CPE & Event Catalog

Economics indicators and business cycles. Financial markets and interest rates. GDP and monthly indicators. Federal reserve and monetary indicators. Unemployment and consumer indicators. Inflation and productivity indicators. Industrial and commercial indicators. International trade indicators.

Value pricing defined. Sales cycle. Proposals. Value pricing. Sales. Buying.

Current events impact. The master vendor file. Data entry in the master vendor file. Vendor contact information. Handling new vendors. Critical vendors. Vendor relations. Vendor fraud.

Virtual currency basics. Investing in virtual currencies. Taxation of virtual currency transactions. Transaction recordation. Transaction reporting.

Baseline information for financial planning. Life planning. The financial plan. Plan adjustments. Financial advisors. The ideal advisor. Wealth preservation. Investment risk. The basic investment types, and more.

Comfort letters and financial information they cover. Negative and positive assurance. Underwriter due diligence.

Quantum Computing. The integration of physical and digital experiences. Self-supervised learning. Synthetic data and its implications for AI training.

Objectives of the statement of cash flows. Cash flow classification. Accounts receivables. Inventory. Leases. Business combinations.

New features and tools in Excel. Updates to the Excel Function Library.

Types of standards. FASB codification. Basic research technique. Documenting your research. Accounting sources.

Whistleblowers and their roles. Legal protections. Sarbanes-Oxley act. Dodd-Frank act. False claims act. Whistleblowing options. Barriers to whistleblowing. Best practices to support whistleblowers.

Communication challenges. Get to know the client during audit engagement. Theory vs. practice. Using emotional intelligence to management relationships. Trusted advisor characteristics. The six steps to creating influence.

Connecting remotely. Communicating with colleagues virtually. Collaborative workspaces.

Working capital concepts. Cash and investment management. Receivables management. Inventory management. Payables management. Asset-based lending. Insurance for the home business.

Key technologies that facilitate remote work options. Cybersecurity issues impacting remote work environments. How to communicate and collaborate when working remotely.

Numbers formatted as text. Commonly used text functions. Combining a text function and an if function. Other useful text functions. Working with dates.

Company mission and vision. Leadership style. Values. Expectations. Goals. Work environment.

Classification of the five cost types.

Xspouse overview. DissoMaster. Key differences between Xspouse and DissoMaster.

Excel shortcuts and time savers. Working with templates, formats, styles and themes. Customizing and enhancing Excel. Protecting and securing workbooks. Formula building and the Excel function library.