CPE & Event Catalog

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.

Calendar sharing. Filter clients. Automating emails. Client charging.

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.

The most important issues facing nonprofit entities and their auditors.

Nonprofit accounting and auditing. Colleges and universities. Voluntary health and welfare organizations. Health care entities. Financial analysis and performance measurement.

General principles and basic premises. Acronyms and definitions of uniform administrative requirements. General provisions. Pre-federal award requirements. Post-federal award requirements.

Introduction to office scripts. Recording your first script. Integration with power automate.

Oil and gas operations. Oil and gas accounting. Successful efforts method. Full cost method. Depreciation, depletion, and amortization. Accounting for production costs, and more.

Payables. Invoice Processing. Types of Payments. Expense Reimbursement. Procurement Cards, and more.

Persuasive presentations. The importance of having a connection. The difficult audience member. Effective phrasing. The dress code. Foreign language presentations.

Recognize how to combine and append tables or files. Importing data basics. Importing a text file and transforming it. Query settings. Appending data. Unpivot.

Presentation of financial statements. Liquidation basis of accounting. Income statement. Sections of the statement of cash flows. Notes to financial statements.

Overview of project accounting. Project, pricing, billing and revenue. Project costs. Project cost management. Interest capitalization. Additional project accounting topics. Project controls. Project measurements.

Overview of project management. Project initiation. Project selection. Project phases. Project planning. Trade-off analysis. Change control. Project procurement management. Team development.

The ideal landlord skill set. Landlord location. Tenant location. Property profitability. Lease duration, and more.

Quality management and benchmarking. Principles of TQM. Two different views concerning optimal quality costs. Quality cost and performance reports. APQC's benchmarking methodology. Benchmarking code of conduct. Basic requirements of an ISO QMS.

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.

Introduction to accounting. Initial real estate costs. Purchase of income-producing property. Real estate sales. Nonmonetary exchanges, and more.

Real estate accounting. Basic accounting. Mathematics of finance. The basic use of numbers. Annual percentage rate. Discounting second mortgages, and more.