CPE & Event Catalog

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.

Named ranges. Named formulas.

Conditional formatting basics. Conditional formatting icon sets. Conditional formatting formulas.

Worksheets and workbooks. Worksheet navigation. Shortcut menus. Creating a workbook. Worksheet data. Numeric formatting. Range names. Table functions. Workbook topics. Excel templates.

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.

Technical foundations of Microsoft Copilot. Security, privacy, and data governance considerations. Prompt engineering. Microsoft Copilot in Excel. Microsoft Copilot in Word. Microsoft Copilot in PowerPoint. Microsoft Copilot in Outlook and Teams. Copilot use cases in accounting. Copilot use cases in auditing and assurance. Copilot use cases in tax planning and compliance. Copilot use cases in advisory and consulting services. Professional judgment and ethics in copilot use. Implementing Microsoft Copilot in a CPA firm.