CPE & Event Catalog

Change that is coming to accounting and finance space.

Strategic leadership.

Travel expenses. Categories of business travel expense. Local transportation. Automobiles. Entertainment. Substantiation, and more.

Treasury management. Bank relations. Cash concentration. Cash forecasting. Clearing and settlement systems. Investment management, and more.

What is a true sale opinion, and when does it come into play. True sale opinion language. What are the audit impacts from restrictions on use. Conditions for sale accounting.

Source materials. IRS presidential audits. Audit issues identified. Defending the former president or your client.

"Income" for distribution purposes. Simple trusts. Deductions. Interest and dividends. Rental income. Partnerships and other pass-throughs.

Trust terminology. Marital trust vs credit shelter trust. QPRTs. Berkshire Hathaway stock.

Sole proprietorship. General partnership. Limited partnership. C corporation. Limited liability company. S corporation. Business type comparison.

Revenue and earnings manipulation. Non-recurring items. Detecting improper use of non-recurring items. Deferred revenue. Detecting intentional misstatements in deferred revenue. Backdating transactions. Detecting backdating. Fraudulent journal entries, and more.

Understanding derivatives and hedge accounting. Types of derivatives. Derivative markets. Risk management purposes. Hedge accounting. Types of transactions. Types of hedges.

Overview of organizational behavior. The organizational behavior model. The goals of organizational behavior. Levels of diversity. Taking advantage of diversity, and more.

The complexity of the social security system.

An introduction to organizational behavior. Managing people and organizations. Motivation. Work-related attitudes, and more.

History of RPA technology. RPA providers. How RPA works. Bot creator. Control room. Bot runner. Bot repository. Integration adapters.

Understanding economic data and indicators. Microeconomics and macroeconomics. Private and public sectors. Economic systems and policy. Basic concepts, and more.

2 CPR 200, Subpart E - general principles and basic premises. Test of cost allowability. Composition of costs. Selected items of cost. Compensation for personal services. Costs for services. Buildings and equipment costs. Additional selected items of cost.

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. Pivot table calculations. Auto formatting a pivot table. Pivot table charts. Data source.

Leadership and Business Development University. The mentoring process. Four behavioral tendencies. Six questions for identifying a style. Building relationships using DISC. 3 technical skills. Tips for the mentor.