CPE & Event Catalog

Dynamic headers. Horizontal reports. Mapping tables. Data validation and reporting. Improving error check with Boolean values and the Logical AND function.

PivotTable basics. Row fields. Value fields. Column fields. Filter fields. Updating data. Groups and subtotals. Value formats.

Report type comparison options. Report layout and design. Multiple value fields. Calculated fields. Calculated items.

Showing values. Sorting. Filtering. Hybrid reports with GETPIVOTDATA. Web data.

The value of money concepts. Present value of single sum. Future value of single sum. Present value annuities. Future value annuities. Computing periodic rate. Annuities due. Uneven cash flows and capital budgeting.

Excel tips and functions. Different types of formatting. Feature for formulas and evaluation.

The worksheet ribbon. Analyze data. Autocorrect enhancement. Chart template. Column width readjustment. Custom views. Data range selection. Data types. Excel templates. Form-based data entry. Keyboard shortcuts. Move across a worksheet. Recently used formulas. Status bar. Watch window. Worksheet navigation.

Excel worksheets: best practices. Worksheet layout. Worksheet design.

Leadership. Development. Firm operations.

Best practices associated with creating Excel workbooks, including managing workbooks. How to secure Excel workbooks. Collaboration options and best practices in Excel. Effective reporting techniques in Excel.

Financial forecasting. Financial modeling. Cash forecasting. Microsoft excel modeling.

Reasons for financial statement analysis. Analyzing financial statements. Users of financial statements. Analyzing financial statements. Concerns of users of financial statements. Types of financial statement analysis. Gross profit analysis. Steps to break-even analysis. Horizontal & vertical analysis. Ratio analysis. The overall cash flow pipeline. Measures of earnings quality. Reasonableness of earnings relationship to cash flow.

Understanding common Excel errors. Advanced formulas and functions. Data validation techniques. Error tracing and auditing tools.

IRS foreign information returns and civil penalties. FBAR penalty mitigation rules. Statement of specified foreign financial assets. Annual return to report transactions with foreign trusts and receipt of certain gifts. Annual information return of foreign trust with a US owner. Information return of U.S. Persons concerning certain foreign corporations. Information return of a 25% foreign-owned or a foreign corporation. Engaging in a US trade or business. Return by a U.S. transfer of property to a foreign corporation. Return of U.S. persons concerning certain foreign partnerships. Information return of U.S. persons concerning foreign disregarded entities. Return by shareholder of a passive investment company or qualified electing fund. Current procedures for participation in the IRS Offshore Voluntary Disclosure Program.

Forensic analytics. Forensic analytics steps. Excel data importing and scrubbing. Excel forensic analysis techniques. Supplier-specific analytics.

Analyze a dataset using native Excel tools. Apply Excel tools and formulas to transform and structure your data. Create pivot tables to slice and dice your data. Visualize data with pivot charts and Excel Charts. Explore the landscape of data analysis and visualization.

AU - C 700 Series. Significant Changes to the Auditor's Report. SAS No. 134. Illustrative Report. SAS 135, Omnibus Statement on Auditing Standards - 2019. SAS 141. Audit Evidence. SAS No. 143. SAS 144.

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

Learn best practices when designing your spreadsheets. How to create a proper worksheet structure. Learn to use Excel's built in features to find errors. How to create your custom controls to prevent and find errors. Using links to quickly move to controls. Using Conditional Formatting to highlight errors.

Using ChatGPT to write Excel formulas. Using Excel for Web's built-in AI capabilities. VBA Workbook coding.