CPE & Event Catalog

Must know Excel functions for CPAs.

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, 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.

Alteryx terminology. The complementary relationship between Alteryx and Excel. Importing data into Alteryx.

New features in QuickBooks Desktop and 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.

How to enhance financial modeling and analysis. Scenario analysis in Excel structure, setup and CHOOSE function. Sensitivity model integration. Analyzing results. Gravity sort table using LARGE and SMALL functions in Excel to auto-sort. Tornado charts. Presenting results.

The power of keyboard shortcuts. Oft used features with more capability than meets the eye. New helpful features.

Strategic management. 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.

Introduction to array formulas. Using array formulas. Dynamic arrays and spill functions. Advanced array functions. Using array constants.

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.

Introduction to Copilot in Excel. Automating tasks and enhancing productivity. Advanced data insights with Copilot.

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

Introduction to ChatGPT and other AI language models. Discussion of best practices for using ChatGPT with Excel. Use ChatGPT to create, debug and explain formulas. Use ChatGPT to learn how to use Excel features. Use ChatGPT to automate repetitive tasks in Excel. Use ChatGPT to easily create macros.

New features and tools in Excel. Updates to the Excel Function Library.

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