CPE & Event Catalog

Five fundamentals of spreadsheet design. Array formulas. Conditional and Boolean functions. Understanding GETPIVOTDATA and cube formulas. INDIRECT and OFFSET. Dates and time.

Using financial functions to calculate loan payments, depreciation, and cash flows. Retrieve summarized data with the GETPIVOTDATA and CUBEVALUE functions. Making sophisticated calculations with array formulas.

Introducing Microsoft Teams. Creating and managing a Team. Communication options in Teams. Collaborating in Teams.

Key issues with traditional reporting models. The roles associated with various Excel features, including Power Query, Power Pivot, Data Analysis Expressions, and PivotTables in Excel-based reporting environments. How to create "repeatable/refreshable" reports in Excel that link data from external data sources.

Nonprofit organization (NPO) overview. FASB guidance. Unique auditing issues for NPO. Audit documentation. Standards for charity accountability (BBB). 5 ways NPO can detect and prevent fraud.

Oil and gas overview. Oil and gas terminology. Asset impairment and depletion. Asset retirement obligations and derivatives.

Insurance distribution and analysis. Insurer operations, financial performance, and pricing. The insurable interest concept. Claims and losses. Insurance management, claim problems and administration. Accounting for insurance.

Importance of promotion. Partnership. Policy. Profitability. Importance of inclusion. Invitation. Icebreaker. Inconsistency. Equity and equality.

Value in variety. Vision. Visibility. Vacuum thinking. Defining organization. Elements of an organization. Opportunities within an organization. Optimizing.

Implementation. Teach. Togetherness. Transformation.

Strategic planning. Post-pandemic planning. Mission statements. Forecasting. Back casting. The one-page plan.

Treasury regulations. Judicial authorities. Major reporters. Internal revenue code. Revenue rulings. Revenue procedures. Tax research methodology. Searches.

COVID-19. Finance.

Remote access. Security practices. Related tools and services. Cloud-based services. Communication and collaboration.

Scope of the revenue recognition standards. The 5-step model. How are media and entertainment entities impacted.

Strengths. Weaknesses. Opportunities. Threats. Preparing a business case. Internal controls.

Cloud computing as it evolves. IAAS: infrastructure as a service. PAAS: platform as a service. SAAS: software as a service. Cloud deployment models. Types of SOC reports. The SOC framework for user auditors of user organizations. The degree of interaction. SOC 1 report.

Security risks. Specific tools. Protect sensitive data. Improve pc security. Improved organizational security.

Empower business owners, operators and employees. Prevent cybercrime. Secure mobile devices. Prevent mortgage fraud. Prevent social engineering. Prevent email hijacking. Create strong passwords.

The small to midsized business accounting landscape. QuickBooks Online and QuickBooks Desktop. Xero Accounting, Wave Accounting, and Accounting Suite. SMB Solutions from Sage Software. Microsoft Dynamics 365. Zoho Accounting apps. Other solutions, wrappers, and extenders.