CPE & Event Catalog

Leadership and Business Development University. The mentoring process. Four behavioral tendencies. Six questions for identifying a style. Building relationships using DISC. 3 technical skills. Tips for the mentor.

IF Statements. IFs FUNCTION. AND, OR, and NOT. SUMIF. COUNTIF. SWITCH.

Economic Indicators and Business Cycles. Financial Markets and Interest Rates. GDP and Monthly Indicators. Federal Reserve and Monetary Indicators. Unemployment and Consumer Indicators. Inflation and Productivity Indicators. Industrial and Commercial Indicators. International Trade Indicators.

Current events impact. The master vendor file. Data in the master vendor file. Data entry in the master vendor file. Vendor taxpayer identification number issues. Vendor contact information. Handling new vendors. Vendor fraud. Vendor relations.

Quantum Computing. The integration of physical and digital experiences. Self-supervised learning. Synthetic data and its implications for AI training.

Types of standards. FASB codification. Basic research technique. Documenting your research. Accounting sources.

Communication challenges. Get to know the client during audit engagement. Theory vs. Practice. Using emotional intelligence to manage relationships. Trusted advisor characteristics. The six steps to creating influence.

Working capital concepts. Cash and investment management. Receivables management. Inventory management. Payables management. Asset-based lending. Insurance for the home business.

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

Company mission and vision. Leadership style. Values. Expectations. Goals. Work environment.