CPE & Event Catalog

Identifying risks to Business Continuity. Differentiating between Business Continuity and Disaster Recovery. Implementing effective backup strategies. Creating an effective Business Continuity/Disaster Recovery plan.

Setting goals and problem solving. Creating a marketing plan. Building rapport with prospects. Asking the right questions. Implementing solutions. Negotiating next steps.

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.

Overview of measurements. Cash flow measurements. Growth measurements. Credit and collection measurements. Financing measurements. Inventory measurements. Product design measurements. Sales and marketing measurements.

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

Structure, reporting and accounting. Business income, credits and assets. Selected business expenses. Employee compensation and benefits, and more.

Business travel. Business entertainment.

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.

Businesses receiving government assistance.

C corporation characteristics. Shareholders. Payment to shareholders. Methods of accounting. The C corporation tax return. Filing penalties. Corporate penalty taxes. The corporate spin-off.

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.

Keeping pace with industry changes while maintaining your unique professional identity.

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.