CPE & Event Catalog

Types of standards. FASB codification. Basic research technique. Documenting your research. Accounting sources.

Whistleblowers and their roles. Legal protections. Sarbanes-Oxley act. Dodd-Frank act. False claims act. Whistleblowing options. Barriers to whistleblowing. Best practices to support whistleblowers.

Communication challenges. Get to know the client during audit engagement. Theory vs. practice. Using emotional intelligence to management relationships. Trusted advisor characteristics. The six steps to creating influence.

Connecting remotely. Communicating with colleagues virtually. Collaborative workspaces.

Working capital concepts. Cash and investment management. Receivables management. Inventory management. Payables management. Asset-based lending. Insurance for the home business.

Key technologies that facilitate remote work options. Cybersecurity issues impacting remote work environments. How to communicate and collaborate when working remotely.

Numbers formatted as text. Commonly used text functions. Combining a text function and an if function. Other useful text functions. Working with dates.

Company mission and vision. Leadership style. Values. Expectations. Goals. Work environment.

Classification of the five cost types.

Xspouse overview. DissoMaster. Key differences between Xspouse and DissoMaster.

Excel shortcuts and time savers. Working with templates, formats, styles and themes. Customizing and enhancing Excel. Protecting and securing workbooks. Formula building and the Excel function library.

SQMS 1. SQMS 2. SAS. SSARS 26. Eight components and differences from SQCS 8.