CPE & Event Catalog

An overview of financial management. Financial statements and cash flow. Evaluating a firm's financial performance. The time value of money. Valuation of stocks and bonds. Capital budgeting: techniques and practice. Short-term financing. Debt financing. International finance.

Collaboration and security techniques. Tables, data models, and PivotTables. Advanced formulas. Data queries. Creating effective visualizations.

Using Excel for graphical output and dashboard reporting. Data tools and the Data Analysis ToolPak. Advanced functions and complex formulas. Working with Excel tables and PivotTables.

Tips for improving efficiency with QuickBooks and QuickBooks Online. Better reporting when working in QuickBooks environments. Tips for cleaning up QuickBooks and QuickBooks Online instances. Managing inventory more effectively when working with QuickBooks and QuickBooks Online.

Expert witness testimony techniques. Direct examination strategies. Cross-examination defenses. Courtroom communication and demeanor. Ethical and professional standards for expert witnesses.

Exploring AI applications in accounting and finance. Understanding AI features in everyday tools. Embracing the future: AI's impact on finance and accounting.

Overview of Lookup Functions. Using VLOOKUP For Multiple Results. VLOOKUP searching in a different column for a match. HLOOKUP function. INDEX and MATCH. XLOOKUP

The types of reports available in QuickBooks Online, by subscription level. Customizing reports to meet your needs. Spreadsheet Sync in QuickBooks Online Advanced.

Brand discovery. Brand marketing. Core values. Getting seen online. Audience marketing.

Budget-centric features in Excel. Capital budgeting techniques. Working with Solver and Scenario Manager in budgeting and forecasting environments. Collaboration issues, version control, and audit history.

The importance of Business Intelligence in today's business climate. Differentiating between Power BI licensing options. A hands-on approach to creating effective Power BI reports and dashboards.

Data analysis. Covariance and correlation. Variable forecasting options. Probability theory. Sampling techniques. The central limit theorem.

Evolving trends in the accounting profession, including shifts in supplier dynamics. Advanced software solutions tailored for various service lines and niche markets. Innovative automation tools, with an emphasis on AI and machine learning in accounting. Optimized technology stacks to boost productivity and profitability.

Developer tab. Creating a custom function. Documentation. Saving custom functions. Editing and deleting a custom function.

Creating a chart. Editing and updating charts. Formatting and graphics. Creating a default chart. Custom chart types. Different chart types. Scaling. Printing charts. Link Excel data into Powerpoint presentations.

Understanding the importance of data analytics in modern business environments. Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft's Power BI platform. Using regression analysis to create and validate forecasts and projections.

Decision trees. Sensitivity analysis.

IF Statements. IFs FUNCTION. AND, OR, and NOT. SUMIF. COUNTIF. SWITCH.

Dashboard mockup. Chart overview. Creating charts. Chart basics. In-cell charts. Linking charts and cells. Camera tool. Sparklines. Creating mini charts. Dynamic charts.

Overview of new functions. Dynamic arrays. XLOOKUP. Overview of text functions. SWITCH. THE PLURALS.