CPE & Event Catalog

Must know Excel functions for CPAs.

Key strategies for managing art assets.

Identifying manipulation of revenue. Distinguishing legitimate transaction from illegitimate. Recognizing various fraud techniques.

When is a taxpayer considered self-employed. Business expenses. Business use of a home. Recordkeeping requirements. Schedule C, profit or loss from business.

Minimizing tax liabilities for owners and partners of pass-through entities.

Nature of tax audit. Minimize IRS tax audit risk. Representing the client before the IRS.

Becoming a stronger negotiator. Negotiation skill building, effective communications, telephone techniques and the negotiation process. The role of empathy, ego and needs in negotiations.

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

Leadership. Development.

Leadership. Development.

Leadership. Development.

Methods of growth. Foreign market development. Porter's Diamond model.

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.

What is a non-GAAP financial measure? What drove the increase in use of non-GAAP financial measures. Regulation S-K. Prominent presentation. SEC comment letters.

The disclosure of non-GAAP information. Regulation g exemptions. Regulations s-k requirements. The prevalence of non-GAAP financial measures. Validity of non-GAAP financial measures.

Nonprofit entity. Basic nonprofit accounting concepts. Nonprofit financial statements. Revenue accounting. Government grants. Investment accounting. Inventory accounting, and more.

The theory behind the major issues and trends facing nonprofit entities today.

Designing, implementing and monitoring internal controls over reliable financial reporting.

Understanding revenue recognition core principles. Distinguishing exchange transactions and contributions. Applying the five-step recognition model. Identifying performance obligations in contracts. Accounting for conditional and unconditional contributions. Recognizing revenue over time or point-in-time. Using practical examples for better clarity.

Defining and understanding operational risk types. Assessing and prioritizing organizational risk exposure. Mitigating process, people, and tech risks. Strengthening compliance and facility risk controls. Implementing effective internal control strategies. Applying lessons from real-world case studies. Fostering a proactive, risk-aware culture.