CPE & Event Catalog

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.

Recording transactions in an accounting system. The ledger concept. Cash basis vs. Accrual basis accounting. Accounting for dealership expenses.

Change management. Change management process. Change leadership. Conflict management. Evolutionary change. Transformational change.

Charitable contributions tax guide. Types of allowable contributions. Limits on deductions. Penalties.

Climate change and the economy. Sustainability disclosures. Climate change accounting.

Conflict identification. Conflict management alternatives. Conflict assessment. The conversation. Conflict situations. Project conflicts. Conflict prevention and positive outcomes.

Conquering Form 3115.

Construction industry overview. Construction accounting system. Construction-specific accounting. Construction transactions. Construction financial statements, and more.

Social media strategy. Unique content posting. Engaging content creation. Maximizing content.

Closing the books. Financial statements. Public company financial reporting. Management reports.

Controller job description. Payroll management. Department management. Budgeting. Capital budgeting. Computer system selection and installation.

Correcting S Corp and partnership basis for ERC.

Cost segregation and the Investment Tax Credit.

Basic rules. Creating a custom function. Editing and deleting a custom function.

Creating a chart. Editing and updating charts. Formatting and graphics. Creating a default chart. Custom chart types. Different chart types. Scaling. Printing charts. Link excel data into PowerPoint presentations.

Four steps to learning. Four giant steps to leadership. Areas of inter-generational conflict. Model of influence through exchange. The law of reciprocity.