CPE & Event Catalog

Leveraging prompt engineering in ChatGPT for various accounting tasks. Exploring the applications and limitations of ChatGPT in accounting. Empowering efficiency for everyday accounting tasks.

A detailed introduction to international accounting standards.

An overview of all the current IAS and IFRS standards.

Worksheets and workbooks. Worksheet navigation. Shortcut menus. Creating a workbook, and more.

Counting characters. Error functions. Importing data. Rounding values.

Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays. How to use "legacy" features and functions such as AGGREGATE. Creating effective forecasts in Excel.

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.

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

Introduction to office scripts. Recording your first script. Integration with power automate.

Recognize how to combine and append tables or files. Importing data basics. Importing a text file and transforming it. Query settings. Appending data. Unpivot.

New features in QuickBooks Desktop and QuickBooks Online. Enhancing internal controls in QuickBooks-based environments. Improving financial and operational reporting when using QuickBooks and QuickBooks Online. Best practices for setting up companies.

Strategic management: an overview. Environment analysis. Industry and competitor analysis. Internal appraisal. Strategical formulation. Strategic choices. Strategic implementation issues. Strategic evaluation and control. Crafting global strategy.

Collaboration methods using Microsoft Office and Microsoft 365. Ways to track changes to sheets and compare different versions of a file. Tools for sharing and responding to comments among a team from within a file.

The story. Integration with operations. The controlling landscape. Controlling top tips.

Management philosophies. Planning activities. Organizational structures. Leadership. Motivating employees. Corporate culture. Change management. Employee recruiting and appraisal.

Best practices for creating, editing, and managing PDFs. The process for creating and distributing PDF forms. Integrating PDFs with other applications. Securing your PDFs.

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

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

Numbers formatted as text. Commonly used text functions. Combining a text function and an if function. Other useful text functions. Working with dates.

SQMS 1. SQMS 2. SAS. SSARS 26. 8 components and differences from SQCS 8.