CPE & Event Catalog

Invoice delivery and processing. Payment technologies. Regulatory issues affecting the payment process. Travel and entertainment. Master vendor file and the raft of new frauds focused on it. Staffing.

Invoice handling. Payments. Basic regulatory issues impacting AP. Fraud prevention. Unlocking hidden cash reserves.

Addressing and fixing estate planning mistakes.

Enhanced portals for collaboration. Modern payment solutions: understanding and integrating various payment options into your portal. Effective use of eSignatures. Feature checklist for collaboration tools: what to look for in the latest technology.

Collaboration and security techniques. Tables, data models, and PivotTables. Advanced formulas. Data queries. Creating effective visualizations.

Tips for improving efficiency with QuickBooks and QuickBooks Online. Better reporting when working in QuickBooks environments. Tips for cleaning up QuickBooks and QuickBooks Online instances. Managing inventory more effectively when working with QuickBooks and QuickBooks Online.

Trust or will. Revocable trust. Administrative trust. 65-day election. Fiduciary income tax return.

Exploring AI applications in accounting and finance. Understanding AI features in everyday tools. Embracing the future: AI's impact on finance and accounting.

Website. Directories. Content marketing. SEO. Social media. Online ads.

Audit skills for beginners.

Avoiding taxes and penalties on early retirement plan distributions.

The most common misapplied audit concepts in planning and performing effective and efficient financial statement audits.

Revocable trust. Estate planning with gifts. Portability. Adequate disclosure. DAF vs. private foundation. ILIT issues. Taxation of annuities.

Practical opportunities to leverage artificial intelligence and automation in business settings. Potential risks associated with using AI and automation, including inherent ethical issues. Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier.

The types of reports available in QuickBooks Online, by subscription level. Customizing reports to meet your needs. Spreadsheet Sync in QuickBooks Online Advanced.

7 key managing skills. Managing using EQ. That link between manager and leader. Relationships as a trusted advisor.

Budget-centric features in Excel. Capital budgeting techniques. Working with Solver and Scenario Manager in budgeting and forecasting environments. Collaboration issues, version control, and audit history.

Identifying risks to business continuity. Differentiating between business continuity and disaster recovery. Implementing effective backup strategies. Creating an effective business continuity/disaster recovery plan.

Setting goals and problem solving. Creating a marketing plan. Building rapport with prospects. Asking the right questions. Implementing solutions. Negotiating next steps.

The importance of Business Intelligence in today's business climate. Differentiating between Power BI licensing options. A hands-on approach to creating effective Power BI reports and dashboards.