CPE Catalog & Events

Tips and tricks for accessing, transforming, and combining data exported from small business applications into meaningful reports using Power Query. Methods of automating and enhancing report generation processes using templates and refreshing data from related applications. Advanced Power Query techniques.

VLOOKUP function. SUMIFS function. VLOOKUP and SUMIFS comparison.

Boiler and Machinery Insurance. Business Interruption Insurance. Commercial Automobile Insurance. Commercial Crime Insurance. Commercial General Liability Insurance. Cyber Risk Insurance. Directors and Officers Liability Insurance. Life Insurance. Medical Insurance. Political Risk Insurance. Professional Liability Insurance. Property Insurance. Surety Bonds. Surplus Lines Insurance. State Unemployment Insurance. Workers' Compensation Insurance. Reinsurance. Insurance for the Home Business.

U. S. GAAP vs IFRS. Rev Rec and Business Combinations. Business Combinations Similarities. Business Combinations Differences.

Team roles. High-performing teams. Success behaviors.

Process documentation. Software options. Practical tools you can use today and may already own. Tips on optimizing workflow. Demonstration of workflow concepts.

An Introduction to Organizational Behavior. Managing People and Organizations. Motivation. Work-Related Attitudes. Organizational Communication and Power. Groups and Teams in Organizations. Leadership. Culture, Creativity, and Innovation. Managing Organizational Changes and Development.

Understanding Economic Data and Indicators. Microeconomics and Macroeconomics. Private and Public Sectors. Economic systems and policy. Basic concepts-supply and demand. Inflation and Deflation. Unemployment and Full Employment. Measuring Economic Activity. Investment. Net Exports. Money, Financial Markets and the Banking System. Income and Interest Rates. Tools for Monetary Policy. Aggregate Supply and Demand Equilibrium. Gains and Trade. Supply Side Economics.

Transfers subject to the gift tax. Transfers that are not subject to the gift tax. Significantly enhanced lifetime exclusions from the gift tax. Generation-skipping transfer tax exclusions and recent enhancements. Gift-splitting by spouses. Available gift tax deductions. Valuation of gifts. Avoiding gift treatment by using disclaimers. Portability and the gift tax. "Defined value gifts" as a planning tool. Statutes of limitations and the adequate disclosure rules. Impact of 2017 Tax Cuts and Jobs Act.

Roth Contributions. Key Benefits. Roth Conversions. Income Tax Details. Five Year Rule. Back Door Roth Contribution.

2 CPR 200, Subpart E - General Principles and Basic Premises. Test of Cost Allowability. Composition of Costs. Selected Items of Cost - Overview. Compensation for Personal Services. Costs for Services. Buildings and Equipment Costs. Additional Selected Items of Cost.

Cognitive routines. Psychological safety. Learning from risk and failure.

Rearranging a Pivot Table. Modify a Pivot Table. Slicers. Group. PivotTable Calculations. Auto Formatting a Pivot Table. Pivot Table Charts. Data Source.

Leadership and Business Development University. The Mentoring Process. Four Behavioral Tendencies. Six Questions for Identifying a Style. Building Relationships Using DISC. 3 Technical Skills. Tips For The Mentor.

IF Statements. IF FUNCTION. AND, OR, and NOT. SUMIF. COUNTIF. SWITCH.

Economic Indicators and Business Cycles. Financial Markets and Interest Rates. GDP and Monthly Indicators. Federal Reserve and Monetary Indicators. Unemployment and Consumer Indicators. Inflation and Productivity Indicators. Industrial and Commercial Indicators. International Trade Indicators.

Corporate Valuations. Valuation Steps. Pragmatic Approaches. Security and Real Estate Valuation.

Value pricing defined. Sales Cycle. Proposals. Value Pricing. Sales. Buying.

Current Events Impact. The Master Vendor File. Data Entry in the Master Vendor File. Vendor Contact Information. Handling New Vendors. Critical Vendors Ensuring They'll Be There When You Need Them. Vendor Relations. Vendor Fraud.

Estate planning. Estate and gift taxes. Plans, devices and techniques.