CPE Catalog & Events

Key Ratio Analysis WEBCAST

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.

Power BI - Introduction to MS Power BI Tools WEBCAST

Power BI Tools

Power BI - Prepare Your Data Efficiently for Excel Analysis WEBCAST

Excel

Section 199A: Review and Recent Developments WEBINAR

A deep-dive look at the Section 199A flow-through entities deduction, Calculation of qualified business income, Application to rental real estate - "safe harbor" rule and aggregation rules, Self-rental rule for Section 199A compared to self-rental rule for passive activities, Differing impact on the sole proprietorship, partnerships and S Corporations, Forms reporting on Forms 8995 and 8995-ASection 199A flowchart.

A CPAs Guide to Due Diligence WEBCAST

Due Diligence

Developing a Leadership vs. Managership Approach WEBCAST

Leadership vs. "Managership", Leadership Techniques and the Diverse Workforce, Traits, Skills, and Style Approach of Leadership, Psychodynamic Leadership Theory and Strategic Leadership Concepts, Principles of Leadership Ethics.

FASB Update: What's New? WEBCAST

FASB's current activities, including ASUs issued and workplan agenda

Power BI - Analyze Your Data With Excel Pivot Tables WEBCAST

Excel, Pivot Tables

Power BI - Create Excel Dashboards for Maximum Impact WEBCAST

Excel, Dashboards

Single Audit Primer WEBINAR

Essential differences between a financial audit and a Single Audit, Significant terms and content relevant to the Single Audit.

Governmental Accounting & Auditing Conference 2021 WEBCAST

GASB Update Governmental Leases Single Audits Cares Act Performance Audit

Accounting and Tax Planning for Estates and Trusts WEBCAST

Introduction to fiduciary accounting  Distinction between ""income"" and ""principal""  Discuss Uniform Principal and Income Act  2019/20 rates and brackets  Section 199A pass-through income 

Basic Understanding of Yellow Book and Single Audit WEBCAST

Overview of the 2018 Revision Government Auditing Standards, Understanding the conceptual framework of independence, Evaluating nonaudit services provided and the threat of independence, New ruling on Continuing Professional Education, Introduction of new concept referred to as "Waste", Review Engagements under Government Auditing Standards, Gain and understanding of the requirements for performing a Uniform Guidance compliance audit, Internal control over financial reporting vs Internal control over compliance requirements, Understand the differences of the auditors reports issued under Government Auditing Standards

OCBOA Case Studies WEBCAST

Income tax-basis financial statement presentations, Cash and modified-cash financial statement presentations, Innovative and EBITDA type reports, OCBOA engagements, AICPA Fianncial Reporting Framework for Small- and Medium-Sized Entities.

Power BI - Go Beyond PivotTables with Power Pivot WEBCAST

Power BI - Use Power Query to Transform Your Data WEBCAST

Power BI Query

2020 Audit & Attestation Update WEBCAST

Auditing standards.

Entertainment & Parking Expenses: Coping with the New Rules WEBINAR

Definition of what qualifies as an entertainment expense, Strategies to deduct business entertainment expenses, Deductibility of meals, Situations not subject to the 50% meals and entertainment reduction, How to handle automobile issues related to employer-provided parking, Proper accounting for deductible vs. non-deductible expenditures, The four steps to analyze business expenses, The latest federal legislation, cases and rulings.

Power BI - Use Advanced Calculations with DAX Formulas WEBCAST

DAX forulas, Use a Date, Calendar

Preparing Financial Statements for Clients WEBCAST

Misstatements, Materiality, Related parties, Going concern uncertainties, Client acceptance and continuation, Engagement letters, Prospective financial statements, Documentation.