CPE & Event Catalog

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.

Medical costs. Charitable contributions. Casualty and theft losses suspended.

Promoting work-life balance for CPAs. Mental wellness strategies for accounting professionals. Best practices for supporting employee wellbeing.

Acquisition strategies. Acquisition process. Regulatory approval. Exit planning. The data room. Synergy analysis. Hostile takeover tactics. Due diligence. Payment structure of the acquisition. Legal structure of the acquisition. Acquisition documents. Acquisition integration. Accounting for acquisition. Reverse mergers.

Technical foundations of Microsoft Copilot. Security, privacy, and data governance considerations. Prompt engineering. Microsoft Copilot in Excel. Microsoft Copilot in Word. Microsoft Copilot in PowerPoint. Microsoft Copilot in Outlook and Teams. Copilot use cases in accounting. Copilot use cases in auditing and assurance. Copilot use cases in tax planning and compliance. Copilot use cases in advisory and consulting services. Professional judgment and ethics in copilot use. Implementing Microsoft Copilot in a CPA firm.

The most frequent financial statement pitfalls encountered while reviewing not-for-profit organizations.

Minimizing estate and gift tax penalties.

The supervisor's role and making decisions. Objectives, supervisory planning and control. Organizing, delegating, and communicating. Motivation and employee development. Building team effort, counseling and appraising. Handling absenteeism, tardiness and conflict. Discrimination and supervising problem employees. Labor contracts and discipline issues. Reducing costs and supervising safety. Ethics and organizational politics. Managing supervisory time and self-development programs.