CPE & Event Catalog

Counting characters. Error functions. Importing data. Rounding values.

Marketing research. Consumer and the market. Marketing costs. Marketing strategies. Product as a variable, and more.

Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays. How to use "legacy" features and functions such as AGGREGATE. Creating effective forecasts in Excel.

Forecast the important outcomes of each alternative based on an analysis of available data. Making effective and timely decisions, even when data is limited, or solutions produce unpleasant consequences. Facts and ideas in writing in a clear, convincing, and organized manner. Consider and respond appropriately to the needs, feelings, and capabilities of different people in different situations.

Entities and title. Income splitting. Elimination, and more.

10 mistakes that decrease your professionalism. Make a great first impression virtually. Virtual meetings. Persuasive presentation.

Financial statement analysis and communicating insights to financial statement users. Improving audit quality through strong analytic procedures, including identifying and responding to risk of material misstatement. Developing plausible expectations for comparison to actual financial results. Detecting earnings management and other risks through analytic procedures.

Medical costs. Charitable contributions. Casualty and theft losses suspended.

Acquisition strategies. Acquisition process. Regulatory approval. Exit planning, and more.

The supervisor's role and making decisions. Objectives, supervisory planning and control. Organizing, delegating, and communicating. Motivation and employee development. Building team effort, counseling and appraising. Handling absenteeism, tardiness and conflict, and more.

The concept of money. Money laundering schemes. Asset concealment. Acts pertaining to money laundering. Financial crimes enforcement network. Reporting requirements intended to detect money laundering. Suspicious activity report. Report of foreign bank and financial accounts. Report of cash payments over 10,000 received in a trade or business. Detection of money laundering.

Moore vs. United States. Supreme court ruling. Modern income tax. Realization. Wealth tax.

When is a taxpayer considered self-employed. Business expenses. Business use of a home. Recordkeeping requirements. Schedule c, profit or loss from business.

Nature of tax audit. Minimize IRS tax audit risk. Representing the client before the IRS.

Calendar sharing. Filter clients. Automating emails. Client charging.

Identifying weaknesses in traditional reporting processes. Using leading-edge features in Excel to improve reporting practices. How to work with Power Query to solve common reporting challenges. Adding Slicers and Timelines to your Excel-based reports.

What is a Non-GAAP financial measure? What drove the increase in use of Non-GAAP financial measures. Regulation S-K. Prominent presentation. SEC comment letters.

The disclosure of Non-GAAP information. Regulation G exemptions. Regulations S-K requirements. The prevalence of Non-GAAP financial measures. Validity of Non-GAAP financial measures.

Nonprofit entity. Basic nonprofit accounting concepts. Nonprofit financial statements. Revenue accounting. Government grants. Investment accounting. Inventory accounting. Fixed asset accounting, and more.

The most important issues facing nonprofit entities and their auditors.