CPE & Event Catalog

Types of bankruptcy. The United States bankruptcy code. Court jurisdiction. Federal tax liens. The individual bankruptcy estate. Tax effects of debt cancellation.

The case for better business writing. The mindset. The writing process. The opening, middle, and close. Types of sentences. Proper paragraph structure. Tips for better business writing, and more.

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

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.

The what and why of budgeting. Types of budgets. Advantages and disadvantages of budgets. Strategic planning. Control, evaluation and analysis. Plans and planning. Budget process, and more.

The revenue budget. The production budget. The direct labor budget. The cost of goods sold budget. The research and development budget. The capital budget. The master budget. Flexible budgeting.

Business combinations. Consolidated financial reporting.

Business combinations. Equity method. Goodwill impairment. Financial statement consolidation. Accounting integration.

The economic basis and legal structures of business. Management and organization. Production and purchasing. Information technology and accounting. Business statistics, finance, and managerial control. Financial markets. Marketing and sales. International business and the government.

Overview of business insurance. Types of business insurance. Insurance management.

Insurance distribution and analysis. Insurer operations, financial performance, and pricing. The insurable interest concept. Claims handling and processing. Insurance management, claim problems, and administration. Accounting for insurance.

Types of business insurance. Business interruption insurance. Property insurance. State unemployment insurance. Workers' compensation insurance. Insurance for the home business.

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.

Introduction to law and the legal system. Crimes, white-collar crimes, torts, cyber torts, and intellectual property laws. Contracts, offer, and e-contracts. Acceptance and reality of consent. Operating the corporation. Shareholder rights and liability. Negotiation and holder in due course. Secured transaction. Employment law.

Essential strategy concepts. Strategy analysis. Strategy choices. Types of strategies. Strategy implementation.

Business valuation. Discounted cash flows. Comparison analysis. Influencer price point. The key person discount. The valuation floor and ceiling.

Valuation principles and theory. Income approach. Normalization adjustments. Business valuation standards. Types of engagements.

Overview of CPA firm mergers and acquisitions. Firm valuations - general factors. Ways to build firm valuation. Timing of the merger or acquisitions event. Buyout negotiation points. Types of mergers. Due diligence. Succession planning. Ensuring successful client transitions.

Evolving trends in the accounting profession, including shifts in supplier dynamics. Advanced software solutions tailored for various service lines and niche markets. Innovative automation tools, with an emphasis on AI and machine learning in accounting. Optimized technology stacks to boost productivity and profitability.

Overview of capital budgeting. The capital budgeting application form. Capital budgeting strategy. Risk levels. Discounted cash flow analysis. Cash flows. The tax rate. The cost of capital. Cost of capital derivation. Constraint analysis. Other capital budgeting analyses. The lease or buy decision. Capital budgeting controls.