CPE & Event Catalog

Basic marital tax matters. Divorce costs. Alimony. Living together, married vs unmarried.

The nature of fraud. The fraud triangle. Characteristics of fraudulent behavior. The impact of dominance in behavior. Ethics as learned behavior. The CEO-CFO relationship. The role of emotions in triggering fraudulent behavior. What fraud perpetrators desire.

The Beneficial Ownership Information reporting requirements.

Managing the AP function. Master vendor file. Invoice processing, and more.

Properly identifying, assessing, and responding to risk.

Receipt of invoices. Invoice handling-approvals. Invoice data requirements. Verifying invoice data. Invoice-coding standards. Short-paying invoices. Handling unidentified invoices. Handling invoices without invoice numbers. Discrepant invoices.

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.

The types of reports available in QuickBooks Online, by subscription level. Customizing reports to meet your needs. Spreadsheet Sync in QuickBooks Online Advanced.

SSARS and nonattest services.

Revenue recognition timing. Financial engineering. Tax planning. Big bath accounting. Accounting policy changes. Round-trip transactions. Income smoothing. Cost-cutting timing.

The genesis of accounting controls. Common fraud risk factors. Fraud triggers. Control principles. Terminating controls. Customer billing process overview.

Historical Development Blockchain Key Concepts Blockchain vs. AI How Blockchain Works Transaction Process Consensus Mechanisms

Historical development. Blockchain key concepts. Blockchain vs. AI. Blockchain vs. traditional databases. How blockchain works. Consensus mechanisms. How can CPAs use blockchain technology? Overview of crypto assets. U. S. GAAP guidance. Scope criteria for crypto assets. Scope application examples. Recognition of crypto assets. Private company considerations.

Blockchain, cryptocurrency, and NFTs.

Brand discovery. Brand marketing. Core values. Getting seen online. Audience marketing.

Brazen employee theft. Ayer family trust. Pet first healthcare. Koss corporation.

Key U.S. GAAP accounting principles and SEC reporting requirements.

7 key managing skills. Managing using EQ. That link between manager and leader. Relationships as a trusted advisor.

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.