CPE Catalog & Events

The background of OpenAI and ChatGPT. Prompt Engineering. Using ChatGPT to find CPA-related answers. Practical strategies for keeping up with AI.

Single Audit. Intro to Single Audit.

SASB. FSA credential. Sustainability reporting. Key Performance Indicators.

Difference between cannabis, hemp, and marijuana. Marijuana's Schedule I status. Obtaining a marijuana license.

Planning around new tax laws. Investing in virtual currency.

The key is to focus. Getting clients. Places to look for clients. Two major projects. Marketing materials. Build your online presence.

The five-step key financial ratio analysis model and illustrative case studies. Cash flow applications, including traditional EBITDA, personal, global or combined, fixed charge coverage, free cash flow, cash basis, and real estate. Lendable real estate equity model. Key ratio software applications. Z-score (bankruptcy prediction) and sustainable growth models.

Leadership roadblocks. Leadership vs. managing. Skill-building techniques: communications, negotiations and personal marketing. Psychodynamic leadership theory. Leadership traits, skills, and styles.

A new type of workplace diversity. Traditionalist generation. Baby boomers. Generation X. Generation Y.

Managing remotely. A prelude to project management. 5 keys to time management. Characteristics of leadership. Work breakdown structure. 5 phases of project management. Performance enhancers.

Definition of managing up. The impact of creating an upward influence. Compare/contract managing only subordinates and colleagues to managing upward. Specific tools and techniques for managing up in your office.

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.

Wine industry market trends.

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

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. Discrimination and supervising problem employees. Labor contracts and discipline issues. Reducing costs and supervising safety. Organizational politics. Managing supervisory time and self-development programs.

Motivation. Recognition and rewards. Feedback. Status differentials. Authenticity.

Becoming a stronger negotiator. Negotiation skill building, effective communications, telephone techniques and the negotiation process. The role of empathy, ego and needs in negotiations.

Leadership development.