CPE & Event Catalog

Overview of project management. Planning and controlling projects. Project management concepts and process. Using the work breakdown structure to plan a project. Project scheduling. Project control and evaluation. Project control using earned value analysis. Life-cycle costing and target costing. Economic feasibility study for a capital investment project. Managing project risks. Project communication and documentation.

Capital gains. Home sales. Foreclosure and repossession. Involuntary conversions. At-risk limits.

The fiduciary nature of property management. Chart of accounts. Basis of accounting. Sample entries. Ordinary repairs and capital expenditures. Property management financial reports. The rental ledger. Common interest realty associations. Essential property management measurements.

The ideal landlord skill set. Landlord location. Tenant location. Property profitability. Lease duration. Identify the target market. Prepare the property. Advertising options. The initial contact. Scheduling issues for showings, and more.

Definition and importance. Key terminology. Common types of cyber threats. Cyber threats specific to finance professionals. Impact of cybersecurity breaches on financial institutions. Best practices and tools. Best practices for safeguarding financial data.

Public company environment. Earnings per share reporting. Segment reporting. Interim reporting. Stock issuances accounting. Debt accounting, and more.

Public utility accounting issues. Asset and liability accounts. Income and expense accounts. Capital asset accounting. Materials and supplies inventory. Payroll accounting. Utility rate design.

Purchasing controls. The genesis of accounting controls. The nature of risk. Fraud triggers. Purchasing concepts. Additional accounting policies.

The purchasing function. Purchasing processes. Procurement cards. Supplier selection. Supplier management. Competitive bidding. Supplier negotiations. Contract management. Inventory management issues, and more.

Timely insights into the most consequential federal tax developments emerging this year.

Plan conditions. IRC. Designated Roth accounts. Required Minimum Distributions (RMDs). RMDs from Qualified Plan. Lump sum distributions. Tax withholding on distributions. Rollover issues.

Types of quality. Total quality control. Lean practices. The cost of quality. Process control. Quality management tools. Supplier quality management. Quality metrics.

Quality management and benchmarking. Two different views concerning optimal quality costs. Quality cost and performance reports, and more.

Alteryx terminology. The complementary relationship between Alteryx and Excel. Importing data into Alteryx.

Identifying qualifying government grants. Proper presentation on financial statements.

New features in QuickBooks Desktop and Online. Enhancing internal controls in QuickBooks-based environments. Improving financial and operational reporting when using QuickBooks and QuickBooks Online. Best practices for setting up companies.

Value pricing. Client needs. Firm impact.

Cite goals and action plans. Identify ways to design and discover your marketing mix for continuous business flow. List selling processes for stronger relationships & increased closing percentages. Identify sound marketing strategies.

Learn the contents of an annual report. Understand a company's operations and business strategy. Realize the many risk factors a company must navigate. Analyze company financial statements, as well as its different business segments. Read and comprehend the MD&A section. Review the notes to the financial statements for additional detail.

Introduction to accounting. Initial real estate costs. Purchase of income-producing property. Real estate sales. Nonmonetary exchanges. Time-sharing activities. Rent topics. Property management. Asset retirement and environmental obligations. Real estate ventures. Housing associations.