CPE & Event Catalog

Excel worksheets: best practices. Worksheet layout. Worksheet design.

Best practices associated with creating Excel workbooks, including managing workbooks. How to secure Excel workbooks. Collaboration options and best practices in Excel. Effective reporting techniques in Excel.

Prohibited expenditures. Late submissions. Mileage overstatements. Card misuse. Cash advances. Payables department review practices. The escalation process. Training first-level supervisors. T&E policy updates.

Common expense reporting issues. Expense reporting problems caused by the traveler. Expense reporting problems caused by the manger. Expense reporting issues that can be addressed if the detailed meal receipt is required. Best expense reporting practices roundup.

Fair value accounting. Fair value option. Fair value in asset and liability evaluation.

Evolution of fair value. Measurement. Valuation techniques and inputs. Auditing fair value measurements and disclosures. Fair value option. Fair value controversy.

Background of ASC 820. Fundamentals of fair value. Assessment of the unit of account. Identification of markets for basis of valuation. Application of valuation techniques. Fair value measurements and inactive markets. General rules of financial assets and liabilities. Presentation and disclosure.

Basic marital tax matters. Children. Education. Medical, charitable and casualty. Home sales and moving expenses. Home mortgage interest. Transfers incident to divorce. Alimony and child support.

Family tax planning. Divorce costs. Dependent care assistance. Qualified tuition programs. Home sales. Alimony. Property rights.

How much do you need to retire? Defining retirement. Determining retirement costs and income needs. Savings and assets. Social Security benefits and retirement planning. Retirement benefits. Total disability benefits, and more.

Fast track retirement planning. Assets. Social security. Distributions from retirement plans. Estate planning.

Changes in various tax limits. Tax credit changes. PPACA related tax changes. Changes in Archer MSAs, HSAs, and IRAs. Secure Act 2.0.

Fiduciary accounting. Initial and subsequent transactions. Carrying value. Asset topics. Undistributed income. Allocation topics. Administration charges. Cash accounts. The total return concept. The fiduciary's power to adjust. Significant laws.

The complexities of tax preparation after the death of a client.

Overview of financial analysis. Accounting issues impacting the financials. Cost-volume-profit analysis. Cost object analysis. Credit decisions. Financial leverage. Dividend analysis. Interest rate risk analysis. Managing the rate of growth. Discounted cash flow techniques. The lease or buy decision. The enhancement of shareholder value.

Budgeting and financial forecasting. Risk, return and valuation. Determining cost of capital and capital structure decisions. Short term financing. Long term debt and stocks. Business combinations and reorganizations.

Fundamentals for nonprofits. Accounting concepts and principles. Cost-volume-revenue analysis. Financial statement analysis and performance measurement. Forecasting methods, and more.

Financial forecasting. Financial modeling. Cash forecasting. Microsoft excel modeling.

Forecasting and managerial planning. Forecasting, budgeting and business valuation. Moving averages and smoothing methods. Time series analysis, classical decomposition and forecasting with no data. Indirect methods and evaluating forecasts. Sales and revenue forecasting and forecasting the economy. Financial forecasting, and more.

Financial markets and intermediaries. Interest rates. Central banking and monetary policy. Money markets. Capital markets. Foreign exchange markets. Derivatives markets.