CPE Catalog & Events

Data science and big data. Robotic Process Automation (RPA). Machine learning. Artificial intelligence. Blockchain, cryptocurrency, and stable coins. 5G. Quantum computing. Other emerging technology. 3-D printing. Robotics, drones, and autonomous vehicles. VR and AR.

Compensatory stock. NQs, RSUs, ISOs, and ESPPs. Stock option reporting. An opportunity to plan. Other special circumstances.

401(k) plans. Qualified disaster loans. Early distribution penalty exceptions. Form 5329. Required minimum distributions. Roth 401(k) vs. Roth IRA. Mega Back Door Roth IRA.

Overview of mid-market solutions. Probable third-party solutions required. Accounting solutions for specific industries. Specific strategies to use on selecting a system. Guidance on preparatory steps and conversions.

ASU definition. Where to find ASUs. What's included in ASUs. Main provisions and how they differ from current U.S. GAAP. Transition requirements. FASB technical agenda. Determining applicability/materiality. Evaluating options. Assess disclosures and benchmark. Tacking, updating, and adopting.

S Corp general taxation. Preparing Form 2553. Fixing S-Elections. Stock basis ordering rules. S Corporation health insurance.

Fundamentals of effective visualizations. Creating visualizations in excel. Beyond the basics for more effective visualizations and communication.

Macro recorder. Visual basic editor. Quick access toolbar.

External data. Text files. Data preparation. Accounting system data. Getting graphics.

Selected shortcuts. Named references tables. Data validation. Conditional formatting basics.

Better summing. Skinny row. Hide worksheets. Highlight input cells. Workbook organization. Worksheet organization. Nested functions. Selection groups. Workbook design principles.

Conditional summing basics with SUMIFS. Remove duplicates. Lookup basics. Improving VLOOKUP with MATCH. Improving VLOOKUP with VALUE and TEXT. Moving beyond VLOOKUP with INDEX.

Trap errors with IFERROR. The IF function. List comparisons. The ISERROR function. Multicolumn list comparisons with COUNTIFS. Indentation. Perform lookups with SUMIFS.

Determine the last day of the month with EOMONTH. Date parts: MONTH and YEAR. Build your own date with DATE. Concatenation basics. Improve SUMIFS with CONCATENATE.

Dynamic headers. Horizontal reports. Mapping tables. Data validation and reporting. Improving error check with Boolean values and the logical AND function.

PivotTable basics. Row fields. Value fields. Column fields. Filter fields. Updating data. Groups and subtotals. Value formats.

Report type comparison options. Report layout and design. Multiple value fields. Calculated fields. Calculated items.

Show values as. Sorting. Filtering. Hybrid reports with GETPIVOTDATA. Web data.

Prevent social security fraud. Prevent identity theft. Prevent scams. Prevent mortgage fraud. Prevent tax fraud.

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