CPE & Event Catalog

Economic pandemonium. Dealing with enterprise risk compromised. Problems with stretching staff expectations and capabilities. Macroeconomics. Critical risk factors. Strategic and operational risk analysis.

The Uniform Grant Guidance - general principles and basic premises. Risk assessment and monitoring. Additional expectations for risk assessments. The consideration of fraud: the fraud triangle. Have a monitoring plan for each recipient. Follow up on all identified problems. The Single Audit, and more.

Succession planning. The succession planning process. Succession training. CEO succession planning. Succession planning metrics. Succession planning failures.

Leadership and succession. Understanding the generations. Understanding influence. Using influence to motivate all generations.

Understanding GenAI. GenAI players. Tax profession and GenAI. GenAI prompts.

Break-even and contribution margin analysis. Understanding and applying the time value of money concept. How to assess capital expenditure proposals for strategic decision making. Analyzing financial statements for financial fitness. Analyzing quality of earnings and using variance analysis for cost control. Analysis of segmental performance and profit variance. Evaluating divisional performance. Analyzing working capital, and more.

Emerging technologies all business professionals should know. Considerations associated with upgrading to Windows 11. Practical options for protecting your data. New features in commonly used applications.

Overview of accounting procedures. Order entry procedures. Credit procedures. Shipping procedures, and more.

The story. Integration with operations. The controlling landscape. Controlling top tips.

Build a sustainable business foundation. Manage resources effectively. Implement strategic growth plans.

Overview of SEC Form 10-K. Specific Items in the Form 10-K. Purpose of SEC Form 10-K. Historical background of SEC Form 10-K. Comparison with other SEC Filings, and more.

Overview of financial statements. Interpretation of cash and investments. Interpretation of receivables. Interpretation of inventory. Interpretation of fixed assets. Interpretation of other assets. Interpretation of current liabilities, and more.

Accounting basics. The interpretation of financial statements. Discounted cash flow techniques. Capital structure analysis. Business valuation. Product development. Supply chain management. Building and managing teams. Business strategy.

Management philosophies. Planning activities. Organizational structures. Leadership. Motivating employees. Corporate culture. Change management. Employee recruiting and appraisal.

Getting started as an investor. Financial markets. Investment process. Return and risk. Fundamental analysis, and more.

Business strategies and operations management. Managerial decision making. Scheduling and sequencing. General management, and more.

Year-end close. Receivables yea-end. Inventory year-end. Fixed assets year-end. Payables year-end. Payroll year-end. Public company year-end. Closing checklist.

Fundamentals. Practical applications.

The top accounting, financial reporting, operational, compliance, and other challenges that nonprofits face.

Best practices for creating, editing, and managing PDFs. The process for creating and distributing PDF forms. Integrating PDFs with other applications. Securing your PDFs.