CPE Catalog & Events

Tax non-audit services. Tax avoidance. Tax risk. Effective tax rates. Tax volatility.

Materiality. The Audit Report. Structure of the Report. Related Parties. Fraud.

Overview of the Balance Sheet. Asset Line Items on the Balance Sheet. Liability Line Items on the Balance Sheet. Equity Line Items on the Balance Sheet. Statement of Retained Earnings. Balance Sheet Ratio Analysis.

The Balanced Scorecard Strategic-Based Control.

The Windows update cadence and 'Windows as a Service." Managing Data More Efficiently. Key Security Provisions and Features in Windows. Integrating Windows 10 with Your Mobile Devices. Extending Battery Life on Devices Running Windows 10. Configuring the Edge Browser. Utilizing 'Convenience" Features in Windows Such as the Magnifier and Timeline.

Hardware and software tools that can support your strategy. Application guidance to help you save time. Innovative applications for productivity and collaboration. Interesting productivity tools to consider.

The CFO Position. Strategic Planning. Risk Management. The Control Environment. Performance Measurements. Mergers and Acquisitions. Budgeting and Forecasting. Product Pricing. Capital Budgeting. Cash Management. Investment Management. Fund Raising with Debt. Fund Raising with Equity. Credit Rating Agencies. Going Public and Going Private. Stock Exchanges. Investor Relations. Public Company Financial Reporting. Share Management. Information Technology.

Bookkeeper Position. Bookkeeping Basics. Chart of Accounts. Ledger Concept. Closing Books. Financial Statements. Interpretation of Financial Statements. Bookkeeping Controls. Sales and Collection Activities. Cash Processing. Payables Processing. Inventory Accounting. Fixed Assets and Depreciation. Debt Accounting. payroll Activities. Payroll Taxes. Income Tax Filings.

Performance cycle. How to prepare a review. How to deliver a review.

Revenue Recognition. Leases. Credit Loss Standard.

Probate. Fiduciary Relationship. Estate Termination.

Examining UDFs relative to macros. Identifying the steps necessary to creating UDFs in Excel. Understanding where you should save UDFs. Fundamental syntax when creating UDFs. Incorporating UDFs into your workbooks.

Overview of the Income Statement. Revenue and Expense Presentation of the Income Statement. Discontinued Operations. Comprehensive Income. Income Statement Ratio Analysis. Rationales

IRS Funding. Residential Clean Energy Credit. Clean Vehicle Credit. Cancellation of Debt.

Overview of Financial Statements. Interpretation of Cash and Investments. Interpretation of Receivables. Interpretation of Inventory. Interpretation of Fixed Assets. Interpretation of Other Assets. Interpretation of Current Liabilities. Interpretation of Debt. Interpretation of Equity. Interpretation of Sales. Interpretation of the Cost of Sales and Gross Margin. Interpretation of Operating Expenses. Interpretation of Other Income, Taxes, and Profits. Interpretation of Cash Flows. Analysis Topics. Additional Public Company Information.

Introduction to Investor Relations. Communicating the Message. The Earnings Call. The Forward-Looking Statement. The Sell Side and the Buy Side. Short Sellers. Share Management. Annual Meeting Planning and Voting. The Sale of Restricted Stock. Third Party Investor Relations Services.

Overview of Lean Accounting. Lean Customer Billing. Lean Cash Receipts. Lean Accounts Payable. Lean Payroll. Lean Financial Statements. Lean Credit Management. Lean Collections. Lean Inventory Accounting. Lean Cost Accounting. Lean Fixed Asset Accounting. Lean General Ledger Environment. Lean Budgeting. Lean Filing. Lean Controls and Procedures.

Revocable living trusts.

Accounting Basics. The interpretation of Financial Statements. Discounted Cash Flow Techniques. Capital Structure Analysis. Business Valuation. Product Development. Supply Chain Management. Building and Managing Teams. Business Strategy.

Mindfulness. The Compass of Mindfulness. 8-minute CPA Mindfulness Practice. Science of Neurology. Application of Mindfulness.