CPE Catalog & Events

The key is to FOCUS. Getting Clients. Places to Look for Clients. Two Major Projects. Marketing Materials. Build Your Online Presence.

Major Requirements of Understanding and Controlling Risk. Trends in Employee Business Practices. Covid-19 Stimulus Packages. Safety and Soundness of Financial Plans. Manage the Debt/Equity Mix. Competing in the Global Economy. Growth through Acquisition.

Foundations Contract based approach with five step model. Five step Model. Percent of Completion and Separating Performance Obligations. Transition, Presentation and Disclosure. Key Areas in Revenue Recognition.

Income Tax Planning Techniques. The SECURE Act. Charitable Tax Planning. Life Insurance Trusts. Directed Trusts. Decanting and Asset Protection Trusts.

A New Type of Workplace Diversity. Traditionalist (Born Before 1946). Baby Boomers (1946 - 1961). Generation X (1962-1980). Generation Y (Born After 1980).

Characteristics of Leadership. A New Type of Workplace Diversity. Events and Influencing Factors. Areas of Intergenerational Conflict. Keys to Winning the Generational Race. Strategic Questions to Prepare for the Shift=Succession. The Six Steps to Creating Influence.

Managing Remotely. A Prelude to Project Management. 5 Key to Time Management. Characteristics of Leadership. Work Breakdown Structure. 5 Phases of Project Management. Performance Enhancers.

Cannabis Regulatory Status. Warning Letters. Recent Policy Developments.

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.

Understanding the fundamentals of data models. Creating simple data models from Excel tables. Building and adding to data models with Power Query. Working with data in a Power Pivot, including managing relationships. Constructing PivotTables that use data models as data sources.

Mastering the art of problem solving.

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

Maximizing QBI, Section 199A, deductions.

Accounting for Broadcasters. License Agreements. Amortization Considerations. Impairment Considerations. Network Affiliation Agreements. Presentation and Disclosure Issues. Comprehensive Illustration. Accounting for Cable Television. Prematurity Period. Depreciation. Intangibles. Capitalization of Interest Costs.

Debunking The Myths Surrounding Office 365. Managing The Update Process. Understanding The Update Process. Examining The Update Channel Graphically. Best New Features. Teams. Planner. Sway. PowerApps. Flow.

Understanding the importance of business intelligence efforts and the characteristics of successful business intelligence initiatives. Differentiating between various Power BI offerings, including desktop and Cloud-based offerings. Identifying the similarities and differences between Excel-business intelligence efforts and those found in a business intelligence solution. A step-by-step approach to building business intelligence reports and dashboards using Power BI.

Introducing Microsoft Teams. Creating and Managing a Team. Communication Options in Teams. Collaborating in Teams.

Identify key factors which hinder work productivity. Recall the negative impact of sustained overtime. Identify time saving tips individuals can use at work to improve efficiency.

Safety and Soundness of Credit and Collection Process. Uncertainty and Decision Making. Safety and Soundness of Financial Plans. Manage the Debt and Equity Mix. Competing globally. Lean Operations Additional Materials. Trends in Employee Business Practices and Motivation. National Infrastructure.