CPE Catalog & Events

Leadership development.

Leadership development.

Leadership development.

Key issues with traditional reporting models. The roles associated with various Excel features, including Power Query, Power Pivot, Data Analysis Expressions, and PivotTables in Excel-based reporting environments. How to create "repeatable/refreshable" reports in Excel that link data from external data sources.

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.

Nonprofit entity. Basic nonprofit accounting concepts. Nonprofit financial statements. Revenue accounting. Government grants. Investment accounting. Inventory accounting. Fixed asset accounting. Lease accounting. Pension plan accounting. Joint costs and allocations. Accounting changes and error corrections. Fair value. Other accounting topics. Split interest agreements. Affiliated organizations. Mergers and acquisitions. Nonprofit tax reporting. Closing the books. Nonprofit budgeting. Accounting controls. Nonprofit policies. Analysis of a nonprofit's financial health.

Nonprofit organization (NPO) overview. FASB guidance. Unique auditing issues for NPO. Audit documentation. Standards for charity accountability (BBB). 5 ways NPO can detect and prevent fraud.

Not-for-profit GAAP. Expense allocation methodologies. Risk management. Accounting errors.

Tax compliance. Donor relations.

Oil and gas overview. Oil and gas terminology. Asset impairment and depletion. Asset retirement obligations and derivatives.

Business performance improvement strategies. Management styles. Capital Structure. Financial stakeholder communications.

Insurance distribution and analysis. Insurer operations, financial performance, and pricing. The insurable interest concept. Claims and losses. Insurance management, claim problems and administration. Accounting for insurance.

Importance of promotion. Partnership. Policy. Profitability. Importance of inclusion. Invitation. Icebreaker. Inconsistency. Equity and equality.

Value in variety. Vision. Visibility. Vacuum thinking. Defining organization. Elements of an organization. Opportunities within an organization. Optimizing.

Implementation. Teach. Togetherness. Transformation.

Payroll management. Definition of an employee. Employee time tracking. Employee compensation. Employee benefits. Payroll deductions. Payroll taxes. Tax remittances. Unemployment taxes. Payments to employees. Accounting for payroll. Payroll reports. Payroll recordkeeping. Payroll procedures. Payroll controls. Payroll measurements. Outsourcing option.

Planning for long-term care.

Strategic planning. Post-pandemic planning. Mission statements. Forecasting. Back casting. The one-page plan.

Treasury regulations. Judicial authorities. Major reporters. Internal revenue code. Revenue rulings. Revenue procedures. Tax research methodology. Searches.

Negotiating with suppliers. How to talk to your employees and cut payroll costs. Your bank and the crisis. Alternative financing options. Key advantages and watch-outs on some government programs that help. Cost-cutting ideas . Tricky situations that arise . Getting outside the box for solutions.