CPE & Event Catalog

Becoming a stronger communicator. The communication process. Improving oral and written communications. "Empathy, ego, and needs." Personality types and their influence on communications. Case studies to summarize concepts.

Fraud. Misstatements. Materiality. Revenue recognition. Related parties. Going concern uncertainties. Engagement letters. Documentation and peer review considerations.

Budgeting and profit planning. Managing cash and receivables. Buying and selling products and services. Scheduling, planning, and efficiency measures. Measure business performance. Adequacy and cost of insurance coverage. Buying or selling a business.

Sources and effects of, and managing, conflict. Mediating. Positive conflict.

Conflict identification. Conflict management alternatives. Conflict assessment. The conversation. Conflict situations. Project conflicts. Conflict prevention and positive outcomes.

Coronavirus tax summary. Consolidated Appropriations Act. American Rescue Plan Act.

Four steps to learning. Four giant steps to leadership. Areas of inter-generational conflict. Model of influence through exchange. The law of reciprocity.

Planning around new tax laws. Creating trusted planning relationships.

Understanding business law. Critical elements of business law. Responsibility of management. Director liability. Duties of corporate management. Types of intellectual property. Contract law. 4 components of a contract.

Crowdfunding overview. Regulating crowdfunding. Regulation D and Regulation A+. Stock valuation.

Crypto adoption ethical concerns. Blockchain uses. Cryptocurrency taxation. Cryptocurrency reporting changes.

New developments. Schedules K-2 and K-3. Crypto.

What is blockchain. Buying and storing cryptocurrency. Investors. Miners. Tax planning opportunities.

Investors. Tax planning opportunities.

Crime epidemics. The threat prevention. Account takeovers. Prevent CEO fraud. The last vulnerability. Protect your networks.

Cybersecurity. Risk assessments.

Connecting to external data sources. Relating multiple tables to create Data Models. Summarizing and analyzing data. Using DAX to create user-defined calculations

What are analytics? Analytics maturity benchmarking: how CPAs can benchmark their clients' analytics maturity. Three types of analytics: descriptive, predictive, and prescriptive.

What is forecasting? How to make and evaluate a forecast statistically. Forecasting a simple time series: staffing an office. Forecasting a more complex time series: product revenue forecasting. Forecasting a nonlinear target: CART trees for market segmentation.

What is optimization? How to set up and solve an optimization problem. Optimizing capital investment decisions with a decision tree. Optimizing inventory management with reorder points and safety stock.