CPE & Event Catalog

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.

Real estate accounting. Basic accounting. Mathematics of finance. The basic use of numbers. Annual percentage rate. Discounting second mortgages. Amortization. Depreciation. Stipulated amount payments. Mortgage payoff. Add-on interest. Income capitalization. Area measurement. Volume measurement. Front foot calculations.

Real estate financing. Housing: the cost of shelter. Investing in real estate.

Types of real estate investments. Real estate investment best practices. Asset allocation issues. Options for obtaining a down payment. Mortgage fees. Finding a lender. Where to invest. The real estate cycle, and more.

Accounting methods. Tax impact of real estate acquisitions. Tax impact of rental and leasing agreements. Landlord and tenant transactions. Foreclosures. Sale of real estate. Tax management strategies.

The genesis of accounting controls. Common fraud risk factors. Fraud triggers. Control principles. Terminating controls. Controls education. Receiving concepts.

ASC 835-30 scope. Imputing interest. Interest rate determination. Using the interest method. Subsequent measurement. Presentation and disclosure.

Records management overview. Record storage systems. Elements of a records management system. Electronic records management.

Recruiting. Hiring.

Importance of keeping a balanced work-life ratio. Defining what you want to be known for in the professional world. Use other professionals as resources and not competition. Sharing experiences.

Global mobility.

Major regulators. Other influencing bodies and considerations in the regulatory environment. Corporate governance principles. Internal control.