CPE & Event Catalog

Estate tools and trusts.

Ethical dilemmas in representation. Circular 230.

Whistleblowing. Whistleblowing by the auditor. Sarbanes-Oxley whistleblower protections. Dodd-frank whistleblower program. False claims act. IRS whistleblower program. Audit committees. Codes of ethics. Tax return positions. Fiduciary basics. Types of trust. Trustee responsibilities.

Understanding the differences between ethics, morals, and laws. Key technology issues that can impact ethical behavior in businesses. Examples of potential ethical conflicts precipitated by modern technologies.

Examples of conflicts of interest. Relevant standards. CPA in public practice vs. business. Case studies of conflicts of interest. Best practices to avoid conflicts of interests.

U.S. GAAP guidance. Time period under review. Conditions and events that may raise substantial doubt. Management evaluation requirements. Substantial doubt exists, now what? Management plans. Disclosure requirements.

ASU definition. Where to find ASUs. What's included in ASUs. Main provisions and how they differ from current U.S. GAAP. Transition requirements. FASB technical agenda. Determining applicability and materiality. Evaluating options. Assess disclosures and benchmark. Tacking, updating, and adopting.

S Corp general taxation. Preparing Form 2553. Fixing S-Elections. Stock basis ordering rules. S Corporation health insurance.

What to look for in Excel 2024. How to take advantage of new functions and features in Excel. Integrating Excel data with other applications. Improving Excel security.

Understanding the best types of visualizations to use in specific situations. Creating compelling visualizations using Excel. Adding interactivity to your Excel-based visualizations.

Excel charts and visualizations. The worksheet ribbon. Chart overview. Chart sheets. Advanced charting practices. Sparkline graphics. Custom number formats and shapes. Excel dashboarding.

Pivot tables. The worksheet ribbon. Pivot table data analysis. Goal seeking.

The worksheet ribbon. Importing and cleaning data. Validating data. Worksheet outlines. Lining worksheets. Protecting data.

Best practices for creating and working with Excel workbooks. Effectively using Excel functions when creating formulas. The importance of PivotTables in modern reporting environments. Best practices for formatting your workbooks.

The worksheet ribbon. Common mathematical operations. Text manipulation formulas. Date and time formulas. Conditional analysis formulas. Financial analysis formulas. Conditional formatting. Formula error elimination.

The most common formulas and functions used by Excel power users.

Macro recorder. Visual basic editor. Quick access toolbar.

External data. Text files. Data preparation. Accounting system data. Getting graphics.

Selected shortcuts. Named reference tables. Data validation. Conditional formatting basics.