misappropriation of assets. Conditions for fraud. Management and fraud risks. Management override of controls. Ethical responsibilities and legal considerations.

Rearranging a pivot table. Modify a pivot table. Slicers. Group. Pivottable calculations. Auto formatting a pivot table. Pivot table charts. Data source.

Introduction to ChatGPT and other AI language models. Discussion of best practices for using ChatGPT with Excel. Use ChatGPT to create, debug and explain formulas. Use ChatGPT to learn how to use Excel features. Use ChatGPT to automate repetitive tasks in Excel. Use ChatGPT to easily create macros.

Leadership and business development university. The mentoring process. Four behavioral tendencies. Six questions for identifying a style. Building relationships. Using DISC. Three technical skills. Tips for the mentor.

Economics indicators and business cycles. Financial markets and interest rates. GDP and monthly indicators. Federal reserve and monetary indicators. Unemployment and consumer indicators. Inflation and productivity indicators. Industrial and commercial indicators. International trade indicators.

Value pricing defined. Sales cycle. Proposals. Value pricing. Sales. Buying.

Current events impact. The master vendor file. Data entry in the master vendor file. Vendor contact information. Handling new vendors. Critical vendors. Vendor relations. Vendor fraud.

Virtual currency basics. Investing in virtual currencies. Taxation of virtual currency transactions. Transaction recordation. Transaction reporting.

Baseline information for financial planning. Life planning. The financial plan. Plan adjustments. Financial advisors. The ideal advisor. Wealth preservation. Investment risk. The basic investment types, and more.

Comfort letters and financial information they cover. Negative and positive assurance. Underwriter due diligence.