CPE & Event Catalog

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.

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.

Current audit requirements.

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.

Role of an accountant. Chart of accounts. General ledger and trial balance. Accounting procedures accounting for receivables. Accounting for investments, and more.

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.

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.

Asset protection. Alimony and child support. Bankruptcy. Divorce settlements and divisions. Employment. Entities and title. Insurance. Property dispositions, and more.

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.

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

Fraud audit techniques using Excel. Excel arrays. Excel text functions. Benford's law.