CPE Catalog & Events

Governmental accounting overview. Fund accounting. Basis of accounting and measurement focus. Reporting capital assets. Reporting liabilities. Budget and budgetary accounting. Common accounting transactions. Classification and terminology. Financial reporting entity. Annual comprehensive financial report. Financial reporting considerations. Financial statements. Budgetary reporting. Cash flows statements. Segment information. Reporting entity and component unit presentation and disclosure.

Auditor Reporting - AU - C 700 Series. Significant changes to the Auditor's Report. Auditor Reporting - SAS No. 134. Illustrative report. SAS 135, Omnibus Statement on Auditing Standards - 2019. SAS 141. Audit evidence. Auditing accounting estimates and related disclosures (SAS No. 143). SAS 144.

UG Update Procurement and the Supplement. Prior confusion and thresholds. Micro-purchases. Small purchases. Subrecipient monitoring and management. Indirect cost rate. Major program determination. High-Type B Programs. Direct and material compliance requirements. Internal controls. A walk-through of Part 6.

Grantor type trusts. Taxation and trusts. Estate tax freeze.

Elements of high-impact communications. Effective vs. less effective communication channels. Giving and receiving feedback. Nonverbal communication. Impactful presentations.

The 40-20-40 approach to meeting engagement. How to build an engaging audience. Top two essentials for leadership skills. Tips for an impressive virtual meeting presence.

What is and is not internal use software? Scope of internal-use software guidance. Hosting arrangements. Stages of software development. Commencement of capitalization. Amortization - cloud-based arrangements. Balance sheets. Statement of cash flows.

Conducting compilation engagement. Preparation of financial statements.

Types of businesses. Debt and equity financing. Managing financial assets. Legal considerations. Accounting, cost, and financial analysis. Individual and partnership income taxes. Marketing. Operations. Managing human resources.

SEPP. Exceptions to early distribution penalty. Fixed annuitization method. Notice 2002-62. Life expectancy tables. Private letter rulings. Planning considerations.

QuickBooks. Fundamentals of small business internal control. Implementing effective preventive controls with QuickBooks. Detecting issues using internal controls. The value of compensating controls in QuickBooks.

Understanding the Office 365 cloud interface. Cloud storage with SharePoint and OneDrive. Full review of apps and services to improve productivity.

Conducting conferences with the auditee. Presentation skills. Staffing and selling the findings. Soliciting written comments. Incorporating the auditee's response.

Named ranges. Named constants. Named formulas.

Conditional formatting basics. Conditional formatting icon sets. Conditional formatting formulas.

Sources and effects of stress. Stress management techniques.

Planning around new tax laws. ESG

Data sharing and management. Databases and relational data. Power Query and Power BI. Zapier, IFTTT, and more.

Presentation of financial statements. Statement of cash flows. Consolidated and separate financial statements. Accounting policies, estimate changes and errors. Financial reporting in hyperinflationary economies. Earnings per share. Interim financial reporting. Operating segments. Joint arrangements. Investments in associates and joint ventures. Disclosure of interests in other entities. Inventories. Property, plant, and equipment. Intangible assets. Investment property. Impairment of assets.

Understanding the entity and its environment and the applicable financial reporting framework. Understanding the components of the entity's system of internal control. Considerations for understanding it. Identifying and assessing the risks of material misstatement