CPE & Event Catalog

Direct costs. Overview of activity-based costing. The bill of activities. The cost hierarchy. Overhead costs in detail. The best circumstances for activity-based costing.

Activity-based costing. ABM outputs. ABM implementation. ABM best practices. Reporting of ABM results. ABM advantages. ABM problems.

Enhanced portals for collaboration: including PBC and 1040 workpaper integration. Modern payment solutions: understanding and integrating various payment options into your portal. Effective use of eSignatures: streamlining processes and ensuring compliance. Feature checklist for collaboration tools: what to look for in the latest technology.

Collaboration and security techniques. Tables, data models, and PivotTables. Advanced formulas. Data queries. Creating effective visualizations.

Tips for improving efficiency with QuickBooks and QuickBooks Online. Better reporting when working in QuickBooks environments. Tips for cleaning up QuickBooks and QuickBooks Online instances. Managing inventory more effectively when working with QuickBooks and QuickBooks Online.

Agricultural accounting. Accrual and cash basis accounting. Accounting transactions. Receivables accounting. Investment accounting. Inventory accounting, and more.

How ACH payments work. Protection against ACH fraud. Best and worst ACH practices. Wire transfers. Real time payments.

Accounting theory and practice. Structures of financial statements.

Annual report: the financial statements. Annual report: other sections of the report. Analysis of financial statements for liquidity, asset utilization and solvency. Analysis of financial statements for profitability and market value.

Introduction to management accounting. Accumulation of costs. Break-even and cost-volume-profit analysis. Budgeting for profit planning and financial modeling. Performance evaluation, transfer pricing, and decentralization. Long-term investment and capital budgeting decisions.

Exploring AI applications in accounting and finance. Understanding AI features in everyday tools. Embracing the future: AI's impact on finance and accounting.

Website. Directories. Content marketing. SEO. Social media. Online ads.

Marketing principles. Marketing automation. Marketing practical tips. Marketing pitfalls.

Objectives of financial reporting. Cash and cash equivalents. Trading securities. Long term investments. Property, plant, and equipment.

Types of bankruptcy. The United States bankruptcy code. Court jurisdiction. Federal tax liens. The individual bankruptcy estate. Tax effects of debt cancellation.

The case for better business writing. The mindset. The writing process. The opening, middle, and close. Types of sentences. Proper paragraph structure. Tips for better business writing, and more.

Practical opportunities to leverage artificial intelligence and automation in business settings. Potential risks associated with using AI and automation. Pros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier.

Budget-centric features in Excel. Capital budgeting techniques. Working with Solver and Scenario Manager in budgeting and forecasting environments. Collaboration issues, version control, and audit history.

The what and why of budgeting. Types of budgets. Advantages and disadvantages of budgets. Strategic planning. Control, evaluation and analysis. Plans and planning. Budget process, and more.

The revenue budget. The production budget. The direct labor budget. The cost of goods sold budget. The research and development budget. The capital budget. The master budget. Flexible budgeting.