CPE & Event Catalog

Ensuring that your firm has the capacity to grow and expand.

Basic marital tax matters. Transfers incident to divorce. Spousal and child support. Avoiding tax on debt cancellation and foreclosure. Repossession. Bad debts.

Filing status. Advantages and disadvantages of a separate return. Head of household. Children of divorced parents. Transfers incident to divorce. Alimony and child support. Debt cancellation and foreclosure. Basis reduction. Both installment and non-installment method sales.

The goals of a management control system. The control loss continuum. The cost of management control systems, and more.

Management introduction. Objectives and planning. Organization. Organization structures and staffing. Motivation and leadership. Communication and developing employees. Other management tips.

Differentiating between managing and leading, while highlighting the importance of each. Assessing your own natural management and leadership style. Adapting management and leadership styles to the specific circumstances. Becoming a catalyst for positive change. Overcoming barriers to successfully managing and leading. Successfully engaging in difficult conversations to minimize performance issues and conflict.

The essential elements of effective decision-making. Opportunity costs. Implicit costs. Five forces framework. The supply and demand concept. Elasticity of demand, and more.

How to identify and mitigate shifting fraud risks in any entity.

The intersection of legal and financial reporting. Types of legal risks. Why legal risks matter for financial reporting. Key concepts in legal risk reporting. Collaboration between legal counsel and accountants. Legal counsel vs. Accountants. Collaboration best practices. Handling conflicting opinions. Consideration of outside counsel.

Managing remotely. A prelude to project management. Five keys to time management. Characteristics of leadership. Work breakdown structure. Five phases of project management. Performance enhancers.

Virtual team problems. Running the virtual team. Communicating with the team. Ideal team members. Collaboration tools. Build relationships. Develop structure. The nature of a virtual meeting. Virtual meeting essentials. Setting meeting rules.

The nuts and bolts. Analysis of cash flow. Cash budgeting and optimal cash balances. Cash forecasting. Managing payables. Collection and credit management. Smart banking. Obtaining cash and borrowing. Loan qualifications and banking relationships.

Counting characters. Error functions. Importing data. Rounding values.

Marketing research. Consumer and the market. Marketing costs. Marketing strategies. Product as a variable, and more.

Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays. How to use "legacy" features and functions such as AGGREGATE. Creating effective forecasts in Excel.

Forecast the important outcomes of each alternative based on an analysis of available data. Making effective and timely decisions, even when data is limited, or solutions produce unpleasant consequences. Facts and ideas in writing in a clear, convincing, and organized manner. Consider and respond appropriately to the needs, feelings, and capabilities of different people in different situations.

Entities and title. Income splitting. Elimination, and more.

10 mistakes that decrease your professionalism. Make a great first impression virtually. Virtual meetings. Persuasive presentation.

Financial statement analysis and communicating insights to financial statement users. Improving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatement. Developing plausible expectations for comparison to actual financial results. Detecting earnings management and other risks through analytic procedures.

Medical costs. Charitable contributions. Casualty and theft losses suspended.