CPE Catalog & Events

Nature and Scope of Accounting. Understanding Financial Statements. Recording Financial Information and Accounting Conventions. Analysis of the Financial Statements. Management Accounting. Product Costing Methods. Cost Behavior and Cost-Volume-Profit Analysis. Budgeting and Standard Cost Systems. Responsibility Accounting. Relevant Costs and Short-Term Decisions. Capital Budgeting Decisions.

Nonprofit GAAP. Common accounting errors. Risk management.

Contributions Received. Financial Statements. Disclosures. Contribution Versus Exchange. Conditional Contributions. Contribution Classification. Services Received from Personnel of an Affiliate. Contributed Nonfinancial Assets.

What is and is not Internal-Use Software? Stages of Software Development. Commencement of Capitalization. Amortization - Cloud-Based Arrangements. Internal-Use to External. Embedded Software. Technological Feasibility. Considerations with Multiple Modules. Allocation of Indirect Costs. Alternative Future Use. Software for Resale Disclosure Requirements (ASC 985-20)

Technological Feasibility. Costs Incurred After Technological Feasibility. Production Costs. Inventory Costs. Purchased Software for Resale. Funded Software Development Arrangements. Amortization of Capitalized Costs.

Stock Compensation. Awards Classified as Equity. Awards Classified as Liabilities. Employee Share Purchase Plans. Equity-Based Payments to Non-Employees. Additional Stock-Based Compensation Concepts. Impact on Earnings per Share. SEC's View of Stock-Based Compensation. Stock-Based Compensation Disclosures.

Early Indications. The Workplace Today. New Normal. Period of Adjustment. HR Related Issues. Related Compliance Issues. Receipt of Invoices. Invoice Automation. Reasons for NonUse. Evaluate Invoice Automation. Duplicate Invoices. Duplicate Payment Checking. ACH Debits. Increase ACH Participation. Evaluate ACH Payment Program. Closely Review Pcard Activity. Establish Allowable Expense Guidelines for Quarantine. Canceled Events. Interim Travel Policy. Returned Invoices. Remote Worker Policy and Processes.

Invoice delivery and processing. Payment technologies. Regulatory issues affecting the payment process. Travel and entertainment. Master vendor file and the raft of new frauds focused on it. Staffing.

Often Ignored Best AP Control Practices. New Best Practices that Tighten Controls. When Best Practices Are Lacking. The Master Vendor File Issues. New Master Vendor File Control Issue.

Invoice handling. Payments. Basic regulatory issues impacting AP. Fraud prevention. Unlocking hidden cash reserves.

Written Policies and Procedures. Accounts Receivable Process Overview. Sales and the Accounts Receivable Management Process. Best Practices - Sales Processes. Case Study. Credit. Best Practices - Customer Credit Evaluation. Tier 1 Customer Credit Analysis. What Business Credit Reports are Available? Tier 2 Customer Credit Analysis. Working with Internally Prepared Financial Statements. Financial Ratio Analysis. Altman Z Score. Credit Approval. Credit Monitoring. Best Practices - Customer Monitoring. Case Study - Tier 1 Customer. Case Study - Tier 2 Customer. Methods to Secure the Sale. Methods to Secure the Sale Best Practices. Obtain credit insurance where it is available and makes commercial sense to do so. Factoring. Personal Guarantees. UCC-1s. Collections. Collections Best Practices. Account Reconciliation. Accounts Receivable Administration. Portfolio Review. Internal Controls. Payment Application. Bank Remittance Processing Options.

Productivity. Learning curve. Building rapport.

Business structure of the practice. Practice management. Marketing. Technology. Licensing and regulatory requirements. Personal financial planning process.

Types of Exams. Compliance Center Audits. Audit Plans. Indirect Methods. Requesting Documents from IRS. SOL. Waivers. Burden of Proof.

New functions in Excel such as TEXTJOIN, IFS, and SWITCH. Working with CUBE functions and Data Models. Extracting data from PivotTables with the GETPIVOTDATA function. Summarizing data with the SUBTOTAL and AGGREGATE functions. Creating reports using EOMONTH, INDIRECT, and SUMIFS. Working with Excel's primary date-oriented functions.

How to connect Excel to external data sources.

Foundation Concepts. Case Studies.

Exchanging and Working with Quickbooks Data. Advanced Reporting Issues. Managing Inventory with Quickbooks.

Creating formulas in Power BI with Data Analysis Expressions. Adding Key Performance Indicators to your Power BI reports and dashboards. Managing security in Power BI. Publishing your reports and dashboards to Apps and Content Packs for easy sharing with other team members.

Advanced trust tax return preparation.