CPE & Event Catalog

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 key to time management. Characteristics of leadership. Work breakdown structure. Five phases of project management. Performance enhancers.

Definition of managing up. The impact of creating an upward influence. Compare managing only subordinates and colleagues to managing upward. Specific tools and techniques for managing up in your office.

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 and what-if analysis. Managing payables. Collection and credit management. Smart banking. Obtaining cash and borrowing. Loan qualifications and banking relationships.

The offshoring of external audit work.

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

Marketing research. Consumer and the market. Marketing costs. Marketing strategies. Product as a variable. Product planning. Price theory. Pricing patterns. Advertising. Sales force management. Retailing.

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.

Automation for accountants. PCAOB standards. Strategic financial management. CFO decision making.

Latest FASB fair value standards. Strategies for overcoming operational challenges. How to implement a digital asset strategy.

Definition of a business. Illustrative examples. The acquisition method. Measurement period. Financial statement disclosures.

Mergers and acquisitions.

Multistate taxation.

Mastering retirement plan audits.

Introduction. Entities and titles. Deferral. Reduction. Income splitting. Elimination.

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

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.

Measuring accounting fraud.