CPE & Event Catalog

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.

Define ESG integration. Explain how ESG integration and ESG investing are different, as well as how they may complement one another. Analyze how ESG factors or company initiatives may impact its financial results. Translate company-provided sustainability information into model assumptions. Integrate a company's ESG initiatives into a financial model and see how they may affect company valuation. Explore advanced modeling techniques to improve your Excel skills and to create more dynamic models.

Error-proofing excel spreadsheets. Data entry error-proofing. Formula and function accuracy. Auditing and error checking. Spreadsheet organization. Formatting for readability. Reviewing and testing. Use a peer review. Security and permissions.

Asset protection. Alimony and child support. Bankruptcy. Divorce settlements and divisions. Employment. Entities and titles. Insurance. Property dispositions. Retirement and employee benefits. Torts and personal injuries. Wills and probate. Trusts.

Business math basics. Data analysis. Interest and related topics. Markups and markdowns. Price elasticity. Cost-volume-profit analysis. Sales forecasting. Charts.

What to look for in Excel 2024. How to take advantage of new functions and features in Excel. Integrating Excel data with other applications. Improving Excel security.